Point of Sale - Payment - Reports

Introduction:

Looking for insight into your daily performance? This guide can help you get a comprehensive view of your reports!

Get the most out of your point of sale by viewing detailed reports and insights. Keep track of sales, trends, and customer preferences. With our insights, you can make the most informed decisions.



Step 1: From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):



Step 2: Tap on Payments



Step 3: On the left hand navbar tap on Reports.



Step 4: Reports can be viewed with the following information

a. Custom date range to view sales summary - This feature allows users to select a specific date range to analyze sales data, providing flexibility in accessing sales information based on custom time intervals.
b. Number of orders - Total number of orders within the date range: This represents the count of all orders processed within the selected date range, offering insight into the volume of transactions during that period.
Number of refunds - Total number of Refunds issued within the date range: This indicates the total count of refunds issued within the selected date range, helping to monitor the frequency of refund transactions.
Refund - Total refund issued: This figure represents the total of all refunds issued within the selected date range, providing clarity on the amount of money returned to customers.
Net Sales - Total sales within the date range less applied taxes, surcharges, and tips: This represents the total revenue generated from sales within the selected date range, after deducting taxes, surcharges, and tips, providing a clear picture of the actual revenue earned.
Discount - Total applied discount: This figure represents the total value of discounts applied to orders within the selected date range, aiding in understanding the impact of discounting on overall sales performance.
Tips - Total Tips received: This indicates the total amount of tips received from customers within the selected date range, offering insights into additional revenue earned from gratuities.
Tax - Total applied tax: This represents the total of all taxes applied to orders within the selected date range, helping to monitor tax liabilities and compliance with tax regulations.
Total - This figure represents the overall total of all transactions, including sales, refunds, discounts, tips, and taxes, within the selected date range, offering a comprehensive view of financial performance.



Step 5: View Sales Summary by:

a. Payment Type = Cash/Card - This refers to the method of payment used for transactions, distinguishing between cash and card payments.
b. Number of Transactions = This indicates the total count of transactions conducted for each payment type, providing insights into the volume of cash and card transactions separately.
c. Total Amount - This represents the total of all transactions, regardless of the payment type, offering a comprehensive view of the revenue generated within a specified period.



Step 6: View Sales Summary by:

a. Category - This option allows you to analyze sales data categorized by product categories or classifications, providing insights into the performance of different product groups.
b. Number of Products - Here, you can view the total count of products sold within a specified period, aiding in inventory management and identifying top-selling items.
c. Net Sales - This represents the total sales revenue after deducting returns, discounts, and allowances, providing a clear picture of the actual revenue generated by the business.

Updated on: 04/05/2024