Financial Report: Sales - Product

The Sales - Product report provides you details of all the products sold at your center including the sale amount realized, the guest who purchased the product, employee who sold it, and the payment details.   

Table of Contents

Navigation

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report. 

  2. On the Main menu, click the Reports tab.

  3. On the Reports Dashboard, click Finance > Sales (from the filter).

  4. From the list of reports, click Sales - Product (General). The report opens in a new tab.

  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.

  6. To export the report, on the top right side of the report, click the Excel ()  or .CSV icons (). 

Filter Criteria

Criteria Options Description
Business Unit List of Business Units 

Select All to view sales of all products across all Business Units.
To view sales related to a particular Business Unit, select that Business Unit.

Time Period Today,
Last 7 days,
Last 14 days,
1 Month,
2 Months,
3 Months,
6 Months,
Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days1, 2, 3, or 6 months.
You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.
Invoice Status All,
Open,
Closed
Select All to view sales of both open and closed invoices.
To view sales of either open or closed invoices, make the appropriate selection as either Open and Closed.
Sold By List of all Employees Select Sold by - All to view product sales of all employees.
To view product sales of a particular employee, select that employee from the list.
Product Name, Tag   To view the sales of a particular product, enter the product name or tag in the field.
To view the sales of all the products at your center, leave this field blank.


Column Descriptions

Column Description
Invoice The invoice number. Clicking the invoice number opens the invoice details.
Product Name The name of the product. For example, Anti-wrinkle cream.
Clicking the product name opens the product details.
Product Code A unique identifier assigned to the product.
Receipt No The receipt number generated when the invoice was closed.
Note: If the invoice is open, no receipt number is generated.
Category The category the product belongs to. For example, Hair Care.
Sub Category The subcategory the product belongs to. For example, Hair Styling.
Sold On The date on which the product was sold.
Guest The name of the guest who purchased the product.
Guest Center The primary center of the guest (the center at which the guest's profile was first created).
Employee Code The unique identifier of the employee who sold the product.
Sold By The employee who sold the product.
Quantity The number of products sold as part of the invoice.
Promotion The promotion name (if the product was sold as part of a promotion).
Note: If the front office gave a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.
Price The list price of the product.
Discount The discount amount given manually or due to membership or campaign.
Membership Redemption The amount paid for the product using membership credits.
Prepaid Card Redemption The amount paid for the product using a prepaid card.
Cashback Redemption The amount paid for the product using a cash back coupon.
Net Price The price of the product before tax and after discount and redemptions.
The value here is Price - (Discount + Loyalty Points Redemption + Membership Redemption + Prepaid Card Redemption + Gift Card Redemption + Cashback Redemption).
Tax The tax on the Net Price.
Shipping Charge The charge levied for shipping the product to the guest.
Package Redemption The value of the package benefits redeemed for purchasing the product.
Price Paid The amount paid by the guest for the product. Adding the Net Price and Tax gives this value.
Sale Value The sale amount collected through Cash, Card, Check, and Financial Custom Payments.
The sale amount is inclusive of discounts and excluding tax.
Note: If payment is made through redemptions, then the sale value for that product is zero.
Payment Type Displays the Payment type as Cash, Card (Visa, Mastercard), etc.
Created By The name of the employee who created the invoice.
Status Shows the status of the invoice as Open or Closed.
Closed On The date on which the invoice was closed.
Guest Code The unique identifier associated with the guest name.
First Visit Displays Yes or No to indicate if this is the guest's first visit to the center.
Member Displays Yes or No to indicate if the guest has an active membership or not.
Closed By The name of the employee who closed the invoice.
Business Unit The Business Unit the service belongs to.

 

 

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