For the Day Report: Sales - Packages

The Sales - Packages report provides you details of all the packages sold at your center including the sale amount realized, the guest who purchased the package, employee who sold it, and the payment details on a particular day.

 

Table of Contents

 

Navigation

  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 Daily Reports > For the Day (from the filter).

  4. From the list of reports, click Sales - Packages. 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 Description
Date The current date is displayed by default.
To view sales information related to any other date, use the arrows or calendar to select the desired date.

 

Column Descriptions

Column Description
Invoice No The invoice number. Clicking the invoice number opens the invoice details.
Guest Code The unique identifier associated with the guest name.
Guest  The name of the guest who purchased the service. Clicking a guest's name opens the guest profile.
Receipt No The receipt number generated when the invoice was closed.
Note: If the invoice is open, no receipt number is generated and this field is blank.
Sold By The employee who sold the package.
Package The name of the package. For example, Skin Rejuvenation.
Clicking the package name opens the package details.
Promotion The promotion name (if the package was sold as part of a promotion).
Note: If the front office gives 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 package.
Discount The discount amount given manually or due to a promotion or campaign.
Tax The tax on the Price after factoring in discounts and redemptions.
Prepaid Card Redemption The amount paid for the package using the prepaid card.
Cashback Redemption The amount paid for the package using a cash back coupon.
Price Paid The amount paid by the guest for the package
Member Displays Yes or No to indicate if the guest has an active membership or not.
First Visit Displays Yes or No to indicate if this is the guest's first visit to the center.
Payment Type Displays the Payment type as Cash, Card (Visa, Mastercard), etc.
Status Shows the status of the invoice as Open or Closed.
Created By The name of the employee who created the invoice.
Type Indicates if the package is Series or Custom.
Closed By The name of the employee who closed the invoice.

 

 

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