The Sales - Products report provides you details of all the products sold at your center including the sale amount realized, guest who purchased the product, employee who sold it, and the payment details on a particular day.
Table of Contents
Follow these steps to run the report:
Make sure you have selected the center for which you want to run the report.
On the Main menu, click the Reports tab.
On the Reports Dashboard, click Daily Reports > For the Day (from filter).
From the list of reports, click Sales - Products. The report opens in a new tab.
Make your selections in the Filter Criteria and click Refresh.
The report opens.
To export the report, on the top right side of the report, click the Excel () or .CSV icons ().
The current date is displayed by default.
|Invoice No||The invoice number. Clicking the invoice number opens the invoice details.|
|Guest Code||The unique identifier associated with the guest name.|
|The name of the guest who purchased the product.
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.
|Sold By||The employee who sold the product.|
|The number of products sold as part of the invoice.|
|The category the product belongs to. For example, Hair Care.|
|The sub category the product belongs to. For example, Hair Styling.|
|Product Name||The name of the product. For example, Anti-wrinkle cream.
Clicking the product name opens the product details.
|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.|
|Tax||The tax on the Price after factoring in discounts and redemptions.|
|Membership Redemption||The amount paid for the product using membership credits.|
|Prepaid Card Redemption||The amount paid for the product using prepaid card.|
|Cashback Redemption||The amount paid for the product using a cash back coupon.|
|Price Paid||The amount paid by the guest for the product.|
|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.|
|Closed By||The name of the employee who closed the invoice.|