Category Evaluation – Reporting

The Loyalty Card report is useful for getting a summary of all loyalty card interactions within a certain time frame. For help setting up a program with bonus points or stamps, please refer to our Loyalty Card manual page. This report will list any Loyalty Cards and associated Customers to those cards for the time ...

The Discount Reasons Report ascribes a reason code for the various discounts that have taken place at the Point of Sale. This can be helpful in determining WHY a discount took place.  The Discount Reasons report is found in the Evaluations tab. If it does not appear there, click here to learn how to customize the section. ...

The credit card consolidation report gives an overview of credit cards and accounts used within a certain time frame and lists actual and expected profit margins.  Note that if you do not chose to Balance your Credit Payment method you will not see figures on this report. For more information on that, refer to our ...

Delivery notes confirm delivery for an order without payment collected. The delivery note can then be invoiced and Multiple deliveries can be added to single invoices as well. For more information on performing these you can reference our Delivery Note manual page. The Delivery Note Summary report can be found under the Evaluations tab. If ...

Shows an overview of all payment transactions for all or specified org units in a certain time frame, also lists the receipt numbers and the last 4 digits of the card used (If there was one). This report may be found under your evaluations tab, if you can not locate it there you will need to ...

The Additional Receipt information can be used to pull up any receipts that were flagged as required to produce Additional Information. This can be things like capturing zip codes, or performing a brief survey, to a custom entered text.This will only have results if you've set up the corresponding rules for these receipts. Please review ...

The Cancellations report is a quick way in which you can filter for Revenue and Receipts by Voided or Cancelled Transactions. As a Reminder, a Voided sale is a sale that was finalized but later Voided. A Cancelled Transaction is a transaction that never has been finalized, but may have had products on it at ...

Gives a quick overview of any internal transfers made within a certain time frame for an organizational unit. Internal Transfers would refer to any movement of stock from a Warehouse in your account to another Warehouse in your account. For help on performing these actions please reference our Internal Transfers manual page. To view the ...

The Stock Return Rates report aids in showing visually what percentages of products are being returned to Suppliers and therefore not able to be sold. It compares sales to return rates and presents it as a graph so that you can see easily if a product is consistently faulty, or even worse, returned more than ...

The Stock Return Report is used for when you wish to view the products that you've had to send back to Suppliers either for damage or some other type of reason.  The Stock Return Report may be found under your Evaluations tab, if you can not locate it you will need to Edit Menu Entries. Select ...