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Category Evaluation – Reporting

13
Jun

Team Commission

Gives a summary of total commisions for each organizational unit. Only shows results if you have set up a relevant commissions structure. For help setting this up you can refer to our Commissions Set Up manual page. To view this report start by navigating to the Evaluations tab, if you can not locate it there ...
13
Jun

Production Report

The Production Report gives a read out of the types of Production / Conversion receipts that have been performed during a given time. This can be helpful when determining case to single breakouts, or kit creation products. For information on setting this up on products you can refer to our Production / Conversion manual page. ...
12
Jun

Difference Check

Checks for any errors occurring during cashier balances and allows for a manual completion of missing balance statements. For more on reviewing Balance statements you can refer to our Balance Statement manual here. To view the Difference Check report navigate to your Evaluations tab. If you don't see it there you will need to Edit Menu ...
12
Jun

Periods to Compare

Compares profits between two different times periods in an organizational unit.  This can be useful when determining for instance how last year's Halloween sales were compared to this years, or similar tasks to that.  This report can be located under the Evaluations tab, if you cannot locate it there you will need to Edit Menu ...
12
Jun

Payment Method Differences

Lists all pos balance reports for all payment methods during a specified time frame. This is used when you are trying to audit overages or shortages as compared to expected values for a certain period of time. This is based on data from balancing, for more information on that please refer to our Balancing the ...
12
Jun

Organization Trend

Compares profit margins from one year to another and breaks down monthly profits/Sales/Expenses and give a total accumulation for the year.  To view your organizational trend report navigate to the Evaluations tab, If you can not locate it there you will need to Edit Menu Entries. This report may be filtered by Category and Tags. Your ...
12
Jun

Movement Report

This report gives a quick overview of product utilization, cost, and profits.   Navigate to Evaluations > Movement Report. If you cannot locate this report there you will need to Edit Menu Entries. This report may be filtered by Org. Unit, Commodity Group, Supplier, Date, Tags, and Assortment Products. Once you have made all of the ...
8
Jun

Product Performance

The product performance report can be helpful when wanting to view an accumulated revenue for a specific product. You will get a visual representation for Costs, Profit, and Discounts. To view your Product Performance report please navigate to your evaluations tab if you do not see your report there you will need to edit menu ...
7
Jun

Shelf Life Report

The Shelf Life Report is used when you are searching for products that have had a shelf life entered and you need to query what was assigned to it. This report may be found under the Evaluations tab if you can not locate it there please refer to our Edit Menu Entries manual page. This ...
7
Jun

Stock Receipt Discrepancies

Allows for a quick comparison between all expected goods and received goods and determines any miscalculations. Discrepancies would be determined by differences in amounts Ordered via Stock Orders, and amounts Received via Stock Receipts. To view the Stock Receipt Discrepancies report, navigate to the Evaluations tab. If you can not locate it there, please refer ...
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