A Point-of-Sale (POS) report is a valuable tool for any business. It provides information about sales and helps you track your performance over time. There are several different types of reports that can be generated using a POS system, including Sales by Item, Sales Over Time, sales by Product, Sales by Category, Sales by Vendor, Sales by Location, Sales by Channel, Sales by Customer, Sales by Employees, Sales Summary, Sales by Discounts, and finally Sales by Taxes
To view the Sales Report, navigate the left panel dashboard and select "POS" dropdown list, choose "Report" > Sales
Choose which feature you are using:
Sales by Item shows the number of each specific item,Item, SKU, Quantity Sold Amount, Average Price, Created Date that has been sold, giving you an idea of which products are selling well and which ones may need some attention.
Filter Sales by Item Report by Date Period, Category and Item Name
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Sales Over Time allows you to see how your sales have changed over a specified period, whether it be daily, weekly, monthly, or yearly. This report can help you identify trends and make informed decisions about future business strategies.
Filter Sales Over Time Report by
Coverage Date: Start and End Date Coverage
Viewed by: Daily, Monthly or Yearly
Source: POS or Online
Location
Metric: Average Units Ordered, Total Sales, Total transactions, Total Discount, Total Tax, Total Service Charge, Total Returned, Net Sales or by Gross Profit in%
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Sales by Product gives you a breakdown of sales by product type, so you can see which inventory type are performing well and which ones may need some extra focus. -- Maybe instead of inventory type, we can include product categories
Filter Sales by Product Report by Date Period, Category and Item Name
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Sales by Category Allows you to have clear view of how different product categories are performing in terms of sales. This information helps businesses identify which categories are driving revenue and which may need attention
Filter Sales by Category Report by Date Period, and Item Name
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Sales by Vendor allows you to track the performance of your suppliers, so you can see which ones are providing the most value to your business.
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Sales by Location gives you a breakdown of sales by store location, which can be especially useful for businesses with multiple locations.
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Sales by Channel gives you a breakdown of sales by POS or eStore, so you can see which channels are driving the most sales.
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Sales by Customer provides information about sales by individual customer, which can help you target marketing efforts and reward your most valuable customers.
Filter Sales by Customer Report by Date Period, and Costumer Name
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Sales by Employee allows you to evaluate, motivate, and optimize the performance of the sales team. It provides valuable insights into individual and team performance, supports data-driven decision-making, and helps align the salesforce with the organization's goals and objectives.
Filter Sales by Employees Report by Date Period, Location of Employee and Employee Name
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Sales Summary Report is a concise and comprehensive document that provides an overview of a company's sales performance within a specified period.
Filter Sales Summary Report by Date Period
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Sales by Discounts report provides insights into the impact of discounts on sales performance and overall profitability
Filter Sales by Discount by Report by Location and Date Period
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Sales by Taxes it provides insights into the impact of taxes on sales, financial reporting, and compliance.
Filter Sales by Discount by Report by Location and Date Period
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A POS report is a powerful tool that can help you make informed decisions about your business.
By regularly reviewing these reports, you can stay on top of your sales and make data-driven decisions that will drive your business forward.
In order to view the Sales Report in POS, you first have to open your cash register in POS to view your catalog and view the reports. You may refer to the link here to learn to open your cash register POS.
Once you are in the POS Catalog, go to the "More" section
Click on the Reports tab
Numerous reports will be displayed such as Sales, Retail Sales, Orders, Customers, Receivable, Payment Received, Finance, Inventory, Cash Register, Commission, and Invoice. You will see the Sales Reports under the Sales Category
