Retail Back Office: Sales Recap Report Settings

Retail Back Office: Sales Recap Report Settings


Navigation: Sign into the Back Office for your Retail Store. On the left-side Navigation Panel, click Settings. On the Settings page, under Reports click Sales Recap Report.
          


The Sales Recap Report page contains the following sections:

    1. General

      1. Guest/Receipts– If Enabled (YES) any Guests/Receipts will appear on the Sales Recap Report. If Disabled (NO), they won’t appear on the report.
      2. Cover – The count of the specific Category/Subcategory/Retail Items that are used on that Business Date. If Enabled (YES), they will appear on the report. If Disabled (NO), they won’t appear on the report.
      3. Level - Select the Level Type (Category, Subcategory or Retail Item), then select from the corresponding dropdown.
        1. You can select one or more options from the dropdown, or Select All. You can de-select an option if needed.

    2. Sales

      1. Grand Sales – If Enabled (YES) the grand sales for the day will appear on the report. If Disabled (NO), they won’t appear on the report.
      2. Gross Receipt – If Enabled (YES) the total value of sales for the day will appear on the report. If Disabled (NO), they won’t appear on the report.
      3. Gross Void – If Enabled (YES) the Net Void done of all tenders of the day will appear on the report. If Disabled (NO), they won’t appear on the report.
      4. Net Void – If Enabled (YES) the Net Void of all tenders of the day will appear on the report. If Disabled (NO), they won’t appear on the report.


    1. Payments

      1. CC Split Up – If Enabled (YES) the credit card sales with card type, count, and sale value will appear on the report. If Disabled (NO), they won’t appear on the report.
      2. Other Payments Split Up – If Enabled (YES) other mode payments aside from credit card will appear on the report. If Disabled (NO), they won’t appear on the report.
      3. Payment Name – If Enabled (YES), select how the mode names are defined (System Defined or User Defined). If Disabled (NO), they won’t appear on the report.


    2. Taxes

      1. Tax Split Up – If Enabled (YES) the different taxes and amounts will appear on the report. If Disabled (NO), they won’t appear on the report.
      2. Tax Exempt – If Enabled (YES) the total exemption given for the day will appear on the report. If Disabled (NO), they won’t appear on the report.
      3. Tax with Net Sales – If Enabled (YES) the tax along with the net sales will appear on the report. If Disabled (NO), they won’t appear on the report.


    3. Summary

      1. Opening Balance – If Enabled (YES), If Till option is enabled then the Till amount employees entered will appear on the report. If Disabled (NO), it won’t appear.
      2. Paid In/Out – If Enabled (YES), the amount Paid In and Out from employees will appear on the report. If Disabled (NO), they won’t appear.
      3. Cash Drop – If Enabled (YES), any cash drop amount performed by employees will appear on the report. If Disabled (NO), it won’t appear.
      4. Cash Expected– If Enabled (YES), any cash expected from employees will appear on the report. If Disabled (NO), it won’t appear.
      5. Over/Shortage – If Enabled (YES), any amount deemed. If Disabled (NO), they won’t appear on the report.


    4. Formula Definition

      1. Cash Expected – If Enabled (YES), the expected cash from employee at the end of the day will appear on the report. Select one or more options (or Select All) from the Add and Subtract dropdowns. Note: an option cannot appear under both Add and Subtract. If Disabled (NO), they won’t appear on the report.

      2. Overage/Shortage – If Enabled (YES), the amount submitted from employee at the end of the day will appear on the report. Select one or more options (or Select All) from the Add and Subtract dropdowns. Note: an option cannot appear under both Add and Subtract. If Disabled (NO), they won’t appear on the report.



    5. Other Summaries

      1. Department Summary – If Enabled (YES), the department’s total sales will appear on the report. If Disabled (NO), they won’t appear.
      2. Category Summary – If Enabled (YES), the category’s total sales will appear on the report. If Disabled (NO), they won’t appear.
      3. Hourly Summary – If Enabled (YES), the total hourly sales will appear on the report. If Disabled (NO), they won’t appear.
      4. Exclude Discount of Non-Sale Revenue – If Enabled (YES), any Discount(s) will be deducted from Net Sale on the report. If Disabled (NO), they won't be deducted.



    6. Retail Insight

      1. Total Item Sold - If enabled (YES), the total number of items sold during the selected period of time will appear on the report.
      2. Last Sale Time - If enabled (YES), the date and time of the last completed sale will appear on the report.
      3. Return Amount - If enabled (YES), the amount of returned items during the selected period of time will appear on the report.
      4. Return Percentage - If enabled (YES), the percentage of Total Value of Returned Items vs the Total Sales will appear on the report.
      5. Total Receipt Count - If enabled (YES), the number of completed individual transactions will appear on the report.
      6. Margin Percentage - If enabled (YES), the percentage difference between Cost Price to Selling Price will appear on the report.



When all Sales Recap Report settings have been set, click Update at the top-right. The confirmation message ‘Sale Recap Settings Updated Successfully’ appears.
  1. If the button is greyed out: it means no changes have been made, or that mandatory fields have not been filled in.

    • Related Articles

    • Retail Back Office: Enterprise - Reports

      Navigation: Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Select Enterprise Reports, and the dropdown contains options to access specific reporting Dashboards: Enterprise Reports Sale Report The Sale Report dashboard ...

    • Retail Back Office: Admin - Accounts

      Navigation: Log in BO Admin then select Accounts > Accounts The Accounts page is broken down into the following tabs: Account Stores Account The Accounts tab displays the total number of Accounts, along with a table containing rows representing each ...

    • Retail Back Office: Sale Reports

      Department Category Sub Category Retail Item Hourly Daily Sale Recap Cashier Out Weekly Summary Sale Summary Department The default tab on the Sales Report screen. It shows data from all Departments by default, with the Top Sales in Graph and Table ...

    • Back Office: Enterprise - Reports

      Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Then click Enterprise Reports. Under Enterprise Reports are options to access specific reporting Dashboards: Enterprise Reports Sale Report The Sale Report dashboard ...

    • Back Office: Sales Recap Report Settings

      Sign into the Back Office. On the left-side Navigation Panel, click Settings. On the Settings page, under Reports click Sales Recap Report. The Sales Recap Report page contains the following sections: General Guest/Checks – If Enabled (YES) any ...