Almost all the reports in Retail ADVANTAGE Point of Sale Software first preview on your screen when generated. You may not see the complete report on your screen until you maximize your screen. To maximize your screen select the middle button of the three buttons found on the upper right hand corner of the report. That button is between the button that looks like a dash, which is the minimize button, and the x button which will actually close the report.

To print your report select the print report button found on your tool bar. You will also see options to output your report to notepad, analyze with excel, publish with word and send via email. You must have Microsoft Excel 97 or later installed on your computer to use the analyze with excel option. You must have Microsoft 97 word or later installed on your computer to use the publish with word option. In order to use the send option you must have a MAPI compliant email program installed on your computer like Microsoft outlook or Microsoft exchange. Just select those options to see what you can do on your computer.

If you see that your report does not print clearly or does not view fully on your computer, you may need to reset your default printer in your control panel to your report printer. Since you may have your receipt printer set as your default printer in you printers the preview of your reports will not look as attractive if you had your reporting printer setup as your default printer. You may have to switch your default printer when you running reports and switch back to your receipt printer when you are running point of sale. Whenever you do make changes to your printer settings on your computer make sure Retail ADVANTAGE Point of Sale Software is closed. Retail ADVANTAGE Point of Sale Software recognizes your printers on startup of the program.

1. SALES SUMMARY REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN SALES SUMMARY REPORT

n You have the option of printing Sales Summary Reports by: Inventory Item, Service, Register, Inventory Category, Inventory Manufacturer or Inventory Vendor.

n Select the Sales Summary Report you want, specify the date range, please note that ADVANTAGE Point of Sale Software automatically defaults to today’s date. Click on Preview Report, you will be able to view the report before you print it.

2. BANK DEPOSITS REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN BANK DEPOSITS REPORT

n You may want to print this report at the end of each day. The Bank Deposits Report provides you with a detailed print out of the day’s invoices listed with the operator (the person who rung up the sale), payment type and amount.

n The last items you will find on the Bank Deposits Report are listings of the various payment types (for example: Visa, MasterCard, American Express, Cash and/or Check). The report will show how many transactions from each of the payments and the total amount received by each type.

3. RECONCILIATION REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN RECONCILIATION REPORT

n You may want to print this report at the end of each day. The Point of Sale Reconciliation Report provides a detail or summary of the day’s transactions. You can reconcile the drawer at the end of each shift or at the end of the day. To quickly reconcile at the end of a shift, click on the End Shift button.

n The Reconciliation Report provides you with two different types: Payment Summary, and Invoice Detail. After you enter the date (or date range) for the report, be sure to choose the type of Reconciliation report before you proceed.

n Do not forget to enter your beginning bank (the amount of money the drawer has initially). While you are counting your money, you can enter in the number of coins and bills in the spaces provided. Make sure you are entering the number you count, not the actual dollar amount because ADVANTAGE Point of Sale Software will calculate the dollar amount for you based on the quantity you entered.

4. EMPLOYEE SALES REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN EMPLOYEE SALES REPORT.

n You have the option of printing an Employee Sales Report for one specific employee or for all your employees.

n Be sure to specify the date range and the times for the report. You can choose between two different types: Detailed or Summary.

5. EMPLOYEE COMMISSIONS REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN EMPLOYEE COMMISSIONS REPORT

n In order to print Employee Commissions Reports, select the specific employee or all your employees, select the date, then click on Preview Report. You will be given a report showing each employee’s services and inventory commissions.

6. SALES TAX REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN SALES TAX REPORT

n Specify the date range for the Sales Tax Report then click Preview Report. This report will provide you with all the sales tax collected within the date range.

7. SERVICE SALES COMPARISION REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN SERVICE SALES COMPARISON REPORT

n This report is a pie chart showing the comparison between the (up to 4 different) services that you specify. Be sure to specify the date range for the report.

8. MONTHLY SALES REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS THEN MONTHLY SALES REPORT

n This report is a bar graph showing the sales per month for a given year for all or just one specific employee. You may choose All Sales, Services Only or Inventory Only. If you would like to print a comparative graph, be sure to specify the year the sales should be compared.

9. POS CLIENT REFERRAL REPORT

SELECT FROM THE MENU BAR POINT OF SALE, REPORTS, THEN POS CLIENT REFERRAL REPORT

§ This report will give you all the information on referrals for the selected date range. It allows you to track which clients have been referring, which clients were referred, the amount they spent and what they purchased.

Note: If you get errors when previewing your reports, don’t be alarmed. This only means that there is no data to preview for the selected report and date range.

Retail ADVANTAGE Point of Sale Software Online Manual Section 6.11

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