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6.11
POINT OF SALE REPORTS
As with almost all the
reports in
ADVANTAGE
Salon Software and
Spa Software the point of sale reports 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 to use the analyze with excel option on your computer. You must
Microsoft 97 word or later to use the publish with word option. In
order to have 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. Whenever you do make changes to your printer settings on your
computer make sure
ADVANTAGE
Salon Software and
Spa Software is closed.
ADVANTAGE
Salon Software and
Spa 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
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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
Salon Software and
Spa 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
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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.
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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
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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.
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The Reconciliation Report provides you with four different
types: Payment Summary, Invoice Detail, Pay out Listing, Employee
Payment Summary. After you enter the date (or date range) for the
report, be sure to choose the type of Reconciliation report before you
proceed.
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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
Salon Software and
Spa 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.
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You have the option of printing an Employee Sales Report
for one specific employee or for all your employees.
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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
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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
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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
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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.
10.
CLIENT SERVICE LISTING AND LABELS
SELECT FROM THE MENU BAR POINT OF SALE, REPORTS, THEN CLIENT
SERVICE LISTING AND LABELS
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This function allows you to print a list of clients that
use a certain service or print mailing labels for the clients that use a
certain service.
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.
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