sales reports

See Also: Reports, Accounting Reports, Inventory Reports, Contact Reports

Sales Reports

There are 2 sales reports which can be generated, the Sales Detail and the Sales Summary. Upon selection of either report a record selection box will appear requesting a date range for the report to be generated.

Sales Detail

The Sales Detail report will list all invoices within a specified date range with various invoice totals. The report is divided into months with subtotals displayed at the end of each month. There are also grand totals for the entire report period.

The various report categories are:

Invoice Number:	The invoice number as it appears on the invoice.
Date:	The date the invoice was processed.
Customer Last Name:	The customer’s last name as it appeared on the invoice.
Sales Type:	Phone, Skin Care Class or Facial.
Tax Collected:	The total sales tax collected for the invoice.
Shipping:	The total amount of shipping charges for the invoice
Invoice Total:	The grand total of the invoice. (includes any discount, tax and shipping charges)
Moneys Received:	The actual amount of money collected for the invoice.
Hostess Gifts:	The total amount of hostess gifts entered into the invoice
Gifts With Purchase:	The total amount of Gifts with Purchase entered into the invoice.
Demo Use:	The total amount of items used for demo use entered into the invoice.
Total Retail:	The total amount at retail of products either sold, given away or used for demo purposes entered into the invoice.

Totals for all of the above categories are displayed at the end of each month. There are also monthly totals for phone, skin care class and facial sales.

At the end of the report grand totals are printed for all of the above categories. All grand totals are based off the period of time which the report was generated.

Sales Summary

The Sales Summary report generates monthly as well as grand totals for the same categories as the Sales Detail report with the exception of sale type totals. Grand totals are also printed based off the period of time which the report was generated.

Customer Sales Detail

This report creates a sales detail including only invoices for the current contact and selected daterange.

Sales Breakdown by Customer

 This report opens a date range which selects the range of invoices to be included when calculating the report. The report adds up each customer’s sales and displays the total along with a yearly sales history. The report lists customers by the customer’s last name.

Sales Breakdown by Sales

This is the same report as the previous one except the customers are listed by total of selected sales. This lines your customers up by the amount of their purchases over the selected period of time.

Hostess Credit

 This report lists all customers who have hostess credit with a detail of each entry made to their hostess credit account. Report lists points as well as total dollar value for each customer as well as total dollar value for everyone listed.