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Sales

The Sales group has twenty one main reports that are available which are:

 

Tip!

The End of Day Time, First Day of Week, Start of Financial Year and Sessions/Session Times can all be customised in Idealpos which will affect the date range (From/To) that's used when using any of the pre-defined periods in the Date Range option.

The locations in Idealpos where these settings can be customised are summarised below:

 

End of Day time - Back Office > Setup > Global Options > General > End of Day.

First Day of Week - Back Office > Setup > Global Options > General > First Day of Week.

Start of Financial Year - Back Office > Setup > Global Options > Miscellaneous > Start of Financial Year

Sessions - Back Office > Setup > Global Options > Restaurant > Sessions - Only session names and times that have been configured will appear as an available period in the reports that support the selection of a session.

 

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Stock Item Sales

This report will detail the quantities of each selected Stock Item within the range.

This report will give you the following options:

 

The Stock Item Sales Report is the first report in Idealpos to have MDI (Multiple Document Interface) functionality enabled (enabled from Idealpos v8 Build 10 and onwards).

This functionality enables report window to be resized using the resize button (top-right corner of the report window), which in turn enables additional reports to be run concurrently as well as the ability to access other Back Office functions at the same time that the report is being displayed.

 

Tip!

The Selection Range in Stock Item Sales includes support for Fast Lookup Textboxes.

Fast Lookup Textboxes enable a fast lookup to be performed in any of the fields shown in the Selection Range by simply entering either a numeric or text value.

As the value is entered, any records that match the value that has been entered so far will be displayed in a list and you may select the required option by either clicking on it or using your keyboard's arrow keys, then selecting the entry by pressing Tab or Enter.

This function allows records to be looked up either by their numerical value or description value, regardless of whether the field requires a Code or Description.

Once you select the required entry from the list, either the description or code will be entered into the field, depending on the field type.

E.g. When performing a lookup in a Code field, a Stock Item code can be entered into the Code field to display a list of items that contain or match the entered code.

A Stock Item Description can also be entered into the Code field and any items which match the entered description will be displayed.

Once an item is selected, its Code will be entered into the Code field, regardless of whether it was searched using the Description or Code.

 

 


 

 

This report will show the breakdown of sales by Stock Item.

The Unit Price Inc column is always inclusive, including regions which sell items with Ex Tax Rates (i.e. Tax is applied or added to the item during the finalisation of the sale).

This report is useful for viewing the total quantities of a particular item or items within a specific department when trying to achieve sales goals.

 

 

 

MDI Functionality (Multiple Document Interface)

From Idealpos v8 Build 10 and onwards, the Stock Item Sales Report supports MDI functionality.

When running a report, the top-right corner of the report window will display a resize button.

This button can be pressed to resize the report from full screen to a window.

This enables multiple reports to be run concurrently and displayed side-by-side.

Other Idealpos Back Office functions and menus can also be accessed when the report is being displayed as a resized window.

 

 

Use Stock Item Last Cost User-Defined

The Stock Item Sales Report can be set to use the Last Cost instead of the Standard Cost via a User-Defined Option.

To enable this functionality, go to:

Back Office > Setup > POS Terminals > Select a POS Terminal > Modify > POS Settings tab.

 

Create the following User-Defined Option:

Description: STOCKSALESREPORT-LASTCOST

Setting: 1

 

 

Close the POS Terminals window to save the change.

 

To demonstrate this function, the Idealpos Demo Database contains a "MICROWAVE" Stock Item with a Stock Item Code 303004.

The Stock Item's Standard Cost has been set to 71.2000 and the Last Cost has been set to 61.2000.

 

 

Select the "Cost of Sales" option within the Sort Order section when running the Stock Item Sales Report.

 

 

When the Stock Item has been sold and the User-Defined Option "STOCKSALESREPORT-LASTCOST" is set as 1, the Last Cost of 61.2000 will be displayed on the report.

 

 

When the Stock Item has been sold and the User-Defined Option "STOCKSALESREPORT-LASTCOST" is set as 0 (or if the User-Defined Option hasn't been created), the Standard Cost of 71.2000 will be displayed on the report.

 

 

Top N Records

The Top N Records function is available when using the Best/Worst options.

The Top N Records function will limit the number of records shown to the number entered in the Top N field.

When used with Grouping, the Top N Records function will show the Top N records for each group (e.g. each Department).

When used without Grouping, the Top N Records function will show the overall Top N records.

A few examples are shown below to distinguish the difference between using this function with Grouping and without Grouping.

 

E.g. With Department Grouping, selecting Best > Quantity > 2.

This will display two of the best Quantity records for items in each Department.

 

 

 

When Grouping is not used, the report will only show the overall top N of records for the Best/Worst.

E.g. Without Department Grouping, selecting Best > Quantity > 2.

This will only display two of the overall best Quantity records.

 

 

 

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Stock Item Sales Trend

This report will give you the following options:

 

 

This report will display the Stock Item sales breakdown over a selected range.

 

 

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Department Sales

This report will give you the following options:

 

 

This report will provide a breakdown of each Department sales.

This report can be printed to the receipt printer by using the relevant function in the POS Screen programming.

 

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Department Sales Trend

This report will give you the following options:

 

 

This report will display the Department sales breakdown over a selected range.

 

 

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Sales Categories

This report will give you the following options:

 

 

This report will display the totals for Sales Categories over a defined period.

Sales Categories group Departments.

 

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Grouped Sales

This report will give you the following options:

 

 

The grouped sales report generates one report with the ability to cascade through the report.

The first level is sales categories, by double clicking on this you are taken to the department totals.

Double click on a department and the stock items that make up this department are displayed.

By double clicking on the stock item the report displays the time and date of the sales, the clerk that sold them, quantity sold and the sale price.

 

 

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Hourly Sales

This report will give you the following options:

 

 

This report will display the selected sales by the Hour.

 

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Clerk Sales

This report will give you the following options:

 

 

An example of a Report of Stock Item or Department Sales sold by each Clerk.

 

 

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Weekly Sales

This report will give you the following options:

 

 

This report will display the selected sales total amounts breakdown by weekday.

 

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Weekly Sales Trend

This report will give you the following options:

 

 

This report will display the totals as a trend over the weekday.

 

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Journal History

This report will give you the following options:

 

 

This report will show all transactions performed.

 

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Cash Declaration

This report will give you the following options:

 

 

This report will show the details of the Expected, Actual and Variance totals of the End of Shift function.

 

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Stock Remaining

The report will give you the following options:

 

 

This report will show the stock remaining from the current stock level after sales.

 

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Inactive Stock

This report will give you the following options:

 

 

This report will display all items that have not been sold within the selected date range.

 

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Pending Sales

This report will give you the following options:

 

 

This report provides a complete list of all pending sales as well as the items within each sale.

 

 

When you use the Status selections when saving a Pending Sale, these will all be grouped on the report by default, regardless of the order they were saved.

 

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Promotions

This report will give you the following options:

 

 

This report shows the promotions activated and the totals within each.

The below example shows the Report Type "Promotion Summary by Type"

 

 

The below example shows the Report Type "Promotion Details by Item"

This Report Type will show the individual Stock Items that are included in a Promotion, along with the Cost of each Stock Item.

The Costs displayed in this report are the costs of the Stock Items at the time that the Promotion was triggered.

Should you need to review the changes to a Stock Item's Cost, use the Price Changes Report available via Reports > Stock Control > Price Changes > Enable checkbox "Cost Price Changes"

 

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Price Level Comparison

This report will give you the following options:

 

 

This report allows you to compare the actual price level of items sales with other price levels.

 

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Gift Vouchers/Gift Voucher Redemption

This report will give you the following options:

 

 

This report will show the Gift Voucher details dependent of the options selected.

 

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Credit Notes

This report will give you the following options:

 

 

This report will show the Credit Note details dependent on the options selected.

 

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Coupons

This report will give you the following options:

 

Note!

The Coupons Report will only display Serialised Coupons.

Any Outstanding Coupons or Redeemed Coupons that were issued as "Print Only" will not be included in this report.

 

 

This report will detail the coupons that have been activated.

 

 

When selecting "Coupons Redeemed", the Coupons Report will display a list of Serialised Coupons that have been redeemed.

If the Redeemed Serialised Coupons were redeemed by a Customer, the Customer's Name will appear in the Coupons Redeemed Report.