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In this episode we tour the reports: how much you sold, what your stock is worth,

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what is running low, what is about to expire, and how your staff and registers are

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doing.

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Scroll the menu on the left and open Reports. It opens on the Sales report. The

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other reports are the tabs along the top.

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Net sales is what you sold before tax. Then gross profit and its margin, the number

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of units sold, the discounts you gave, and the tax you collected.

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Below is a chart of net sales over time. The Group by button changes how the numbers

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are added up. Let's group by category.

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You can group by day, week or month, by hour of the day to see when you are busy, by

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product, brand, supplier, employee or outlet.

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The date range and outlet buttons work like they do on the dashboard. And Export CSV

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saves the report as a spreadsheet file.

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The Inventory value tab tells you what your stock is worth. Cost value is what you

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paid. Retail value is what it sells for. The difference is your potential profit.

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The bars show which groups hold the most money. You can group by category, outlet,

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brand, supplier or product.

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Low stock lists every product at or below its reorder point. The top of the page

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counts them, and how many are completely out of stock.

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For each one you see how many you have, the reorder point, how many to order, how

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many are already on order, and the supplier. Negative numbers mean more was sold

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than the system had on record. A stock count is the way to put that right.

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Products such as food come in lots with an expiry date. The Expiring lots tab shows

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the lots that expire in the window you choose, which starts at the next thirty days.

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Each row shows the lot number, the store, the date, the days left, the quantity, and

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what it cost you. That is your list to mark down or sell first.

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The Employees tab compares your staff. A chart ranks net sales by person, with how

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many sales each made.

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The table adds items sold, the average sale, the commission rate and commission

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earned, the hours worked, and sales per hour.

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Timesheets lists the hours staff clock in and out. Staff do this from the register.

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When nobody has clocked in during the period, the page says so, as you can see here.

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Register shifts has one row for every time a register was opened. You see who opened

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it, who closed it, the opening float, the takings, and the variance. The variance is

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how far the counted cash was from what the system expected.

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That is the reports. In the next episode, we close a month, so that the numbers can

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no longer change.
