Transcript
The back office reports: sales, inventory value, low stock, expiring lots, employees, timesheets and register shifts.
0:00 Introduction
In this episode we tour the reports: how much you sold, what your stock is worth, what is running low, what is about to expire, and how your staff and registers are doing.
0:11 Sales
Scroll the menu on the left and open Reports. It opens on the Sales report. The other reports are the tabs along the top.
Net sales is what you sold before tax. Then gross profit and its margin, the number of units sold, the discounts you gave, and the tax you collected.
Below is a chart of net sales over time. The Group by button changes how the numbers are added up. Let's group by category.
You can group by day, week or month, by hour of the day to see when you are busy, by product, brand, supplier, employee or outlet.
The date range and outlet buttons work like they do on the dashboard. And Export CSV saves the report as a spreadsheet file.
0:57 Inventory value
The Inventory value tab tells you what your stock is worth. Cost value is what you paid. Retail value is what it sells for. The difference is your potential profit.
The bars show which groups hold the most money. You can group by category, outlet, brand, supplier or product.
1:17 Low stock
Low stock lists every product at or below its reorder point. The top of the page counts them, and how many are completely out of stock.
For each one you see how many you have, the reorder point, how many to order, how many are already on order, and the supplier. Negative numbers mean more was sold than the system had on record. A stock count is the way to put that right.
1:41 Expiring lots
Products such as food come in lots with an expiry date. The Expiring lots tab shows the lots that expire in the window you choose, which starts at the next thirty days.
Each row shows the lot number, the store, the date, the days left, the quantity, and what it cost you. That is your list to mark down or sell first.
2:02 Employees
The Employees tab compares your staff. A chart ranks net sales by person, with how many sales each made.
The table adds items sold, the average sale, the commission rate and commission earned, the hours worked, and sales per hour.
2:18 Timesheets and shifts
Timesheets lists the hours staff clock in and out. Staff do this from the register. When nobody has clocked in during the period, the page says so, as you can see here.
Register shifts has one row for every time a register was opened. You see who opened it, who closed it, the opening float, the takings, and the variance. The variance is how far the counted cash was from what the system expected.
That is the reports. In the next episode, we close a month, so that the numbers can no longer change.