Sales History retains and manages historical sales data, and allows you to graph, view, and report those sales in summary or detailed format. It also provides commission reporting.
CounterPoint retains detailed history of every sale and return ticket, including ship-to and bill-to addresses, line item detail, payment detail, sold gift certificates, and sales tax amounts.
Look up tickets by ticket number, customer number, store number, station number, or ticket date.
You can see as much detail as you want—totals, payments, or individual line items.
Individual tickets may also be retrieved by entering the ticket number or by searching for keywords that match any portion of any field designated as a keyword search field. Filters may also be defined to show the detailed information for specific tickets. For example, you could define a filter to display only the tickets for customer # 100 between May 1 and June 30, 2005.
A complete audit-level report of ticket history may be printed in order by store, station, or date and can optionally include payment detail, line item detail, serial number detail, and cost.
The summarized report allows you to view sales across multiple stores.
Summarized and detailed historical reporting is provided for item categories, payment methods, sales reps, stations, stores, tax codes, and users.
History can be retained indefinitely and management history reports can provide valuable information such as a comparison of sales for Easter week this year with Easter week last year.
Two reports, Sales History by Item by Customer and Sales History by Customer by Item, analyze what merchandise is being sold and who is purchasing that merchandise. These reports may be run for a selected range of items, customers, stores, dates, categories, or any other reportable criteria, and allow you to "drill down" to additional levels of detail.
Sales History by Item by Customer shows selected items and lists the customers who made purchases, along with the applicable sales, quantities, profitability, and percent-of-totals figures.
Sales History by Customer by Item shows selected customers and lists the items that were purchased, along with the applicable sales, quantities, profitability, and percent-of-totals figures.
The Tax History Report provides summary or detailed information on sales, taxable amounts, and tax amounts. You can choose how much detail to include on this report--from a summary by tax rate to a report containing tax detail for each ticket.
Sophisticated exception reporting allows a manager to monitor danger zones without having to pore through voluminous reports. Exception reports are available for critical areas such as price overrides, tax overrides, voids, merchandise returns, and others.
The Flash Sales Report provides a brief one-page synopsis of sales activity at one or more stores for a specified period of time.
Flash Sales shows the total sales, number of tickets, average sales dollars per ticket, cost of sales, and gross profit for each store during the reported period. You can include up to five of over 20 columns on the report.
Flash Sales is a very powerful reporting and analysis tool that lets you define and present your own analysis of store operations.
Sales Analysis by Group is a powerful reporting and analysis tool that lets you define and present dozens of different analyses of historical ticket sales--with optional pie charts.
Choose from more than 120 different groupings, including item number, item category, customer ZIP code, customer category, customer profile fields, user, store, vendor, hour of the day, week, and many more. For gridded items, you can group sales for colors and sizes within each category and subcategory.
For example, you can group reported information by item category to analyze the sales activity at the category level.
Each group can display up to three reporting periods. You can print all members of a group or just, for example, the top 10 members.
Store-level groupings summarize a store's activity including ticket lines, sale amounts, and profitability. Reports may be run for one or more days, for one or more stores, and for a multitude of other criteria.
You can even view theoretical sales--as if all goods had been sold at the retail price.
Use Filters to limit the report to particular tickets (stores, customers, stations, etc.) and/or particular line items (items, categories, vendors, etc.). You can also use Filters to limit the group members (e.g., "only item categories A, B, and C"). Groups with no history can optionally be included so you can show, for example, all your sales reps whether or not they had sales activity during the period.
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