View Sales Reports

  • Updated

In enforePOS you can display various Sales Reports.

Sales reports show aggregated information about sales, refunds, and discounts granted. 

Depending on which option you have enabled under Sales > Sales Settings > General Overview in the Sales Reports section sales will be displayed with or without VAT. Some of the amounts listed here do not include taxes, so gross and net amounts are the same. 

You can find the sales reports in the POS menu under Sales > Sales Reports. You can view the following sales reports: 

  • Total Z-Report
  • Sales per Channel
  • Sales per Staff member
  • Sales per Category
  • Sales Item

These are each subdivided into:

  • Current Sales
  • Sales History

Structure of sales reports

The sales reports are structured as follows:

Total Volume

  • Sales
    • Inventory
    • Build to Order
    • Services Provided
  • Refunds
    • Inventory
    • Build to Order
    • Services Provided

Discounts

  • Inventory
  • Build to Order
  • Services Provided

Top 10 Sales Items

  • Specific Article
  • Sales
  • Items
  • discount

Total Sales Top 10

Flop 10 Sales Items

  • Specific Article
  • Sales
  • Items
  • discount

Total Sales Flop 10

Sales Channels

Staff Member

The Top 10 and Flop 10 show the most frequently and least sold Items in the period under review. It is not the turnover that is taken into account, but the quantity. Sales items that were not sold are not listed in Flop 10 either.

Current Sales

The current sales are listed here. These refer to the current Z-Report. 

There are the tabs Day, Week, Month and Year.

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This display is available in all sales reports. The various sales reports only differ in terms of content; for example, in the case of Sales per Staff member, you first have to select a Staff member and then see the corresponding sales.

Sales History 

All completed sales are listed here in chronological order. At this point, you have the opportunity to compare several sales reports with one another.

In the example, we are comparing two courses in the area of total Sales.

  1. Tap on Ellipsis.svg in the upper right corner.
  2. Tap on Compare. mceclip1.png
  3. Select the reports to compare.
  4. Tap on Checkmark.svg. mceclip2.png ⮕ The selected reports are compared in a table. mceclip3.png

Print Sales Reports

  1. Tap on Ellipsis.svg in the upper right corner.
  2. Tap on Print.
    mceclip4.png
  3. Select the reports you want to print.
  4. Tap on Checkmark.svg.mceclip5.png ⮕ The desired reports will be printed on your selected printer.

Send Sales Reports via email

  1. Tap on Ellipsis.svg in the upper right corner.
  2. Tap on Email. mceclip6.png
  3. Select the reports you'd like send via email.
  4. Tap on Checkmark.svg.mceclip7.png ⮕ The Recipients window opens.
  5. In the search for participants field, you can search for Staff members who have already been saved.

    To add a new recipient, tap on Create new contact.

  6. Select the desired staff member.
  7. Tap on Checkmark.svg.mceclip8.png ⮕ After the email has been sent successfully, the following message appears. mceclip9.png
  8. Tap on [Confirm].

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