Sales Summary Report Fields

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(New page: {| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6" |- !style="width:100pt; background:#2B90DC; color:white; border-spacing:0px;" | '''Column'''...)
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!style="width:400pt; background:#2B90DC; color:white" | '''Description'''
!style="width:400pt; background:#2B90DC; color:white" | '''Description'''
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! Customer No.
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! Units
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| The account number of the customer with aged balance(s).
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| Number of sales of a given type.
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! Customer Name
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! Merch Amount
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|Name of the customer with aged balance(s).
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|Value of the statement category Product Amount for the sales of a given type.
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! Phone Number
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! Delivery Charges
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| Phone number of the customer with aged balance(s).
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| Value of the statement category Delivery Charge for the sales of a given type.
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! Days Late
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! Relay Charges
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| Aging bucket or days late of the customer’s oldest transaction. If the oldest transaction is less than 120 days old, Days Late will show the aging bucket of the transaction (30 = ransactions 30-60 days old; 60 = transactions 61-90 days old; or 90 = transactions 91-120 days old). For transactions 121 days and older, Days Late shows the actual days late.
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| Value of the statement category Relay Charge for the sales of a given type.
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! Last Payment Date
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! Service Charges
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| Date on which the last payment was entered for the customer account.
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| Value of the statement category Service Charge for the sales of a given type.
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! Accounting Type
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! Coupons
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| Indicates whether the customer’s account is set up as a balance forward or open item account.
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| Value of the statement category Coupon for the sales of a given type.
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! Ticket #
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! Discount Amount
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| Number associated with an order.
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| Value of the statement category Discounts for the sales of a given type.
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! Sale Date
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! Total Without Tax
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| Date of the ticket.
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| Sum of the sales’ merchant amount, delivery charge, relay charge, and service charges less discount and coupon amounts.
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! Del Date
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! Sales Tax
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| Scheduled delivery date.
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| Value of sales tax for the sales of a given type.
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! Transaction Date
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! Total
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| Type of transaction. Transactions with balances prior to the Balance Forward date appear with transaction type of Balance Forward. If you generate the Aged Analysis report after running statements you may see Transaction Type of Finance Charge.
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| Sum of Total without Tax and Sales Tax for the sales of a given type.
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! Product Code
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! Percentage
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| Code for the product.
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| Percent of total sales that the row represents.
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! Product Description
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! Total Sales Summary
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| Product name.
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| Summarizes total sales by payment method.
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! Tax Code
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! Gift Certificate/Card Summary
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| Tax code associated with the transaction.
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| Summary of sales in which gift cards and gift certificates were purchased and redeemed.
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! Total Amount
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! Total Outgoing Sales
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|Total amount for the transaction.
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|Summary of outgoing sales.
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! Total Pending Outgoing Sales
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|Summary of outgoing sales that are waiting to be transmitted.
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! Total Local Sales
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|Summary of local sales.
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! Incoming Sales Summary
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|Summarizes incoming wire sales by wire service, including phoned in orders.
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! Outgoing Wire Summary
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|Summarizes outgoing wire sales by wire service. Includes statement category types of product and delivery.
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! Payments Received
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|For amounts received for house account payments.
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Back to [[Business Reports]]

Revision as of 11:11, 17 April 2008

Column Description
Units Number of sales of a given type.
Merch Amount Value of the statement category Product Amount for the sales of a given type.
Delivery Charges Value of the statement category Delivery Charge for the sales of a given type.
Relay Charges Value of the statement category Relay Charge for the sales of a given type.
Service Charges Value of the statement category Service Charge for the sales of a given type.
Coupons Value of the statement category Coupon for the sales of a given type.
Discount Amount Value of the statement category Discounts for the sales of a given type.
Total Without Tax Sum of the sales’ merchant amount, delivery charge, relay charge, and service charges less discount and coupon amounts.
Sales Tax Value of sales tax for the sales of a given type.
Total Sum of Total without Tax and Sales Tax for the sales of a given type.
Percentage Percent of total sales that the row represents.
Total Sales Summary Summarizes total sales by payment method.
Gift Certificate/Card Summary Summary of sales in which gift cards and gift certificates were purchased and redeemed.
Total Outgoing Sales Summary of outgoing sales.
Total Pending Outgoing Sales Summary of outgoing sales that are waiting to be transmitted.
Total Local Sales Summary of local sales.
Incoming Sales Summary Summarizes incoming wire sales by wire service, including phoned in orders.
Outgoing Wire Summary Summarizes outgoing wire sales by wire service. Includes statement category types of product and delivery.
Payments Received For amounts received for house account payments.
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