Sales Summary Reports
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| + | Sales Summary reports summarize total completed sales for your store for a given sale or delivery date or date range. Information in the Sales Summary is reported on an accrual basis. Because the Sales Summary reports information by statement categories, such as merchant | ||
amount, delivery charge, or discount amounts, information in the Sales Summary is comparable to information in the Sales Tax report, if the Sales Tax report is run on an accrual basis for the same reporting period and date type (delivery date or sale date). | amount, delivery charge, or discount amounts, information in the Sales Summary is comparable to information in the Sales Tax report, if the Sales Tax report is run on an accrual basis for the same reporting period and date type (delivery date or sale date). | ||
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:[[Store Transfer Fields]] | :[[Store Transfer Fields]] | ||
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| + | ==Sales Summary Report Columns== | ||
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| + | [[Sales Summary Report Fields]] | ||
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| + | [[Store Transfer Fields]] | ||
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| + | ==Generating Sales Summary Reports== | ||
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| + | Use the Sales Summary report template to generate Sales Summary reports. The Sales Summary report template is located in the Mercury Forms folder that you see when you click Business Reports on the FTD Mercury Main Menu. | ||
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| + | [[Steps to generate Sales Summary reports]] | ||
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| + | ==Sales Summary Report Window== | ||
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| + | You use the Sales Summary Report window to configure settings for the Sales Summary Report. When you have finished configuring settings, click Finish to generate the report and open it in Microsoft Excel. | ||
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| + | [[Sales Summary Report Settings]] | ||
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| + | ==Tips and Tricks== | ||
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| + | ===Balancing Sales Numbers=== | ||
| + | When comparing reports, such as the Sales Summary and Sales Tax reports, be sure that the reports were generated with the same date settings. Reports generated by sale date should only be compared with other reports generated by sale date. Similarly, if you generate a report by delivery date, you can only compare this report to another report generated by delivery date. | ||
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| + | ==Frequently Asked Questions== | ||
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| + | Back to [[Business Reports]] | ||
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Sales Summary reports summarize total completed sales for your store for a given sale or delivery date or date range. Information in the Sales Summary is reported on an accrual basis. Because the Sales Summary reports information by statement categories, such as merchant amount, delivery charge, or discount amounts, information in the Sales Summary is comparable to information in the Sales Tax report, if the Sales Tax report is run on an accrual basis for the same reporting period and date type (delivery date or sale date).
Sales Summary Report Sections
The Sales Summary reports contain several sections:
- Order Entry/Manual
- Shows total sales, gift certificates purchased and redeemed, outgoing and incoming sales according to wire service, and payments received for Order Entry and manual tickets.
- POS
- Shows total sales, gift certificates purchased and redeemed, outgoing and incoming sales according to wire service, and payments received for Point of Sale. In order for this section of the report to appear, you must be configured to use Point of Sale.
- Total Sales
- Shows combined totals for Order Entry/manual tickets and Point of Sale.
- Other
- Shows finance charges and manual entry for POS systems that are not part of FTD Mercury.
- Store Transfers
- Lists store transfers. In order for data to appear in this section of the report, store transfer journal entries must have been created.
Sales Summary Report Columns
Generating Sales Summary Reports
Use the Sales Summary report template to generate Sales Summary reports. The Sales Summary report template is located in the Mercury Forms folder that you see when you click Business Reports on the FTD Mercury Main Menu.
Steps to generate Sales Summary reports
Sales Summary Report Window
You use the Sales Summary Report window to configure settings for the Sales Summary Report. When you have finished configuring settings, click Finish to generate the report and open it in Microsoft Excel.
Tips and Tricks
Balancing Sales Numbers
When comparing reports, such as the Sales Summary and Sales Tax reports, be sure that the reports were generated with the same date settings. Reports generated by sale date should only be compared with other reports generated by sale date. Similarly, if you generate a report by delivery date, you can only compare this report to another report generated by delivery date.
Frequently Asked Questions
Back to Business Reports
