Report Center: Sales Summary Report

From FloristWiki

(Difference between revisions)
Jump to: navigation, search
Line 10: Line 10:
</table>
</table>
 +
{{TOCright}}
 +
The Sales Summary report summarizes 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).
 +
==Report Areas==
 +
The Sales Summary report has several parts:
 +
*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. For more information, see [[Mercury Administration: Store Transfers Screen|Store Transfers Screen]].
 +
 +
===Order Entry/Manual, POS, and Total Sales===
 +
These sections of the report show the number of sales, merchant product charge, other chargers, coupons, discounts, and tax for total sales as well as for subcategories such as gift certificates, wire sales, and payments received.
 +
 +
The Sales Summary report Order Entry/Manual, POS, and Total Sales sections contain the following fields:
 +
 +
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
 +
<tr style="background:#D1BC61;">
 +
<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 150px;">Column</td>
 +
<td style="padding: 3px; text-align left; font-size: 10pt; font-weight: bold;">Description</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Units</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Number of sales of a given type.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Merch Amount</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Product Amount for the sales of a given type.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Delivery Charges</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Delivery Charge for the sales of a given type.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Relay Charges</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Relay Charge for the sales of a given type.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Service Charges</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Service Charge for the sales of a given type.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Coupons</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Coupon for the sales of a given type.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Discount Amount</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Discounts for the sales of a given type.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total Without Tax</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Sum of the sales’ merchant amount, delivery charge, relay charge, and service charges less discount and coupon amounts.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Sales Tax</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of sales tax for the sales of a given type.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Sum of Total without Tax and Sales Tax for the sales of a given type.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Percentage</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Percent of total sales that the row represents.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total Sales</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Summary Summarizes total sales by payment method.<br>''NOTE: When debit cards are entered in Order Entry, the sales are reported under Preauthorized Credit Card Sales. When debit cards are used in POS, the sale is reported under Debit Cards.''</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Gift Certificate/Card Summary</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Summary of sales in which gift cards and gift certificates were purchased and redeemed.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total Outgoing Sales</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Summary of outgoing sales.
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total Pending Outgoing Sales</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Summary of outgoing sales that are waiting to be transmitted.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total Local Sales</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Summary of local sales.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Incoming Sales Summary</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Summarizes incoming wire sales by wire service, including phoned in orders.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Outgoing Wire Summary</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Summarizes outgoing wire sales by wire service. Includes statement category types of product and delivery.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Payments Received</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">For amounts received for house account payments.</td>
 +
</tr>
 +
</table>
 +
 +
'''IMPORTANT: When gift cards and gift certificates are purchased, the method of payment used is included in the Sales Summary report, and the number of these items purchased is included as well. However, because gift cards and gift certificates are prepayments for future sales, their values are only included in local or wire out sales totals when they are redeemed.'''
 +
 +
===Other Section===
 +
The Other section of the Sales Summary report shows the total finance charges if statements were run. It also shows the number of sales, merchant product charge, other chargers, coupons, discounts, and tax for manual Point of Sale transactions.
 +
 +
===Store Transfer Section===
 +
The Store Transfer section of the Sales Summary report shows sales transferred and sales received from transferred orders.
 +
 +
The Sales Summary report Store Transfer section contains the following fields:
 +
 +
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
 +
<tr style="background:#D1BC61;">
 +
<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 150px;">Column</td>
 +
<td style="padding: 3px; text-align left; font-size: 10pt; font-weight: bold;">Description</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Units</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Number of sales transferred to or from other stores.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Merch Amount</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Product Amount for the sales transferred to or from other stores. For Income Retained, Merchant Amount is calculated as the value of the statement category for Product Amount less the filling percentage.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Delivery Charges</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of the statement category Delivery Charge for the sales transferred to or from other stores. For Income Retained, Delivery Charge is calculated as the value of the statement category for Delivery Charge less the filling percentage.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Less Discounts</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of discounts applied to Merchant Amount or Delivery Charges on sales transferred to or from other stores.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of transfers to and from other stores calculated as Merchant Amount plus Delivery Charges less Discounts.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Value of Sales Transferred to Other Stores</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of merchant amount, delivery charge, and discount that the store transfers to other stores.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Income Retained</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of merchant amount, delivery charge, and discount that the store retains. Calculated by reducing the values of sales transferred by a filling percentage.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total Revenue Transferred</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of sales transferred less income retained.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Value of Sales Received from Other Stores</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of merchant amount, delivery charge, and discount that the store receives from other stores.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Commissions Paid</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of merchant amount, delivery charge, and discount that the store receives for sales transferred to the store. Calculated by multiplying the values of sales transferred by a selling commission.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Total Revenue Received</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Value of merchant amount, delivery charge, and discounts received from sales transferred to the store less the commissions paid on sales transferred to other stores.</td>
 +
</tr>
 +
</table>
 +
 +
==Generating the Sales Summary Report==
 +
'''To generate the Sales Summary report:'''
 +
#On the FTD Mercury Main Menu, click Business Reports.
 +
#When the Sales Summary Report screen opens:
 +
##From the Select Store list, select the store’s data that you want to use for the report.
 +
##Select if you want to generate the report according to Delivery Date or Sale Date.
 +
##In the Start Date field enter the date on which you wish to start analyzing sales summary information.
 +
##In the End Date field, enter the date on which you wish to end analyzing sales summary information.
 +
##Click Generate.
 +
 +
==Sales Summary Report Screen==
 +
The Sales Summary Report screen allows you to configure settings for the Sales Summary Report. When you have finished configuring settings, click Generate to generate the report.
 +
 +
The Sales Summary Report screen contains the following settings:
 +
 +
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; ">
 +
<tr style="background:#D1BC61;">
 +
<td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 150px;">Setting</td>
 +
<td style="padding: 3px; text-align left; font-size: 10pt; font-weight: bold;">Description</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Select Store</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">From this list, select the store you want to use for the report.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Date Range</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select whether you want to print the report according to Delivery Date or Sale Date.</td>
 +
</tr>
 +
<tr>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Start Date</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the start date to use to analyze sales summary information.</td>
 +
</tr>
 +
<tr style="background:#f2ebd8;">
 +
<td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">End Date</td>
 +
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the end date to use to analyze sales summary information.</td>
 +
</tr>
 +
</table>
<hr>
<hr>
[[Mercury Connect Report Center|Back to Report Center]]
[[Mercury Connect Report Center|Back to Report Center]]

Revision as of 12:16, 25 July 2011

Image:ImportantInfoIcon.png

This information applies only to Mercury Connect.

Contents

The Sales Summary report summarizes 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).

Report Areas

The Sales Summary report has several parts:

  • 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. For more information, see Store Transfers Screen.

Order Entry/Manual, POS, and Total Sales

These sections of the report show the number of sales, merchant product charge, other chargers, coupons, discounts, and tax for total sales as well as for subcategories such as gift certificates, wire sales, and payments received.

The Sales Summary report Order Entry/Manual, POS, and Total Sales sections contain the following fields:

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.
NOTE: When debit cards are entered in Order Entry, the sales are reported under Preauthorized Credit Card Sales. When debit cards are used in POS, the sale is reported under Debit Cards.
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.

IMPORTANT: When gift cards and gift certificates are purchased, the method of payment used is included in the Sales Summary report, and the number of these items purchased is included as well. However, because gift cards and gift certificates are prepayments for future sales, their values are only included in local or wire out sales totals when they are redeemed.

Other Section

The Other section of the Sales Summary report shows the total finance charges if statements were run. It also shows the number of sales, merchant product charge, other chargers, coupons, discounts, and tax for manual Point of Sale transactions.

Store Transfer Section

The Store Transfer section of the Sales Summary report shows sales transferred and sales received from transferred orders.

The Sales Summary report Store Transfer section contains the following fields:

Column Description
Units Number of sales transferred to or from other stores.
Merch Amount Value of the statement category Product Amount for the sales transferred to or from other stores. For Income Retained, Merchant Amount is calculated as the value of the statement category for Product Amount less the filling percentage.
Delivery Charges Value of the statement category Delivery Charge for the sales transferred to or from other stores. For Income Retained, Delivery Charge is calculated as the value of the statement category for Delivery Charge less the filling percentage.
Less Discounts Value of discounts applied to Merchant Amount or Delivery Charges on sales transferred to or from other stores.
Total Value of transfers to and from other stores calculated as Merchant Amount plus Delivery Charges less Discounts.
Value of Sales Transferred to Other Stores Value of merchant amount, delivery charge, and discount that the store transfers to other stores.
Income Retained Value of merchant amount, delivery charge, and discount that the store retains. Calculated by reducing the values of sales transferred by a filling percentage.
Total Revenue Transferred Value of sales transferred less income retained.
Value of Sales Received from Other Stores Value of merchant amount, delivery charge, and discount that the store receives from other stores.
Commissions Paid Value of merchant amount, delivery charge, and discount that the store receives for sales transferred to the store. Calculated by multiplying the values of sales transferred by a selling commission.
Total Revenue Received Value of merchant amount, delivery charge, and discounts received from sales transferred to the store less the commissions paid on sales transferred to other stores.

Generating the Sales Summary Report

To generate the Sales Summary report:

  1. On the FTD Mercury Main Menu, click Business Reports.
  2. When the Sales Summary Report screen opens:
    1. From the Select Store list, select the store’s data that you want to use for the report.
    2. Select if you want to generate the report according to Delivery Date or Sale Date.
    3. In the Start Date field enter the date on which you wish to start analyzing sales summary information.
    4. In the End Date field, enter the date on which you wish to end analyzing sales summary information.
    5. Click Generate.

Sales Summary Report Screen

The Sales Summary Report screen allows you to configure settings for the Sales Summary Report. When you have finished configuring settings, click Generate to generate the report.

The Sales Summary Report screen contains the following settings:

Setting Description
Select Store From this list, select the store you want to use for the report.
Date Range Select whether you want to print the report according to Delivery Date or Sale Date.
Start Date Select the start date to use to analyze sales summary information.
End Date Select the end date to use to analyze sales summary information.


Back to Report Center

Retrieved from "http://floristwiki.ftdi.com/index.php/Report_Center:_Sales_Summary_Report"
Personal tools
Navigation