Sales Summary Reports
From FloristWiki
|
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.
