Sales Summary Report

From FloristWiki

Contents 1 Report Areas 1.1 Order Entry/Manual, POS, and Total Sales 1.2 Other Section 1.3 Store Transfer Section 2 Generating the Sales Summary Report 3 Sales Summary Report Window

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 POS.
• 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:

</table

Generating the Sales Summary Report

To generate the Sales Summary report:

1. On the FTD Mercury Main Menu, click Business Reports.
2. Double-click Mercury Forms.
3. Double-click on the Sales Summary Report icon to open the template.
4. If a window opens asking whether you wish to enable macros, click Enable Macros.
5. When the Sales Summary Report window opens:
   1. In the Select Store field, click the arrow and select the store’s data that you want to use for the report.
   2. In the Start Date field of the Sale Date Range area, click the arrow and choose the date on which you wish to start analyzing sales summary information.
   3. In the End Date field, click the arrow and choose the date on which you wish to end analyzing sales summary information.
   4. Select if you want to print the report according to Delivery Date or Sale Date.
   5. Click Finish. The report generates and opens in Excel.
6. To print your report from Excel, on the File menu, click Print.
7. If you want to save the report from Excel, on the File menu, click Save.

Sales Summary Report Window

The Sales Summary Report window allows you 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.

The Sales Summary Report window contains the following settings:

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.

Setting	Description
Select Store	From this list, select the store you want to use for the report. If you are set up as a multi-store shop, you can also select All Stores.
Sale Date Range	Select the start and end dates to use to analyze sales summary information.
Date Type	Select whether you want to print the report according to Delivery Date or Sale Date.