Sales - Total Sales - CAS

Overview

The Total Sales Report shows data in a matrix format by Royalty and Category Level, SKU and Discount Code.

It produces a Price Level Summary that provides a high-level review of total sales by sales price. 

It also provides a Sub-Category Summary of the items produced by the customized query, enabling the user to determine which items are the sales drivers.

Details

User creates a total sales report by choosing between venue or store and then selecting details for venue, store, royalty, category, and subcategory from drop-down boxes and providing the dates between which the sales are to be reported.

The user can then generate the report or download a CSV or PDF file. Generated report includes the unit cost, the retail price, the quantity sold, the extended cost (cost to company if items are refunded), the retail sales, the tax, included and excluded ( if the tax is included in the price, which is preset when the item is created in master item), and the net sales.

The Consolidated Sales Report has different summaries within the report. The first summary  is broken down by categories then by UPC's.  It reflects the unit cost which is how much the buisness spent on the item to retail price which is how much the business is selling it for.  This also includes Tax[inc] where tax is inclusive in the item and Tax[exc] where the tax is based on the sale price. At the end of this summary it will show all totals that has no royalty. Users can use this report to find out the item which are sales drivers in their business.

Price Level Summary is reflecting pricing at the transaction level where the user can have the total at full price or their discounts added in ie: Holiday discount, new customer discount. User can use this to see how much these discounts are affecting their sales.

The final summary is the Sub-category summary where you can see which category is driving sales. Each category is then broken down and you can see the quantity sold, extended cost, retail sales, Tax[inc], Tax[exc] and net sales.

Note

Unit cost can be found in postrasactionitemdetail table.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view total sales report at Venues or Store assigned to them.