IN BRIEF
The Point of Sale: Sales Report (FIN-19) generates a list of product sales within a specified date range. The report includes product sale details such as product, location, variation, SKU, vendor, units sold, income, cost, profit margin, and tax charged.
Overview
The Point of Sale: Sales Report (FIN-19) helps administrators review product sales in iClassPro. Use this report to track sales totals, review product performance, and compare income, cost, profit margin, and tax charged for products sold through Point of Sale.
Key Report Details
The report includes the following details:
- Product
- Location
- Variation
- SKU
- Vendor
- Total units sold
- Total income
- Total cost
- Profit margin
- Total tax charged
The report will also reflect returns for purchases included in the report. This includes returns made outside of the selected report date range.
Available Formats
The Point of Sale: Sales Report (FIN-19) is available in the following formats:
- HTML
- XLS
- CSV
Accessing the Report
- From the main navigation menu, go to Reports.
- Locate the Point of Sale: Sales Report (FIN-19).
- Select the report to open the report filters.
Step-By-Step Instructions
Use the available filters to define which product sales should be included in the report.
- Enter a Start Date and End Date.
- The System will only show sales with a ledger Charge Date that falls within the selected date range.
- Use Choose Category to select which product categories should be included.
- Select one or more product categories to limit the report results to those categories.
- Use Choose Vendor to select which vendors should be included.
- Select one or more vendors to limit the report results to products associated with those vendors.
- Use Locations to select which locations should be included.
- The System will only include sales associated with the selected location or locations.
- Select any additional options, if needed.
Display Options
-
Landscape
- Generates the report in landscape orientation instead of portrait orientation.
Generating the Report
- Select your desired export format (such as HTML, PDF, XLS, or CSV) at the bottom of the report window.
- The System will immediately generate the report in the selected format.
Troubleshooting & FAQs
-
Why are returns showing on the report if they were made outside the selected date range?
- The report reflects returns for purchases included in the report, even if the return was made outside of the selected report date range.
-
Which date does the report use when filtering sales?
- The report uses the ledger Charge Date. Only sales with a Charge Date within the selected Start Date and End Date will appear.
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Can I limit the report to specific product categories?
- Yes. Use Choose Category to select the product categories that should be included in the results.
-
Can I limit the report to specific vendors?
- Yes. Use Choose Vendor to select the vendors that should be included in the results.
-
Can I generate the report in landscape orientation?
- Yes. Enable Landscape to generate the report in landscape orientation instead of portrait orientation.
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Why does the Point of Sale: Sales report show a lower Total Margin than expected?
- If Inclusive Tax is enabled, the Total Margin amount is reduced by the amount of inclusive tax. The tax amount still appears separately in the Total Tax column.