Sales by Category

Reports->Sales / Bookings -> Sales by Category

This interactive report is a list of all booked/created sales transactions grouped by store location, then inventory category of sales that meet the filters. The data helps analyze the shop's sales performance for a period of time.

The sales details may be drilled down to the ticket where the ticket number is a hyperlink which, when clicked, displays the ticket the transaction appeared on.

Filters

Store (dropdown of stores) ... Limit to inventory located in all stores or selected stores. (available for Owner and Operations security level)

Department (dropdown of departments)... When not left blank, the system will limit sales to the specified department(s)

Sale start/end Date range ... The beginning ending sales transaction dates.

Attributes (dropdown of attributes) ... Begin typing the attribute name, if any inventory styles sold contain the attribute characters entered it will appear in the drop down. When no attribute appears as a selection then what is being typed is not in use within the inventory. Enter as many attributes as desired. All of the entered attributes MUST exist on a Style for it qualify and appear within the grid when an RUN button is clicked.

What kind of sales (dropdown of sale types) ... Select from list. Sales of stock and special order items = all sales. Stock Sales = only sales of items or services sold from stock. Special Order = sales that were sold as a special order.

Only Revenue Realized sales? (checkbox) ... For shops Realizing Revenue of Sales when ticket balance is paid (as set in System Setup). This option checked will list items where the revenue is realized.

Run Report button ... Display report.

Export to Excel button ... This is a specially designed export to Microsoft compatible Excel spreadsheet format that is easily manipulated for analysis that a shop may wish to perform.