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Retail Reports

Retail Sales

You will find the following reports by going to Dashboard > Saved Reports > Retail.

Retail Sales End of Day Reconciliation
Retail sales for current day. Run this report at the end of the day to reconcile a cash drawer.

Retail Sales This Month
Retail Sales this month, grouped by product category and sorted by product name. Subtract the totals at the bottom of the report for 'Wholesale Price' from 'Amount Paid' to determine your retail sales gross margin, month to date

Retail Sales Last Month
Retail sales for last month, grouped by product category and sorted by product name. Subtract the totals at the bottom of the report for 'Wholesale Price' from 'Amount Paid' to determine your retail sales gross margin for last month.

Retail Sales Year to Date
Retail sales year to date, grouped by product category and sorted by product name. Subtract the totals at the bottom of the report for 'Wholesale Price' from 'Amount Paid' to determine your retail sales gross margin year to date.

 

Retail Inventory

You will find the following report by going to Dashboard > Saved Reports > Retail.

Current Retail Inventory
View current retail inventory & reorder levels. Download and print for doing routine inventory counts.

Retail Reorder Alert Report
Report of retail products that have reached their reorder levels and haven't been re-stocked yet. Use this to create your vendor orders.

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