Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

A. How to view sales report by staff

(lightbulb) The Report function is available in the Standard subscription. Please upgrade to this plan to experience enhanced features to serve your sales.

To view staff reports:

  1. Go to POS backend > Report > Sales by Staff

    image-20240329-073936.png

  2. Click on the calendar in the upper left corner and set the reporting period.

    image-20240329-074000.png

  3. Choose location(s) you desire to filter.

    image-20240329-074137.png

  4. Click on the column title you want to sort the data analytics.

    image-20240329-074217.png

  5. Click Export to download the Excel spreadsheet with payment methods.

    image-20240329-074243.png



B. Introduce sales report by staff

(lightbulb) All values of Sales by Staff report will be changed according to the filtered time range and locations.

Sales by Staff report includes:

Sales by Staff

Description

Staff name

  • All usernames of staffs created in the POS backend have placed at least one order.

Orders

  • The total number of orders created for each staff.

Gross sales

  • Displays the gross sales for each staff.
    (Gross sales value is not affected by the product/ order/ shipping discount, shipping fee or tax)

  • Formula:
    Gross sales = Original product price * Ordered quantity.

Discounts

  • Includes all product discounts and order discounts pf all orders for each staff. (The Point Discount retrieved from the redeem program of the Joy: Loyalty Program app is a type of Order Discount)

Refunds

  • Display the refunded amount of orders (excluding the refunded shipping).

Net sales

  • Displays the net sales of all orders for each staff.

  • Formula:
    Net sales = Gross sales - Discounts - Refunds

Shipping

  • Displays the total shipping amount of all orders for each staff.

  • Formula:
    Shipping = Shipping charges - Shipping discount - Refunded shipping

Tax

  • The total amount of taxes based on the orders for each staff.

Total sales

  • Displays total sales of all orders for each staff.

  • Formula:
    Total sales = Net sales + Shipping + Tax

  • No labels