Reports

Our system has many reports to help you drill down and see your store performance. Here are some commonly used reports that we have available.

Sales and Profits

Envelope Report – This report will itemized inventory sold and separate them between taxable and non-taxable items. It will also generate a summary for amount tendered and sales tax at the end.
Z-Report – This report will show all activities done on the day and separate them into categories of Sales Done, Activations, Purchase, Receipts paid and etc. The report will also give a summary of amount tendered.
EOD Summary – This report will show total money collected while grouping them per transaction type and item
Daily Activity Report – This report will show all invoices and their profit including commissions and cost of goods.
P and L – A general profit and loss report
Quick Sales Profit and Loss – The report will show profit done per sales rep per location on accessories, non-activated phone and services rendered. Phones with activations are not listed here.
Total Sales Profit – A report that shows breakdown of profit earned per transaction/item sold. This report will also show sales rep commission.
Sales and Sales Returns – a report that shows sales and returns done with the Net Amount, Tax and Gross Amount displayed
Transaction Details – list’s all transactions done with just the gross amount
Discounts List – list all sales where a discount was applied and tells you which items they are, what discount was applied and the price differences.
Cash Drawer Activity – list all cash activity done (payments, returns, withdrawals, etc.) on the POS
Serialized Sales – list all phone sold and their corresponding ESN/IMEI along with the sale price and COGS.
Unpaid Invoices – list all invoice that has a balance due.
Sales Tax – list all sales tax collected
Bill Pay Category – list all bill payments done
All Payments – shows a breakdown of amount collected grouped by tender type
Exclude Payment Category – shows a breakdown of amount collected grouped by tender type excluding bill payments collected
Payment Summary – shows a summary of transactions done that impacts the amount collected by the POS. This includes account postings, total cash received thru sales, payments done, etc.
Repair Transactions – shows all repair transactions done
Bill Due Dates – if bill due date is set on each customer account, this report will show customers that has a upcoming bill due.

Inventory

Physical Inventory – shows count of all products (phones and accessory items) in stock.
Inventory valuation – shows the current value of your existing inventory
Stock on Hand – shows all phones in stock
Out on Loan – shows all phone currently out on loan
Non-Sellable Stock – phones that are in the system but are marked as unsellable.
Stock Out Activity – shows a count of items sold per SKU during a certain time period
Stock Transfer Accounting – shows a summary of all inter store stock transfers and their amount
Account Balance – if stock transfers are being billed, this report will show how much one store location owes the other location based on stock transfers done.
Purchases – shows a summary of purchases done per vendor on a certain time period
Purchase Details – shows a breakdown of all items bought per vendor on a certain time period
Purchase Details By Item – shows a breakdown of how many count of a specific product was bough and from whom.
Vendor RMA – shows all vendor returns done and their current status
Stock Transfer Report – shows all stock transfers done by a store
Stock Receipts Report – shows all stock transfers received by a store
Stock Rejects Report – shows all stock transfers rejected by a store
Product List – list of all products
Re-Order Report – list of all products that is passed the ROL threshold
Trade In Report – reports of all trade in phones accepted

Activations and Commissions

Activations – a breakdown of all activations done in a certain time period with the plan details and ESN/IMEI activated.
Activation Summary – shows a count of how many activation type (New,Upgrade..etc.) was done.
Activation Profit – shows store profit per activation. This includes spiff, base commission, add-on features commission and phone sale profit.
Batch Report – a trimmed down version of the activations report
Commission Details – list all activations commissions due
Commission Receipts – list all activations commissions received/paid
Features Receipts – list all add-on features sold and commission due
Promo Receipts – list all activations that has a spiff commission due

Sales Rep Activity

Time Sheet – clock in and out for sales reps
Sales Rep Estimated Commissions – shows commission amount due to a sales rep
Sales Rep Activity – shows all activities done by the sales rep. This include sales, returns/exchanges, activations and cash drawer changes.
Sales Rep Profit Share – if profit sharing is enabled, this report should be used to see how much profit was generated by a sales rep and their total commission.
Sales Rep Performance – a toned down version of the sales rep profit share report
Sales Rep Activations – shows all activations done by a sales rep

Accounts Receivable

Unpaid Commissions – list of activations commissions due, received and current balance
Unpaid Features – list of addon commissions due, received and current balance
Chargeback Discrepancies – list of chargebacks received
Unpaid Promotions – list of unpaid promo’s/spiff commissions
Customer Balance – list of customer invoices that has a balance due

Analysis Reports

Activations – summary report of activations done per user
Sales – summary of sales done
Sales Profit – summary of profit generated
Marketing Analysis – Sales count of phone sold
Stock Out Summary – shows a count of how many items were sold per product
Daily Activity Summary – shows total amount collected per location broken down into different categories.
System Logs – Logs of everything done on the POS

Dealer Reports

Subdealer Accounting Report – shows activations done by subdealers
Subdealer Open Invoices – shows subdealer sales that are unpaid
Sales Activity – shows all items sold to subdealers
Stock Out Activity – similar to the sales activity report but this one shows how many a specific product was sold to subdealers
Un-activated Phones – shows all phones sold to subdealers that has not been activated.

Last Update: June 27, 2017

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