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Sales
History retains and manages
historical sales data, and
allows you to graph, view,
and report those sales in
summary or detailed format.
It also provides commission
reporting.
Ticket History View
CounterPoint retains
detailed history of every
sale and return ticket,
including ship-to and
bill-to addresses, line item
detail, payment detail, sold
gift certificates, and sales
tax amounts.
Look
up tickets by ticket number,
customer number, store
number, station number, or
ticket date.
You
can see as much detail as
you want—totals, payments,
or individual line items.
Individual tickets may also
be retrieved by entering the
ticket number or by
searching for keywords that
match any portion of any
field designated as a
keyword search field.
Filters may also be defined
to show the detailed
information for specific
tickets. For example, you
could define a filter to
display only the tickets for
customer # 100 between May 1
and June 30, 2005.
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Ticket History Report
A
complete audit-level report
of ticket history may be
printed in order by store,
station, or date and can
optionally include payment
detail, line item detail,
serial number detail, and
cost.
The
summarized report allows you
to view sales across
multiple stores.
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Management History
Summarized and detailed
historical reporting is
provided for item
categories, payment methods,
sales reps, stations,
stores, tax codes, and
users.
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Item/Customer and
Customer/Item Sales History
History can be retained
indefinitely and management
history reports can provide
valuable information such as
a comparison of sales for
Easter week this year with
Easter week last year.
Two
reports, Sales History by
Item by Customer and Sales
History by Customer by Item,
analyze what merchandise is
being sold and who is
purchasing that merchandise.
These reports may be run for
a selected range of items,
customers, stores, dates,
categories, or any other
reportable criteria, and
allow you to "drill down" to
additional levels of detail.
Sales History by Item by
Customer shows selected
items and lists the
customers who made
purchases, along with the
applicable sales,
quantities, profitability,
and percent-of-totals
figures.
Sales History by Customer by
Item shows selected
customers and lists the
items that were purchased,
along with the applicable
sales, quantities,
profitability, and
percent-of-totals figures.
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Tax
History
The
Tax History Report provides
summary or detailed
information on sales,
taxable amounts, and tax
amounts. You can choose how
much detail to include on
this report—from a summary
by tax rate to a report
containing tax detail for
each ticket.
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Exception Reports
Sophisticated exception
reporting allows a manager
to monitor danger zones
without having to pore
through voluminous reports.
Exception reports are
available for critical areas
such as price overrides, tax
overrides, voids,
merchandise returns, and
others.
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Flash Sales Report
The
Flash Sales Report provides
a brief one-page synopsis of
sales activity at one or
more stores for a specified
period of time.
Flash Sales shows the total
sales, number of tickets,
average sales dollars per
ticket, cost of sales, and
gross profit for each store
during the reported period.
You can include up to five
of over 20 columns on the
report.
Flash Sales is a very
powerful reporting and
analysis tool that lets you
define and present your own
analysis of store
operations.
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Commission Due
Each
sales rep may be assigned a
commission code with a
commission percentage based
on the sales amount or the
profit amount.
The
commissions to be paid are
reported in detail or
summary on the Commissions
Due report.
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Sales Analysis by Group
Sales
Analysis by Group is a
powerful reporting and
analysis tool that lets you
define and present dozens of
different analyses of
historical ticket sales—with
optional pie charts.
Choose from more than 120
different groupings,
including item number, item
category, customer ZIP code,
customer category, customer
profile fields, user, store,
vendor, hour of the day,
week, and many more. For
gridded items, you can group
sales for colors and sizes
within each category and
subcategory.
For
example, you can group
reported information by item
category to analyze the
sales activity at the
category level.
Each
group can display up to
three reporting periods. You
can print all members of a
group or just, for example,
the top 10 members.
Store-level groupings
summarize a store's activity
including ticket lines, sale
amounts, and profitability.
Reports may be run for one
or more days, for one or
more stores, and for a
multitude of other criteria.
You
can even view theoretical
sales—as if all goods had
been sold at the retail
price.
Use
Filters to limit the report
to particular tickets
(stores, customers,
stations, etc.) and/or
particular line items
(items, categories, vendors,
etc.). You can also use
Filters to limit the group
members (e.g., "only item
categories A, B, and C").
Groups with no history can
optionally be included so
you can show, for example,
all your sales reps whether
or not they had sales
activity during the period.
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