Master Merchant Report
Sales
Invoice Totals Report-----View a detailed list of all the invoices processed
within a given date range.
Invoice Totals by Customer-----View a listing for all invoices associated with a
selected customer.
Invoice Totals—Daily Summary-------The totals of each day, within a date
range, including number of tickets and average ticket.
Grand Totals by Payment Method------View the totals, broken down by each
payment type, of all sales within a given date range.
Daily Totals------Print a brief listing of each sale, in receipt
size format.
Detailed Daily Report-----Load the DDR Screen which will allow you to
generate a detailed z-out report.
Detailed Department Sales-----A list of each department and what was sold inside
that department.
General Hourly Report------How many products and how much money was
collected in each hour of the selected day.
Sales by Vendor----Load the Sales by Vendor screen which will you to
generate detailed reports of sales by selected vendors.
Grand Totals by Date------List the total sales within a date range.
Grand Totals by Salesperson------View a screen which will allow you to generate
detailed sales reports by salesperson.
Grand Totals by Department------View the sales totals of a particular department
within a date range.
Grand Totals by Item-----View the sales of a particular item within a date
range.
Grand Total of Tax
Exempt Sales.
Daily Gross Profits-----The amount of profit you made within the selected
date range.
Check Listing------A list of the check numbers collected within a
date range.
Sales by Zip Code------A list of the number of customers in
each zip code.
Gift Card Balances-----A list of all open gift cards and their balances.
Receipt Listing-------A report of each receipt with the date,
cashier/server, and list of each item on the invoice.
Zero Moment Report-----A report of all items that have not been sold
within a date and time range.
Returns-----A report of all items that have been returned within a date and
time range.
End of Day Report-----Totals of cashier drawer amounts within a date
range.
Daily Close, Reprint------Reprint a previously printed copy of the “Daily
Close” report.
Payment Type Breakdown-----Breakdown of your income, by day and (optionally)
by cashier, by different payment methods.
Payout Report------Listing of all payouts, by day and (optionally) by
cashier, by different payment methods.
Returns by Tender Type-----Listing of all returns and how the money was
refunded.
Area Sales Tax Summary-----Summary of area tax rates, broken down by month.
Financial Summary----Detailed summary of sales information for
a date range.
Profits by Department-----Listing of each department, with item
breakdown, including profit amount and profit margin.
Inventory
List Alphabetical-----List each inventory item ordered alphabetically by
the item description.
List Numerically-----List each inventory item ordered numerically by
the item number.
Reorder Report-------List each item in your inventory that needs to
be reordered.
Matrix Quantity------List the quantities for each pair of dimensions
in a selected group.
Daily Itemized Sales-----View the total sales of a particular item.
Daily Sales by Department-----View the total sales of all items within a
particular department.
Inventory Sales Summary------View the total monthly sales of a particular item
for the year of your choice.
Item Sales by Serial/Batch#----View the sales of all items with a serial number,
within a selected date range.
Serial/Batch Sales by Item#-----View the serial numbers of all the items sold with
a certain item number, within a selected date range.
Department Listing-----View a list of all the departments.
Items by Department-----View a listing of all the items within a
particular department.
Vendor Listing------View a list of all the vendors.
Items by Vendor-----View a list of all the items related to a selected
preferred vendor.
Current Value-----View the dollar value of your entire inventory.
Current Items------View the total number of all sold valid items
(calculated via the Days Valid field).
Received Items-----View a list of all items received into your store
via purchase orders or instant purchase orders.
Top Sellers------View a list of your top sellers within a certain
date range.
Yearly Comparison Report-----View sales totally by month, for a particular item
over the past five years.
Quantity Comparison Report-----View current in-stock levels versus the quantity
sold within a specified date range.
Discrepancy Report----- View current in-stock levels (from Palm Pilot)
versus the quantity that is supposed to be in stock.
New Items Report-----View a list of newly created items in
your inventory within a date range.
Item Activity Report-----View activity of items (Sales and PO’s) in your inventory within a date range.
Item Transfers In-----View all transfers into a store, broken down by
date range or vendor.
Item Transfers Out------View all transfers out of a store, broken down by
date range or vendor.
Top Ten Sellers------View a listing of your top sellers by department within
a certain date range.
Transfer Statement-----Creates a billable statement for a transfers destination store.
Specific Item Activity Report------View activity of a specific item in
your inventory within a date range.
Serial\Batch# Listing------View all serialized item currently in stock,
along with the date received.
Customer
A/R Summary-----List a summary of account names and balances
sorted by last name or customer number.
A/R Statement------Print detailed customer statements listing
purchases and payments.
Aging by Company-----Display a list of all customers, their
current balances and how long the balances have been outstanding for.
Membership-----View a list of all customers that still have valid memberships.
Purchasers of Item------View a listing of all customers that have
purchased a particular item.
Sales History----Load a screen which will allow you to generate
detailed reports on past customer purchases.
Most Frequent Buyers-----View a report of which customers have purchased
most frequently from you, over a date range.
Phone Listing----View a listing of customers and their phone
numbers, sorted by last name of customer number.
Ship To Info-----View a list of each customers
ship to information.
Customer Referral-----View a listing of where your customers were
referred from.
Customer Purchases by Department----View a listing of items sold within a department
including who they were sold to.
Gift Registry Summary----View a list of all items on all gift registries and
compare them to what is currently in stock.
Customer Purchase Request----Print an inventory list (tax inclusive, using
discount levels) so a customer may request certain items.
Open A/R Items-----A list of on account invoices that have not been
fully paid.
Grand Totals by Customer----A list of each customer and their total amount of
sales, within a date range.
SALES
INVENTORY
CUSTOMER
 
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