Employee Sales Report

Employee Sales Report

What's the Purpose of the Employee Sales Report in the System?

The Employee Sales Report helps identify the employees who made maximum/minimum sales. These reports work with different types of filters that can be configured depending on the requirements, and the system will display the records of sales data for each employee according to the selected filter options.

Reaching the Employee Sales Report Module 

To reach the Employee Sales Report module:     

  1. Log into Control Center
  2. Choose Point of Sale
  3. Choose Reports
  4. Choose Report Type as Employee Sales

Understanding the Employee Sales Report Layout 

Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen. 

                                                                                                      Figure A

Selecting Locations for Employee Sales Report

See above Figure A: Option 2, "Filter Selection." When clicked, a dialog box with various options will be displayed, as highlighted in Figure B.

                                                              Figure B

1. Tabs: Store/Location Group: You can filter location either by selecting a single location or a group of locations from the tabs of option 1 of Figure B.
2. Move Ahead with Selection: Click on this button to move ahead with the selection.
3. Clear Selection: When clicked, this button will clear all the selections that you just made.
4. Single Deletion: This button will delete the selected location, store, or group.
5. Different Options: You have three options: to close, save, or apply the changes made in the dialog box.
5.1: Save Filter: When clicked, this will save all your changes under a name (as highlighted in Figure C) made in the dialog box. 

                                  Figure C
5.2: Apply: This button will apply the changes to the Employee Sales form.
5.3: Close: This button will close the form and cancel all the changes. 

Fill in the fields:
1.1: Start Date: This field requires the start date of the time period for which you wish to see the Employee Sales report.
1.2: End Date: This field requires the end date of the time period for the Employee Sales Report.
1.3: Add to Sales: This field lets you choose the departments that are specifically added or not added to the sales.

             Figure D
  1. All Departments: This filter option will fetch all the departments, whether they are added to sales or not.
  2. Only Add to Sales: This option filters all the departments and displays that are added to the sales.
  3. Not Added to Sales: This filter option will display all the departments that are not added to the sales.
Once the changes are saved and applied, for the selected cities, i.e., Middletown, Cobleskill, and Amsterdam, and you click on Generate Report, the Employee Sales Report is displayed, as highlighted in Figure E below.

                                                                                             Figure E
The report displays the following information: 
  1. Employee: This field gives you the cashier/employee who handled the sale transaction.
  2. Employee#: Every employee is assigned a code to be represented in the system uniquely.
  3. Non-Loyalty Sales: This field gives the total number of non-loyalty sales that are in the name of that employee for the selected time period.  
  4. Loyalty Sales: This field gives the total number of sales that are under the name of that employee in the selected time range.
  5. Total Sales: This is the total number of sales combined - Non-Loyalty Sales+ Loyalty Sales.
  6. Loyalty/Total Sales %: This field gives the percentage of total loyalty sales - Total Loyalty Sales x Total Sales x 100.
  7. Change of Loyalty Avg %: This field gives the change of loyalty percentage which is calculated- Loyalty Sales/Total Sales) - (Previous Day Loyalty Sales/Previous Day Total Sales)) / (Previous Day Loyalty Sales/Previous Day Total Sales)) *100.
  8. Qty Sold: This field gives the details about the total quantities sold by the selected employee.
  9. Total Loyalty Retail: This field gives the total retail that the loyalty sales that have been generated in the name of the selected employee.
  10. Total Non-Loyalty Retail: This field gives the total retail that the non-loyalty sales have generated in the name of the selected employee.
  11. Total Retail: This field gives the total retail - Non-Loyalty Retail+ Loyalty Sales.
  12. Total Cost: This field displays the total cost of the item in the sold quantity, excluding any discounts applied between the data range. 
  13. Adj Cost: This represents the adjusted cost against the "Total Cost" of the sold item, i.e., Adj Cost=Total Cost - (Deducted) Buydown (if any applied).

Checkbox Filters:

Open Dept. Sales Only: This is yet another filter that will give the details of the sales in the open department. Click on Generate Report and the employee sales report for this filter will have the data, as highlighted in Figure F below.
                                                                                 Figure F

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