Sales Reports

The Sales Reports Form is actually the entry point for printing four separate reports. This report is typically the most viewed report in the business. Select from TODAY, YESTERDAY, THIS MONTH, LAST MONTH, THIS YEAR, LAST YEAR or SET DATES. When the report has finished being generated, you are able to PREVIEW the report, PRINT the report or both. When you click the PRINT SETUP option; this allows you to ensure that the printer is properly set up for paper size, color, correct printer, etc. You can also save the report as a certain type of file, such as Excel and then import into Excel. Or you can email to somebody such as your accountant.

The Sales Report lists each transaction for the period.

The Item Report lists each piece that was sold during the period.

The Income Report lists your receipts (cash, visa, etc.) for the period.

Note: If ALL THREE Reports SALES, ITEMS, AND INCOM check boxes are selected, the system will combine the three reports into one listing. Each report can be printed individually by UNSELECTING the report you do not want to print. So to print just the SALES report, make sure the Item check box is not selected.

The Summary Report provides a one-page summary report for each of the three areas above and includes figures for Layaways

For the SALES REPORT (without Items) the available fields are:

Field Name	Description
TransType	Sale, Return Sale, Approval, Etc.
TransDate	Hmmm...
PIFDate	Date Paid In Full
TransNum	Transaction Number
TransLoc	Transaction Location
Customer	Customer Full Name
Phone	Main Phone number listed on this Transaction
Staff	Staff Member Username for this Line
StaffPCT	Staff Percentage of this transaction
TaxSale	Taxable portion of this transaction
StaffTaxSale	Staff Member Portion of Taxable sale
NonTaxSale	NonTaxable portion of this transaction
StaffNonTaxSale	Staff Member Portion of NonTaxable sale
TaxType	A, B, C, etc for Local, Out of State, etc
StateTax	Depth of 3D piece
StaffStateTax	Weight of 3D piece
CityTax	Original Asking Price for this Piece
StaffCityTax	Actual Price the piece sold for
CountyTax	The system title number for the piece
StaffCountyTax	Original, Limited Edition, Open Edition.
LocalTax	Item Type or Medium
StaffLocalTax	The name of the picture, including the full path.

For the ITEM REPORT (without sales) the available fields are:

Field Name	Description
ScanCode	Title Scancode of piece
ArtCode	Title ArtCode of Piece
Title	Title of piece
Edition	Item Edition Number / Title Edition Size of piece
Artist	Title's Artist Full Name
Vendor	Title's Vendor Full Name
TransDate	Transaction Date Piece was Sold, Returned, Etc
TransNum	Transaction Number relating to piece
PIFDate	Transaction Paid In Full date relating to this piece
TaxType	Transaction Taxable or NonTaxable status
TransType	In State, Out of State, etc as A, B, C, W, etc.
TransLoc	Transaction Location
ItemType	Title's Item Type (medium)
Subject	Title's Subject
Consigned	Is Item Consigned
Quantity	Quantity in this Transaction
Pricewas	Original Asking Price for this Piece
IsTaxable	Piece Taxable or NonTaxable status
Price	Actual Price from transaction (discounted price)
ArtCost	Art Cost
OtherCost	Other Cost i.e. Framing
ArtHeight	Height
ArtWidth	Width
ArtDepth	Depth (for 3D)
ArtWeight	Weight (for 3D)
FrameHeight	Frame Height (for 2D)
FrameWidth	Frame Width (for 2D)

For the INCOME REPORT the available fields are:

Field Name	Description
ReceiptNum	System number for receipt
DateDue	Date Payment Due
AmountDue	Amount Due
StaffAmountDue	Percentage for Staff Member
DatePaid	Date Paid
AmountPaid	Amount Paid
StaffAmountPaid	Percentage for Staff Member
Customer	Customer Full Name
TransNum	Transaction Number
TransType	Sale, Return, Etc
TaxType	Transaction Type (Local, Wholesale, etc.)
TransLoc	Transaction Location
PayType	Cash, Visa, etc
CardNum	Card or Check Number
ExpDate	Card Exp Date
StaffPCT	Staff Percentage of Transaction
Staff	Staff Member User Name

For the SUMMARY REPORT the available fields are:

Note: Some of these fields are also used on the other report templates - for example, the BegMonth date is stored here and printed at the top of the Income report. These fields are stored in the table named cuSalesAndItemsVars

Field Name	Description
TransLoc	Transaction Location
BegMonth	Report Start Date
EndMonth	Report End Date
TaxSale	Total Taxable Sales
NonTaxSale	Total NonTaxable Sales
Shipping	Total value of Shipping ITEMS (this is NOT from the sales table)
GiftCerts	Total value of Gift Certificate ITEMS
PIFSales	Paid In Full Transactions
NFPSales	Not Full Paid Transactions
NFPPmts	Payments relating to Not Fully Paid transactions (receipts on uncompleted sales)
Items	Total value of items for all transactions
Discounts	Total Discounts Given
Returns	Total Return transactions
Credits	Total Credits Given
ConsCosts	Costs of items marked as consigned
OwnedCosts	Costs of items marked as not consigned
ArtCosts	Total Art Costs
OtherCosts	Total Other (i.e. framing) costs
StateTax	Total State Tax Collected
CityTax	Total City Tax Collected
CountyTax	Total County Tax Collected
LocalTax	Total Local Tax Collected
Received	Total Amount Received
LayawayIn	Total Layaway Payments Received from past transactions
LayawayOut	Total Layaway Payments Booked for Future

LayawayIn amounts are totaled by looking at all the payments received during the period of the report. If the InstallmentType (the column next to paytype on the transaction form payments page) is L or I than the amount is considered a layaway payment. For this reason, it is important that when making a payment on a layaway, you do not delete the line and add a payment. Rather, you should change the paytype from Layaway or Installment to the actual paytype (visa, cash, etc)

LayawayOut amounts are totaled by looking at all of the payments DUE for the period (whether paid or not) and computing the total amount due for installment types L or I.

Note that it is quite possible for an amount to be shown in both LayawayIn and LayawayOut.