Point of Sale Report (Reference)

Article Details

Summary

This report shows data on all point of sale items sold in a date range.

Reporting and Location Access

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report's location label decides how results are calculated.

Available locations are limited to the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.

Where to Find It

Go to Book Icon » Reports » Point of Sale Report.

Report Parameters

Parameter Description
From Choose a start date to see items sold on or after this date.
To Choose an end date to see items sold on or before this date.
Export to Excel? Select this to export and download the report data to an Excel file.

Helpful Hints

You can also print or export this report as a PDF. Generate the report and select the green Print to PDF button.

Report Output

Retail Items

This section shows the total number of retail items sold in the date range.

  • Item: Select View Item to open a page with more detailed transaction history for the item.
  • Description: The name of the Retail Item.
  • # Items Sold: The number of items sold in the date range.
  • Average Sale Price: The average cost of the item in the date range. This helps if you recently changed the item's price.
  • Total Revenue: The total dollar amount of all transactions for the item in the date range.
  • Sales Tax Collected: The total dollar amount of sales tax for the item in the date range.
  • Cost of Goods Sold: The "wholesale cost" times the number of items sold in the date range. You set the "wholesale cost" for each item on the Admin » Retail page.
  • Net Profit: The total profit, which is Total Revenue minus Cost of Goods Sold.

Important: Select a column header to sort the table.

Retail items sales and profit table.

Open Line Items

This section shows the total number of open line items sold in the date range.

  • Receipt: Select View Receipt to open the invoice where the open line item was bought.
  • Description: The name of the Open Line Item and any details entered in the "description" box at checkout.
  • Price: The price entered in the "amount" box at checkout.
  • Owner: The owner tied to the invoice.
  • Employee: The user who checked out the invoice.
  • Sales Tax Collected: The total dollar amount of sales tax for this item on the invoice.

Important: Select a column header to sort the table.

Open Line Items table with transactions.

Export and Print the Report

To get a PDF, generate the report. Then select the green Export to PDF button at the top of the report. To export a CSV file, check Export to Excel? in the report parameters.

Point of Sale Report interface

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