User guide

ManualsBrandsDraper ManualsHome building and DecorSL6

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221CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice

Suggested Reports

The following reports should be viewed on a daily basis. They provide

the minimum necessary information for business management. Other

reports may provide additional operational insight depending on your

needs and preferences. It is a good idea to preview all reports built into

SPOT as a familiarization exercise.

• Z-Reports (nightly drawer closing)

• Sales > Incoming Summary

• Sales > Outgoing Summary

• Management > Cashout Summary

• Management > Transaction Detail Summary

Note that the reconciliation view contains a list of available reports that

can be checkmarked for inclusion in a report queue. The Print Reports [F9]

button forces all checkmarked reports to print in succession. This is a

very convenient way to automate daily or weekly report printing needs.

Inventory and Cash Reporting

INVENTORY REPORTS

In order to understand how inventory reporting works, it is important to

understand the following definitions:

•

Incoming Detail/Summary ReportsIncoming Detail/Summary Reports

Incoming Detail/Summary Reports—Shows the value of all in-

process orders (Detailed and Racked) including any adjustments,

coupons, and discounts taken during the reporting period. The

report reflects the change in value of inventory for that day. For

example, a $100 cleaning order with a $10 adjustment will increase

the Incoming value by $110, while a $5 discount to that same order

will decrease the Incoming value. Both reports are available in the

Sales report group.

•

Outgoing Detail/Summary ReportsOutgoing Detail/Summary Reports

Outgoing Detail/Summary Reports—Shows the total of all

payments received against store inventory. The only thing that will

change the outgoing value (other than a payment) is performing a

Reverse Pickup on a sold order. Both reports are available in the

Sales report group.

•

InventorInventor

Inventor

y Balancing Vy Balancing V

y Balancing V

iewiew

iew—Shows the daily balance summary by

month. This view is available from System > Inventory.

•

Physical Inventory ProcessPhysical Inventory Process

Physical Inventory Process—A utility used to perform physical

barcoded inventories. This is available from System > Inventory.