The following sales reports allow you to select one or more of your multi-location businesses to view:
-
Transaction List
-
Sales Summary
-
Payment Distribution
-
Product Sales
-
Product Sales by Customer
-
Services/Classes
-
Trends
Note
The Combined Report, while allowing you to select from reports that do support the multi-location feature, itself can only be run for the currently selected business location.
Note
Set the Access Level Reports: Multi-Location Reports to View to enable employees other than the Business Owner to view the multi-location options in these reports:
For more, see Setting Access Levels - Web Version.
-
Navigate to Reports and select the report you want to run.
-
Open the Advanced Filters section and click the drop-down list under Business Location.
Note
The Advanced Filters section will have additional options, depending on which report you are setting up.
-
Use Select All for all locations or checkboxes to select one or more of your locations.
-
Click Run Report.
The Business name is displayed in a column in either the main report or a drill-down, so you know which business's sales you're viewing. Business Name is only displayed in the reports if the Access Level for Reports: Multi-Location Reports is set to View.
|
Transaction List - Multi Locations  |
Product Sales by Customer  |
Drill-down report example:
Certain actions, refunding a transaction or changing the Sold By employee, require that you be IN the location where the action takes place. A warning screen will offer to switch to the other location before continuing.
|
Refund from Transaction List Report  |
Transaction List - Change Sold By employee  |
Accepting the switch in effect re-runs the report for the selected location, and you will have to find the transaction you wanted again to continue with the action.
Comments
0 comments
Please sign in to leave a comment.