The Product Sales Report shows you all the product sales you've made in Vagaro. By filtering the report criteria, you can see the details and transactions for all products that were sold during a selected date and their receipts.
Prerequisites: This feature is available for all Vagaro businesses.
Running this report on a phone shows a separate card for each product sold during the date range. Selecting a card will list the transaction details for each purchase in their own cards, and you can view and reprint receipts if needed.
To run the Product Sales report:
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Go to
→ → → . -
At the top of the screen, select the Date Range of the time card entries to view.
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Optionally, select the Filters
button in the top-right corner of the screen to filter the contents of the report, then select Run Report:
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Employees: Select the employees whose bookings to include, or select All Employees.
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Customer: Select the customers to include in the report, or select All Customers.
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Customer General Tag: Select the customer tags to include in the report.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Include Past Employees: Whether to include entries of past employees in the report.
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Sort By: Select the criteria to sort the report by.
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Optionally, select the tile of a product to see a list of customer transactions for products sold by that brand. Selecting each card will show the customer's receipt, which you can Print or Export (to download the receipt to be emailed to the customer) in the receipt's Action
menu.
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Optionally, at any time after running the report, select the Action
menu to perform the following additional tasks:
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Sort By: Change the order of the cards listed in the report (only when viewing a list of transactions).
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Star or Remove Star: Add or remove a bookmark to this report in the Starred at the top of the → menu.
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Print: Print your report if your device is connected to a printer.
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Export PDF or Export Excel: Save the report to a PDF or Excel file.
Note
Product bundle details are not shown in printed or exported reports.
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Running this report on the web, tablet, Pay Desk, or PayPro lists the products sold during the date range. Selecting a product will list the transaction details in a sales summary for each purchase, and you can view and reprint each of their receipts if needed.
To run the Product Sales report:
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Go to
→ → . -
At the top of the screen, set the filters for your report, then select Run Report.
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Date Range: Select the start and end dates of the report, then select Submit.
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Employees: Select any or all employees to include in the report.
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Customer: Select the customers to include in the report, or select All Customers.
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Advanced Filters: Optionally, select any additional filters to further refine the report.
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Customer General Tag: Select the customer tags to include in the report.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Include Past Employees: Whether to include employees who no longer work at your business.
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Optionally, sort the appointments by selecting the column headers at the top of the report.
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At the bottom of the screen, you can select:
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Print: Get a hard copy of the report.
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Export: Save the report to an Excel or PDF file (web version only).
Note
Product bundle details are not shown in printed or exported reports.
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To view a list of all the transactions and their receipts for a specific product in the report, select the product's link in the Product column.
In the product's summary report, you can also:
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Sort the transactions by selecting the column headers.
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Search for specific transactions by date, customer name, item sold, or transaction type in the Search bar in the top-left corner of the report.
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Export
or Print
the employee's transactions.
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Select Receipt at the end of a transaction's row to view, reprint, or send the receipt to the customer via email.
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Generating this report will show the following information about your product sales:
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Brand: Name of the brand that sells the product.
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Product: Name of the product customers purchased. Product bundles are shown in the list with a gift box
icon. Selecting the link shows what's in the bundle.
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Quantity: The number of items for that product that customers have purchased.
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Total Business Cost: How much the business paid to purchase the product to sell to customers.
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Net Sales: Total revenue earned from selling the product before deducting business costs.
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Net Profit: Total revenue earned after deducting business costs.
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Net Profit Margins (%): The difference in percentage between net sales and net profit.
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Points Redeemed: Total number of points redeemed by customers to purchase the product.
When viewing a product's transactions, the report will show the following information for each sale:
When viewing a product's transactions, the report will show the following information for each sale:
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Transaction ID: The unique identification number of the transaction.
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Business Name: The name of the business that the transaction was performed at.
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Checkout Date: The date when the customer paid for the service or class. This date may differ from the Appointment Date.
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Checkout By: The employee who performed the transaction. This employee may differ from the one listed for Sold By.
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Appointment Date: The date of the customer's appointment or class.
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Customer: The name of the customer.
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Item Sold: The service or class that a customer paid for and the employee who performed it and will get a commission for it, if applicable.
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Sold By: The employee who will get the commission for the sale, if applicable.
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Quantity: The number of services or classes that the customer paid for.
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Business Cost: How much it cost the business to perform the service or class. The amount is calculated as the (amount paid by business) minus the (amount customer paid).
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Price: The amount that the business charges to perform the service or class.
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Sales Tax(es) (if any have been set up): The amount of tax charged on top of the price.
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Tip: The tip amount given to the employee by the customer.
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Discount: The price reduction given to the customer when paying for the service or class. Some customers may have redeemed points, applied a promotional code, or paid with a package, membership, or Daily Deal.
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Amount Paid: The total amount paid by the customer, after taxes and discounts, and including tips.
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Shipping & Handling: The amount charged to the customer to ship items to the customer for the service or class, if applicable.
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Cash: The amount that the customer paid with cash.
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Check: The amount that the customer paid by check.
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Gift Card: The amount that the customer redeemed with gift cards.
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Package: The amount redeemed by the customer from a package.
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Memberships: The amount the customer redeemed by the customer from a membership.
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Credit Card: The amount the customer paid by credit card.
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Bank Account: The amount that the customer paid from their bank account.
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Venmo: The amount that the customer paid using Venmo.
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Vagaro Pay Later: The amount that the customer paid with Vagaro Pay Later.
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IOU/Invoice: The amount that the customer was issued an IOU for or invoiced.
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Points: The number of points that the customer redeemed.
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Net Sale: The revenue earned after discounts, points, packages, and memberships.
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Merchant Account: The amount deposited into the employee's merchant account.
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Change Due: The amount owed back to the customer after payment.
When viewing a product's transactions, the report will show the following information for each sale:
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Business Name: The name of the business that the transaction was performed at.
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Checkout Date, Checkout By, Transaction ID: When the transaction was performed, the employee who checked out the customer, and the identifying transaction number.
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App. Date, Customer: The date of the customer's appointment or class, and the customer it was for.
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Item Sold, Sold By: The service or class that a customer paid for and the employee who will get the commission, if applicable.
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Qty: The number of services or classes that the customer paid for.
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Business Cost: How much it cost the business to perform the service or class. The amount is calculated as the (amount paid by business) minus the (amount customer paid).
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Price: The amount that the business charges to perform the service or class.
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Sales Tax: The amount of tax charged on top of the price.
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Tip: The tip amount given to the employee by the customer.
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Discount: The price reduction given to the customer when paying for the service or class. Some customers may have redeemed points, applied a promotional code, or paid with a package, membership, or Daily Deal.
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Amt Paid: The total amount paid by the customer, after taxes and discounts, and including tips.
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Shipping & Handling: The amount charged to the customer to ship items to the customer for the service or class, if applicable.
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Cash: The amount that the customer paid with cash.
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Check: The amount that the customer paid by check.
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GC: The amount that the customer redeemed with gift cards.
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Pkg: The amount redeemed by the customer from a package.
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Mbsp: The amount the customer redeemed by the customer from a membership.
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Bank Account: The amount that the customer paid from their bank account.
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Venmo: The amount that the customer paid using Venmo.
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Vagaro Pay Later: The amount that the customer paid with Vagaro Pay Later.
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IOU/Invoice: The amount that the customer was issued an IOU for or invoiced.
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Points: The number of points that the customer redeemed.
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Net Sale: The revenue earned after discounts, points, packages, and memberships.
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Merchant Account: The amount deposited into the employee's merchant account.
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Change Due: The amount owed back to the customer after payment.
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