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[Webinar] Recording of Sales Training Webinar for B2B Soft


[00:04] My name’s Richard and I’ll be conducting the sales webinar today
[00:32 ]so to get started
[00:34] with the sales end of things in Wireless Standard
[00:37] what you’ll be doing is first logging in
[00:42] with your username and password
[00:51] and then you’ll be prompted if you have the permissions
[00:53] to log into certain store locations
[00:56]you’ll be prompted to click the dropdown and log into
[00:58]whichever location
[01:01] you’re currently working at
[01:16] so to get started
[01:17] with the sales
[01:22] side of wireless standard
[01:24] you’ll first
[01:25] open the register
[01:28] so to do this you’re going to click POS
[01:30] this dollar symbol on the top left
[01:36] and then notice
[01:37] you’ll see that the register is closed
[01:39] and to open the register you’re simply going to click Open POS here
[01:45] now when you click Open POS
[01:46] it will give you
[01:47] a System Count
[01:49] and this number is what
[01:51] currently should be in the drawer
[01:54] now if you’re first starting
[01:59] and you’re opening the register
[02:00] and you
[02:01] don’t have anything currently in the drawer
[02:03] and you want to make a note and
[02:06] let the system know that
[02:07] you have
[02:08] say $200 to start
[02:10] you could do so here in the Manual Count
[02:14] or you could type in
[02:16] that 200 in the Float Adjustment
[02:18] so the difference between the Float Adjustment and the Manual Count
[02:22] the Float Adjustment is
[02:23] money that you are going them with day to day
[02:26] so you’re always going to open up with that same amount of money
[02:29] you can always put it in this Float Adjustment area
[02:32] if your
[02:35] money will change that you’re opening with
[02:39] you can
[02:40] make a note of it here in Manual Count
[02:42] so say it’s 100 tomorrow
[02:45] 90 the following day
[02:47] you can always make a note of how much you’re opening with in the Manual Count
[02:51] but as far as the float adjustment
[02:53] it would always be
[02:55] day to day the same amount of money
[02:59] then we’re simply going to click OK
[03:01] and now we’ll open the register
[03:10] now we do have
[03:11] many different integrations
[03:13] and we’re going to cover
[03:14] how they work
[03:15] on today’s call
[03:20] the first topic I’d like to cover
[03:22] are the two main ways to go about making
[03:25] a sale in Wireless Standard
[03:31] so the first way would be to use this Quick Sale
[03:35] functionality down below here
[03:37] so with this feature
[03:40] you can actually scan a product
[03:41] or do a keyword search of a product
[03:43] and it will bring you right to the Sale screen
[03:45] where you can complete a sale
[03:49] this feature
[03:51] doesn’t require you to capture the customer information
[03:54] whereas the Customer Sale
[03:56] requires you to capture the customer information
[03:59] and create a customer account
[04:10] if you want to start off by say creating a customer in Wireless Standard
[04:14] you can click Customer Sale here
[04:17] and then you can choose
[04:18] an existing customer by searching for their last name
[04:21] mobile number
[04:26] or you can create a new customer if you click here
[04:28] New Customer
[04:30] and then the required fields would be
[04:33] First Name here
[04:35] Last Name
[04:36] and then mobile number here
[04:46] so let’s do an example
[05:05] again all the other fields are optional
[05:09] it’s totally up to you if you’d like to input
[05:12] this other information
[05:32] if you have a contact that is already input
[05:35] into your system
[05:37] it will
[05:39] allow you to
[05:41] create a new one of the same contact
[05:43] or update that contact information
[05:46] you can either highlight it and click Update
[05:48] or just click Add New
[05:52] and that will successfully create your customer account
[06:00] so here notice now that our account is created
[06:03] we can see it on the top right here
[06:05] our customer name
[06:07] and we’re in the shopping cart area
[06:09] so this is where we can search for items
[06:12] on the top left
[06:14] you could scan
[06:16] products
[06:17] and you could do a keyword search
[06:18] say we’re looking for an accessory item such as a case
[06:21] we could type in “case” and then Enter
[06:25] and then you can kind of hover over
[06:27] and see the full name of the product
[06:30] and double click whichever case you’re going to sell to the customer
[06:33] but you can also scan the UPC
[06:35] and it should automatically populate
[06:37] as a line item in your shopping cart
[06:40] and you can also
[06:41] type in the product ID
[06:43] of the product
[06:45] as you get more familiar with Wireless Standard
[06:55] so notice I clicked the iPhone 5 case
[06:58] and here it is
[06:59] and we have a total
[07:04] of 48.88 with tax
[07:08] now we could always search for more items
[07:12] on the top left
[07:15] and they’ll just populate as line items down below
[07:17] and then it will tally up everything on the bottom
[07:20] including the tax
[07:31] so to process
[07:33] a normal sale
[07:34] we’ll cover how to do an activation or a bill payment
[07:38] momentarily
[07:39] you’re simply going to click the green on the bottom right
[07:42] Check Out
[07:46] and then you’re going to be placed to this Accept Payments screen
[07:54] so this is where you’re going to tell the system
[07:57] how you’re collecting the payment
[07:59] whether it be cash or credit
[08:01] so here notice there’s 48.88 is due
[08:04] now let’s say the customer gave you a $50 bill
[08:09] you could type that in the cash field
[08:12] and it will give you the due chance back to the customer
[08:19] you can also split the tender
[08:21] so you could do half cash-half card if you’d like
[08:24] for this example let’s say
[08:30] we’ll do everything on a credit card
[08:32] so say the customer gives us a credit card
[08:34] to run the 48.88
[08:36] so we’ll just type in
[08:37] 48.88 here
[08:41] now if you’re integrated with our A1 charge merchant service
[08:45] this information will pull from the card
[08:52] and now notice we have
[08:54] no due balance
[08:55] and we can click OK
[08:56] and then it’s just going to ask us whether it’s a credit or debit card
[08:59] we’ll select credit
[09:01] again
[09:03] it will ask us
[09:04] to verify the last 4 of the card
[09:08] and then the card type
[09:09] whether it be Visa/Master and so on
[09:15] so to process this I’m simply going to click OK here
[09:18] now this is going to process it in Wireless Standard
[09:21] and then it’s also going to prompt you to print a customer receipt
[09:25] by default
[09:26] the receipt will be set to your small thermal printer
[09:29] if you want to send it anywhere else to any other kind of printer
[09:33] in your store
[09:34] you can click Print Options here
[09:37] and then simply click Printer on the left
[09:40] now for today’s demo
[09:41] I’m going to actually show you
[09:42] what the receipt would look like if you printed to say
[09:44] a normal computer-sized printer
[09:57] and here as you can see we can send it to whichever printer we’d like
[10:02] and here’s a preview
[10:05] I’ll enlarge this for you
[10:12] and notice
[10:13] we have our store template
[10:14] receipt information on the top left
[10:17] of our location
[10:18] we have
[10:19] the transaction ID number
[10:21] which is essentially the receipt number
[10:22] now this will appear as a barcode
[10:24] on the small thermal printer
[10:27] printed receipts
[10:29] we have the Sales Date and time
[10:32] the user that created the sale
[10:35] and the location the sale is Tendered At
[10:41] now here
[10:42] we actually have
[10:44] the customer’s name
[10:45] if you did create a customer
[10:46] it should appear on the receipt
[10:49] if you did it through the quick sale feature
[10:52] it will just say “no customer selected” here
[11:02] and we have all of our items
[11:04] that were sold on this transaction
[11:16] and the method of payment
[11:23] so what I’m actually going to do is
[11:24] I’m going to write down this Transaction ID number
[11:32] so this way I can show everyone how to
[11:34] do a simple return or exchange
[11:53] and just give me one second
[13:07] so getting back to
[13:10] our point of sale
[13:12] and our return and exchange process
[13:15] so what you can do to do a return/exchange is
[13:18] you don’t have to have the receipt
[13:20] to do one
[13:22] but it does help in identifying the transaction
[13:24] if you have the receipt number
[13:26] so you’re simply going to click Returns on the right here
[13:30] in red
[13:32] and then you can click Return With Receipt
[13:34] even if you don’t have the receipt
[13:36] you can still click Return with Receipt
[13:39] and then basically what you’re going to do is
[13:41] you’re going to look up the receipt number
[13:45] now if you have it
[13:47] in front of you
[13:48] you can click the second tab
[13:50] Select By Receipt number
[13:51] and then you can actually scan the barcode here on the receipt
[13:54] or just simply type in the receipt number
[13:56] if you don’t have it you can always do a date range
[14:00] as well as
[14:03] location
[14:04] so if you know say it was at the Brooklyn location
[14:07] and it was
[14:13] it was placed last weekend
[14:15] at some point
[14:17] we can search for all of our transactions this way
[14:20] and then you can highlight a transaction
[14:22] you can see everything that was sold on that transaction down below
[14:28] so let’s do the example of the iPhone case that we’ve just sold
[14:33] so let’s say a customer comes back
[14:34] they want a return
[14:35] or exchange
[14:36] you can simply click Select By Receipt number
[14:39] and you can type in that receipt number
[14:40] or scan
[14:52] and here’s our customer name that we created
[14:56] and the transaction ID
[14:58] and all the items that were sold on this transaction down below
[15:06] so what you’re going to do is simply click the check-box on the left
[15:10] of all the items that you want to return or exchange for the customer
[15:13] and then click OK down below
[15:14] and now notice this item is placed into a Return screen
[15:19] and the item is in red
[15:21] and it says negative one
[15:23] so right now it’s saying that we owe the customer
[15:26] with the tax
[15:27] the 48.88
[15:28] so there are two ways to go about this
[15:30] you can either refund the customer their
[15:34] money on a credit card
[15:35] or by cash
[15:37] and to do this you simply click the green on the bottom right
[15:45] and then type in the method you’re refunding them
[15:47] so it would be printed on the receipt
[15:49] so if you’re going to give them cash you could type it in here
[15:50] and that would zero out the balance
[15:52] or you could refund their card
[15:54] and you can make a note of it by typing in the amount here
[15:57] and then you’re going to print out the receipt
[15:59] now keep in mind
[16:00] when you complete this transaction
[16:04] this item is going to be placed back in your inventory for you automatically
[16:10] so there’s no need to re-input it into your inventory
[16:13] now to do a return or exchange
[16:17] what you’re going to do is simply search for a new item here
[16:19] it could be any item
[16:21] and it will simply be exchanged for the one that’s being returned
[16:26] and all this will be printed on the receipt
[16:31] and any due balance will be noted down below here
[16:42] so here we have the same case
[16:45] let’s say the customer didn’t like the color
[16:47] so they wanted to swap it out for a different color
[16:49] this is how it would look
[16:51] so you’d have one negative one and one positive one
[16:54] and then you’re simply going to check them out
[16:56] there’s no due balance
[16:58] now keep in mind as well when you’re checking customers out
[17:01] if there’s any coupons or discounts
[17:03] that have been created by the administrator
[17:08] you will see them here
[17:09] and it’s up to you as the sales rep to actually apply the discount
[17:11] to the product
[17:13] so say there’s a ten percent off discount
[17:15] it would be up to you to click it
[17:16] and then it would apply
[17:18] and it will give the discount
[17:35] and again the item that was being exchanged
[17:39] will go back in your inventory for you automatically
[17:42] when you complete the transaction
[17:46] now getting back to the point of sale
[17:52] I’d like to cover how our integrations work
[18:02] you can access
[18:04] the Metro ASAP portal here
[18:06] or the
[18:08] Boost activation button here
[18:10] and they both work very similarly
[18:13] so what you can do
[18:17] just to let you know you can access them from here
[18:20] or if you’re on the Sales screen
[18:23] because you were selling a customer
[18:25] an accessory item
[18:26] and now all of a sudden the customer wants to activate a phone
[18:29] or make a bill payment
[18:30] you can simply click this Add Item button here
[18:33] and then you’ll have access to all of your integration buttons
[18:38] so the way it works
[18:40] as far as the Metro and Boost
[18:43] what you’ll be doing is
[18:45] you’ll click the Metro ASAP
[18:47] or Boost button
[18:48] It’s going to bring you to the portal that you guys usually go to
[18:50] to activate the Metro phones or the Boost phones
[18:57] you’re just going to sign in like you normally would
[18:59] make the full activation
[19:01] and then keep in mind
[19:02] when you’re on the account overview page
[19:06] is where you’re going to click this Download Activation to POS button here
[19:11] and what this is going to do
[19:12] it’s going to take all of the information
[19:15] that you completed within the portal
[19:17] and it’s going to bring it back into Wireless Standard
[19:22] so just so I don’t confuse anyone
[19:24] I’m actually going to pause the screen for a moment
[19:26] and I’m going to bring up
[19:28] the activation screen and exactly what it’s going to look like
[19:31] after you click this Download Activation to POS button
[19:35] and this works both
[19:37] with Boost and Metro dealers
[19:41] so give me one moment here
[19:53] okay thank you everyone for your patience
[20:55] so getting back to the activation process
[20:59] after you click that Download to POS button
[21:03] whether you’re in the Boost portal or the Metro portal
[21:05] you’re going to see this screen pop up
[21:08] and like I said
[21:09] everything will carry over to this screen
[21:10] based on what you did in the portal
[21:12] and that’s kind of the beauty of the integration
[21:16] it’ll state whether it was a Metro or a Boost carrier here
[21:21] it will give you the Service Plan that you selected in the portal
[21:26] it will also give you the Contract Type
[21:28] whether it was an Activation or a Port In or an Upgrade
[21:36] it will always say zero for prepaid contracts
[21:45] any plan description will populate here
[21:48] as well as the phone serial number
[21:50] that you activated
[21:51] will pull from your inventory module
[21:55] the model of the phone
[21:57] and the phone serial number
[21:59] I’m sorry
[22:00] the actual customer’s new phone number
[22:02] will appear here
[22:05] now if any plan options were selected
[22:09] in the portal
[22:11] if you click plan options
[22:12] this second tab
[22:13] they’ll be checked off for you based on what you selected in the portal
[22:17] whether it be insurance
[22:19] call forwarding
[22:21] whatever options you selected
[22:23] these will automatically be checked off for you
[22:25] so really all you need to do is verify information
[22:28] make sure it looks correct
[22:30] as to what you did in the portal
[22:32] and then when you’re done
[22:33] you’re simply going to click process down below here
[22:38] and now notice
[22:39] everything gets carried right into your shopping cart
[22:42] for the customer
[22:44] so this first line
[22:45] is simply stating
[22:48] the customer’s
[22:50] plan information
[22:51] and the phone that was activated
[22:53] so notice we have
[22:56] the $30 plan was selected
[22:59] here’s the customer’s number
[23:01] and here was a plan option the customer selected
[23:05] so that’s why it’s not really charging anything here
[23:07] because this is just giving the customer information
[23:09] as to what plan they selected
[23:11] and their new mobile number
[23:14] the next line item
[23:16] this is
[23:20] the phone that was activated
[23:22] the model of the phone and the price
[23:23] as well as the serial number of the phone
[23:26] now you can always discount this item
[23:29] right here if you’d like
[23:31] or if you have
[23:33] like I said if your administrator create discounts
[23:35] on the next page
[23:37] you’ll see discounts appear here
[23:39] that you can discount the phone
[23:42] any kind of special promotions
[23:44] they should show up here as options for you
[23:51] so now to make the first month’s bill payment or
[23:54] to make any bill payment for that matter
[23:57] what you’ll be doing
[23:58] again click Add Item here
[24:00] and you can either click the ePay button
[24:02] or the Qpay button for bill payments
[24:05] now let’s say
[24:08] like I said they work very similarly
[24:10] so you click the button
[24:12] and it will put you into the portal where you usually log in
[24:16] what you’re going to do is you’re going to log in
[24:19] like you normally would
[24:20] and then you’re going to make the payment
[24:21] and again on the confirmation page
[24:24] you’ll see
[24:26] a small button on the top that says Download to POS
[24:29] and you’re simply going to click that button
[24:31] and it’s going to carry your payment right into the shopping cart
[24:34] and I’ll show you exactly what it will look like
[24:42] it will say Qpay Bill Payment
[24:44] and the amount that was paid
[24:51] and for those of you who are Boost dealers
[24:56] it’ll be the exact same process
[24:58] only it will say ePay Bill Payment
[25:04] and then the amount that was paid
[25:23] and again when you’re ready to check the customer out
[25:26] you can simply click the green
[25:28] apply any discounts that you would like
[25:31] you can pick and choose which discounts you can give the customer
[25:36] and then you’re going to click again
[25:38] Make Payment in green
[25:40] and either collect the cash or the card
[25:45] let’s say the customer paid with $300
[25:47] here’s our due change back
[25:49] we’ll click OK and we’ll print the customer receipt
[26:03] and here’s the customer receipt
[26:05] including all the activation details
[26:08] the phone that was activated
[26:09] and then two bill payments
[26:12] as well as our accessory item
[26:36] so moving on
[26:38] I would like to show you a little bit about this Operations button here
[26:42] so if you click Operations
[26:44] what you can do is you can either drop more cash into the drawer
[26:49] or you can take cash out of the drawer
[26:51] depending on what you want to do
[26:54] for drop cash
[26:55] this would be placing more money into the drawer
[26:58] simply click Drop Cash
[26:59] and then type in the amount
[27:02] that you want to put into the drawer
[27:04] so say you’re adding another $100 to the drawer
[27:06] we’re just going to make a note of that
[27:08] to take money out of the drawer during a shift
[27:10] say to put into the safe
[27:12] or for whatever reason
[27:13] again it’s Operations
[27:14] and then Pickup Cash
[27:16] and then you could just type in the amount that you’re taking out
[27:18] and it should give you the cash amount that’s within the drawer
[27:24] if you ever want to pay money onto a customer account
[27:28] this is
[27:31] similar to a layaway process
[27:34] so you would take money
[27:35] a customer walks in and they give you $50
[27:37] that they want to use at a later time
[27:39] what you would do is click Operations
[27:41] and then you would click Accept Payment here
[27:44] you would search for an existing customer
[27:46] or create a new one
[27:53] and then you would simply
[27:55] collect the money that they’re giving to put on their account
[27:58] either by cash or credit
[28:00] so let’s say they give you $50
[28:04] in cash to put on their account
[28:12] and this will be noted on the customer receipt
[28:25] so now Mark Johnson has this $50 balance
[28:30] so let’s say the customer comes in the next time and they want to apply that balance
[28:35] what we can do is click Customer Sale
[28:38] and we can search for “Mark”
[28:42] “Mark Johnson.” Double click.
[28:45] and now notice that on the top right they have a $50 balance here
[28:49] and you can apply that balance to any items
[28:51] whether it be activations, phone sales, bill payments, accessories
[28:56] all you’re going to do is ring out the customer and their item
[29:02] give any discount
[29:06] and then type in the amount of money
[29:09] that’s due in the Store Account field here
[29:17] and that will zero out the balance
[29:22] and it will be noted on the customer receipt
[29:31] that this was done with the money that was put on the account
[29:38] so the next time you open up the customer’s account
[29:43] you’ll see that the money has been deducted
[29:52] so now notice that on the top right
[29:54] Mark has $1.12 left.
[29:59] so that’s how our account
[30:03] payments on account feature works
[30:11] so moving on
[30:12] I’d like to show everyone how to close the register at the end of the day
[30:15] or at the end of the shift
[30:17] and this is really important
[30:18] because you want to match up
[30:19] everything that the system says you should have on hand
[30:22] versus everything you actually count out
[30:26] so to do this you’re simply going to click Close Register here
[30:32] and you’re going to have these two columns
[30:36] Manual Count and System Count
[30:41] so the system says we should have 420.73 in cash
[30:46] so what the employees will be doing
[30:50] you’ll be clicking the
[30:53] green “$” symbol
[30:56] and then you’re going to put in
[30:58] the cash count
[30:59] and this is denomination count
[31:02] so for instance
[31:04] say we had four $100 bills
[31:07] one $20
[31:09] and so on
[31:22] and now we have our $420.73
[31:26] so these two numbers match
[31:28] and our Variance is zero
[31:30] because these two numbers match
[31:31] now if there’s ever a discrepancy and for some reason these two numbers aren’t matching
[31:37] you’ll see a number in the variance
[31:39] and that’s how off you’ll be
[31:41] so to get to the bottom of it
[31:42] you can simply click the link
[31:45] in the system count
[31:48] and it will show you exactly where this money came from
[31:58] and here are the transactions that were made
[32:01] and this is where this money came from
[32:03] now keep in mind
[32:04] it’s not going to count the initial
[32:09] starting money
[32:12] that you left in the till
[32:14] either from the previous day
[32:15] or the Manual Count
[32:19] this is all going to be
[32:22] counted throughout the system
[32:23] based on what was performed
[32:25] that shift or that day
[32:30] now the float will be subtracted from your total cash count
[32:34] and that will be your total cash deposit for that day
[32:39] again we’re going to do the same thing in the credit card field
[32:42] so this says we should have processed $48.88
[32:44] you can just verify that on your terminal
[32:47] and then you can just simply type it in
[32:49] in the Manual Count
[32:52] to reconcile
[32:59] we did do a store count
[33:02] payment
[33:03] so we’re going to reconcile that as well
[33:13] and then we’re going to click OK
[33:15] and that will close our register
[33:16] for the day
[33:18] it’s going to prompt us to print a Z-Report
[33:19] that’s just your standard end-of-the-day report
[33:21] it will include all the accessories, sales, activations, bill payments
[33:33] now if you click OK
[33:34] it will print right out to your thermal printer
[33:36] I’m going to click Cancel and show you where you can view it on the screen if you’d like
[33:41] so what you can do is you can click Look Up
[33:43] here on the top right
[33:45] and then click Z-Report
[33:48] and you can do a simple date filter
[33:50] so say you know it’s going to default on the first of the month
[33:53] but say you want to go to today’s date
[33:55] and we want to select our Brooklyn location
[34:00] it will default on all locations
[34:02] and then click Submit
[34:05] and here is our Z-Report
[34:10] it’ll give us a snapshot of our close
[34:14] who opened and closed the register
[34:16] date and times
[34:18] as well as all
[34:21] accessories, sales, activations, bill payments, and phone sales
[34:37] you can print right from here if you’d like
[34:39] if you use this icon
[34:41] you could also save an export to an Excel file or PDF file or Word file as well
[35:04] now the next topic I’d like to cover
[35:05] is if you ever want to reprint a customer receipt
[35:08] or lookup a transaction
[35:12] so what you can do is you can click Sales on the top left here
[35:16] and then you can go down to Sales Log Viewer
[35:20] and this is an area where you can filter out by location
[35:24] as well as date
[35:27] and then click Search
[35:30] and it will give you all the transactions that were performed
[35:33] at that location in that date range
[35:36] notice Records
[35:37] it says 4 so we did a total of 4 transactions
[35:40] on this date
[35:42] and to reprint any one of these receipts
[35:44] we simply would highlight the receipt
[35:48] and click Print Preview on the top left
[35:52] and notice down below
[35:53] we’ll give you all the items that were sold on that transaction
[35:56] PRD is for product
[35:58] ACT is for activation
[36:02] and we also have the payment
[36:21] now the next topic
[36:23] I’d like to cover would be
[36:26] included in our online reporting module
[36:30] to access it you’re simply going to click Reporting here
[36:34] and this will automatically log you in
[36:36] to our online reporting
[36:43] now these three boxes serve as a quick preview
[36:46] so if there’s ever a report you like on the left
[36:49] you can drag it into one of these areas
[36:52] and it will save and serve as a quick preview for the next time you log in
[36:56] so just keep that in mind
[36:58] to access any reports
[36:59] you’re simply going to click Reports on the left here
[37:03] and then you’re going to scroll down
[37:04] and you’ll see all the different categories of reports you can run
[37:12] so for today we’re going to cover some sales reports that you can run
[37:16] so you’re simply going to click Sales category
[37:18] and then you’re going to go in and
[37:21] click whichever report you’d like to run
[37:26] the main report I go over with my clients on this training
[37:30] is the Sales Transaction Details report
[37:36] here
[37:38] so what you’re going to do is click it
[37:41] and then you’ll basically filter out these parameters
[37:45] based on what you want to see within your report
[37:48] so Report Date
[37:50] we have a Month to Date
[37:52] we could do Yesterday, Today, the Last 3 Days and so on
[37:56] you could even do a Custom date range here
[37:58] where you can filter out
[38:00] whichever date range you’d like
[38:11] GP by: this is either by Transaction Date or Service Date
[38:16] now this is most likely
[38:20] if you’re being very particular
[38:22] as to when you activated the phone
[38:24] versus when you actually sold the phone
[38:26] if there’s any kind of discrepancy
[38:27] you can either go off the service date of when it was activated
[38:30] or the transaction date of when it was sold
[38:32] I recommend just leaving it on Transaction Date
[38:36] and then Locations
[38:38] you can filter out the different locations you’re looking for
[38:41] so say we’re just concerned with the Brooklyn store
[38:44] and we just want to see today’s sales
[38:47] and then you can even filter out by Salesperson
[38:51] to see how well someone’s doing
[38:52] or you can leave it on All
[38:57] and then click OK and this will run the report
[39:10] and give me one second
[39:11] I’m going to re-run it
[40:02] and here’s what our Sales Transaction Detail report will look like
[40:07] so we have the transaction date and time
[40:10] the transaction ID number
[40:12] this is our receipt number
[40:14] the store location that the item was purchased from
[40:18] the salesperson who sold the item
[40:22] the customer information
[40:25] if there was no customer account created
[40:26] it will simply say No Customer
[40:28] or you’ll have the customer information
[40:35] the product that was sold to the customer
[40:38] the quantity
[40:40] as well as your unit price
[40:42] unit cost
[40:45] any discounts given
[40:48] “GP” stands for “gross profit”
[40:50] so this is going to be the difference between your cost and sale price
[40:54] now notice we do have totals down below
[40:58] for this date range
[41:07] and then even more further details
[41:09] as far as the tax that was charged on the transaction for that item
[41:13] the Tender Type
[41:14] whether it was cash or credit
[41:17] the actual amount collected
[41:19] any kind of return reason
[41:25] now if you want to export this report to an Excel file
[41:29] you could do that
[41:30] you click Report Options on the top right
[41:32] and then Export
[41:34] and then you simply go to Excel or CSV
[41:38] you can also print this report
[41:39] if you click Print here
[41:41] and you can even Subscribe to it
[41:42] so you can have it emailed to you
[41:47] daily, weekly or monthly
[42:05] and this is just one of the many reports you can run regarding sales
[42:10] this is the key report that we like to go over
[42:14] with our clients
[42:19] you know we have Sales by Product
[42:21] Sales by Location
[42:23] Sales by Employee
[42:24] there are a lot of reports you can run
[42:27] and filter out exactly what you’re looking for
[42:32] but the Sales Transaction Detail report
[42:35] will give you pretty much all the details you would need
[42:38] on a sale
[42:40] for accounting purposes
[42:46] so that concludes the sales webinar

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