Show Reports POS Overview
SapphireOne’s Show Reports functionality empowers you to dynamically report on your Inventory Sales data. This versatile feature allows you to generate PDF reports or obtain hard copies. Alternatively, you can create an interactive real-time report by selecting your criteria, with the flexibility to print it in various formats.
Show Reports for POS
In the context of Point of Sale (POS) functionality in SapphireOne, the Show Reports feature within the POS menu currently offers a selection of six distinct items. These items mirror the same Show Report options available in the Sales menu in Inventory mode. To facilitate ease of reference, we have thoughtfully included screenshots for each of these reports below. Subsequently, after each screenshot you will be provided with a convenient hyperlink that grants access to an article elaborating on the selected Show Report item from the list as seen in the screenshot below.
In SapphireOne, a standardised layout is employed across all Show Report functions to ensure uniformity and user-friendliness. This consistency streamlines the user experience, as learning a single layout suffices for comprehending all Show Report screens, which share similar structures. Each report is accompanied by a title, automatically generated by SapphireOne, positioned below the options section. This title functions as a header for the items featured within the report.
Selecting a Report
After selecting a report option in SapphireOne, you have the flexibility to choose various criteria for the report, as documented below. Once the report has been generated, you can easily export it as either an HTML or CSV file. These files can be opened in any web browser or external spreadsheet program for your convenience.
Show Reports for POS
Show Report Sales by Client
With SapphireOne, each Sale is assigned to a specific Client, providing additional reporting options using the Sales by Client functionality. This feature allows users to generate a Sales by Client report, providing insightful analysis on Client-specific Sales trends.
To access the documentation for this specific Show Report item, kindly refer to the Sales by Client article in the Knowledge Base.
Sales by Client Class
SapphireOne offers the option to assign clients to different classes, providing greater flexibility in reporting. The Class-based report leverages this functionality, allowing users to generate reports based on the client class. With this feature, users can easily compare performance metrics across different client classes and gain deeper insights into their business operations.
To access the documentation for this specific Show Report item, kindly refer to the Sales by Client Class article in the Knowledge Base.
Sales by Item (Inventory)
For each individual Inventory item, this report displays the following information on a column by column basis. The ID, Name, Quantity, Amount, % of Sales, and Average price for each inventory item in the data file.
To access the documentation for this specific Show Report item, kindly refer to the Sales by Item article in the Knowledge Base.
Sales by Item Class (Inventory)
The SapphireOne software allows users to assign Inventory Items to different classes, which can be used for reporting purposes. This means that users can group their inventory items based on similar characteristics, such as product type or supplier, and generate reports based on these classes.
To access the documentation for this specific Show Report item, kindly refer to the Sales by Item Class article in the Knowledge Base.
Sales by Matrix
It is important for users to understand that the matrix functionality may not be limited to items of clothing, and can be used in any industry where the selection of an item is enhanced by the use of a matrix.
In the context of inventory items, a matrix allows the user to define and track multiple attributes of a product or item, such as size, color, material, and style. By using a matrix, the user can easily view and manage the inventory levels of each variant or combination of attributes, which can be helpful in optimizing stock levels and avoiding stock outs.
- Matrix – These are the column headings in a Matrix.
- Matrix Colours – These are the row headings in a Matrix.
When this Matrix style report is generated both the columns and the rows will be displayed as may be seen in the screen shot below.
To access the documentation for this specific Show Report item, kindly refer to the Sales by Matrix article in Knowledge Base.
Sales by Rep
This report displays sales made by your various sales representatives or reps. This report provides a detailed breakdown of sales data for each representative, allowing you to track their performance and identify potential opportunities for improvement. By analyzing this report, you can optimize your sales strategies and improve your overall sales performance.
To access the documentation for this specific Show Report item, kindly refer to the Sales by Rep article in the Knowledge Base.
For comprehensive user documentation covering all aspects of the Show Reports functionality, you can navigate to the top of the article in the Sales menu by using the following link: Inventory Show Report Sales link. This will provide you with a comprehensive overview of the Show Reports feature in SapphireOne’s Sales menu in Inventory mode commencing at the beginning of the article.