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| CounterPoint Version 7 by Synchronics |
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Sales History |
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Sales History
Sales History
retains and manages historical sales data, and allows you to graph, view, and report those sales in monthly summary or detailed form. It also provides commissions reporting and management. |
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Monthly History Views |
Monthly histories are retained for a variety of things . In Inventory, history is retained for items, locations, inventory (item/location combinations), categories, vendors, commission codes, and tax codes. In Customers, it is retained for customers, categories, and tax codes. Additional histories are retained for users, sales reps, stores, registers, drawers, and reason codes.
Monthly totals are available for multiple years based on user-defined calendars. Totals may be viewed in Sales History or from any screen where the basic thing is viewable. |
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Graphical, four-color views may also be presented on the screen or printed.
Appropriate monthly totals are retained, depending on the thing being tracked. Customer history includes sales, charges, costs, commissions, payments, finance charges, number of tickets, gross profit percent, and average sale per ticket, while Item history includes quantity sold, quantity returned, sales, costs, gross profit percent, average price, and percentage returned. |
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| User-defined reports are also available for presenting monthly history, along with percent-of-total and percent-of-prior-year figures. |
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Ticket History Views |
Complete detailed history of every transaction-sales, returns, order deposits, layaway payments, voids, pay-ins, pay-outs, and pay-on-account-is retained in CounterPoint and may be easily viewed on the screen. Look Ups may be organized by ticket number, customer/date, customer/item, or item/ticket.
Individual tickets may also be retrieved by ticket number, customer number, customer name, or even the customer's P.O. number. Once the matching tickets have been located, you can examine them a few at a time, zooming in for detailed information as needed. |
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You can see as much detail as you want-totals, individual line items, or detail for a specific line item, such as individual colors/sizes, reference information, or serial numbers. |
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Ticket History Report
A summary or complete audit-level report of ticket history may be printed in order by ticket number, customer number, customer name, P.O. number, or date. Historical invoices may also be reprinted using Point of Sale or Order Entry.
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Sale Items Report
The Sale Items report allows you to gauge the results of a promotional sale by comparing it to the performance of those items during a reference period. Normal price, off-price, and on-sale information is presented for units, sales dollars, and gross profit. |
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Commissions Due
Commissions calculation and reporting offer a wide variety of options. Default commissions may be based on a commission rate associated with the sales rep, the customer, the item, or the particular sales rep/item combination. Item-related commission rates may vary based on the price level at which the item was sold. Commissions may be a percentage of the sale amount or the gross profit. Gross profit may be calculated using the actual accounting cost or a standard cost assigned to the item.
There may be one sales rep on a ticket, the ticket may be split across up to three sales reps, or different sales reps may be credited for individual line items.
You may report commissions due in a summary format, or a line may be printed detailing each invoice. You can even show allocated sales amounts for split-commission tickets.
Commissions may be due at the time of sale or, for A/R charge sales, due only after the invoice has been fully paid by the customer.
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Flash Sales Report
A one-page recap provides a summary of activity across multiple stores, showing the number of tickets, sale amounts, and profitability. The Flash Sales Report may be run for a single day or a range of days, for one or more stores.
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Item, Customer, and Sales Rep Analysis
Three reports are provided for basic sales analysis: Sales Analysis by Item, Sales Analysis by Customer, and Sales Analysis by Sales Rep. These reports may be run for a selected range of items, customers, stores, and dates.
Up to three time periods may be included on a single report to provide a comparative performance analysis.
The Sales Analysis by Customer report may be printed in order by customer number, customer name, customer category, sales rep, state, or ZIP code. Alternatively, customers may be ranked based on sales or gross profit.
The Sales Analysis by Item report may be printed in order by item number, description, category, vendor, or account code. Alternatively, items may be ranked based on sales or gross profit.
The Sales Analysis by Sales Rep report may be printed in order by sales rep, store, or department. alternatively, sales reps may be ranked based on sales or gross profit.
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Item/Customer and Customer/Item Sales Analysis
Two reports, Sales Analysis by Item by Customer and Sales Analysis by Customer by Item, provide cross-analyses of what merchandise is being sold and who is purchasing that merchandise. Each of these reports may be run for a selected range of items, customers, stores, and dates.
The Sales Analysis by Item by Customer report shows each selected item (or vendor or category) and lists the customers who made purchases, along with the applicable sales, quantities, profitability, and percent-of-totals figures.
The Sales Analysis by Customer by Item report shows each selected customer and lists the items (or vendors or categories) that were purchased, along with the sales, quantities, profitability, and percent-of-totals figures. |
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Management History
Date-summarized historical reporting is provided for six different classifications: registers, item categories, payment methods, users, sales reps, and tax codes.
Summary history can be retained indefinitely by compressing history into weekly, monthly, or annual figures. Historical reports can provide valuable information such as a comparison of sales for Easter week this year with Easter week last year.
When applicable, hourly (time-of-day) performance breakdowns may be printed. |
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Data Management
Facilities are provided to remove historical information that is no longer needed for reporting and viewing.
Commission detail may be purged by date and customer.
Detailed ticket history may be purged as required for selected ranges of dates, customers, and stores.
Monthly history may be purged for specific years, for specific types of history.
Management history may be purged for a range of dates or compressed into weekly, monthly, or annual figures. |
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 Printable Features List
Software Demo >> Request More Info >> |
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