oracle retail cwstore reports guide release 13.0 august 2015kirkland, washington, to oracle and...

Oracle® Retail CWStore

Reports Guide Release 13.0

August 2015

ii

Oracle® Retail CWStore Reports Guide, Release 13.0

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Oracle Retail VAR Applications The following restrictions and provisions only apply to the programs referred to in this section and licensed to you. You acknowledge that the programs may contain third party software (VAR applications) licensed to Oracle. Depending upon your product and its version number, the VAR applications may include:

(i) the MicroStrategy Components developed and licensed by MicroStrategy Services Corporation (MicroStrategy) of McLean, Virginia to Oracle and imbedded in the MicroStrategy for Oracle Retail Data Warehouse and MicroStrategy for Oracle Retail Planning & Optimization applications.

(ii) the Wavelink component developed and licensed by Wavelink Corporation (Wavelink) of Kirkland, Washington, to Oracle and imbedded in Oracle Retail Mobile Store Inventory Management.

(iii) the software component known as Access Via™ licensed by Access Via of Seattle, Washington, and imbedded in Oracle Retail Signs and Oracle Retail Labels and Tags.

(iv) the software component known as Adobe Flex™ licensed by Adobe Systems Incorporated of San Jose, California, and imbedded in Oracle Retail Promotion Planning & Optimization application.

You acknowledge and confirm that Oracle grants you use of only the object code of the VAR Applications. Oracle will not deliver source code to the VAR Applications to you. Notwithstanding any other term or condition of the agreement and this ordering document, you shall not cause or permit alteration of any VAR Applications. For purposes of this section, "alteration" refers to all alterations, translations, upgrades, enhancements, customizations or modifications of all or any portion of the VAR Applications including all reconfigurations, reassembly or reverse assembly, re-engineering or reverse engineering and recompilations or reverse compilations of the VAR Applications or any derivatives of the VAR Applications. You acknowledge that it shall be a breach of the agreement to utilize the relationship, and/or confidential information of the VAR Applications for purposes of competitive discovery.

The VAR Applications contain trade secrets of Oracle and Oracle's licensors and Customer shall not attempt, cause, or permit the alteration, decompilation, reverse engineering, disassembly or other reduction of the VAR Applications to a human perceivable form. Oracle reserves the right to replace, with functional equivalent software, any of the VAR Applications in future releases of the applicable program.

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Contact Information

30500 Bruce Industrial Parkway Cleveland, OH 44139 USA Toll Free: 888.328.2826 Tel: 440.498.4414 Fax: 440.542.3043

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7031 Columbia Gateway Drive Columbia, MD 21046‐2289 Tel: 443.285.6000

StoreHQ Report Guide CWStore

3/31/09 MICROS®-Retail 1

Contents

CWStore Reports Guide

Accounting and Finance ReportsAccounts Receivable Aging – Detail ....................................................................................3Accounts Receivable Aging – Summary ..............................................................................4Average Sales .......................................................................................................................5Bank Deposit Report ............................................................................................................6Bill to Accounts ....................................................................................................................7Cash Pickups .........................................................................................................................8Customer Discounts ..............................................................................................................9Customer Payments ............................................................................................................11Customer Statements ..........................................................................................................12Daily Sales by Tender Type ...............................................................................................13EOD Summary Report ........................................................................................................14Exceptional POS – No Sales ..............................................................................................16Exceptional POS – Paid Outs .............................................................................................17Exceptional POS – Price Overrides ....................................................................................18Exceptional POS – Refunds ...............................................................................................19Exceptional POS – Tax Exemptions ..................................................................................20Exceptional POS – Voided Transactions ............................................................................21Float Activities ...................................................................................................................22Float Balancing Report .......................................................................................................23Float Summary Report ........................................................................................................25GL Account Summary ........................................................................................................27GL Account Listing ............................................................................................................28GL Account Transactions ...................................................................................................29GL Transaction Journal ......................................................................................................30Loyalty Transaction Journal ...............................................................................................31Next Day Float Summary ...................................................................................................32Outstanding Gift Certificates ..............................................................................................33POS Transaction Journal ....................................................................................................34Sales Journal .......................................................................................................................36Sales Journal – Detail .........................................................................................................37Tax API Summary ..............................................................................................................39Tax Summary .....................................................................................................................40Tax Summary All Transactions ..........................................................................................41Tender Authorization ..........................................................................................................42



Customer ReportsCustomer Listing ................................................................................................................45Customer Order – Detail .....................................................................................................46Customer Order – Summary ...............................................................................................48Customer Order Listing ......................................................................................................49Customer Sales – Summary ................................................................................................51Customer Sales Analysis by Item .......................................................................................53Customer Sales by Industry ................................................................................................55Customer Sales by Transaction ..........................................................................................57Mailing Labels ....................................................................................................................59Unmatched Customers ........................................................................................................60

EmployeeCommissions – Detail .........................................................................................................62Commission – Summary ....................................................................................................64Employee Listing ................................................................................................................65Employee Sales ...................................................................................................................66Salesperson Productivity ....................................................................................................67Time Sheets ........................................................................................................................69

InventoryCustom Kits ........................................................................................................................71Custom Kits Summary ........................................................................................................72In-Stock Inventory Cross Analysis .....................................................................................73In-Stock Inventory Value – Detail ......................................................................................74In-Stock Inventory Value – Summary ................................................................................76Inventory Adjustments .......................................................................................................77Inventory Audit ...................................................................................................................79Inventory Cost and Retail Sales ..........................................................................................80Inventory Count Listing ......................................................................................................81Loyalty Inventory ...............................................................................................................82Inventory Receiving ...........................................................................................................83Inventory Receiving by PO ................................................................................................85Inventory Transaction – Summary .....................................................................................87Inventory Transfers .............................................................................................................89Inventory Valuation by Location and SKU ........................................................................91Inventory Valuation by SKU and Location ........................................................................92Kitting Report – Quantity on Hand ....................................................................................93Physical Inventory Count Sheet .........................................................................................95Price List .............................................................................................................................97Price Maintenance ..............................................................................................................98Promotions ..........................................................................................................................99Serial Inventory Count Sheet ............................................................................................100



Serial Number Aging ........................................................................................................102SKU Price Tickets ............................................................................................................104

Sales AnalysisAccrual Sales ....................................................................................................................106Coupon ..............................................................................................................................107Coupon and Survey ..........................................................................................................108Customer Returns by Location .........................................................................................109Daily Sales ........................................................................................................................111Departmental Hourly Sales ...............................................................................................112Executive Summary ..........................................................................................................113Gross Profit Analysis – Detail ..........................................................................................114Gross Profit Analysis – Summary ....................................................................................116Layaways by Location – Detail ........................................................................................117Layaways by Location – Summary ..................................................................................118Monthly Inventory Sales Movement ................................................................................119Outstanding Orders ...........................................................................................................120Quotes by Location ...........................................................................................................121Sales – Order Broker ........................................................................................................122Sales – Summary ..............................................................................................................124Sales By Department/Class/Category/Manufacturer ........................................................125Sales by Style ....................................................................................................................127Sales by Weather ..............................................................................................................129Sales Cross Analysis – Detail ...........................................................................................130Sales Cross Analysis – Summary .....................................................................................132Top Sellers Report ............................................................................................................134Week, Month, Year to Date Sales ....................................................................................136

System AdministrationInterface Message Log ......................................................................................................139Systems Message Log ......................................................................................................140

VendorInventory on Back Order ..................................................................................................142Purchase Orders ................................................................................................................143Suggested Reorders ..........................................................................................................145Vendor Analysis ...............................................................................................................147Vendor Cross Analysis .....................................................................................................149Vendor Listing ..................................................................................................................151Vendor Returns .................................................................................................................152


Accounting and Finance Reports Accounts Receivable Aging – Detail

Accounts Receivable Aging – Summary

Average Sales

Bank Deposit Report

Bill to Accounts

Cash Pickups

Customer Discounts

Customer Payments

Customer Statements

Daily Sales by Tender Type

EOD Summary Report

Exceptional POS – No Sales

Exceptional POS – Paid Outs

Exceptional POS – Price Overrides

Exceptional POS – Refunds

Exceptional POS – Tax Exemptions

Exceptional POS – Voided Transactions

Float Activities

Float Balancing Report

Float Summary Report

GL Account Summary

GL Account Listing

GL Account Transactions

GL Transaction Journal

Loyalty Transaction Journal

Next Day Float Summary

Outstanding Gift Certificates



POS Transaction Journal

Sales Journal

Sales Journal – Detail

Tax API Summary

Tax Summary

Tax Summary All Transactions

Tender Authorization

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Text Box

Note: The rebranding for the latest version of this document is in development as part of post MICROS acquisition activities. References to former MICROS product names may exist throughout this existing document.



Accounts Receivable Aging – DetailPurpose: Use this report to view aging accounts receivable by location during the period specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Accounts Receivable Aging - Detail.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Accounts Receiving Aging – Detail.

• Customer: The name of the customer.

• Invoice #: The invoice number assigned to the customer.

• Current: The amount received from 30 days to the closing date.

• 31-60 Days: The amount received between 31 and 60 days.


• > 90 Days: The amount received after 90 days.

• Balance: The amount received from the customer during the entire 90 day period.



Accounts Receivable Aging – SummaryPurpose: Use this report to create a summary of aging accounts receivable up to the date specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Accounts Receivable Aging - Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Accounts Receiving Aging – Summary.


• Current: The amount received from 30 days to the closing date.



• > 90 Days: The amount received after 90 days.

• Balance: The amount received from the customer during the entire 90 day period.



Average SalesPurpose: Use this report to create a report listing average transactions per day and average transaction total for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Average Sales.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Average Sales.

• From Date: The starting month and day for the report.

• To Date: The ending month and day for the report.

• Location: The store where the sales occurred.

• Number of Days: The length of time during which the sales occurred.

• Total Sales Amount: The total sales during the time period.

• Transaction Count: The number of transactions during the time period.

• Average Transactions per Day: The average number of transactions per day.

• Average Transaction Total: The average for each transaction during the time period



Bank Deposit ReportPurpose: Use this report to ascertain the types of tenders deposited in the bank based on the information collected during Float Balancing for a specific date.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Bank Deposit Report.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Bank Deposit Report.

• Location: The name of the store.

• Deposit Date: The date the deposit was made.

• Bank/Branch: The name of the bank or branch.

• Account#: The store account number.

• Account Name: The name of the account.

• Deposited By: The name of the person who made the deposit.

• Total Cash: The total amount of cash deposited.

• Other: Other types of tender deposited.

• Total Bank Deposit: The total amount deposited.



Bill to AccountsPurpose: Use this report to list all accounts receivable transactions by customer and location during the period specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Bill to Accounts.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Bill to Accounts.

• Transactions between: The dates during which the transactions occurred.

• Location: The store where the transactions occurred.

• Customer ID: The store assigned customer identification.

• Customer Name: The name of the customer.

• Telephone Number: The telephone number of the customer.

• Date: The dates the transactions occurred.

• Transaction Amount: The amount of the transaction.

• Total Location Transaction Amount: The total transaction amount for the location.



Cash PickupsPurpose: Use this report to list all cash pickup transactions by cash register and float numbers, name of authorizing person, date, and amount.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Cash Pickups.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Cash Pickups.

• Transaction Date & Time The date of the cash pickup.

• Register Number The number of the register that provided the cash.

• Float Number The number of the float.

• Authorized by The salesperson who provided the cash.

• Amount The amount of the cash pickup.

• Total: The total of all cash pickups.



Customer DiscountsPurpose: Use this report to ascertain the discounts that are issued to customers on a daily and monthly basis by a dollar markdown value or percentage value. Discounts are set up for customers on a permanent or temporary basis.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Customer Discounts.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Discounts.

• Purchases between: The dates selected in the report criteria.

• Store Name: The store where the purchases were made.

• Customer ID: The CWStore assigned customer number.


• Customer Type: The type of customer.

• Date: The dates of the transactions.

• SKU #: The inventory number assigned to the item in StoreHQ.

• Description: A depiction of the item(s) purchased.

• Discount Rate: The rate of the discount.

• Qty: The quantity of each item purchased.

• Regular Price: The price before the discount.

• Discount Price: The price after the discount.

• Discount Amount: The difference between the regular and discount prices.

• Total Customer Discount: The total discount for the customer.

• Total Store Discount: The total discount for the store.



Customer PaymentsPurpose: Use this report to list all customer payments by store during the period specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Customer Payments.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Customer Payments.

• Payments between: The range of dates.


• Customer Account # The customer account number.

• Customer Name The customer name.

• Date The date of the charge.

• Invoice # The number of the invoice

• Transaction Number The transaction number.

• Payment Amount The amount of each payment.



Customer StatementsPurpose: Use this report to list statements for specific customers or customer types for the period specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Customer Statements.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Customer Statements.

• Closing Date: The date the statement closed.

• Customer #: The CWStore assigned customer number.

• Invoice #: The CWStore assigned invoice number.

• Reference #: The CWStore assigned item number.

• Invoice Date: The date of the invoice.

• Amount: The amount of the invoice.

• Amount Due: The date when the invoice must be paid.



Daily Sales by Tender TypePurpose: Use this report to view all sales by the transaction tender type.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Daily Sales by Tender Type.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Daily Sales by Tender Type.


• Tender Type: The types of tender used in the store.

• Amount: The dollar amount for the different tender types.

• Total for Location: The total dollar amount for the store.

• Total for All Locations: The total dollar amount for all stores.



EOD Summary ReportPurpose: Use this report to identify daily sales, account numbers, cash balancing, GL information, and so forth. At the End of Day Closing, this report flags any incorrect information for the store to review.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click EOD Summary Report.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report EOD Summary.

• Location: The store name.

• Closing Date: The date of the closing.

• Description Types of transactions

• Count The number of transactions.

• Amount$ The amount of transactions in dollars.

• Net Sales The net sales in dollars.

• State Tax The amount of the state tax.

• Total Taxes The total amount of taxes.

• Gross Sales The gross sales in dollars.

• Opening Amount The amount of the opening float.

• Total Other The total of other tender.

• Closing Amt The float amount at closing.

• Denomination The denominations counted in the EOD.

• Count The number of each denomination.

• Amount $ The amount of each denomination.

• Physical Count: The hand count.

• Computer Count: The computerized count.

• Cash Overage: The amount of cash over.

• NonCash Tenders The types of non-cash tenders.

• Total NonCash Tenders Total amount in dollars of non-cash tenders.



Exceptional POS – No SalesPurpose: Use this report to list all No Sale transactions for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Exceptional POS - No Sales.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Exceptional POS – No Sale.

• For the Period: The dates of the No Sale transactions.

• Txn Date and Time: The transaction date and time.

• Reg No: The register number where the No Sale occurred.

• Float Number: The number of the float when the No Sale occurred.

• Authorized By: The name of the person who authorized the No Sale.



Exceptional POS – Paid OutsPurpose: Use this report to review paid in and paid out entries from StorePOS.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Exceptional POS - Paid Outs.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Exceptional POS – Paid Outs.

• Txn Date and Time The paid out transaction date.

• Reg No The number of the register that issued the pay out.

• Authorized By The person who authorized the pay out.

• Reason The reason for the payout.

• Amount The total of dollars paid out.



Exceptional POS – Price OverridesPurpose: Use the report to display all price adjustments for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Exceptional POS - Price Overrides.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Exceptional POS – Price Overrides.

• Txn Date & Time: The date and time of the transaction.

• Reg No: The number of the register.

• User: The name of the salesperson using the register.

• SKU #: The number of the product assigned in StoreHQ.

• Product Name: The name of the product assigned in StoreHQ.

• Cost: The cost of the product.

• SKU Price: The cost of the product assigned in StoreHQ.

• Adjustment Type: The type of adjustment assigned in StoreHQ.

• Adjustment Amount: The amount or percentage of discount.

• Sale Price: The price of the product after the adjustment.

• Qty Sold: The quantity sold of that product.

• Gain or Loss: The amount of gain or loss.

• Margin: The margin listed for that product.

• Totals: The total price overrides.



Exceptional POS – RefundsPurpose: Use this report to ascertain all refunded transactions processed in StorePOS.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Exceptional POS - Refunds.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Exceptional POS – Refunds.

• Txn Date & Time The refund transaction date and time.

• Reg No The number of the register that issued the refund.

• User The salesperson who used the register.

• SKU # The number assigned to the product in StoreHQ.

• Product Name The name of the product assigned in StoreHQ.

• Unit Price The price of the product.

• Qty The quantity of the product returned.

• Total Refund The total of all refunds.

• Total The final total.



Exceptional POS – Tax ExemptionsPurpose: Use this report to display all tax exempt transactions by transaction.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Exceptional POS - Tax Exemptions.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Exceptional POS – Tax Exemptions.

• Txn Date & Time: The refund transaction date and time.

• Reg No: The number of the register.

• User ID: The name of the salesperson.

• Customer Information: The customer name.

• Exemption Number: The number for the tax exemption.

• Tax Name: The name of the tax.

• Tax Amount: The amount of the tax.

• Total: The total tax amounts.



Exceptional POS – Voided TransactionsPurpose: Use this report to list all voided transactions for the date range.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Exceptional POS - Voided Transactions.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Exceptional POS – Voided Transactions.

• Transaction #: The transaction number that was voided.

• Date: The date of the transaction.

• Register #: The register where the transaction was voided.

• Float #: The number of the float.


• Authorized By: The person who authorized the void.

• Amount: The amount of the void.

• Total Amount: The total amount of all voided transactions.



Float ActivitiesPurpose: Use this report to display all float activities by specified store location and date.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Float Activities.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Float Activities.

• Float #: The number of the days float.

• Float Opening Date: The opening date for the float.

• Float Closing Date: The closing date for the float.

• Register: The serial number for the register.

• Login ID: The salespersons user identification.

• Beg Float Amt: The dollar amount for opening the float.

• Next Days Float: The amount specified for the next day’s float.

• Paid Outs: The amount paid out.

• Cash: The amount of cash.

• Credit Card: The amount charged to credit cards.

• Checks: The amount paid by check.

• Bill to Account: The amount billed to customer account.



Float Balancing ReportPurpose: Use this report to view the float balancing information collected during the EOD procedures.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Float Balancing Report.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Float Balancing.

• Float No: The number of the float.

• Closing Date: The date of closing the float.

• Register: The number of the register.

• Location: The store.

• Opened By: The person who opened the float.

• Closed By: The person who closed the float.

• Description: Type of sales.

• Count: Number of times for each type.

• Amount $: The amount of sales in dollars.

• Net Sales: The net sales amount.

• Total Taxes: The amount of total taxes.

• Gross Sales: The amount of sales before taxes.

• Total Other: The amount of other transactions.

• Closing Amt: The total amount at the closing.

• Denomination: The type of denominations.

• Count: The number of each denomination.

• Amount: The total amount for each denomination.

• Physical Count: The physical count.


• Balanced: The balanced amount.

• Non Cash Tenders: The tender types other than cash.



Float Summary ReportPurpose: Use this report to review a summary of the float balancing information collected during the EOD procedures.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Float Summary Report.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Float Summary.

• Float No: The number of the float.

• Closing Date: The date of closing the float.

• Register: The number of the register.


• Opened By: The person who opened the float.

• Closed By: The person who closed the float.

• Description: Type of sales.

• Count: Number of times for each type.

• Amount $: The amount of sales in dollars.

• Net Sales: The net sales amount.

• Total Taxes: The amount of total taxes.

• Gross Sales: The amount of sales before taxes.

• Total Other: The amount of other transactions.

• Closing Amt: The total amount at the closing.

• Denomination: The type of denominations.

• Count: The number of each denomination.

• Amount: The total amount for each denomination.

• Physical Count: The physical count.


• Total all Tenders: Total of all tender types.



GL Account SummaryPurpose: Use this report to view the requested GL account name, GL account description, profit center designation, debit and credit amounts, and total per GL account.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click GL Account Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report GL Account Summary.

• GL Account Name The GL Account type.

• GL Account Description A description of the GL account.

• Profit Center The profit center.

• Debit Amount The amount of the debit.

• Credit Amount: The credit amount.

• Total The total for that GL Account type.



GL Account ListingPurpose: Use this report to obtain information on the requested GL account type.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click GL Account Listing.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report GL Account Listing.

• Account: The account code.

• Account Description: The account name.

• Account Type: The account type.

• Active: Yes for Active.No for Nonactive.



GL Account TransactionsPurpose: Use this report to view a GL account by transaction.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click GL Account Transactions.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report GL Account Transactions.

• GL Account: GL account code.

• GL Account Description: GL account name.

• Entry Num: The CWStore assigned entry number.

• Posting Date: The date the GL account was posted.

• Inventory Tx Type: The transaction type such as Sale, Layaway, Return, and so forth.

• Inventory Tx #: The CWStore assigned transaction number.

• Inventory Tx Date: The transaction date.

• Debit Amount: The amount of the debit.

• Credit Amount: The credit amount.

• Profit Center: The code for the profit center.

• Total for Profit Center: The total amount for the profit center.

• Total for GL Account: The total for the GL account type.



GL Transaction JournalPurpose: Use this report to monitor the GL transactions by time period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click GL Transaction Journal.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report GL Transaction Journal.

• Entry Number The CWStore assigned entry number.

• Posting Date The date of the posting.

• Inventory Tx Type The transaction type such as Sale, Layaway, Return, and so forth.

• Inventory Tx Date The date of the transaction.

• Inventory Tx Number The CWStore assigned transaction number.

• Profit Center The code for the store or profit center.

• GL Account The GL account code.

• GL Account Description The GL account description.

• Debit Amount The amount of customer debit.

• Credit Amount The amount of customer credit.

• Total Entries The total entries.



Loyalty Transaction JournalPurpose: Use this report to view all loyalty transactions for a time period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Loyalty Transaction Journal.6. Select the report criteria and click Create.



Next Day Float SummaryPurpose: Use this report to view the next day float information collected during the EOD procedures. This report shows the amount of cash available for the next days float by denomination.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Next Day Float Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Next Day Float Summary.

• Float No.: The CWStore assigned float number.

• Closing Date: The date the float closed.

• Register: The register that opened the float.


• Staff: The salesperson who ran the register.

• Denomination: The currency types.

• Count: The amount of each currency type.

• Amount: The final amount.



Outstanding Gift CertificatesPurpose: Use this report to view all gift certificates that were sold but not yet redeemed.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Outstanding Gift Certificates.6. Select the report criteria and click Create.



POS Transaction JournalPurpose: Use this report to view by location the type of transaction, the tender type, and amount of each transaction.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click POS Transaction Journal.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report POS Transaction Journal.


• Transaction Number: The CWStore assigned transaction number.


• Time: The time of the transaction.

• Type: The type of transaction.

• User ID: The salesperson that ran the register.

• In/Out: The amount coming in or going out.

• Tender Type: The type of tender.

• Account/Check Number: The customer account number or the number of a check.

• Amount: The total amount for the time period.



Sales JournalPurpose: Use this report to summarize the total net sales, taxes, and transaction amounts by tender type for the date range specified for a store location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Sales Journal.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Sales Journal.

• Dates: The time period for the report.


• Date: The date when the sale occurred.

• Net Sales: The total sales for the period.

• Deposits: The amount of money the customer pays to hold a product on layaway.

• Types of Taxes: The taxes used by the store.

• Cash: The cash paid by the customer.

• Debit: The change given to the customer.

• Total: The total amount of sales in dollars.



Sales Journal – DetailPurpose: Use this report to review posted or current transactions at a particular location processed for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Sales Journal - Detail.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Sales Journal – Detail.

• Dates: The time period for the report.

• Location Name: The store where the sales occurred.

• Trans No: The date when the sale occurred.

• Trans Type: The type of transaction.

• Trans Date: The date when the transaction occurred.

• Entered By: The person that entered the transaction.

• Sales Rep: The sales person.

• Customer: The customer name.

• External Reference: A reference number, if the transaction was an order from another store.

• Purchase Order No.: A purchase order number, if the transaction was an order from another store.

• Invoice #: An invoice number.

• Customer No.: The number assigned to the customer.

• SKU: The number assigned to the product in StoreHQ.

• Item Description: The description of the purchased item.

• Qty: The quantity of the item purchased.

• Reg. Price: The regular price of the item.

• Sell Price: The selling price of the item.

• Discount: The percentage or dollar discount.

• Extension: The total values.

• Tenders: The tender type.

• Taxes: The tax on the item.

• SubTotal: The total before taxes.

• Tax Total: The tax total.

• Total: The final total.



Tax API SummaryPurpose: Use this report to show just the tax amount that would be owed to the government when the Tax API is selected.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Tax API Summary.6. Select the report criteria and click Create.

Contents:

• Ranges: The range of dates for the report.

• Taxes: The type of taxes.

• Dollar amount: The tax amount.



Tax SummaryPurpose: Use this report to summarize the taxes for a specified location applied to transactions for the dates specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Tax Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Tax Summary.

• Date range: The dates for which the report is run.


• Total Sales: The total sales for the time period.

• Sales: The sales for the time period.

• Returns: The amount of returns for the time period.

• Net: The amount after the returns are subtracted.

• Total Sales by Tax Group: The total sales, returns, and net by tax group.

• Taxed Sales by Tax Group: The total taxes on sales, returns, and net by tax group.

• Exempt Sales by Tax Group: The total of exempt sales, returns, and net by tax group.

• Total Tax by Tax Group: The total tax collected or refunded by tax group.



Tax Summary All TransactionsPurpose: Use this report to summarize the taxes applied to all transactions for the dates specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Tax Summary All Transactions.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Tax Summary All Transactions.

• Date ranges The range of dates for the report.

• Location The store where the sales occurred.

• Tax Types The type of taxes used in the sales.

• Net Dollar Amounts The amount after the taxes were applied.



Tender AuthorizationPurpose: Use the report to view all credit-card authorizations at a specified location, authorization method, and date range.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Accounting and Finance drawer.5. Click Tender Authorization.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Tender Authorization.

• Transaction between: The date range for the report.


• Float Number: The CWStore assigned number to the float.

• Tender Type: The type of tender.



• Card Number: The encrypted card number used as a tender type.

• Expiration Date: The card expiration date.

• Authorization Number: The number on the back of the credit card.

• Transaction Amount: The amount of the transaction that was put on the credit card.

• Tender Type Transaction Amount: The transaction amount for that tender type.

• Float Transaction Amount: The total amount of the float for that tender type.

• Total Location Transaction Amount: The total amount for all locations and transactions.


Customer Reports Customer Listing

Customer Order – Detail

Customer Order – Summary

Customer Order Listing

Customer Sales – Summary

Customer Sales Analysis by Item

Customer Sales by Industry

Customer Sales by Transaction

Mailing Labels

Unmatched Customers



Customer ListingPurpose: Use this report to provide general background information about a customer, taken from customer profiles.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Listing.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Customer Listing.

• Customer ID: The CWDirect assigned identification number.

• Name: The customer name.

• Customer Type: The customer type selected from the report criteria.

• Address: The customer address.

• Home Phone No: The customer home telephone number.

• Work Phone No: The customer work telephone number.



Customer Order – DetailPurpose: Use this report to view all outstanding customer orders for the specified location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Order – Detail.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Order – Detail.


• Transaction Number: The CWStore assigned number applied to a transaction.

• Transaction Date: The date of the transaction.


• Customer ID: The CWStore customer identification number assigned by CWStore.

• SKU: The number assigned by StoreHQ for the product.

• Description: The name of the product.

• Quantity: The amount of the product purchased.

• Unit Cost: The cost of each product.

• Unit Price: The price for each product.

• Unit Markup: The markup price for each product.

• Tender Name: The name of the tender used to purchase the product.

• Tender Date: The date when the tender was used.

• Tender Amount: The amount of the tender.

• Deposit Amount: The amount of the deposit.

• Transaction Amount: The transaction amount.

• Balance Due: The difference between the transaction amount and the deposit amount.

• Total Deposit Amount: The total for all customer deposit amounts.

• Total Outstanding Amount: The total for all transactions not paid.

• Grand Total: The total for all transactions.



Customer Order – SummaryPurpose: Use this report to view all outstanding customer orders for the specified location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Order – Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Customer Order – Summary.


• Order No: The transaction number.

• Order Date: The date of the order.

• Customer ID: The customer identification number.

• Customer Name: The name of an customer.

• Order Amount: The amount of the order.

• Deposit Amount: The deposit amount.

• Balance Due: The unpaid balance.

• Total for Location: Total of the previous three lines for the store.

• Total for All Locations: Total for all locations.



Customer Order ListingPurpose: Use this report to show all customer orders by store including the status of the order and the SKU numbers.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Order Listing.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Order Listing.

• Retail Store: The name of the store.

• To Date: The time period for the report.

• Order Number: The transaction number.

• Order Status: The status of the order.

• Due Date: If the order status is a pickup or shipment, when the order is ready.


• Contact: The customer telephone number.

• Customer ID: The CWStore assigned customer number.

• Notes: Comments that are written in the Customer tab.

• Store: The name of the store.

• SKU: The number assigned to the product in StoreHQ.


• Status: The status code.

• Quantity: The quantity of the product.

• Retail: The dollar amount of the product.



Customer Sales – SummaryPurpose: Use this report to view all customer sales activity for a specified store and period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Sales – Summary.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Sales – Summary.

• Purchases between dates: The time period for the report.

• Store Name: The store name.


• Customer ID: The identification number for the customer.

• Customer Type: The CWStore assigned customer type.

• SKU #: The number assigned to the product.


• Quantity: The quantity the customer purchased.

• Unit Cost: The cost for each product.

• Total Cost: The total cost of all products.

• Unit Price: The price of each unit.

• Total Price: The total price.

• Total Category: The major category. If there are lots of categories, then no single category is listed.

• Total Class: The major class. If there are lots of classes, then no single class is listed.

• Total Department: The major department. If there are lots of departments, then no single department is listed.

• Total Customer: All the customer names listed in the report.

• Total Customer Type: All the customer types listed in the report.

• Total Location: All the stores listed in the report.



Customer Sales Analysis by ItemPurpose: Use this report to analyze all items sold for a specific store and period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Sales Analysis by Item.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Sales Analysis by Item.


• Customer Info: The customer address information.

• PO #: The purchase order number is applicable.


• Trans #: The transaction number.

• Product: The product number.



• Unit Price: The price of the product.

• Total Retail: The total retail price.



Customer Sales by IndustryPurpose: Use this report to view all customer sales activity by industry at a specified store and period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Sales by Industry.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Sales by Industry.

• Purchases between: The dates of the report.

• Store Name: The name of the store.

• Industry Type: The Industry Type that was purchased.



• Purchase Date: The date of purchase.

• SKU #: The number of the product.



• Total Purchase: Total purchases.

• Total Purchased on Date: Total purchased on the date.

• Total Purchased by Customer: Total purchased by the customer.

• Total Industry Sales: Total sales for the industry.

• Total Location Sales: Total sales for the location.



Customer Sales by TransactionPurpose: Use this report to view sales for a specified customer by the date of the Transaction.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Customer Sales by Transaction.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Sales by Transaction.

• Purchases between The dates of the report.

• Store Name: The name of the store.

• Customer Type: The customer type.



• Purchase Date: The date of purchase.

• SKU #: The number of the product.



• Total Purchase: Total purchases.

• Total Purchased on Date: Total purchased on the date.

• Total Purchased by Customer: Total purchased by the customer.

• Total Customer Sales: Total sales for the customer.

• Total Location Sales: Total sales for the location.



Mailing LabelsPurpose: Use this report to produce mailing labels for customers recorded in the database.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Mailing Labels.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Mailing Labels.

• Name The customer name.

• Address The customer address.

• City The customer city.

• State The customer state.

• ZIP Code The customer ZIP code.

• Country The customer country.



Unmatched CustomersPurpose: Use this report to view all customers by sync status and period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Customer drawer.5. Click Unmatched Customers.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Unmatched Customers.

• Customer #: The number assigned to a customer.

• Name: The name of the customer.

• Address: The address of the customer.

• Address Type: The type of address.

• Customer Type: The type of customer.

• Sync Status: The status of the synchronization.

• Updated: Updated the status.


Employee Commissions – Detail

Commission – Summary

Employee Listing

Employee Sales

Salesperson Productivity

Time Sheets



Commissions – DetailPurpose: Use this report to calculate commissions based on sales activity. The report criteria determines the commission rates based on the sales amount and date range selected.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Employee drawer.5. Click Commissions – Detail.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Commissions – Detail.

• Time period: The date range for the report.

• Retail Store: The store where the sales occurred.

• Sales Staff: The name of the salesperson.


• SKU: The inventory number.

• Description: The name of the item.

• Units Sold: The number of units of the item sold during the time period.

• Retail: The retail price of the item.

• Cost: The cost of the item.

• Commission: The commission paid for the item.

• # Reps.: The number of sales representatives.

• Total for Sales Person: The total sales for the salesperson.



Commission – SummaryPurpose: Use this report to view the totals of commissionable sales and the total commission earned by employee.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Employee drawer.5. Click Commissions – Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Commission – Summary.

• Time period: The range of dates.


• Sales Person: The name of the sales person.

• Commissionable Sales: The amount of sales.

• Commission: The amount of commission.

• Total: The total commissions.



Employee ListingPurpose: Use this report to view all the company employees. This report is useful for managers to maintain employee IDs for security and system setup.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Employee drawer.5. Click Employee Listing.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Employee Listing.


• Name: The employee name.

• Employee ID: The employee password.



Employee SalesPurpose: Use this report to view employee sales by transactions.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Employee drawer.5. Click Employee Sales.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Employee Sales.

• Time Period: The date range.


• Salesperson: The person who recorded the sales.

• Split: Number of salespeople credited with the sale.


• Item Description: The name of the item.

• Trans. No.: The number of the transaction.


• Qty: The quantity of the item.

• Reg. Price: The regular price of the item.

• Sell Price: The selling price of the item.

• Discount: The discount percentage.



Salesperson ProductivityPurpose: Use the report to view the total sales for each employee for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Employee drawer.5. Click Salesperson Productivity.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Salesperson Productivity.

• Time Period: The range of dates.

• Department: The department where the sales occurred.

• Salesperson: The salesperson responsible for the sale.

• Sales: The total sales for that department.

• Hours Worked: The hours the salesperson worked.

• Sales per Hour: The average sales per hour.

• Units Sold: The total number of units sold

• Transactions: The number of transactions.

• Units per Transaction: The number of units for each transaction.

• Average Sale: The average sale.



Time SheetsPurpose: Use this report to view the employee working hours.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Employee drawer.5. Click Time Sheets.6. Select the report criteria and click Create.

Contents:

• Employee Name: The name of the employee.

• Clock In Location: The store where the employee clocked in.

• Date and Time of Clock In: The date and time of the clock in.

• Clock Out Location: The store where the employee clocked out.

• Date and Time of Clock Out: The date and time of the clock out.

• Notes: Comments on the time sheet.

• Total Hours for Reporting Period: The total hours.


Inventory Custom Kits

Custom Kits Summary

In-Stock Inventory Cross Analysis

In-Stock Inventory Value – Detail

In-Stock Inventory Value – Summary

Inventory Adjustments

Inventory Audit

Inventory Cost and Retail Sales

Inventory Count Listing

Loyalty Inventory

Inventory Receiving

Inventory Receiving by PO

Inventory Transaction – Summary

Inventory Transfers

Inventory Valuation by Location and SKU

Inventory Valuation by SKU and Location

Kitting Report – Quantity on Hand

Physical Inventory Count Sheet

Price List

Price Maintenance

Promotions

Serial Inventory Count Sheet

Serial Number Aging

SKU Price Tickets



Custom KitsPurpose: Use this report to view all custom kits created in CWStore.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Custom Kits.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Custom Kits.


• SKU Number: The custom kit SKU number.

• Description: The name of the kit.

• Quantity: The quantity of kits in inventory.

• Component SKU Numbers: The SKU numbers for each component in the kit.

• In Stock: The number of kits in stock.

• On Order: The number of kits on order.



Custom Kits SummaryPurpose: Summarizes all custom kits created in CWStore that are in stock or on order (for a customer or stock).

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Custom Kits Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Custom Kits Summary.


• Kit SKU The custom kit number for inventory.

• Description The name of the kit.

• Comments The total of custom kits on order.

• PO# The purchase order number for the kit.

• ETA The estimated time of arrival for the kit.



In-Stock Inventory Cross AnalysisPurpose: Use this report to analyze the in-stock inventory for the level and type specified, and to compare the cost and retail price of the product.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click In-Stock Inventory Cross Analysis.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Instock Inventory Cross Analysis.

• SKU #: The inventory SKU number.


• Vendor SKU #: The vendor SKU number.




• Total: The total cost price.

• Retail: The total retail price.



In-Stock Inventory Value – DetailPurpose: Use this report to view all the in-stock inventory in detail.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click In-Stock Inventory Value – Detail.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Instock Inventory Value – Detail.


• Grouped By: How the item is categorized.

• SKU #: The inventory numbers of all items under that group.

• Description: The names of the items under the group.

• Qty: The quantity of the items under the group.

• Cost: The cost of each item under the group.

• Retail: The retail price of each item under the group.

• Total Cost: The total cost of all items under the group.

• Total Retail: The total retail price of all items under the group.

• Margin: The margin of each item under the group.

• Total SKU #s: The total of all SKU numbers under the group.

• Totals: The total numbers under the group.

• Total All Locations: The total SKU numbers for all locations.



In-Stock Inventory Value – SummaryPurpose: Use this report to view a summary of the in-stock inventory.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click In-Stock Inventory Value – Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Instock Inventory Value – Summary.

• Store Location: The store.

• Department: The types of departments.

• Total Cost: The total cost for all departments.

• Total Retail: The total retail for all departments.

• Margin: The margin for all departments.

• Totals for Department: The amount for all departments.



Inventory AdjustmentsPurpose: Use this report to view all adjustments made to inventory. Non-serialized and serialized inventory are listed separately.

For serialized inventory, serial numbers also appear on the report. Adjustment quantity consists of adjust up (addition of equipment) and adjust down (subtraction of equipment).

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Adjustments.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Inventory Adjustments.

• For the Period: The time period for the report.


• Date/Time: The date and time.

• SKU #: The SKU numbers for the items.

• Description: The description of the item.

• Adjusted By: The person doing the inventory adjustment.

• Reason for Adjustment: The reason for doing the adjustment.

• Qty: The quantity of each item adjusted.

• Cost: The cost of each item adjusted.

• Cost Extension: The total cost of the item and quantity.

• Each Department Total: The total of each department.



Inventory AuditPurpose: Use this report to view inventory for the selected SKU.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Audit.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Inventory Audit.


• Desc: The name of the item.


• Qty on Hand: The quantity on hand.

• Trans Type: The transaction type.

• Transaction Ref. No: The transaction number.



• Qty on Hand: The quantity on hand.



Inventory Cost and Retail SalesPurpose: Use this report to view all SKU's sold in the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Cost and Retail Sales.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Inventory Cost and Retail Sales.

• Time period: The date range for the report.






• Total Cost: The total cost of the item.

• Total Retail: The total retail price of the item.

• Margin: The margin price.



Inventory Count ListingPurpose: Use this report to view the SKU, description, count quantity, system quantity, and over/under.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Count Listing.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Inventory Count Listing.

• Count: The amount of inventory.


• Due Date: The date of the count.

• SKU: The inventory number for an item.

• Description/Features: The name of the item and the features.

• Count Qty: The quantity of the item counted.

• System Qty: The quantity listed on the system.

• Over/Under: Amount over or under from what is listed on the system.



Loyalty InventoryPurpose: Use this report to see how much of the inventory was purchased on loyalty promotions.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Loyalty Inventory.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Loyalty Inventory.

• Department: The department.

• Class: The class.

• SKU: The inventory number for the item.



• Base Retail: The base retail price of the item.

• Points per Dollar: The number of points per dollar.

• Bonus Points: The number of bonus points.



Inventory ReceivingPurpose: Use this report to maintain receivables as it tracks and monitors phones and accessories received into inventory.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Receiving.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Inventory Receiving.

• Inventory Received in the Date Range: The range of dates.

• Receiving Location: The store.

• Group By: The classification of the item.

• SKU Number: The inventory number for the item.

• Vendor SKU # : The vendor’s inventory number.


• PO#: The purchase order number.

• Line#: The line number on the PO for the item.

• Vendor: The vendor name.

• Date: The date of the PO.


• Unit Cost: The cost of each unit.

• Total: The total cost of the items received.

• Received By: The person receiving the inventory.



Inventory Receiving by POPurpose: Use this report to view inventory received by Purchase Order.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Receiving by PO.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Inventory Receiving by PO.

• Inventory Received in the Date Range: The range of dates.

• PO#: The purchase order number.

• Receiving Location: The store.


• Line#: The line number on the PO for the item.

• SKU Number: The inventory number for the item.

• Vendor SKU #: The vendor’s inventory number.


• Date: The date of the PO.


• Unit Cost: The cost of each unit.

• Total: The total cost of the items received.

• Received By: The person receiving the inventory.



Inventory Transaction – SummaryPurpose: Use this report to view the inventory summary.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Transaction – Summary.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Inventory Transaction – Summary.

• From: The range of dates.


• Group By: The classification of the item.

• SKU #: The inventory number for the item.


• Quantity Received: The quantity of the item received.

• Quantity Sold: The quantity of the item sold.

• Adjusted Up: The amount adjusted up after the inventory count.

• Adjusted Down: The amount adjusted down after the inventory count.

• Quantity Returned: The quantity of the item returned.

• Transfer In: The quantity of the item transferred in.

• Transfer Out: The quantity of the item transferred out.

• Vendor Return: The quantity returned to the vendor.

• Total: The total of the item.



Inventory TransfersPurpose: Use this report to view the inventory that was transferred.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Transfers.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Inventory Transfers.

• For All Transfers in the date range: The range of dates.

• Information requested for store location: The store.

• Transferred From: The store from where the items were transferred.

• Transfer Number: The number for the transfer.

• Transfer to/Status: The store to which the transfer was made.

• Transferred by: The person that authorized the transfer.

• Shipped: The method of shipping.

• Received by: The person receiving the transfer.

• SKU #: The inventory item number.


• Quantity: The quantity of the item.

• Cost: The cost of the quantity.

• Total: The total amount.

• Number of items completed transfer: The total number to complete transfer.

• Number of items in-transfer: The total number of items in transfer.

• Total number of items: The total number of items.

• Total To Location: The total sent to the store.



Inventory Valuation by Location and SKUPurpose: Use this report to view the current inventory values by the store for all items.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Valuation by Location and SKU.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Inventory Valuation by Location and SKU.

• Inventory Date: The date the inventory was taken.


• SKU: The item inventory number.


• On Hand Qty: The quantity on hand.

• Unit Cost: The cost of one item.

• Extended: The total cost for the items on hand.

• Sub-total for Location: The subtotal for the store.

• Total for all SKUs and Locations: The total for all items and stores.



Inventory Valuation by SKU and LocationPurpose: Use this report to view the current inventory values for all items by the store location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Inventory Valuation by SKU and Location.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Inventory Valuation by SKU and Location.

• Inventory Date: The date the inventory was taken.

• SKU: The item inventory number.



• On Hand Qty: The quantity on hand.

• Unit Cost: The cost of one item.

• Extended: The total cost for the items on hand.

• Sub-total for SKU: The subtotal for the inventory number.

• Total for all SKUs and Locations: The total for all items and stores.



Kitting Report – Quantity on HandPurpose: Use this report to view all specified kits and the quantity available on hand.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Kitting Report - Quantity on Hand.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Kitting Report – Quantity on Hand.

• Department: The department name.


• SKU Type: The type of the SKU.

• Kit SKU #: The inventory number of the kit SKU.

• Quantity on hand: The amount in stock.

• Kit description: The name of the kit.

• Kit price: The price of the kit.

• Component SKU #: The inventory number for the kit components.

• Component Description: The name of each component.

• Kit Qty: The amount of the component in the kit.

• Qty on Hand: The quantity of the component on hand.

• Price: The price of the component.



Physical Inventory Count SheetPurpose: This report is a physical count worksheet that the inventory person can use when performing a physical count audit. It identifies the quantity on-hand derived from CWStore inventory and as you perform a physical count audit, you record the actual counts directly onto this report printout.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Physical Inventory Count Sheet.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Inventory Count Sheet.


• Date And Time: The date and time of the inventory.

• Manufacturer: The name of the manufacturer.

• Counted By: The person doing the counting.




• Quantity On-Hand: The amount of the item in inventory.

• Vendor SKU: The vendor inventory number for the item.

• Bin Location: The location of the bin.

• UPC: The product code for the item.

• Actual: The actual count.



Price ListPurpose: Use this report to view the prices of your inventory by SKU number, description, price level and price. Price levels are contained in the StoreHQ system and are based on your organization’s pricing scheme. Inventory equipment is priced according to your organization’s setup of base retail and price levels.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Price List.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Price List.

• Price Level: The type of price level created in StoreHQ.

• Group By: The type of group.



• Price: The price for the item.



Price MaintenancePurpose: Use this report to view the item pricing for your store showing the base retail price and any user-defined price levels.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Price Maintenance.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Price Maintenance.

• From: The range of dates.

• Price Level: The type of price level.

• Effective Date: The date when the price is effective.

• Price Maint. Description: The name of the price maintenance.



• Current Price: The price of the item.

• New Price: The revised price for the item.



PromotionsPurpose: Use this report to view all your organization’s sales promotions.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Promotions.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Promotions.

• From: The date range.

• Price Level: The price level set up in StoreHQ.

• Promotion Name: The name of the promotion.

• SKU#: The inventory number of the item.


• Mix and Match: The type of promotion.

• Unit Cost: The cost of the item.

• Retail Price: The retail price of the item.

• Promotion Description: A description of the promotion.



Serial Inventory Count SheetPurpose: This report is a serial count worksheet that the inventory person can use when performing a physical count audit.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Serial Inventory Count Sheet.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Serial Inventory Count Sheet.


• Date And Time: The date and time of the inventory.

• Manufacturer: The name of the manufacturer.

• Counted By: The person doing the counting.



• Quantity On-Hand: The amount of the item in inventory.

• Vendor SKU: The vendor inventory number for the item.

• Bin Location: The location of the bin.

• UPC serial number: The product code for the item.

• Actual: The actual count.



Serial Number AgingPurpose: Use this report to view serialized inventory.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Serial Number Aging.6. Select the report criteria and click Create.

Contents:

• SKU #: The item inventory number.



• Serial Number: The item serial number.

• Date Received: The date the item was received at the store.

• Equipment Status: The status of the item.

• Unit Cost: The price of each item.

• PO #: The purchase order number.



• Received By: The person who receives the inventory.

• Notes: Comments.



SKU Price TicketsPurpose: Use this report to produce SKU price tickets for your inventory.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Inventory drawer.5. Click Serial Number Aging.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report SKU Price Tickets.


• UPC: The item product code.

• Price: The price of the item.


Sales Analysis Accrual Sales

Coupon

Coupon and Survey

Customer Returns by Location

Daily Sales

Departmental Hourly Sales

Executive Summary

Gross Profit Analysis – Detail

Gross Profit Analysis – Summary

Layaways by Location – Detail

Layaways by Location – Summary

Monthly Inventory Sales Movement

Outstanding Orders

Quotes by Location

Sales – Order Broker

Sales – Summary

Sales By Department/Class/Category/Manufacturer

Sales by Style

Sales by Weather

Sales Cross Analysis – Detail

Sales Cross Analysis – Summary

Top Sellers Report

Week, Month, Year to Date Sales



Accrual SalesPurpose: Use this report to show the daily sales over a specified date range for transaction, transaction types, customer name, and amount by store.

Note: The report criteria lists four levels, Company, Region, District, and Store. At the present time, only Store generates an accrual report.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Accrual Sales.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Accrual.


• From and To: Date range of report.


• Transaction Type: The transaction type.


• Amount: The total amount of sales by store.



CouponPurpose: Use this report to view the coupons redeemed.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Coupon.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Coupon.

• Time range: The report time range.


• Coupon Code: The number of the code.

• Trans #: The number of the transaction.

• Total Txn $: The total amount of transactions.

• Coupon #: The coupon number.

• # of Txns: The number of transactions.



Coupon and SurveyPurpose: Use this report to view the coupons redeemed with associated survey information.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Coupon and Survey.6. Select the report criteria and click Create.

Contents:

• Time range: The report time range.


• Coupon Code: The number of the code.

• Trans #: The number of the transaction.

• Total Txn $: The total amount of transactions.

• Coupon #: The coupon number.

• # of Txns: The number of transactions.

• Customer Survey: The name of the survey.



Customer Returns by LocationPurpose: Use this report to view the items returned by customers by location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Customer Returns.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Customer Returns by Location.

• From: The date range of the report.

• Store Location: The name of the store.

• Return Trans No: The CWStore assigned number for the return transaction.

• Original Trans No: The CWStore assigned number for the transaction.

• Return Date: The date of the return.

• Reason: The reason for the return.

• Authorization No: The login for the person authorizing the return.


• Comments: Any remarks about the return.

• Total Qty per SKU: The number of items being returned in the SKU.

• Credit Amt per SKU: The amount returned to the customer for the item in the SKU.

• SKU #: The inventory number of the item.


• Serial No.: The serial number of the item is assigned.

• Credit Total per Transaction: The total return amount for the transaction.



Daily SalesPurpose: Use this report to summarize the daily sales of inventory and track store performance, including the store total, while the store is open.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Daily Sales.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Daily Sales.

• Store Location: The store name.

• Transaction Type: The type of transaction.

• Department: The product department.

• Total: The total for the transaction type and the department.

• Breakdown By

• Class: The class total.

• Category: The category total.

• Total Breakdown: The total for each breakdown.

• Store Total: The total sales for the store.



Departmental Hourly SalesPurpose: Use this report to view the sales by time and department for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Departmental Hourly Sales.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Department Hourly Sales.

• Time: The time of the day for the sale.


• Transactions: The number of transactions for that item.

• Items: The number of items.

• Sales$: The sales of the item in dollars.

• Sales%: The sales in percentage

• Total for Time Period: Totals of the transactions, items, sales dollars, and sales percentages.

• Total for Day: Totals all the time periods.



Executive SummaryPurpose: Use this report to summarize the dollar amount of new orders, converted orders, deposits and payments, net otc sales, taxes and total deposit, for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Executive Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Executive Summary.

• Location: The stores.

• New Orders: Any new orders.

• Converted Orders: All converted orders.

• Deposits and Payments: The total of deposits and payments.

• Net OTC Sales: The net sales for Over the Counter.

• Taxes: The total taxes.

• Total Deposit: The total deposit.



Gross Profit Analysis – DetailPurpose: Use this report to view revenue, cost, profit margin, average retail price, and cost by items sold in the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Gross Profit Analysis - Detail.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Gross Profit Analysis – Detail.

• From: The time period.


• SKU: The inventory number assigned in StoreHQ.

• Product Class: The product hierarchy.

• Department: The name of the product department.

• Class: The name of the product class.

• Category: The name of the product category.

• Revenue: The amount of income.

• Cost: The cost of the product.

• Profit: The amount of profit.

• Margin: The margin in %.

• Units Sold: The number of units sold.

• Avg. Price: The average price of the item.

• Avg. Cost: The average cost of the item.

• Category Total: The total for the category.

• Class Total: The total for the class.

• Department Total: The total for the department.

• Location Total: The total for the location.



Gross Profit Analysis – SummaryPurpose: Use this report to view the gross profit of a store location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Gross Profit Analysis - Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Gross Profit Analysis – Summary.

• From: The time range.


• Product Class: The product class.

• Revenue: The total revenue for each product class.

• Cost: The total cost for each product class.

• Profit: The total profit for each product class.

• Margin: The total margin for each product class.

• Units Sold: The total units sold for each product class.

• Avg. Price: The total average price for each product class.

• Avg. Cost: The total cost for each product class.



Layaways by Location – DetailPurpose: Use this report to access all layaways for a specified store and period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Layaways by Location - Detail.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Layaways by Location – Detail.


• Transaction Number: The transaction number for the layaway.

• Transaction Date: The transaction date.




• Qty: The amount of the item.

• Unit Cost: The cost for one item.

• Unit Price: The price for one item.

• Unit Markup: The markup for one item.

• Tender Name: The name of the tender type.

• Tender Date: The date the tender was offered.

• Tender Amount: The amount tendered.


• Transaction Amount: The amount for the transaction.

• Balance Due: The amount due after the deposit.



Layaways by Location – SummaryPurpose: Use this report to summarize layaways for a specified location and period.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Layaways by Location - Summary.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Layaways by Location – Summary.


• Transaction Number: The transaction number for the layaway.

• Transaction Date: The transaction date.


• Transaction Amount: The amount for the transaction.

• Tender Name: The name of the tender type.


• Deposit Date: The date of the deposit.

• Balance Due: The amount due after the deposit.



Monthly Inventory Sales MovementPurpose: This report shows the sales movement for a particular inventory item and prior periods of sale activity. It is useful in identifying periodic trends of inventory items and to forecast inventory levels.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Monthly Inventory Sales Movement.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Monthly Inventory Sales Movement.

• For all completed sales in the date range: The time period.

• SKU Number: The inventory number for the sale item.

• Description: The name of the sales item.


• Total: The total amount of sales.



Outstanding OrdersPurpose: Use this report to provide a list of all outstanding orders up to a specified date.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Outstanding Orders.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Outstanding Orders.

• Orders From: The time period for the orders.


• Order No: The order number.

• Order Date: The date of the order.

• Order Status: The status of the order.

• Sales Representative: The name of the sales person.


• Total Amount: The total amount of the order.

• Total Outstanding Orders: The total orders outstanding.

• Total Dollar Amount by Location: The total dollars by store.



Quotes by LocationPurpose: Use this report to view the number of quotes offered by an individual store location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Quotes by Location.6. Select the report criteria and click Create.

Contents:

• Quotes From: The time period for the quotes.


• Quote No: The number of quotes.



Sales – Order BrokerPurpose: Use this report to track the requested fulfillment orders sent to all stores.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Select Sales – Order Broker.6. Select the sales criteria and click Create.



Contents:

For more information: See the sample report Order Broker.

• Store Location: The store that did the fulfillment.

• Trans. No.: The transaction number from the store.

• Customer: The customer name and address.

• Trans. Date: The date of the transaction.


• Item Description: The description of the item.

• Qty: The number of items requested.

• Reg. Price: The original price of the item.

• Sell Price: The price it sold for.

• Discount: The amount deducted by the store, if any.

• Extension: The total of all three prices.

• Sub Total: The amount posted for Extension.

• Tax Total: The tax on the Sub Total.

• Total: The sum of the Sub Total and Tax.

• Total Sales for Location: The total order broker sales for the store over the time period.

• Total Tax for Location: The total tax over the time period for the store.

• Total for Location: The sum of sales and tax for the store over the time period.



Sales – SummaryPurpose: Use this report to review sales by department, class and category.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Quotes by Location.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Sales – Summary.


• Transaction Type: The type of transactions.

• Total Breakdown By


• Class: The product class.

• Category: The product category.

• Total Breakdown: The total product breakdown.

• %: The percentage of sales.



Sales By Department/Class/Category/ManufacturerPurpose: Use this report to show sale periods of weekly, monthly, and yearly totals by location. Inventory items are tracked through the sales process by the value of amount sold, quantity sold, and total cost.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Sales by Department/Class/Category/Manufacturer.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Sales by Department/Class/Category/Manufacturer.

• For the Period The date range for the report.


• Department/Item The product hierarchy and the product.

• SKU The inventory number for the product.

• Amount Sold The value of the product sold.

• Units Sold (Qty) The quantity of the product.

• Cost The product cost.

• Margin The margin of the product.

• Total: The sales total for the department.

• Total (All Locations): The sales total for all stores for the department.



Sales by StylePurpose: Use this report to analyze sales by style.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Sales by Style.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Sales by Style.

• From: The time period for the report.



• Revenue: The amount of revenue for the item.

• Cost: The cost for the item.

• Profit Margin: The profit margin for the item.

• Avg Price: The average price of the item.

• Avg Cost: The average cost of the item.

• Units Sold: The number of units sold of the item.

• % of Style: The percentage of units of that style sold.

• Department: The item department.

• Class: The item class.

• Category: The item category.

• Style Totals: The total sales for all styles.



Sales by WeatherPurpose: Use this report to view weather and temperature information for a specified date range and the total sales for each day within the range.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Sales by Weather.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Sales by Weather.

• Between: The date range for the report.

• Company: The name of the company.

• Date: The date of the recorded weather.

• Weather: The type of weather.

• Temperature: The temperature for the day.

• Total Sales: The total sales.

• Notes: Any comments.



Sales Cross Analysis – DetailPurpose: Use this report to analyze the total sales by product for the stores and dates specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Sales Cross Analysis - Detail.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Sales Cross Analysis – Detail.

• Purchases Between: The time period for the report.

• Sort Order: The data the report sorts by.

• SKU: The inventory number of the item.



• Total: The total items sold.

• Department: The hierarchy for the item.

• Total for Department: The total sales for the hierarchy,



Sales Cross Analysis – SummaryPurpose: Use this report to analyze the total sales by product for the locations and dates specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Sales Cross Analysis - Summary.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Sales Cross Analysis – Summary.

• Purchases Between: The time period for the report.

• Sort Order: The data the report sorts by.

• SKU: The inventory number of the item.



• Total: The total items sold.

• Department: The hierarchy for the item.

• Total for Department: The total sales for the hierarchy,



Top Sellers ReportPurpose: Use this report to view the top selling inventory for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Top Sellers Report.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Top Sellers.

• For the Period: The range of dates for the report.

• District: The district for the stores.



• Units Sold The number of units for the products sold.

• Retail Price The selling price of the product.

• Unit Cost The cost for one product.

• Profit The amount of profit for a product.

• Sales The amount of sales for a product.

• Total Profit The total amount of the profit.

• Units on Hand The amount of the product in stock.

• Retail Margin % The margin for the product.

• Total (All Locations): The total amount of the top sellers for the location.



Week, Month, Year to Date SalesPurpose: Use this report to analyze the total sales for week, month and year to date.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Sales Analysis drawer.5. Click Week, Month, Year to Date Sales.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Week, Month, Year to Date Sales.

• For the Period The range of dates for the report.




• Amount Sold The amount of the product sold by:

• YTD: The amount sold in a year

• WTD: The amount sold in a week

• MTD: The amount sold in a month

• Units Sold (Qty) The quantity of units sold by:

• YTD: The quantity of units sold in a year

• WTD: The quantity of units sold in a week

• MTD: The quantity of units sold in a month

• Cost The cost of the product sold by

• YTD: The cost of the product sold in a year

• WTD: The cost of the product sold in a week

• MTD: The cost of the product sold in a month

• Margin The margin of the product by:

• YTD: The margin of the product sold in a year

• WTD: The margin of the product sold in a week

• MTD: The margin of the product sold in a month

• Total: The total for the department.


System Administration Interface Message Log

Systems Message Log



Interface Message LogPurpose: Use this report to view any interface errors that are read from the error table for the selected error type.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the System Administration drawer.5. Click Interface Message Log.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Interface Message Log.

• Account The name of the account error.

• Type The type of account.

• Transaction ID The number of the transaction.

• Reason The reason for the error.

• Created The date the error occurred.



Systems Message LogPurpose: Use this report to log all system messages that were created by the system for the date range specified.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the System Administration drawer.5. Click Systems Message Log.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report Systems Message Log.

• From: The range of dates for the report.

• Create Date/Time: The date and time the error was created.

• Type The originator of the error.

• Source The location of the error.

• Broadcast Selects the check box if the error was broadcast.

• Show Selects the check box if there was an error message.

• Message The error message.

• Total Messages: Number of messages for the error.


Vendor Inventory on Back Order

Purchase Orders

Suggested Reorders

Vendor Analysis

Vendor Cross Analysis

Vendor Listing

Vendor Returns



Inventory on Back OrderPurpose: Use this report to view all SKUs that are on back order with a vendor.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Vendor drawer.5. Click Inventory on Back Order.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report for Inventory on Back Order.


• Group by: The product hierarchy.

• Date/Time The date and time the order was received.

• PO# The purchase order number.

• SKU# The SKU number for the item.

• Description The name of the item.

• Original Ordered Quantity The quantity ordered.

• Quantity on Backorder The number of items on back order.

• Vendor The name of the vendor.



Purchase OrdersPurpose: Use this report to track and maintain all purchase orders by location.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Vendor drawer.5. Click Purchase Orders.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report of Purchase Orders.

• Between: The range of dates for the report.


• Group by: The hierarchy for the product and name.

• Date/Time The date for the purchase order.

• PO # The purchase order number.

• SKU # The SKU number for the item.


• Quantity Ordered The amount of the item ordered.

• Vendor The name of the vendor.

• Status The condition of the order:• Completed• Open• Closed• Cancelled



Suggested ReordersPurpose: Use this report to identify the movement of inventory items based on prior purchases (including location, last ordered date, last sold date, minimum quantity, maximum quantity, quantity on-hand, and quantity sold).

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Vendor drawer.5. Click Suggested Reorders.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report for Inventory Reorders.

• Products grouped by: The hierarchy for the items and the name.

• Vendor: The name of the vendor.

• Last Ordered The date the item was ordered from the vendor.

• Last Sold The cost at which the item was last sold.

• Min Qty The minimum quantity in inventory.

• Max Qty The maximum quantity in inventory.

• Qty Onhand The present quantity on hand.

• Qty Sold The quantity of the item sold.


• SKU #: The number of the item.


• Total: The total onhand and sold.



Vendor AnalysisPurpose: Use this report to view all SKUs ordered and received from a specific vendor within the date range selected.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Vendor drawer.5. Click Vendor Analysis.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report of Vendor Analysis.

• Inventory Received in the Date Range The date range for the report.

• Retail Store: The name of the retail store.


• SKU The SKU number for the item.


• Vendor SKU The vendor’s SKU number for the item.

• Purchased The date of the purchase order.

• Average Cost The average cost for the item.

• Total Purchase The total amount of the purchase.

• Vendor Total: The total for each vendor.

• Grand Total: The total amount for all vendors.



Vendor Cross AnalysisPurpose: Use this report to analyze the multiple vendors where each SKU was purchased.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Vendor drawer.5. Click Vendor Cross Analysis.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report of Vendor Cross Analysis.

• Inventory Received in the Date Range The date range for the report.

• Retail Store: The name of the retail store.

• SKU The SKU number for the item.


• Vendor SKU The vendor’s SKU number for the item.

• Purchased The date of the purchase order.

• Average Cost The average cost for the item.

• Total Purchase The total amount of the purchase.

• Product Total: The total for each product.

• Grand Total: The final total.



Vendor ListingPurpose: Use this report to provide general background information about your vendors including vendor ID, company name, address, phone number, fax number, and contact person.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Vendor drawer.5. Click Vendor Listing.6. Select the report criteria and click Create.

Contents:

For more information: See the sample report of Vendor Listing.

• Vendor #: The name of the vendor.

• Vendor Code The vendor’s SKU number for the item.

• Company Name The name of the vendor.

• Address The address of the vendor.

• Phone No./Fax No. The phone number and fax numbers of the vendor.

• Contact Name The name of the contact at the vendor.



Vendor ReturnsPurpose: Use this report to analyze the items returned to their respective vendors.

How to generate: 1. Open StoreHQ Main Menu > Reporting and Data Mining. 2. Double-click Report Browser.3. Double-click the Report Categories folder. 4. Double-click the Vendor drawer.5. Click Vendor Returns.6. Select the report criteria and click Create.



Contents:

For more information: See the sample report Vendor Returns.

• Returned to Vendor in the Date Range: The dates for the report.



• Return No.: The number for the return.

• Created On: The date the return was created.

• Reason: The reason for the reason.

• Created By: The salesperson that requested the return.

• Authorization No.: The return authorization number.

• Currency: The type of currency.

• Comments: Any remarks about the return.

• SKU# The SKU number for the item.


• Unit Cost The cost for one item.

• Qty The amount of the return.

• Comments A statement about the item.

• Total Cost for this Return: The cost for all items on the return.

• Total Cost for this Vendor: The total cost for all returns for this vendor.

• Total Cost for this Location: The total cost for returns for this store.


3/31/09 MICROS®-Retail Index-1

Index

A .

Accounts Receivable .

average transactions per day, page 5 .

bank deposit, page 6 .

cash pickups, page 8 .

customer discounts, page 9 .

Customer Listing, page 45 .

customer payments, page 11 .

customer statements, page 12 .

daily sales by tender type, page 13 .

end of day summary, page 14 .

Exceptional POS - No Sales, page 16 .

Exceptional POS - Paid Outs, page 17 .

Exceptional POS - Price Overrides, page 18 .

Exceptional POS - Refunds, page 19 .

Exceptional POS - Tax Exemptions, page 20 .

Exceptional POS - Voided Transactions, page 21 .

Float Activities, page 22 .

Float Balancing, page 23 .

Float Summary Report, page 25 .

GL Account Listing, page 28 .

GL Account Summary, page 27 .

GL Account Transactions, page 29 .

GL Transaction Journal, page 30 .

Loyalty Transaction Journal, page 31 .

Next Day Float Summary, page 32 .

Outstanding Gift Certificates, page 33 .

POS Transaction Journal, page 34 .

Sales Journal, page 36 .

Sales Journal - Detail, page 37 .

Tax API summary, page 39 .

Tax Summary, page 40 .

Tax Summary All Transactions, page 41 .

Tender Authorization, page 42 .

transactions by customer and location, page 7 .

Accounts Receivable by location report, page 3 .

Accounts Receivable summary report, page 4 .

Accrual Sales report, page 106 .

Average transactions per day report, page 5 .



B .

Bank Deposit report, page 6 .

Bill to Accounts, page 7 .

C .

Cash Pickups report, page 8 .

Commissions - Detail report, page 62 .

Commissions - Summary report, page 64 .

Coupon and Survey report, page 108 .

Coupon report, page 107 .

Custom Kits report, page 71 .

Custom Kits Summary report, page 72 .

Customer .

Customer Order - Detail, page 46 .

Customer Order - Summary, page 48 .

Customer Order Listing, page 49 .

Customer Sales - Summary, page 51 .

Customer Sales Analysis by Item, page 53 .

Customer Sales by Transaction, page 57 .

Mailing Labels, page 59 .

sales activity by industry, page 55 .

Unmatched Customers, page 60 .

Customer Discounts report, page 9 .

Customer Listing report, page 45 .

Customer Order - Detail report, page 46 .

Customer Order - Summary report, page 48 .

Customer Order Listing report, page 49 .

Customer Payments report, page 11 .

Customer Returns report, page 109 .

Customer Sales - Summary report, page 51 .

Customer Sales Analysis by Item report, page 53 .

Customer Sales by Industry report, page 55 .

Customer Sales by Transaction report, page 57 .

Customer Statements report, page 12 .

D .

Daily Sales by Tender Type report, page 13 .

Daily Sales report, page 111 .

Departmental Hourly Sales report, page 112 .



E .

Employee .

Commissions - Detail, page 62 .

Commissions - Summary, page 64 .

Employee Listing, page 65 .

Employee Sales, page 66 .

Salesperson Productivity, page 67 .

Time Sheets, page 69 .

Employee Listing report, page 65 .

Employee Sales report, page 66 .

EOD Summary report, page 14 .

Exceptional POS - No Sales report, page 16 .

Exceptional POS - Paid Outs report, page 17 .

Exceptional POS - Price Overrides report, page 18 .

Exceptional POS - Refunds report, page 19 .

Exceptional POS - Tax Exemptions report, page 20 .

Exceptional POS - Voided Transactions report .

Reports .

voided transactions, page 21Executive Summary report, page 113 .

F .

Float Activities report, page 22 .

Float Balancing report, page 23 .

Float Summary report .

Reports .

float balancing summary, page 25

G .

GL Account Listing report, page 28 .

GL Account Summary report, page 27 .

GL Account Transactions report, page 29 .

GL Transaction Journal report, page 30 .

Gross Profit Analysis - Detail report, page 114 .

Gross Profit Analysis - Summary report, page 116 .

I .

In-Stock Inventory Cross Analysis report, page 73 .

In-Stock Inventory Value - Detail report, page 74 .



In-Stock Inventory Value - Summary report, page 76 .

Interface Message Log report, page 139 .

Inventory .

Coupon and Survey, page 108 .

Custom Kits, page 71 .

Custom Kits Summary, page 72 .

In-Stock Inventory Cross Analysis, page 73 .

In-Stock Inventory Value - Detail, page 74 .

In-Stock Inventory Value - Summary, page 76 .

Inventory Adjustments, page 77 .

Inventory Audit, page 79 .

Inventory Cost and Retail Sales, page 80 .

Inventory Count Listing, page 81 .

Inventory Receiving, page 83 .

Inventory Receiving by PO, page 85 .

Inventory Transaction - Summary, page 87 .

Inventory Transfers, page 89 .

Inventory Valuation by Location and SKU, page 91 .

Inventory Valuation by SKU and Location, page 92 .

Kitting Report - Quantity on Hand, page 93 .

Loyalty Inventory, page 82 .

Physical Inventory Count Sheet, page 95 .

Price List, page 97 .

Price Maintenance, page 98 .

Promotions, page 99 .

Serial Inventory Count Sheet, page 100 .

Serial Number Aging, page 102, page 104 .

Inventory Adjustments report, page 77 .

Inventory Audit report, page 79 .

Inventory Cost and Retail Sales report, page 80 .

Inventory Count Listing report, page 81 .

Inventory on Back Order report, page 142 .

Inventory Receiving by PO report, page 85 .

Inventory Receiving report, page 83 .

Inventory Transaction - Summary report, page 87 .

Inventory Transfers report, page 89 .

Inventory Valuation by Location and SKU report, page 91 .

Inventory Valuation by SKU and Location report, page 92 .

K .

Kitting Report - Quantity on Hand report, page 93 .



L .

Layaways by Location - Detail report, page 117 .

Layaways by Location - Summary report, page 118 .

Loyalty Inventory report, page 82 .

Loyalty Transaction Journal report, page 31 .

M .

Mailing Labels report, page 59 .

Monthly Inventory Sales Movement report, page 119 .

N .

Next Day Float Summary report, page 32 .

O .

Outstanding Gift Certificates report, page 33 .

Outstanding Orders report, page 120 .

P .

Physical Inventory Count Sheet report, page 95 .

POS Transaction Journal report, page 34 .

Price List report, page 97 .

Price Maintenance report, page 98 .

Promotions report, page 99 .

Purchase Orders report, page 143 .

Q .

Quotes by Location report, page 121, page 124 .



R .

Reports .

accessories received, page 83 .

accounts receivable, location, page 3 .

accounts receivable, summary, page 4 .

analysis of multiple vendors, page 149 .

analysis of sales related to weather conditions, page 129 .

average transactions per day, page 5 .

bank deposit, page 6 .

cash pickups, page 8 .

commissionable sales by employee, page 64 .

commissions by sales, page 62 .

count of SKU, name, quantity, and shorts or surpluses, page 81 .

count worksheet for serial inventory, page 100 .

coupons redeemed, page 107 .

created custom kits, page 71 .

credit-card authorizations, page 42 .

current inventory by store for all items, page 91 .

customer discounts, page 9 .

customer information, page 45 .

customer orders by store and type, page 49 .

customer orders, outstanding, page 48 .

customer payments, page 11 .

customer sales activity, page 51 .

customer statements, page 12 .

customers by synchronization status, page 60 .

daily sales by tender type, page 13 .

daily sales for a specific date, page 106 .

employee total sales, page 67 .

employee working hours, page 69 .

end of day summary, page 14 .

float activities, page 22 .

float balancing, page 23 .

gift certificates sold, page 33 .

GL account by transaction, page 29 .

GL account type, page 28 .

GL accounts summary, page 27 .

GL transactions by date, page 30 .

gross profits by store, page 116 .

in stock and on order custom kits, page 72 .

in-stock inventory analysis, page 73 .

in-stock inventory in detail, page 74 .

interface errors read from the error table, page 139 .



inventory adjustments, page 77 .

inventory by SKU, page 79 .

inventory prices, page 97 .

inventory received by PO, page 85 .

inventory reduced during loyalty promotions, page 82 .

inventory SKU price tickets, page 104 .

inventory summary analysis, page 87 .

inventory transfers, page 89 .

items received from a specific vendor, page 147 .

items returned by customer and store, page 109 .

items returned to vendors, page 152 .

items sold analysis, page 53 .

kits and quantity on hand, page 93 .

layaways by store, page 117 .

lists employees, page 65 .

loyalty transactions, page 31 .

mailing labels, page 59 .

movement of inventory by purchases, page 145 .

net sales, taxes, and transactions by tender type, page 36 .

new orders, converted orders, deposits and payments summary, page 113 .

next day float information, page 32 .

no sale transactions, page 16 .

number of order broker orders by store, page 122 .

number of quotes by store, page 121 .

outstanding customer orders, page 46 .

outstanding orders, page 120 .

paid in and paid out entries, page 17 .

POS transactions, page 34 .

posted and current transactions, page 37 .

price adjustments, page 18 .

pricing for each item by store, page 98 .

redeemed coupons and survey information, page 108 .

refunded transactions, page 19 .

sales activity by industry, page 55 .

sales by style analysis, page 127 .

sales by time and department, page 112 .

sales by transaction per employee, page 66 .

sales for a specific customer, page 57 .

sales in detail for revenue, profit margin, and retail price, page 114 .

sales movement by item, page 119 .

sales periods of weekly, monthly, and yearly totals by store, page 125 .

sales promotions, page 99 .

serialized inventory, page 102 .



SKUs on back order, page 142 .

SKUs sold in date range, page 80 .

summarize layaways for a specific store, page 118 .

summarize taxes for all transactions, page 41 .

summary of daily sales by store, page 111 .

summary of in-stock inventory, page 76 .

summary of sales by department, class, and category, page 124 .

system messages, logged, page 140 .

tax exempt transactions, page 20 .

tax summary, page 40 .

taxes owed to government, page 39 .

top selling inventory, page 134 .

total sales analysis by item, page 130 .

total sales by product summary, page 132 .

total sales for week, month, ytd, page 136 .

track purchase orders by store, page 143 .

transactions by customer and location, page 7 .

vender information in general, page 151 .

worksheet for physical count, page 95 .

S .

Sales -- Order Broker report, page 122 .



Sales Analysis .

Accrual Sales, page 106 .

coupon, page 107 .

Customer Returns, page 109 .

Daily Sales, page 111 .

Departmental Hourly Sales, page 112 .

Executive Summary, page 113 .

Gross Profit Analysis - Detail, page 114 .

Gross Profit Analysis - Summary, page 116 .

Layaways by Location - Detail, page 117 .

Layaways by Location - Summary, page 118 .

Monthly Inventory Sales Movement, page 119 .

Outstanding Orders, page 120 .

Quotes by Location, page 121, page 124 .

Sales -- Order Broker, page 122 .

Sales by Department/Class/Category/Manufacturer, page 125 .

Sales by Style, page 127 .

Sales by Weather, page 129 .

Sales Cross Analysis - Detail, page 130 .

Sales Cross Analysis - Summary, page 132 .

Top Sellers Report, page 134 .

Week, Month, Year to Date Sales, page 136 .

Sales by Department/Class/Category/Manufacturer report, page 125 .

Sales by Style report, page 127 .

Sales by Weather report, page 129 .

Sales Cross Analysis - Detail report, page 130 .

Sales Cross Analysis - Summary report, page 132 .

Sales Journal - Detail report, page 37 .

Sales Journal report, page 36 .

Salesperson Productivity report, page 67 .

Serial Inventory Count Sheet report, page 100 .

Serial Number Aging report, page 102, page 104 .

Suggested Reorders report, page 145 .

System Administration .

Interface Message Log, page 139 .

System Message Log, page 140 .

Systems Message Log report, page 140 .

T .

Tax API Summary report, page 39 .

Tax Summary All Transactions report, page 41 .

Tax Summary report, page 40 .



Tender Authorization report, page 42 .

Time Sheets report, page 69 .

Top Sellers report, page 134 .

U .

Unmatched Customers report, page 60 .

V .

Vendor .

Purchase Orders, page 143 .

Suggested Reorders, page 145 .

Vendor Analysis, page 147 .

Vendor Cross Analysis, page 149 .

Vendor Listing, page 151 .

Vendor Returns, page 152 .

Vendor Analysis report, page 147 .

Vendor Cross Analysis report, page 149 .

Vendor Listing report, page 151 .

Vendor Returns report, page 152 .

Vendors .

Inventory on Back Order, page 142 .

W .

Week, Month, Year to Date Sales report, page 136 .

oracle retail cwstore reports guide release 13.0 august 2015kirkland, washington, to oracle and...

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