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The Products Report explained

Tracking which items have been sold helps you manage stock levels and understand which products are popular (trends) — or may need to be removed from your offering. This article explains how the product list should be used.

The Products report can be found from the main menu under Reports:

 
  • Choose the date range for which you want to view sold items:
 

  •  The overview provides you with the following details:




- Item = Type of item.

- Revenue = the total revenue amount per selected date range.

- Profit - The total profit amount of the sold item in the selected date range.

-  Sold # = The total amount sold per selected date range.

 

  • The overview will also show you the amount of sold items per day


  • By clicking on the amount under a specific day, the breakdown will be shown in a pop-up screen. 
    This can be handy to trace who has been purchasing an item, to view if the prices are amended, or to see if the item has been booked by a certain user:


  • The Filter allows you to refine your search: 


        1. Creation/Service Toggle -  Allows you to select a date range based on view either:
          - Creation date - when the item was added to the reservation or bill. The moment the item is added, the user is asked to set a service date.
          - Service date -  when the item was or is going to be actually used 
        2. Service Date - Select a date range to view the items sold based on service date.
        3. Creation Date -  Select the Creation date range with in the Service date range set previously.
        4. Product Name - Select the item sold
        5. Item Type - Select the category or type for the product you wish to filter
        6. User Name - Filter on which user has posted items
        7. Source - Was the product added to a Booking, or sold via the POS (Cash Register) for passer by guest with no booking?
        8. Currency - It multiple currencies are available choose the applicable one.
        9. Revenue - Select "<" or ">" to filter for less or greater than the specified amount, or use "Between" to filter for revenue within a specific range.

 

  • Export the product report by clicking on the export icon