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📄Period Summary Report

Compare sales and transactions across time periods like weeks or months.

Introduction

The Period Summary Report is ideally a snapshot of either the entire Venue/s or individual Stores but can be run for a specific Store, Store Group, or for All Stores.

It is a one-report overview of commonly sought-after System data.

This Report shows information from Stock Summary, Account Summary, Sales Summary, Pricing Summary, Banking Summary, Type Group Summary.

 

Prerequisites

  • To access Summary features, the applicable Operator Privileges   will need to be enabled 

    • Operator Maintenance 'Reporting' Tab

      • Sales Reports: "Allow Cash Reports" Flag

 

Accessing the Report

  • Complete the following steps to access the Period Summary:

    1. Log in to BackOffice

    2. From the side menu, Select "Sales Reports" to expand the list of Available Reports

    3. Select Period Summary which will open a new Period Summary Window

 

Period Summary Report Overview & Breakdown

 

Stock Summary Section

  • This section displays the Stock Movements in the given time period and the value of Stock Movements

  • The Stock Summary section of the Period Summary Report consists of the following fields:

 

Sales Summary Section

  • The Sales Summary section displays the sales history of the business including the Cost Variances and Adjusted Sales

  • The Sales Summary displays the Sales information for the given period of time:

 

Banking Summary Section

  • This section displays the different types of Payment mediums used by the business and the total value of the Transactions processed from each of the mediums

  • This section includes the following options:

  • The Payment mediums seen in this example may differ depending on System configurations

  • The transaction media in the Banking Summary is not limited to the given list

  • Additional external systems' payments can be added according to the Organization's business preferences

    • This can be done from the Global Settings component in BackOffice

 

Account Summary Section

  • The Account Summary section displays the total turnover and payments made from Account transactions along with the details about the Points system

  • This section displays the information regarding different Account holders in the System's database:

 

Discount Totals Section

  • The Discount Totals section displays the Total Value of all the Discounts given during the reporting period along with the total value of each discount type

  • This section consists of the following fields:

 

Product TypeGroup Sales Section

  • This section displays all the Product TypesGroups and the revenue generated from each of the TypeGroups

  • The TypeGroups listed will differ from this example depending on the System's configured Product Type Groups which can be found in Global Settings

  • This section displays all the Product TypeGroups that have been added to the system along with the Quantity Sold and the Value of Sales

    • The Qty column displays the Total Quantity of Product Type Groups sold in the Given period

    • The Sales column displays the Total Sales occurred for the product in the given period

  • Organizations can create up to 8 Product Type Groups and 30 Product Types with the Bepoz system; these Type Groups and Types can be easily added and edited from Global Settings > Sorts & Types Tab