Running the Daily Sales Report

Introduction

This tutorial describes how to run the daily sales report in Smartwerks. You can run the report for one or all branches and it can be filtered by inventory type. The report is sorted by branch and employee name, and it includes the total written sales, gross profit, gross margin, sales dollars by transaction type, shipped orders, and total delivered sales.

You can view this information on the screen, print a paper copy, email the report, or save it to your computer.

1. Select Reports > Daily Sales Report from the top menu.

2. Select the Date you would like to run the report for.

3. From the Inventory Type drop-down menu, select to run the report by ‘Inventory’ or ‘Non-inventory’ type, or select ‘All’ to include all inventory types.
   REMEMBER: Inventory items are property and goods sold by the store and directly affect gross margins. Non-inventory items, such as services or delivery fees, do not affect gross margins.

4. From the Branch drop-down menu, select a branch to run the report for, or select ‘All’ to include all branches.

5. Click Ok to run the report.
   NOTE: If your email program is integrated with Smartwerks, click the Email button to email this report.