Daily Sales Reports, Sales Reports, and Sales Report Summary

Modified on Mon, 07 Nov 2022 at 09:54 AM


TABLE OF CONTENTS



Daily Sales Report


In the Floranext dashboard, navigate to Reports > Daily Sales Reports.


Note: We recommend using the Daily Sales Report at the end of the day to confirm credit card sales and reconcile the cash drawer. 


Choose a date (it defaults to the current date, but you can choose any previous day's report) and click Create Report, then Print.



 


Note: We recommend starting and ending each day with a set dollar amount in the cash drawer so at the end of the day you can check your Daily Sales Report to make sure your cash sales plus 



Creating A Sales Report


  • Navigate to Reports > Sales Report
  • Select the Date Range that you wish to generate the report for.
  • Select filters that are necessary for your report. 




Note: Default settings will create a Sales Report with all the necessary information. If you have multiple tax rates, not putting a check mark on any of your tax rates means that it will show every transaction on any tax rate.



Sales Report Summary


  • Navigate to Reports > Sales Report Summary 
  • Select the Date Range that you wish to generate the report for.
  • Select filters that are necessary for your report. 


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