Overview

This tutorial provides instructions regarding how to group data in the point of sale based on calendar type

How to Open the Invoices By Calendar Type Window

This option groups invoices based on their calendar type

1. Go to the Point of Sale component
2. Select the Reports tab
3. Click the Invoices By Calendar Type button

How to Open the Payments By Calendar Type Window

This tutorial groups payments based on the calendar type associated with an invoice

1. Go to the Point of Sale component
2. Select the Reports tab
3. Click the Payments By Calendar Type button

How to Open the Invoices By Month Grouped By Calendar Type Window

This option groups invoices by month based on their calendar type

1. Go to the Point of Sale component
2. Select the Reports tab
3. Click the Invoices By Month button

How to Open the Payments By Month Grouped By Calendar Type Window

This tutorial groups payments by month based on the calendar type associated with an invoice

1. Go to the Point of Sale component
2. Select the Reports tab
3. Click the Payments By Month button

How to Open the Product Sales By Calendar Type Window

The Product Sales Report provides a breakdown of products sold within a specific time frame separated By Calendar Type. The report provides you with the name of the product and which calendar type the product was purchase from, the number of events that the product was purchased from, the total sales for that product from each calendar type and the total percentage of sales for each product and calendar type.

This report groups the products by the event that they were purchased from.  So the first column displays either the calendar type or the product name.  What this means is that the product name may appear twice in the report if it has been purchased from more than one calendar type.  The second column is the total number of that type of event that occurred in the given time frame.  The third column is the total sales for either the event type or the product from that calendar type.  The final column is the percentage of sales for that event type or product from that calendar type.

1. Go to the Point of Sale component
2. Select the Reports tab
3. Click the Product Sales By Calendar Type button