PayGo’s Big Picture button is one of your software’s biggest and most important functions. With the click of a button, you can instantly see sales, inventory and purchasing history for any of your stores in any date and time range. To access these functions, simply click the Big Picture button on your Menu Screen.
At the top of your Big Picture screen, you will see the List Overview button. Clicking this will lead you to the Daily/Date Range Performance Tool screen. On this screen, you can see an overview of store activity in one shot. You can create as many of these overviews to compare as you like by clicking the New button at the top of the screen to create a new line. Choose a date range by selecting the Date Start and Date End fields and you will see the following information:
Total Sales: this is the total sales made within the defined date range.
Total Discounts: This is the total dollar amount of discounts given within the defined date range.
Total COG Last: This is the total cost of goods sold, priced at the last dollar amount you purchased the items from your vendors at.
Total COG Avg: This is the average cost of goods within the defined date range.
Total Margin Last: This is the total profit margin calculated using the last dollar amount you purchased the items from your vendors at.
Total Margin Avg: This is the total margin on average within the defined date range.
Tax Collected: This is the total tax dollars collected within the defined date range.
Total # Invoices: This is the total number of sale invoices made within the defined date range.
Avg Sales/Day: This is how many items on average are sold in your stores within the defined date range.
Avg Inv/Day: This is how many invoices on average are created within the defined date range.
In addition to the List Overview button, you will see several tabs.
Sales by Hour
This tab will bring up a graph detailing how much money in sales are made during the day, by the hour. You can set a date range by clicking the calendar buttons at the top of the screen.
Sales by Department
This tab will bring up a graph detailing how many sales are made in each department of your store. This tab shows both your cost of goods (COG) and the total sales for each department. You can set a date range by clicking the calendar buttons at the top of the screen.
Sales by Vendor
This tab will bring up a graph detailing items sold grouped by the vendors you purchase from. Like the Sales by Department tab, this graph will show both your cost of goods (COG) and total sales for each vendor. You can set a date range by clicking the calendar buttons at the top of the screen.
This tab will bring you to a screen with three boxes:
Break Even Tool: This box will help you calculate how many sales you need to break even for the month. Enter in the month and year you want to calculate as well as your monthly expenses, and your software will calculate the total sales, total cost of goods, and total profit margin you’ll need to sell in order to break even for the month.
Daily Overview: This box shows you totals for a chosen date range. Enter in the date range using the calendar fields, and your software will show you the total sales, average invoice total, total discounts given, total cost of goods priced at the last cost to you and on average, total margin, tax collected, and total number of invoices.
Open Orders: This box will show you how many orders you have open, as well as the total cost in dollars, the cost of goods, the margin, and how old the oldest and newest open orders are. This box also has a magnifying glass button, which will take you to the Sales List screen so you can see each open order.
This tab will bring you to a screen with two boxes:
Inventory – All Sites: This box shows you the total inventory for every one of your stores. You can sort by item type, or you can see discontinued and inactive items. For each selection, your software will show you’re the total count of each type, how many of the item type you have on-hand, and the total value of the item type by retail, last cost to you, and cost on average.
Purchase Orders: This box will show you the status of all of your purchase orders. You can choose to see purchase orders based on their status (Closed, Closed – Return to Vendor, Waiting to Receive Order, Order Creation, and Return to Vendor) and your software will show you the item count and total cost.
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