Quick, accurate and up-to-date access to your store’s reports can be vital when running a business. PayGo makes sure you can easily access and print or save any of your store reports for any period of time, all in easy-to-navigate windows.
This article will cover all of the areas where you can find your store’s Inventory reports.
Central Products Screen
The easiest place to view your sales report is on your central Products screen, accessed via the Menu. On this screen, you can view all new products added to your PayGo software based on your selected dates, as well as charts outlining your Top Products for the month, New Inventory History Comparisons over last month as well as last year, and Product Status reports covering your total amount of products in your inventory, as well as their cost and retail values.
Reports Per Product
You can view information on product history and performance on each individual item’s Product Screen. At the top of the Product Screen, clicking the Sales History button will show you the Sales/Transfer History screen for the item. At the bottom of the screen, the Performance tab will give you quantities sold based on selected date ranges.
PayGo Reports is where you will find a collection of all available reports for your stores. You can access your PayGo reports in two places: either by clicking the Reports button on your Menu (accessed via your Menu button on each central screen), or by clicking the Reports button on your Admin Central screen. Both of these actions will bring you to the Reports screen, where there is a wide array of reports that can be selected and viewed.
There are 7 different reports in the Inventory Reports box.
Inventory On Hand: This will tell you how much inventory you have on-hand. When this button is clicked, you will be taken to a Search Screen where you can specify your search parameters – anything from quantity on hand, to the date created, to the size or color of items, and more. The Detail view will first ask you if you would like to sort the report by vendor, item name or item ID. The report will group by store and show you your inventory within the search parameters with the item’s name and ID, the item’s adjustment inventory, how many of each item are on order, how many of the item has been received, how many of the item are on hold, and how many of the item are needed. The report will also show you how many you have sold, how many are onhand at each store, the item’s average and last costs, the retail price, the value average and last costs, and the retail value of the item onhand per store. The Summary report will list the departments with the items in question, the amount of items received and sold per department, the amount onhand per store, the value average and last costs of the items, and the retail value onhand per store. Grand totals can be found at the end of each report.
Low Inventory: This report shows which inventory items are low and need to be reordered. When this button is clicked, you will be taken to a Search Screen where you can search by quantity of items needed per item. The items will organize by store and will be broken down by department, and will show the item’s name and ID, the vendor’s SKL, the last transaction for the item, whether the item is on order, how many of the item have been received, how many of the item are needed, how many of the item have sold, how many are onhand, the average and last costs of the item, the value average and last costs of the items, and the retail value per store. Grand totals can be found at the end of the report.
Outstanding Certificates: This report will show you the gift certificates and cards that have been sold in your stores but not yet redeemed. The outstanding certificates are listed by certificate ID, date issued, who the certificate was purchased by, the invoice ID, the customer ID of the gift card recipient (if available), the certificate’s total amount, the amount that has been redeemed on the certificate (if available), and the certificate’s remaining balance.
Inventory Adjustments: This is where you can view any adjustments that have been made on your inventory. When this button is clicked, you will be taken to a Search Screen where you can search by date posted, department, inventory type, item ID, Item name, marker or adjustment. reason. The report will show each adjusted item’s name and item ID, the item’s inventory count at the time of adjustment, the count after adjustment, the last cost of the adjustment, the average cost of the adjustment, and the item’s retail value. It will also show the adjustment reason, and the user who performed the adjustment.
Outstanding InStore CR: This is where you can view any outstanding in-store credits your stores may have issued. The report is sorted by certificate ID number, the date it was issued, who the credit was purchased by, the invoice ID for the credit, the owner’s customer ID, the date last modified, the dollar amount of the credit issued, any amount it may have been redeemed, and the remaining balance for the credit. Grand totals can be found at the end of the report.
Performance by Item ID: This is where you can check on an individual item’s performance. When this button is clicked, you will be taken to a Search Screen where you can search by the item’s name or ID, or any other parameter you would like to use for the search. A pop-up window will ask if you would like to see discontinued records as well. Another pop-up window will prompt you to enter in the date range you would like to perform the search on. Another pop-up window will ask if you would like to omit any records with no sales data. You will be given a choice to sort by the item’s sales, margin or name. The report will show each item’s name and ID, the quantity sold, the last and average cost of goods sold, the last and average margin cost (as well as its percentage of total sales), the total sales amount and turns by last and average cost. Grand totals can be found at the bottom of the report.
Kits/Bundles: This will show you information on the kits and bundles you have in your inventory. When clicked, you will be brought to a Search Screen where you can search by kit information (item ID, name, notes, department, or marker field). If you would like to see what kits you have, leave all fields blank except Kit, which will have a Y in it. The report will sort by each kit in your software, broken down by each item in the kit’s name and ID as well as the quantity of each item in the kit, any notes on the items or kit, and the last, average and total retail cost of each item in the kit. Totals can be found at the end of the report.
In addition to the Inventory Reports box, there are several other sections within your Reports screen that can give you information about your inventory. Within the Sales Reports box, you can view reports about your store’s Hot Sellers or any Items Sold at Discount. Within the Purchase Reports box, you can see which Items on Order you have coming into your stores by department or vendor, as well as any recently Received Orders.