There are multiple ways to view reports for sales and inventory data in VinesOS.
Full Inventory Report
To view a full product inventory report, go to Dashboard > Inventory. The first row at the top of the table provides summary totals for each column.
Active: The Active column includes any unpaid order, except declined/voided, that is set to 'hold for pickup'. This includes any orders (bottle, glass, flight, etc.) in an 'Authorized' transaction status.
Paid/Pickup: The Paid/Pickup column includes orders that have been paid and are set to 'hold for pickup'.
Layaway: The Layaway column represents the total of the Active column plus the Paid/Pickup column.
Open - Poured - Discarded - Variance: This comprises the Pour Report to track tastings, flights, and glass pours in the tasting room. First, staff members should record opening the bottle for pouring (use the 'Open Bottle' button on the POS). Inventory for the tasting, flight, or glass pour will appear in the 'Poured' column of the inventory report. See also: Pour Reports
Orders Report for Sales and Inventory
To view a report for sales and inventory for orders, go to Dashboard > Orders. Next, select your desired filters, such as 'processed', 'club', 'last month', etc., then click the Report button.
The Report page displays an interactive graphical chart followed by a section with tabs for Sales, Inventory, Wine by Unit, and Cash Drawer. Just below this is a list of the orders by date.
Click the Print button to get a printable summary.
Please note: The current order state (reflected in the total on the Orders List page) will always differ from the total on the Report page, which includes previous states of orders for the reported period. For example, if on the Orders List page for March 4 the total is displayed as $370, but on the Report page it displays $450, this might be attributed to an order that was placed on March 4 but voided on March 5. Since that order would be in a 'Refund' status, it would be excluded from the Orders List page for the March 4 processed orders.
Sales by Day Report
From the VinesOS sidebar, click on Reports > Sales.
Choose the reporting period at the top of the page, then click on the Sales by Day report. This report provides an interactive graphical chart, followed by a summary of sales for the period reported and a list of the daily order totals. In the Inventory tab, you can view the inventory sold each day.
Note: In the Sales tab, the amount displayed in the 'Unit Cost' column is the unit cost set for the wine when the order was placed. Also, updating the unit cost field will not impact past orders.
Sales by Month Report
From the VinesOS sidebar, click on Reports > Sales, then click on the Sales by Month report. The report will display results for month-by-month data in an interactive graphical chart, followed by a sales summary and then a list of monthly totals. In the Inventory tab, you can view the inventory sold each month.
Sales by Channel Report
From the VinesOS sidebar, click on Reports > Sales. Select the reporting period you want to view, then click the Sales by Channel report. This report provides an interactive graphical chart, followed by a sales summary, and then a list of the order totals by channel. In the Inventory tab, you can view the inventory sold over the period.
Sales by Product Report
From the VinesOS sidebar, click on Reports > Sales. Select the reporting period you want to view, then click the Sales by Product report. This report provides two interactive graphical views of your top ten most profitable products and top ten products by quantities sold. Under that section is a summary table that displays your top selling products in order.
You can search for a product at the top of the page, filter by a custom date range, and add specific products.
Sales by Club Report
From the VinesOS sidebar, click on Reports > Sales. Select the reporting period you want to view, then click the Sales by Club report. This report provides an interactive graphical chart, followed by a sales summary, and then a list of the order totals by each club. In the Inventory tab, you can view the inventory sold over the period.
See also: Tax Reports