TABLE OF CONTENTS
- Step 1: Navigate to the Sales by Service Report
- Step 2: Enter Search Criteria
- Step 3: Generate and Download the Report
Overview
This guide explains how to view the Sales by Service Report in Core. This report is useful for reviewing sales information for services sold.Step 1: Navigate to the Sales by Service Report
- Go to the Reports Module.
- By default, the Sales Tab will appear.
- Scroll down and click on the Sales By Service Report.
Step 2: Enter Search Criteria
Enter your search criteria in the following fields to filter your search results:
- Service Category: Select a service category from the dropdown menu.
- Service: Choose the service from the dropdown menu list.
- Assigned To Staff: Enter the staff member's name in the Assigned To Staff field.
- Search By Customer: Search by customer whose sales you want to view.
- Payment Status: Select the payment status from the dropdown list.
- From Invoice Created Date: The start date for the search.
- To Invoice Created Date: The end date for the search.
If Service Name is left empty, then the Report will be for all the Services present in the system.
Step 3: Generate and Download the Report
- Choose the desired Customized Column Names from the drop-down menu next to the Columns field to be included in the Report.
Custom Columned Reports can't be downloaded in PDF.
- Once done, click on the Generate & View Reports Button.
- To generate the report, select the format you want to download it in.
- After generating the report, you can download it by clicking the Download Icon.
After generating a Report, it can be downloaded multiple times within 30 Days.
A Sale By Service Report will display the following fields:
- Sr. #.
- Date CRT.
- Invoice
- Customer
- Sales Source
- Service category
- Booking Date
- Service Name
- Service Provider
- Per Unit
- Per Unit Disc.
- Discount Reason
- Qty
- Sub Total
- Total Tax
- Total Due
- Total Cost
- Revenue
- Total Refunds
- Payment Method
For a list of terms used in the Wellyx application & across the support website, please consult our Glossary.
