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      Sales Reports

      Sales Reports

      The Sales Report section records all sales records of all franchises worldwide. The section is divided into the following types of reports as listed below 


      ·  Daily Sales


               · Submitted Reports

               · Missing Reconciliation

               · Process

               · Bank Confirmation


      Each of the reports are explained in the below sections in detail.


      Daily Sales Report


      Daily sales report displays the list of the selected locations along with their sale for the current week and respective fee deductions. Only sales for those days are displayed on whom daily closeout has been performed by the location.

      Filter will enable you to filter locations according to country and state(s). Time filter has only one option: This Week.


      You can search for a location by using the search bar present on top. Click Print button to print the report.


      Submitted Reports


      Submitted sales report displays the list of the selected locations along with their sale and respective fee deductions for the selected time-period. Only sales for those weeks are displayed on whom weekly closeout has been performed by the location.

      Filter will enable you to filter locations according to country and state(s). Time filter has following options to select from: This Month, Last 12 Weeks, This Year, Last Week, Last Month, Last Year, All Weeks. By default, Last Week is selected.

      You can search for a location by using the search bar present on top. Click Print button to print the report.


      Weekly Store Sales Report


      You can click a location in the list of Submitted Sales to view its weekly store sales report. It displays the sales and fee deductions for each day of the week as well as a total for the whole week.

      To view the changes made to the report so far, click the View Changes button and a pop up is displayed, as the one shown below.

      Click the Print button to print the report.


      Edit Weekly Store Sales Report


      Click the Edit button to edit the weekly store sales report.

      You can edit the Fee Min Adj. (if apply) for Royalty, and then click Calculate for recalculating all amounts respectively.

      To cancel the editing process, click the Cancel button.


      Missing Reconciliations

      This report displays the franchises whose weekly reconciliation was not successfully performed after the weekly closeout.

      The Refresh button enables you to refresh the screen and show updated records.

      Following set of information is displayed in the report for all respective franchises.


      Once you click the Enter Report button, a screen similar to the one shown below is displayed.

      You can enter the amount of manual adjustment fee (Fee Min Adj If Apply) manually and all other amounts will update automatically upon clicking Calculate. Click Save to save the new records or click Cancel to quit the process.


      Process


      All reconciled reports are sent to this section for further processing. Country filter is available to filter out reports for a specific country. A filter is provided for viewing a specific kind of fee against each record, available options are Royalty, NAF, NTV, Co-op and Proc. Fee. By default, Royalty is selected. In case of Co-op selection, another filter becomes available for the selection of a specific co-op.

      Search bar is available for searching a specific record.

      You can Process a report by marking off the checkbox next to it and clicking the Process button. To process all reports at a time, mark the Select All Stores checkbox before clicking Process.


      Bank Confirmation


      All reports successfully processed from the processed section are displayed here for bank confirmation. By default, records for the current week are displayed; you have to select the filters to view the records. Following filters are available:


                         · Country Filter


                         · Date From


                              · Date To


      After selecting the desired filters, click the Go button and the respective records will be displayed.

      Click the

       button to download the report in Excel format. Click  to print the report. The toggle button enables you to mark a report as Bank Confirmed. The reports for which the toggle button is already turned on depicts bank confirmed reports. After marking a report as complete, click the Confirmed button to complete the confirmation.