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BCSS Sales Reports

There are many sales reports in BCSS and a variety of ways to produce them.

1.  Quick Links - 'One-Click Reports' in the Sales Work Area for immediate access to pre-defined information: Layaways for the Day or Week; Sales for the Day, Week or Month; Voids for the Day, Week or Month (displayed in the Main Table):

2. Details Area: In the Sales Work Area, select a sale in the Main Table and view information about the sale at the bottom - Bad Check, Buyer, Date, Discount, In-House Sale (yes or no), Layaway (yes or no), Salesperson, Status (On Hold, Voided, Finalized), Pay Method, Total Paid:

3. Time Filters

Click on these buttons:

to view only Records (in the Main Table) that have been added or edited today, Last 7 Days, Last 30 Days, etc. Click View All to see all records again.

4. Function Key F9 - Items Sold Today

Press F9 for a quick report on items sold for the current day.

5. Items Sold Today for 1 Consignor

In the Consignors Work Area, select the consignor from the table and press 'Items Sold Today' on the right (not shown).

6. Detailed Reports - Generate on-screen or printed reports for specific sales using one or more of these criteria:

Bad Checks

Buyer

Category

Consignor

Credit Memos

Inventory Location

Invoice Date

Invoice List

Invoice Total

Item Number

Items Sold

Layaways Excluded

Layaways Open (Current)

Payment Method

Sales on Hold

Sales Recap

Sales Today

Salesperson

User-Defined Groups (4)

Voids

Create a Detailed Sales Report


Select Reports on the Main Menu:

then select Sales:

Make Report Settings

Check options and enter ranges to include/exclude sales from the report.

For example, to include only sales which are not layaways, sold by salesperson Mandell during July, 2008:

1. Check 'Not Current Layaways'.

2. Select 'Mandell' from the Seller drop-down menu.

3. Check 'Invoice Date' and enter July dates.

Please note that check boxes must be checked for settings to apply. If the From and To fields are completed but the check box is not checked, the From and To Range will not apply.

Also, the 'To Date' must be tomorrow's date to include data for today. The 'To Date' is not inclusive.

Sort Report Output

  1. Consignor Reports can be sorted by ID, Name, New-Item Date or Settlement Date.
  2. Buyers Reports (Diamond and Virtual) can be sorted by Name, Dollar Volume, Last Purchase Date or Zip Code.
  3. Disbursement Reports have no sort options.
  4. Inventory Reports can be sorted by Category, Consignor, Date In, Description, Discount Date, Price, Quantity or % Share.
  5. Sales Reports can be sorted by Buyer, Consignor, Invoice Date or Salesperson.

Important: For Sales Reports select 'Sort by Consignor' only when using the Item-Sold List. Other Sales Reports are based upon invoices (which often have more than one consignor). If other Sales Reports are sorted by consignor, invoices may be counted more than once in computing totals.

Print the Report

Selecting Print the Report -

will display the report in a Print-Preview Screen:

Print the Report by clicking on the print button (yellow arrow).

View the Report in the BCSS Main Table

Selecting View the Report

will display the report in the BCSS Main Table. Click on any Sale to view details about it in the Details Area at the bottom:

Items Sold List

Pressing the Items-Sold Button will present a report showing Item ID, Description, Category, Price, Quantity, Date In and Sold by (in BCSS Diamond and Virtual) for each item sold for the current day (if no data filters are set). Click the printer icon at the top of the report window to print the report.

Sales Recap

Pressing the Sales Recap Button will present a list of sections (not shown) for Invoice List, Salesperson Recap (in BCSS Diamond and Virtual), Payment Recap and Shop Totals. Uncheck sections to be excluded from the Sales Recap. Press the Preview/Print Button to preview the report. Click the printer icon at the top of the report window to print the report.

These is the information displayed in each Recap. (Buyer and employee information appear in Diamond and Virtual only.)

Email Support (Add the domain name mm.st to your email program's Approved Senders List or White List to lessen the chance that spam filters will block our emails to you. (Instructions) For phone and remote PC help, contact: Joy Archer, enJoy Consigning Services, 972-898-7921 (NY), Email, or Kerri Samples, KLS Pro Setup, 912-245-7831 (GA), Email