Totals Inquiry

The Totals inquiry displays branch sales information based on location and date. Below the date selections are two (2) panels that display totals by date (or date range). To the right of these panels, a third section (far right) displays the dollar or percent difference between the two sets of totals. Use the context menus available from the date Context_Marker picker icon to select a preset date (today, last month, this year, etc.).

Use the Process (F12) function to refresh the screen after changes to selection fields have been made. The Cancel (F9) function clears any current entries, and the Exit (F10) function can be used to close the inquiry window.

How are the totals updated?

Sales totals are not updated immediately; however, they are updated on a regular frequency as determined by your Polling Interval parameter. This parameter determines the number of seconds between updates.

Sales Totals

The following definitions explain what each total represents.

Charge Sales

This figure includes the dollar total for any charge sales, not including returns*, for the period requested. Sales tax and adjustments are included in this figure. Charge sales is accumulated from both transactions that only involve "charge" and also those that involve "charge" mixed with other "cash-type" methods. For example, if a customer purchases $99 of goods and pays $50 in cash but charges the remainder to their account, the charge sales figure reflects that $49. Charge sales are not reduced by any statement (early payment) discounts. Sales tax and adjustments are included in this figure.

Cash Sales

This figure includes any sale, not including returns*, that involves a "cash-type" payment method. Besides actual cash, included as "cash-type" payments are methods such as checks, credit/debit cards, coupons, and gift cards. In addition, any COD (cash on delivery) designated sales are recorded in this figure. With COD transactions, the sales are recorded when the COD is created, not paid. Even if a payment for a COD involves a non-cash payment, the COD is still recorded under the "cash sales" category. Sales tax and adjustments are included in this figure.

Charge Credits (-)

This is the total of returns (credits) processed using a payment method of charge. These may be processed either in Sales or Charge Returns under Point of Sale. This figure includes sales tax and adjustments.

Cash Credits (-)

This is the total of returns processed using a cash-type payment method. Cash type payment methods include cash, check, credit/debit card, coupon, and gift card. Sales tax and adjustments are included in this figure.

Gross Sales

Gross Sales is the total of Cash and Charge sales less any charge and cash credits. This figure includes sales tax.

Sales Tax (-)

This figure is the net amount of sales tax charged to customers (not paid). This figure includes returns as well as sales. This sales tax figure does not include sales tax from "store-use" adjustments and may differ from the tax amount shown on the Sales Tax report (or inquiry) due to this reason.

Net Sales

Net Sales is the Gross Sales total (Cash and Charge sales less credit returns) minus the total sales tax charged.

COGS (-)

COGS is an acronym for "Cost of Goods Sold." This is the cost value (using weighted average) of the goods that were sold during the time period selected. Under normal circumstances, this figure should be lower than the Net Sales figure. If it ever appears higher, or wrong otherwise, examine the costs of the items sold during that time period (use date ranges to narrow down the problem to a particular day, if possible).

Gross Profit

Gross Profit is the dollar difference between the Net Sales figure and the COGS figure plus or minus any cost corrections. Profit is normally a positive amount.

# Charge Sales

This is the quantity of receivable charge sale and credit transactions (documents) for the selected date range. Transactions involving any charge amount, even if other payment methods are used, are recorded under charge sales only so that they are not counted twice.

# Cash Sales

This is the quantity of cash-type sale and return transactions (documents) for the selected date range. Cash-type includes payment methods of cash, check, credit/debit card, coupon, gift card, and any COD transactions. Transactions involving an account charge of any amount are never recorded as a cash sale here.