Skip to main content

POS Sales Totals Report

Updated

Introduction

This article will familiarize you with the POS Sales Totals Report which can be generated in PGM. Your specific Perfect Gym license will determine the reports available to you.

  • This report allows you to generate a detailed report summarizing the sale, based on accurate information about the sale of specific products for the chosen time frame. Additionally, the report will calculate your profit.
  • This article will be helpful to PG Champion, Administrator, Finance & Accounting, Sales Manager, Club Manager, Club Owner and Front Desk staff reporting day fiscal closures.

Before you start 

Depending on your system permission, you may not be able to view some reports for security reasons. You can modify the visibility of these reports within System Permissions. Contact your PG Champion to modify the visibility and the system permissions for a given report. 

To access this report, add the following employee permissions to the suitable employee roles: Reports/Clubs/PosSalesTotalsAndBonusSales. Go to PGM -> Clubs -> Employees -> System Permissions.

  • Reports
    • Clubs
      • Pos Sales Totals and Bonus Sales

Instruction

How to generate a report?

1. To access the report, go to PGM -> Reports -> All.

2. Find the POS Sales Totals report by either using the search filter or selecting the Sale tab.

3. This will display the filters that can be used to generate the report:

  • Club - select which club/s this report will generate.
  • Choose the date since and until which you want to generate the POS Sales Totals.
  • POS station - Select the POS station to which you want to generate the report.
  • POS transaction status 
    • ​​​​​​​Not deleted,
    • Deleted.

Here, most likely not deleted should be selected.

  • Payment type - select the payment type.
  • Transaction sources - select the transaction source 
    • Fiscal,
    • Not fiscal,
    • Web.
  • VAT rates - select the tax rate.

And also tick boxes:

  • Separate membership payments from other club.
  • No Formatting - presenting the data.

4. Press XLSX to generate the report.

Report Extract

The system will generate a report with a detailed list of sold products based on the filters used.

  • Column A - Category - the category after setting the product.
  • Column B - First name - the name of the sold item.
  • Column C - Quantity - the number of sold items.
  • Column D - VAT Rate - tax rate for the sold product.
  • Column E - Net amount - price without tax.
  • Column F - VAT amount - tax amount for the sold product.
  • Column G - Gross amount - price with tax.
  • Column H - Cost - expense incurred.
  • Column I - Profit 
  • Column J - Margin % - margin in percentage value.
  • Column K - Accounting code 

 

 

At the bottom of the report, you will find the Pos sales summary including Payment Type and Gross amount in total.

 

Related articles