• Introduction

• Installing Salon & Spa

• Getting Started

• Setting Preferences

• Entering Staff

• Entering Inventory

• Entering Clients

• Daily Operation

• Managing Inventory

• Monitoring Inventory

• Managing Clients

• Managing Staff

• Managing Client Accounts

• Loyalty Programs

• Monitoring Sales

• Year End Procedures

• General Information

• Legal Issues

• POS Hardware

• Appointments

• Tanning Program

• Spa Program

• Reports

7.0.1 Day to Day Monitoring 

At the end of the day, week or your normal register (till) closure period, click on the Close Register icon.

The system will calculate the period statistics (all sales activity since the last close) and display them in the report window shown below. Click on the "Close and Print Report" button to complete the closure and print out the report. Clicking on the "Cancel" button or pressing [ESC] will quit without closing the register. Note that this report must be printed to complete the close but you may look at this report during the day without closing.

Close Register Report Tool

The upper table shows amount of sales in $ and the percent of total sales for that category in % for each of your products (retail) 20 detailed service categories and other services.

Revenue and expenses are summarized in the left column.

Deposit amounts are provided for all tender types including gift certificates, points, coupons, charges and donations, etc in the deposit summary column.

Once closed sales will not appear again in this report.

If you have printer problems and the report fails to print, you can print the report using the re-print button before you close the window.  If you need to have a similar report at a later date you can print a daily sales summary from current reports.  Note though, if you close your register at odd hours of the work day the other system reports can be selected by day not by hour of the day.

Sales are marked on closure so they will not appear on the next closure. You should use this function at the time that a deposit to your bank is to be made.

At this point you may select supplementary viewers to display and print reports on:

• Tip detail, showing all staff tops contained in credit card transactions

• Sales detail showing the daily sales split up be staff member

• If you are using separate cash drawers for each of the staff you can print a cash report for each staff member.  Note this button is not showing on the picture above as the option was not selected in preferences.

Tip Detail

Sales Detail

The text file export button sets up an export of all of the register close data in either summary or detail form in delimited text format suitable for importing to various accounting systems.  See your accounting software documentation for importation requirements.

Close Register Export Dialog

7.0.2 Sales Reports 

During the daily operation you may view and print the progress of today's and past sales using the many reports available.  From the Reports menu select Current Reports.

Current Reports Viewer/Printer

Select the Sales View report menu.

Sales View Report Menu

Summary and detail reports are available to monitor sales over any time period.

The detail reports will show each individual sale record including the date and time of the sale.

The summary reports provide totals in each category for each staff member.

All of these reports can be viewed on the screen or printed. Note the check box for inactive staff, if you want to include inactive staff in the reports make sure the box is checked. 

When the report has been prepared and displayed in the view table you may print it by clicking on the print button. 

Enter dates (mm/dd/yyyy) for start date and end date for your report or use the calendar selector to pick a date. To select a single day set both dates to the same day.  The date selector window will open with both from and to at today's date.

. 
Select Date Screen

Sales reports available are:

• Sales summaries

• Sales detail

• Expense report

This report summarizes cash removed from the register for small purchases and entered on the sales screen. You will be asked to select the date range.

• Client sales history

This report will take some time to run depending upon the speed of your computer and the number of clients you have on file.  The report will provide a summary of the total sales to each of your clients for the time period selected.

• Staff purchases

This report will summarize and display all staff purchases. If you wish the staff may charge their purchases using tender type 7 and the system will total the amounts charged and advise which purchases were not paid for. The report can be run on the date ranges of your choice.

• Consumed inventory

This report will list your consumed inventory for the time period selected.

• Donations made

This report provides history information on donations that the salon has made through the year. Donations are made by making a sale and selecting tender type 9. 

• Product sales history

Product Sales History or Sales Analysis report is available for each of the staff members, Vendors or all the salon. The report will provide you with a summary of stock codes, descriptions and numbers sold for the time period requested. The report is useful for finding out what the staff like to use and promote to the client or for running sale competitions among the staff. 

• Sales history by period

This report is a duplicate report of a register close report with the exception that you may select the date period for which it reports. This report is also only available in printed form.

• Tax history by period

The Tax History report provides information on Tax 1 and/or Tax 2 collected by the shop from the client and compares it to Tax 1 and /or Tax 2 paid out on the purchase of products which were entered into the system using the Order Entry function and expenses entered from the sales screen. You will be asked for the date range for the report. The report also includes totals of the various taxable sales in each tax category. This report is available in print format only.

7.0.3 SpotCheck Performance Reports

A number of the SpotCheck performance reports are valuable for monitoring sales performance. Specifically the following:

• Service performance

• Receipt detail

• Staff performance

• loyalty points usage

• Coupon use report

SpotCheck Reports Menu

7.0.4 Past Year Reporting

You should archive your data files at each year end to provide access to historical sales reports. See the Policies Tab in Preferences and check Archive All Salon Files at Year End. You may look back at past years sales and SpotCheck reporting

To access the past year sales select the Reports menu from the Sales screen and select Reports - Past Years. Select from the available years showing in the select a year for review dialog box. If there are no past years archived from running the year end procedure then the list will be blank.