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Sales Report: Promotion Sales

What promotions, vouchers and manual discounts took off, on the business days you choose. The split of the discounts, each promotion and each voucher with its bills, revenue and cost, day by day, and the bills behind any figure.

Who uses it:OwnerManagerWhere:Back office
On this page

Promotion Sales says what your discounts cost. It takes the one discount total of the Sales report and splits it: what staff typed in by hand, what each promotion took, and what each voucher took. For each promotion and voucher it says how many bills it was on, what those bills brought in, and what share of that the discount was.

What it counts

  • The same bills as the Sales report: paid bills, and refunds. Voided lines are left out.
  • Refunds net out. A refund carries the discount of what it gives back, negative, on the day of the refund. A bill refunded in full takes its discount back with it.
  • By business day. A voucher's use belongs to the day of its bill; a code given back by a refund, to the day of the refund.
  • Voucher codes now are as they stand today, not as they stood in the range: how many of a batch are unused, held, redeemed and so on. Codes are not bound to an outlet, so this part is the whole restaurant's.
  • This report has an Outlet box but no POS box.

Before you start

  • You need Promotions & Vouchers in your back office access group.
  • A promotion's code is a link to the promotion only if you may open Promotions; a batch's open the batch only if you may open Vouchers.

Open Promotion Sales

  1. In the menu, under REPORTS, click Sales Report, then Promotion Sales.
  2. Choose the outlet and the days. See The controls every report shares.

The report, part by part

Promotion Sales for one day: the four figures, the buttons that show the bills, the promotions, the vouchers and the day.
  1. Promotion Sales: under REPORTS, in the Sales Report row.
  2. Discounts: every discount of the days, the same figure as on the Sales report. Under it, every bill and refund of the days, discounted or not.
  3. Promotions: what promotions took. Under it: the bills a promotion was on, and the free units given (a Buy X get Y's free item).
  4. Vouchers: what vouchers took. Under it: how many codes were redeemed on bills of the days, released (taken off a bill again, by the cashier, a void, a bill settled at RM 0.00, or the back office), and revived by refund (given back by a full refund, so they can be used again).
  5. Manual: what staff typed in at the POS: everything the discounts hold that no promotion, voucher or member voucher took.
  6. Show the bills: opens the bills behind a column: Bills with a promotion, Bills with a voucher, Bills with a manual discount or Every discounted bill. See The bills behind a figure.
  7. By promotion: one row per promotion that did something in those days, and per promotion live at these outlets that did nothing: a promotion that took nothing is worth knowing too. The costliest first.
  8. Cost: Discount as a share of Revenue on those bills. — when the bills brought in nothing.
  9. Vouchers: one row per printed batch, and per code outside a batch, that is live, is on a bill now, or did something in those days.
  10. Codes now: what the codes are doing today. For a batch: how many were issued, then how many are unused, held (on an open bill), redeemed, revived by refund, voided and expired. For one code: unused, on a bill now, redeemed (a reusable code: used up), revived by refund, voided or expired.
  11. Day by day: one row per business day: Bills, Discount total, Manual, Promotions, Vouchers and Free units.

By promotion, column by column: the promotion's Code and name (off when it is switched off, applied by staff when the cashier applies it), its Kind (Item / category, Buy X get Y or Bill total), the Bills it was on, the Refunds that gave its discount back, the Units of the lines it touched, the Free units, the Discount it took (red), and the Revenue on those bills: what the bills it was on came to.

Vouchers, column by column: the voucher's name, with Printed batch, Reusable code or One-use code under it; the Code; its Value (10% or 5.00); Codes now; Redeemed, Released and Revived by refund in those days (with the value given back under it); then Discount, Revenue on those bills and Cost, as for promotions.

Each of the three tables has its own Export CSV: promotions.csv, vouchers.csv and promotions-by-day.csv. The files hold a few columns more than the screen: a promotion's Trigger and Active, a voucher's codes now one column per state, and the day's bills with a promotion and with a voucher.

With All outlets, By outlet sits under the figures, with Bills, Discounts, Promotions, Vouchers and Manual for each outlet.

The bills behind a figure

The bills of one promotion, opened from its name.
  1. Bills: and what they are the bills of. The panel opens above the tables.
  2. Close: closes the panel.
  3. Export CSV: saves these bills as promotion-bills.csv.
  4. This promotion (or This voucher): what this promotion or voucher took on each bill. A refund's row says refund of the bill under its number.
  1. Click a promotion's name in By promotion, a voucher's name in Vouchers, or a button after Show the bills:.
  2. The panel lists each bill with its whole split: Discount total, Manual, Promotions, Vouchers, and what it came to (Collected). A bill with only a typed discount says manual only.
  3. For a voucher, a second table Revived by refund lists each code a full refund gave back: Code, Redeemed on, Refund, Value, By and When.
  4. Click Close when done.

The panel lists up to 1000 bills. When there are more it says Only the first 1000 bills are listed; the figures above count them all.

What if…