Daily Sales Reports, Sales Reports, and Sales Report Summary

Modified on Wed, 6 Sep, 2023 at 5:00 PM


TABLE OF CONTENTS



Daily Sales Report


In the Floranext dashboard, navigate to Reports ➜ Daily Sales Report.


Note: We recommend using the Daily Sales Report at the end of the day to confirm credit card sales and reconcile the cash drawer. 


Choose a date (it defaults to the current date, but you can choose any previous day's report) and click Create Report, then Print.


 


Note: We recommend starting and ending each day with a set dollar amount in the cash drawer so at the end of the day you can check your Daily Sales Report to make sure your cash sales are correct.



Creating a Sales Report


  • Navigate to Reports ➜ Sales Report
  • Select the date range that you wish to generate the report for.
  • Select filters that are necessary for your report. 
  • Click the Update Report button




Note: Default settings will create a Sales Report with all the necessary information.



Sales Report Summary


  • Navigate to Reports ➜ Sales Report Summary 
  • Select the date range that you wish to generate the report for.
  • Select filters that are necessary for your report. 
  • Click the Update Report button



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