Tracking Discounts with Reports

Discount Pricing Overview | Discounts on Sales | Running a Report

Point of Sale tracks discounts given on sales and offers several reporting options for you to evaluate how effective your discounts are.

- Discount Summary Report This report includes all item discounts (manual, automatic, and coupon), global discounts, customer discounts, and customer rewards given in a specified period. View sample

  Discount Summary Report (Pro level shown)

- Discount Summary Graph Presents the discount information in a stacked bar graph format, showing sales amount and discount amount by day, week, cashier, store, etc. View sample

  Discount Summary Graph by date, hover mouse pointer to see values

- Cash Drawer Reports Cash drawer reports contain a breakdown of discounts, reported by discount names. View sample

  Z-Out Store Close Report with discount breakout highlighted

Pro user can also view statistics for a discount from the discount record until the record is deleted:

- Discount Pricing list statistics Customize the columns or customize the information panel (example shown) in the collapsed view of the discount pricing list to show sales and profit information for the entire discount: View sample

  Discount Pricing List/information panel, with discount sales and profit information highlighted

- Discount item list statistics Customize the columns in the item list on an individual discount record (select Edit Discount and navigate to the item list page in the wizard) to view sales and profit information by item. View sample

  Discount item list statistics, with discount sales and profit information highlighted

Notes:

- Price changes, including the use of price level markdowns, are not considered discounts and do not show up in these reports.

Related Topics

Customer Discounts

Customer Rewards

Discount Priority and Conflicts