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Reports

  • How do I calculate my taxes for a given time period?

    Navigate to Reports > Sales Report  to view taxes collected for any specified time period. Set the start and the end date of the period you wish to view and then click 'Show Report'. The number shown ...

  • Reports | Updating Customer Records

    Customer phone numbers and other information may change over time and need to be updated in your system. This can be done while entering an order, but it may be more convenient to do so in the Custome...

  • Credits and how to View them in Reports

    Creating a Credit and Viewing Reports When a payment is received on a house account and is not applied to an order, it will show on the house account as an Unapplied Credit that can be used to pay fut...

  • Reports | How do I run a report of unpaid COD/Pay Later Orders?

    COD orders are order that were completed using the payment method 'COD/Pay Later' and will be paid later by the customer. On your Sales Reports, orders that were originally COD but have been paid will...

  • How to Generate a Marketing Report

    What's the Marketing Report for? The Marketing Report gives a view of what products were ordered by whom The Marketing Report gives a view of the contact information of the sender, what product was se...

  • Point of Sale | How to Print a Summary of my Sales Report

    Print Summary of Sales Report   1. Navigate to Reports > Sales Report   2. Select the Date Range that you wish to get report for.   3. Select filters that are necessary for your report.  Note: Default...

  • How to Track Sales with the Product Category Report

    Reports > Product Category Report On this Report - you can select between 'Show House Account Charges' or 'Show House Account Payments' Choosing 'Show House Account Charges' - includes all orders char...

  • Sales By Product Report

    The Sales by Product Report can be found under the Reports section of the Admin.   This new report breaks down the sales of products by reporting category, showing the quantity of each item and the to...

  • Reports | Linking Your Quickbooks Online

    Floranext now links your order data with Quickbooks Online! The sync is only possible with Quickbooks Online, and will not work with the Quickbooks desktop version. Please visit Quickbooks for more in...

  • Reports | Management Report

    The management report uses graphs to show your sales, average sales, deliveries and average hourly sales for a chosen range of dates. Note: The Management Reports are only accessible in the new Floran...