Generating a Sales Report by Staff on Desktop POS
Overview
The "Sales Report by Staff" is an essential feature of the Desktop POS system that allows you to track and evaluate the sales performance of your staff over a specific date range. This report includes crucial details such as the staff member's Name, Email, Role, and the total sales Amount they have achieved during the selected period.
Steps to Generate a Sales Report by Staff
- Launch the Nexchar Desktop POS application on your computer.
- From the main menu, click on the "Reports" tab.
- In the Sales Reports section, find and click on "Sales Report by Staff."
- This will open the report configuration window.
- Set the Date Range:
- Start Date: Click on the calendar icon to choose the beginning date for your report.
- End Date: Click on the calendar icon to choose the ending date for your report.
- After setting the date range and applying any filters, click on the "Generate Report" button.
- The system will process your request and display the report.
Understanding the Report
The generated "Sales Report by Staff" will display the following columns:
- Name: The name of the staff member.
- Email: The email address of the staff member.
- Role: The role or position of the staff member within the organization.
- Amount: The total sales amount generated by the staff member within the selected date range.
Exporting and Printing the Report
Export: To export the report, click the "Export" button and select the desired format (e.g., PDF, Excel).
Troubleshooting
- Report Not Generating: Ensure that the date range is correctly set and that you are logged in with the appropriate permissions to access sales reports.
- Missing Staff Information: Verify that the staff members are correctly set up in the system with all necessary information.