Stock
- Items Due for Collection
Options: Date range / Branches
Description: A list of contact lenses that are due to be collected, in the selected date range (based on the px collection schedule). Includes lens description, specification collection date, pack size & qty required.
- Stock Valuation
Options: Date range / Branch / Product Group / Product Status / Supplier
Description: A detailed list of stock items including descriptions, cost price / retail price, qty sold and % markup. Grouped by supplier and branch.
Transactions
- Sales by Group
Options: Date range / Branch / Sales Group
Description: Summary report of sales by group, including total sales, qty sales, credits / discounts, gross sales, fees (prof / disp.) net sales and VAT.
- Sales by Item
Options: Date range / Branch / Sales Group
Description: A detailed version of the sales by group report. Grouped by sales group with totals per group and branch.
- Sales (Detailed)
Options: Date range / Branch / Product Group / Product Status / Supplier
Description: A detailed breakdown of sales, in the selected date range - including patient name, item description, transaction date, qty, gross & VAT. Grouped by sales with totals per group and branch.
- Payments by Group
Options: Date range / Branch / Payment Method
Description: Summary report of payments by group, including total payments, fees (prof / disp.) and VAT.
- Payments by Method
Options: Date range / Branch / Payment Method
Description: Summary table showing payment method and total.
- Payments (Detailed)
Options: Date range / Branch / Payment Method
Description: A detailed breakdown of payments, in the selected date range - including patient name, payment method, date and amount. Grouped by method with totals per method and branch.
- Balances
Options: Date range / Branch
Description: Summary table showing transactions with balances within the chosen date range, showing transaction id, date, px details, total sales, total payments, balance outstanding and the age of the debt in days.
- Discounts
Options: Date range / Branch
Description: Detailed list of discounts applied to transactions, showing date & time, px details, discount description, amount and staff member. Grouped & sub-totalled by date and totalled by branch.
- Credits
Options: Date range / Branch
Description: Detailed list of items that have been credited on transactions, showing date & time, px details, reason for credits, credit amount and staff member. Grouped & sub-totalled by date and totalled by branch.
- Refunds
Options: Date range / Branch / Sales Group
Description: Summary report of sales by group, including total sales, qty sales, credits / discounts, gross sales, fees (prof / disp.) net sales and VAT.
- Sales by Group (by Cashup)
Options: Date range / Branch / Sales Group
Description: Summary report of sales by group, including total sales, qty sales, credits / discounts, gross sales, fees (prof / disp.) net sales and VAT. Grouped by the cashup date & time.
- Payments by Group
Options: Date range / Branch / Payment Method
Description: Summary report of payments by group, including total payments, fees (prof / disp.) and VAT.
Grouped by the cashup date & time.
- Profit by Group
Options: Date range / Branch / Sales Group
Description: Summary report of sales by group, including total cost of sales, total sales revenue, qty, credits / discounts, gross sales, gross profit and % margin. Totalled by branch.
- Profit (Detailed)
Options: Date range / Branch / Sales Group
Description: Detailed breakdown of sales within each sales group, item description, total cost of sales, total sales revenue, qty, credits / discounts, gross sales, gross profit and % margin. Totalled by sales group and branch.
- Petty Cash
Options: Date range / Branch
Description: Breakdown of petty cash entries showing date / time, staff member, description, amount, petty cash group and VAT. Totalled by date and branch.
Correspondence
- SMS Activity
Options: Date range / Branch / Summary or Detailed
Description:
Summary: Summary table of 'Sent' / 'Delivered' / 'Not Sent' / 'Unknown' plus total number of credits used.
Detailed: Table of all messages sent with px name, type, credits used, last status, date sent and message ID.