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      Sales Summary Report

      The report provides a full overview of sales performance within a date range. It includes total gross/net sales, refunds, tax breakdowns, cannabis vs. non-cannabis comparison, online vs in-store performance, and detailed transaction-level Details tab

      Navigation Steps: Go to Menu > Reports > Sales Summary

      1. Report Filters

      Use the filters at the top to control what appears in the Summary, Charts, and Details sections.


      Filters Available

          • Begin Date / End Date

            Select the reporting range.

          • Branch (required)

            Choose the store branch, default is current branch, support multiple selection.

          • Type

            Filter by Cannabis, Non-Cannabis, or All.

          • Category

            Filter by Product Category.

          • Group By

            Daily

            Weekly

            Monthly

            Yearly

          • Order Type

            All / InStore / Online.

          • Included Fields (Download Report Only)


      Actions

          • VIEW REPORT - Displays summary, charts, and details.

          • DOWNLOAD REPORT – Exports results to CSV (including details grid).


      2. Summary Section

      The Summary tab shows four breakdowns:

          • A. Overall Summary (Total)This includes key metrics:
            • Gross Sales
            • Net Sales
            • Discounts
            • Exact Costs
            • Weighted Avg Costs
            • Refund Amount
            • Tax
            • Gross Profit
            • Gross Profit %
            • Items Sold (Gross)
            • Invoices Sold (Gross)
            • Average Transaction
            • Shipping / Delivery
            • GiftCard Net Sales / Refunds / Discounts

          • B. Cannabis vs. Non-Cannabis
            Breaks down:
            • Gross Sales
            • Net Sales
            • Discounts
            • Exact Costs
            • Weighted Avg Costs
            • Refund Amount
            • Tax
            • Gross
            • Gross Profit
            Useful for compliance reporting and comparing regulated vs. non-regulated sales.

          • C. In-Store vs Online
            Shows for both sales channels:
            • Gross Sales
            • Invoices Sold
            • % of Gross Sales
            This helps you understand channel performance.

          • D. Tax Breakdown Table
            Shows:
            • Total Tax
            • PST
            • GST
            • PST Vape
            • HST
            • PST SK
            Values depend on province and order type.

      3. Charts Section

      Click the CHARTS tab to view visual breakdowns.


          • Sales & Profits Chart
            Includes:
            • Gross Sales
            • Net Sales
            • Discounts
            • Tax
            • Gross Profit
            All series can be toggled on/off.

          • Average Transaction Amount
            Bar chart showing average spend per invoice over time.

          • Number of Transactions
            • Daily/weekly/monthly transaction count depending on your Group By setting.
            • These charts give quick insight into trends, peaks, and daily performance.

      4. Details Section

      This is the transaction-level view and the most detailed part of the report.


          • Columns Include
            • Date
            • Type (Total / Cannabis / NonCannabis / Online / InStore)
            • Gross Sales
            • Net Sales
            • Discounts
            • Exact Costs
            • Weighted Avg Costs
            • Refund Amount
            • Tax
            • Gross Profit
            • Gross Profit %
            • Deposit Amount
            • Shipping / Delivery
            • GiftCard Net Sales
            • GiftCard Refunds
            • GiftCard Discounts
          • Data Grid Features
            • Sort by any column
            • Filter(drag a column into “Drag here to set row groups”)
            • Resize / Move columns
            • Show/Hide columns using the sidebar
              • You can filter rows like:
            • Type = CannabisInStore
            • Gross Profit % < 30%
            • Date = 2025-11-03
              • This section is crucial for audit trails and deep sales analysis.

      5. Exporting the Report

      Click DOWNLOAD REPORT to export a CSV.

      The export includes:

          • Summary metrics
          • Cannabis vs non-cannabis summary
          • In-store vs online breakdown
          • Detailed row-level data (based on Included Fields filter)

      Exports respect all filters:

          • Date range
          • Branch
          • Category / Type
          • Group By
          • Included fields

      6. Tips for Effective Use

        • Use Group By: Daily for operational trends; use Weekly for management-level performance.
        • Compare Cannabis vs Non-Cannabis to spot compliance or pricing issues.
        • Use Gross Profit % filtering to isolate low-margin days/products.
        • Check Refund Amount spikes—they often indicate customer issues or product problems.
        • Use InStore vs Online to evaluate digital performance.
        • Use the Included Fields dropdown to create clean CSV exports for accountants.