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Sales

In this section, you can view the sale details for the day or during a date range.

  • Sale amount = List Price - Discounts

    Important

    Taxes are not considered in sales

  • Only closed invoices are considered unless Zenoti is configured to consider even open invoices

  • Payments made using cash, card, check, and custom payments are only considered

  • The sale date for services and classes is the date when the service is performed or the class is conducted, respectively. For all other items, the sale date is the date on which the item was added to the invoice.

  • The value within brackets indicates the sold quantity of an item.

Column description

Column

Description

Reconcile with other reports

Services

Total sales amount collected from services on the day or during a date range

Services performed as part of a membership, or package redemption are also added to the number of services performed on the day, but the sales amount realized through them is zero.

In the Sales - Services report, tally this number with the Sale Value column.

Products

Total sales amount collected for products on the day or during a date range

Products that are part of package redemptions are also added to the number of products sold, but the sales amount realized through them is zero.

In the Sales - Product report, tally this number with the Sale Value column.

Memberships

Total sales amount collected for memberships on the day or during a date range

Revenue is not realized on the immediate purchase of a membership. It is only realized if the membership was redeemed on the day or during a date range.

In the Sales - Membership report, tally this number with the Sale Value column.

Packages

Total sales amount collected for packages on the day or during a date range

Revenue is not realized on the immediate purchase of a package. It is only realized if the package was redeemed on the day or during a date range.

In the Sales - Package report, tally this number with the Sale Value column.

Gift Cards

Total sales amount collected for gift cards on the day or during a date range

Revenue is not realized on the immediate purchase of a gift card. It is only realized if the gift card was redeemed on the day or during a date range.

In the Sales - Gift Card report, tally this number with the Sale Value column.

Pre-paid Cards

Total sales amount collected for prepaid cards on the day or during a date range

Revenue is not realized on the immediate purchase of a prepaid card. The revenue is only realized if it is used to pay (redeemed) for a service or product.

In the Sales - Prepaid Card report, tally this number with the Sale Value column.

Total

Total sales amount realized for all the sales on the day or during a date range

Total = Services + Products + Memberships + Packages + Gift Cards + Pre-paid Cards

In the Invoices report, tally this number with the total number of invoices column.

Products to Service %

Percentage of the sales amount realized from product sales to the percentage of sales amount realized from service sales on the day or during a date range

Products to Total %

Percentage of the total sales amount realized from products on the day or during a date range

Products to Total % = Products / Total x 100

Average Service Value

Average of the total sales amount realized from services on the day or during a date range

Average Service Value = Total / Number of services performed

Average Product Value

Average of the total sales amount realized from products on the day or during a date range

Average Product Value = Total / Number of products sold

Average Invoice Value

Average of the total sales amount realized from all sales on the day or during a date range

Average Invoice Value = Total / Invoice count