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Product Sales Financial report

The Sales - Product report provides you details of all the products sold at the current center for a specific sale date (or date range). You can view the sale amount realized for the product, the guest who purchased the product, the employee who sold it, and its payment details.

Select the center for which you want to run the report.
On the main menu, click the Reports tab.
In the left-hand side menu, click Finance.
From the filter, select Sales.
From the list of reports, click Sales – Product.
The report opens in a new tab.
To view the report, select the required filter criteria and click Refresh.

Filters

Criteria	Options	Description
Report Name	List of reports for sales	Select Sales - Product as the name of the report.
Business Unit	List of business units	Select the desired business unit. If you want to view sales of all products across all business units, select All. Example: Hair Treatment, Skin Care, and Hand Care.
Sale Date	Today Last 7 days Last 14 days 1 month 2 months 3 months 6 months Custom	Select the date on which the invoice was generated. Select Custom to select a date range. Note For custom dates, you can view data for a maximum date range of 6 months at a time. For example, if you wish to see data from January to August, first view data from January to June and then view data from July to August.
Invoice Status	All Closed Open	Select the status of the invoice. When an appointment is booked, an invoice is created for it with open status. After the payment is made, the invoice moves to closed status. Note An open invoice is not considered in the employee payroll. Select All to view the sale details of all the invoices.
Sold By	List of all employees	To view the products sold by a specific employee, select the employee name. If you want to view sales done by all employees in the current center, select All.
Product Name, Tag		To view the sales of a particular product, enter the product name or tag in the field. Tip If you want to view the sales of all the products at the current center, leave this field blank.

Column descriptions

Column	Description
Invoice No. Note This label can be different based on your organization set up.	A number generated by Zenoti when a sale instance is initiated to sell the product. Note Click the invoice number to view the invoice details.
Product Name	The name of the product. For example, Anti-wrinkle cream. Note Click the product name to view the product details.
Product Code	A unique identifier assigned to the product.
Receipt No. Note This label can be different based on your organization set up.	A number auto-generated by Zenoti when the invoice is closed. Note For open invoices, the receipt number is 0. This is because a receipt number is generated only after full payment is received.
Category	The category to which the product belongs. For example, in Zenoti your business may have a category such as Hair Care.
Sub Category	The subcategory to which the product belongs. For example, in Zenoti your business may have a subcategory such as Hair Styling for the category, Hair Care.
Vendor Note If you do not see this filter, reach out to Zenoti to enable it for your business.	The name of the vendor with which the product is associated.
Sale Date	The date on which the product was sold.
Guest	The name of the guest who purchased the product.
Guest Center	The center with which the guest profile is currently associated.
Employee Code	The unique identifier of the employee who sold the product.
Sold By	The name of the employee who sold the product.
Quantity	The number of products sold in the invoice.
Promotion	The name of the promotion such as discount, manual adjustment, or liability in case of redemption. This column can have one of the following values: Manual: Discount provided on the invoice Price Adjusted: Price adjusted on the invoice Campaign or Discount Name: Name of the campaign or discount applied on the invoice Liability Type and Name: Type and name of the liability. For example, Membership: Monthly Membership Cancellation Fee or No Show Fee, if charged
Price	The product sale price based on one of the following: Product Price as defined under Resource > Products> Price at the center level. Adjusted Price if the price was manually adjusted Note In this case, the Promotion column will be ‘Price Adjusted'.
Discount	The amount of discount provided on the product sale price. Note Redemptions are not considered as discounts.
Membership Redemption	The amount redeemed for the product purchased using membership credits (if the liability sale is taxed).
Prepaid Card Redemption	The amount redeemed for the product purchased using a prepaid card.
Cashback Redemption	The amount redeemed for the product purchased using a cashback coupon.
Net Price	The expected amount to be paid by the guest excluding tax. It is calculated as: Net Price = Product Sale Price - (Discount + Redemption)
Tax	The amount of tax payable by the guest. It is calculated on the Net Price or Product Sale Price based on the tax definition.
Shipping Charge	The charge levied for shipping the product to the guest. Note This is applicable only to online retail purchases.
Package Redemption	The value of the package benefits redeemed to purchase the product.
Price Paid	The total amount paid by the guest for the service.
Sale Value	The price at which the item is sold and it is either due or collected through Cash, Card, Check, or Custom-Financial. Note In case of redemptions, this column is zero. However, if your business has enabled the Include Redemption in Sales org level setting, you will see the redemption value as the sale value.
Payment Type	The mode of payment used by the guest. It can be column can be any one of the following: Cash CC Online CC Offline Check Custom For liabilities, this column can be: Membership Name in case of payments made using memberships credits Gift Card Number in case of payments made using gift cards Prepaid Card Number in case of payments made using prepaid cards Loyalty Points in case of payments made using loyalty points Note If the liability sale was not taxed, the redemption will show as payment type, otherwise it will show in that specific redemption column.
Created By	The name of the employee who created the invoice.
Status	Select the status of the invoice. When a sale instance is initiated, an invoice is created for it with open status. After the payment is made, the invoice moves to the closed status. Note An open invoice is not considered in the employee payroll. SelectAll to view the sale details of all the invoices.
Closed On	The date when the invoice was closed. If the invoice was reopened and closed, this column is updated with the new date. Hint: You can check the complete invoice logs on the invoice page.
Guest Code	A unique identifier associated with the guest. It is generated by Zenoti, as configured by your business.
First Visit	Indicates if this visit was the guest’s first visit with a Yes or a No.
Member	Indicates if the guest has an active membership with a Yes or No.
Closed By	The name of the employee who closed the invoice. If the invoice was reopened and closed by another employee, this column is updated with the employee name who closed the invoice last. Hint: You can check the complete invoice logs on the invoice page.
Business Unit	The business unit to which the product belongs.

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