For-the-day sales reports (v1)
Important
This is a legacy report. Businesses that have signed up with Zenoti after April 2022 do not have access to this report.
Center managers can use the for-the-day sales reports to view the items sold on the day.
Note
For services, the sale date is the date on which the service was performed.
For non-service items, the sale date is the date on which the item was added to the invoice.
Column | Service sales for the day | Product sales for the day | Membership sales for the day | Package sales for the day | Gift card sales for the day | Prepaid card sales for the day |
|---|---|---|---|---|---|---|
Invoice No | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold |
Guest Code | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest |
Guest | Guest who purchased the item | Guest who purchased the product | Guest who purchased the item | Guest who purchased the item | Guest who purchased the item | Guest who purchased the item |
Receipt No | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. |
Therapist / Sold by | Employee who performed the service | Employee who sold the item | Employee who sold the item | Employee who sold the item | Employee who sold the item | Employee who sold the item |
Category | Category to which the item belongs | Category to which the item belongs | - | - | - | - |
Subcategory | Subcategory to which the item belongs | Subcategory to which the item belongs | - | - | - | - |
Service / Product Name / Membership / Package / Gift Card # / Prepaid Card # | Item that was sold | Item that was sold | Item that was sold | Item that was sold | Unique code that identifies the gift card If the number is masked, reach out to your manager. | Unique code that identifies the prepaid card |
Quantity | Quantity of the item sold | Quantity of the item sold | - | - | - | - |
Type / Membership Sale Type | - | - | Type of the membership
| Type of the package: Series or Custom | - | - |
Promotion | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. |
Price | List price of the item | List price of the item | List price of the item | List price of the item | List price of the item | List price of the item |
Adjusted Price | The price after factoring in redemptions (membership credits ). | - | - | - | - | - |
Discount | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership |
Tax | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the list price of the gift card | Amount charged to the guest on the list price of the prepaid card |
Membership Redemption | Amount paid for the item using membership credits | Amount paid for the item using membership credits | - | - | - | - |
Membership Service Redemption | Amount redeemed using membership service credits | - | - | - | - | - |
Loyalty Points Redemption | Amount redeemed using loyalty points | - | - | - | - | - |
Prepaid Card Redemption | Amount redeemed using a prepaid card | Amount redeemed using a prepaid card | Amount redeemed using a prepaid card | Amount redeemed using a prepaid card | - | - |
Cashback Redemption | Amount redeemed using a cashback coupon | Amount redeemed using a cashback coupon | Amount redeemed using a cashback coupon | Amount redeemed using a cashback coupon | - | - |
Price Paid | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest |
Member | Guest has an active membership | Guest has an active membership | Guest has an active membership | Guest has an active membership | Guest has an active membership | Guest has an active membership |
First Visit | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time |
Payment Type | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount |
Status | Status of the invoice | Status of the invoice | Status of the invoice | Status of the invoice | Status of the invoice | Status of the invoice |
Created By | Employee who created the appointment | Employee who created the invoice | Employee who created the invoice | Employee who created the invoice | Employee who created the invoice | Employee who created the invoice |
Closed By | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice |