Packages report (v2)
Disclaimer
This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
Marketing managers can use this report to view the top-selling service and product combos in a month.
Accountants can use this report to view the sales, redemptions, and revenue generated from expired packages.
Note
If you generate the report based on the Balance As On Date filter, you will not see the packages that are sold after this date.
Column | Description |
|---|---|
Sale Center | Center at which the package was sold |
Invoice-No | Invoice generated for the transaction |
Package Name | Name of the package |
Guest Name | Guest who has purchased the package |
Sale Date | Date on which the package was sold |
Start Date | Start date of the package |
Expiry Date | Date on which the package is set to expire (without grace period) |
Sales (Inc.tax) | Amount at which the package was sold including tax. |
Benefit Name | Benefits offered in the package |
Sales | Amount at which the package was sold |
Value | Value of the package
If IRR is defined for your business, the IRR amount is not deducted from the package value. |
Redeemed Value | Prorated value of the redemption If IRR is defined for your business, the IRR amount is not deducted from the package redeemed value. |
Refunded Value | Value of the package refunded If IRR is defined for your business, the IRR amount is not deducted from the package refunded value. |
Balance Value | Unused value of the package |
Expired Value | Value of the package at expiry |
Suspense | Difference of the balance value and refunded value that is either revenue (if the difference is positive) or an expense (if the difference is negative) to the business Suspense = (Balance Value) - (Refunded Value) |
Package Status | Status of the package If the package start date is in the future, the package is inactive and cannot be redeemed. |
Invoice Status | Status of the invoice |
Receipt No | Receipt generated after the package is fully paid |
Package Code | Unique code that identifies the package |
Type | Type of the package |
Guest Code | Unique code that identifies the guest |
Expiry Date (Grace Period) | Date on which package is set to expire including the grace period |
Sold By | Employee who sold the package |
Package Category | Category to which the package belongs |
Auto Renewal | Package is set to renew automatically or not |
Collected | The total amount collected for the package as of the current date |
Last Payment Date | The last payment collected for the package |
The table lists the columns that are compared in the two reports, and the scenarios when these columns can and cannot be compared.
Sales-Accrual | Package | Compare | Do not compare |
Column: Sales (Inc. Tax) Filter 1: Item Type Option: Package Filter 2: Sale Type Options: Sale, Recurring | Column: Accrued/Sold Filter: Liability Type Option: Sale | Compare these columns except for the reasons listed after this table. | Cannot compare these columns for these reasons listed after this table. |