About terminal reports
The terminal provides a limited set of reports for the current day only. Any user who has access to the terminal will have access to terminal reports. For more detailed and historical reports read more about reporting.
Our goal with Quetzal was to give you as much information at your finger tips as possible. While you can get to detailed reports by going to the reports screen we want the reports and information that you need to be available right away. From customer accounts, right in the terminal, you can see the chronological purchase history of your customers. The best day thermometer shows you your progress today compared to your best day ever, with the contribution of this sale singled out. As you scan items on to the ledger your progress is updated immediately. And in the daily summary report, as the transactions roll in the numbers update in real-time, even when the sales are being made on different iPads.
In terminal customer information
Customer accounts are created, updated and managed through the terminal customer accounts panel. There are detailed reports on customer sales and activity in the reports screen, however there is a lot of information you can get about one customer at a time right from within the terminal.
From the customer account panel, after selecting a customer to be associated with the current sale, there are four tabs. The awards tab lets you see any awards that the customer has been designated by the system. You can think of awards as milestones that each customer is able reach, which gives you a immediate sense as to which customers tend to provide the most revenue, profit and who purchases the most items. Awards come in three levels: gold, silver and bronze, each being in the top 10%, top 25% and 50% respectively for each category.
Net revenue shows you a graph of the revenue this customer brought you over the last three hundred and sixty five (365) days. The bars are spread out proportionally to when the purchases were made. This allows you to quickly visualize how recently your customer made his or her last purchase, how often they make purchases and how much they usually spend. The trend line tells you immediately whether their spending at your store is increasing over time, staying about the same or going down.
By pressing and dragging across the graph you can zoom in on any section of the graph to see more details. And press on any bar to see its exact date and value.
The tag cloud is a visualization that lets you see your customers buying habits by any arbitrary tagging system you choose to employ. You tag your items and then sell them while associating customers to the sales. The tags are then displayed with the biggest word prepresenting the most often a purchase by this customer included that tag, and the smallest words are tags on products purchased least often.
For instance, if you put your products from last season on discount, and decided to tag those items with the word "discount", you could see from the tag cloud if one of your customers had a penchant for buying only discounted items. Tagging your items by season might expose a trend that one of your customers loves your winterwear but rarely ever stops by during the rest of year.
And if you need to get the details about exactly what items this customer has purchased in the past, we show you their complete purchase history, broken down by items per day not by transaction. Note the listed items with red font: that indicates that the item was a return.
What is the best day thermometer?
Whenever you make a sale, that sale contributes to the day's sales. Each location keeps a record of which day did the best sales by revenue. When you load the system up for the day, the best historical day for the current location is displayed at the top of the sales thermometer to become your goal mark for today.
There are two other markers. "Today" represents how much you've done in sales that have been finalized so far today. And "this sale" is another marker which sits atop "today" telling you how much closer to the goal line you'll get when you finalize this sale. As you scan items onto the ledger, the "this sale" marker will continue to inch up with each new item. And since the best day thermometer is displayed right in the terminal's main panel, you always know how you're doing throughout the day.
What sales has this terminal run today?
From the sales tab you can see a record of current sales and today's sales transactions for this terminal alone. In the current sales list you will see all sales currently in progress on this terminal (this iPad, or computer's browser.) The blue flag indicates which sale is the currently selected sale. Any associated customer with a sale is listed along with the number of items, payments and transaction total.
On the today's sales side the list displays sales which have been finalized, today, on this terminal. This list also indicates the uploaded status of a transaction to Quetzal's cloud system. If you are online, and finalize a sale, the sale will attempt to upload immediately. As long as a transaction has not yet been uploaded it will say "Awaiting upload…".
If a customer account is associated with a transaction, or if an email was entered for emailing a receipt, the receipt will not be sent until the transaction is uploaded. If you are offline for a period of time and finalize many sales, when you come back online the transactions will be uploaded one at a time in chronological order.
After a sale is finalized, the user who was pinned into the terminal at the time of finalizing the sale is recorded and displayed as the clerk who processed that transaction.
If you are offline for more than one day, yesterday's sales will not be displayed in this list, even if they have not been uploaded yet. Those sales have not been lost, and are still first in line to be uploaded as soon as you go online. The list only show's today's transactions as a convenience for you to be able to quickly see a summary of all your transactions today.
Can I get more detailed reports for today's activity?
Yes. The terminal screen also provides a reporting tab. The reports
available in the terminal's reporting tab are available in the reports screen
for arbitrary dates, and only if the user has sufficient access rights to the reports screen.
However, in the terminal screen, these reports are available, only for today's date, to anyone who has rights to pin into the terminal.
The transaction summary report displays a summary of revenue, discounts, taxes and money collected. It also provides a breakdown of how much money was collected by payment category: credit, debit or cash. These are also displayed and compared in a graph for a more visual representation. The summary report tells you how many transactions were processed, as well as the average and the highest transaction totals. All of this information is up to date in real time, for all transactions which have been uploaded to Quetzal's cloud system.
The transaction details report allows you to see the details of one transaction at a time.
The complete list of all items, including returns, their quantities, discounts, price and extended price, color and size, is presented in a scrollable list on the left. On the right is displayed the associated customer and clerk. The subtotal, discounted total, taxes and payment breakdown for just this transaction.
At the top, the date and time, down to the minute, of when this transaction was finalized is displayed. Along with which number it is out of the total number of transactions today. Arrow controls allow you to move back and forward through the transactions in chronological order. A search field at the top right allows you to quickly search for a specific transaction by nearly any piece of relevant information, including: product name, scan code, customer name, email address, phone number, clerk name, or the transaction's unique code.
The sales receipt for any transaction can be reprinted, but requires management privileges. If a user with only clerk privileges attempts to reprint the receipt, the pin pad will be presented. If a manager inputs his pin, the receipt will be printed, but the clerk will remain the user who is still officially pinned into the terminal for sales finalizing purposes.
The QR Code presented beside the reprint receipt button can be scanned to take you to the living receipt.