Daily Summary Report: Business Unit Sales Summary

Business Unit Sales Summary

If you have set up Business Units in your organization and have specified the business unit for services, classes, products, memberships, packages, gift cards, and pre-paid cards at individual item level, the Business Unit Sales Summary category of the Daily Summary report gives you the details of the following:

  • Sales amount of all items (services, classes, products, memberships, packages, gift cards, and pre-paid cards) of each Business Unit after including all the discounts and excluding tax.
  • Service Hours spent by therapists to render services of each Business Unit.

Table of Contents

Important Notes

For the Business Unit Sales Summary section, you must be aware of the following:

  • Invoices: Only Closed invoices are considered unless Zenoti is configured to consider Open invoices as well. 
    For configuring Zenoti to consider Open invoices, do the following:
    1. At the Organization level, navigate to Admin > Organization > Organizations > Settings.
    2. Expand the General category and click the checkbox against Allow open invoices to be considered as sales.
      Zenoti is now configured to consider Open invoices during compilation of Sales Reports.
  • Payment Types: Only sales realized through Cash, Card, Check, and Custom Payments are considered.
  • Day: The day on which the sale is reported varies as follows:
    • Services and Classes: The day on which the actual service or class took place and not the date on which the invoice was closed. 
      Example: If a guest books an appointment and avails a service on 11th, but makes the payment on 12th and the invoice is closed on the same day (12th), the sale of the item (in this case, service) is reflected on 11th in Zenoti reports.
    • All other items: The sales of all other items (products, memberships, packages, gift cards, and pre-paid cards) reflects on the day when the invoice is closed.
      Example: If a guest purchases a membership on 11th, but makes the payment on 12th and the invoice is closed on the same day (12th), the sale of the item (in this case, membership) reflects on 12th in Zenoti reports.
  • Discounts: Includes discounts
  • Tax: Excludes taxes

Field Descriptions

Consider the screenshot below:

Beauty, Service-Facial, Service-Massage, and Product-Facial are the Business Units. The following are the entries in for each of these Business Units and explanation of the values:

Column Reading the Value Additional Information
Services

This column displays the total sales amount collected from selling services of each of the Business Units. Adding all the values in the Services column matches the value in the Services entry of the Sales category of the Daily Summary Report.

Example

In the screenshot, the Service - Massage value reads 474.90. 

  • The value means $ 474.90 is collected for services sold and are part of the Service - Massage Business Unit
  • Here $ 474.90 is the sales amount collected through Cash, Card, Check, or Custom Payments.
  • The Services field  considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the sales amount for each Business Unit from the Sales - Service report (Reports > Finance > Sales > Sales - Service).
    1. ​Export the report to Excel.
    2. Filter the Business Unit column to the desired Business Unit.
    3. Add the entries in the Sale Value column. This gives the sale amount for the selected Business Unit.
    4. Repeat the steps for other Business Units as well.
  • The sales amount displayed is inclusive of applicable discounts and before tax.

 

Products

This column displays the total sales amount collected from selling products of each of the Business Units. Adding all the values in the Products column matches the value in the Products entry of the Sales category of the Daily Summary Report.

Example

In the screenshot, the Product - Facial value reads 122.99. 

  • In this example, $ 122.99 is collected for the products sold and are part of the Product - Facial Business Unit.
  • Here $ 122.99 is the sales amount collected through Cash, Card, Check, or Custom Payments.

 

  • ​The Products field  considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of sales amount for each Business Unit from the Sales - Product report (Reports > Finance > Sales > Sales - Product).

    1. Export the report to Excel.

    2. Filter the Business Unit column to the desired Business Unit.

    3. Add the entries in the Sale Value column. This gives the sale amount for the selected Business Unit.

    4. Repeat the steps for other Business Units as well.

  • The sales amount displayed is inclusive of applicable discounts and before tax.
Memberships

This column displays the total sales amount collected from selling memberships of each of the Business Units. Adding all the values in the Memberships column matches the value in the Memberships entry of the Sales category of the Daily Summary Report.

Example

In the screenshot, the Service - Massage value reads 1094.81

  • The value means $ 1094.81 is collected for memberships sold in the Service - Massage Business Unit.
  • Here $ 1094.81 is the sales amount collected through Cash, Card, Check, or Custom Payments.
  • The membership field  considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of sales amount for each Business Unit from the Sales - Membership report (Reports > Finance > Sales > Sales - Membership). ​

    1. Export the report to Excel.

    2. Filter the Business Unit column to the desired Business Unit.

    3. Add the entries in the Sale Value column. This gives the sale amount for the selected Business Unit.

    4. Repeat the steps for other Business Units as well.

  • The sales amount displayed is inclusive of applicable discounts and before tax.
Packages

This column displays the total sales amount collected from selling packages of each of the Business Units. Adding all the values in the Packages column matches the value in the Packages entry of the Sales category of the Daily Summary Report.

Example

In the screenshot, the Packages column has 0.00 for all the Business Units.

  • In this example, $ 0 is collected for 0 packages sold across all Business Units.
  • The Packages field  considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of sales amount for each Business Unit from the Sales - Package report (Reports > Finance > Sales > Sales - Package). 

    1. Export the report to Excel.

    2. Filter the Business Unit column to the desired Business Unit.

    3. Add the entries in the Sale Value column. This gives the sale amount for the selected Business Unit.

    4. Repeat the steps for other Business Units as well.

  • The sales amount displayed is inclusive of applicable discounts and before tax.
Gift Cards

This column displays the total sales amount collected from selling gift cards of each of the Business Units. Adding all the values in the Gift Cards column matches the value in the Gift Cards entry of the Sales category of the Daily Summary Report.

Example

In the screenshot, the Beauty row value reads 49.99. 

  • The value means $ 49.99 is collected is collected for the gift cards sold and are part of the Beauty Business Unit.
  • Here $ 49.99 is the sales amount collected through Cash, Card, Check, or Custom Payments.
  • The gift card field  considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of sales amount for each Business Unit from the Sales - Gift Card report (Reports > Finance > Sales > Sales - Gift Card). 

    1. Export the report to Excel.

    2. Filter the Business Unit column to the desired Business Unit.

    3. Add the entries in the Sale Value column. This gives the sale amount for the selected Business Unit.

    4. Repeat the steps for other Business Units as well.

  • The sales amount displayed is inclusive of applicable discounts and before tax.
Pre-paid Cards

This column displays the total sales amount collected from selling pre-paid cards of each of the Business Units. Adding all the values in the Pre-Paid Cards column matches the value in the Pre-Paid Cards entry of the Sales category of the Daily Summary Report.

Example

In the screenshot, the Pre-paid Cards column has 0.00 for all the Business Units.

  • In this example, $ 0 is collected for 0 packages sold across all Business Units.
  • The pre-paid card field  considers only Closed invoices unless configured to consider Open invoices as well.  
  • You can validate the number of sales amount for each Business Unit from the Sales - Pre-paid Card report (Reports > Finance > Sales > Sales - Pre-paid Card). 

    1. Export the report to Excel.

    2. Filter the Business Unit column to the desired Business Unit.

    3. Add the entries in the Sale Value column. This gives the sale amount for the selected Business Unit.

    4. Repeat the steps for other Business Units as well.

  • The sales amount displayed is inclusive of applicable discounts and before tax.
Total

This column is the total sales amount realized from the sale of all the above items for each Business Unit. Adding all the values in the Total column matches the value in the Total entry of the Sales category of the Daily Summary Report.

Example

  • In the screenshot above, if we add the sales amount of all items of each individual Business Units, you will get the corresponding value for the Total column.
  • For the Service - Massage Business Unit, the value in the total column is $ 1,569.71. Adding the values reported in the Services and Memberships columns gives this value.
  • Only Closed invoices are considered (unless configured otherwise) and the sales amount displayed is inclusive of applicable discounts and before tax.
Service Hours

This column displays the total number of hours spent by the therapists rendering the services associated with each of the Business Units.

Example

  • In the screenshot, the Service - Massage value reads 22. 

    This means that the total number of hours spent by all the therapists rendering the services associated with the Service - Massage Business Unit is 22.
 

See Also

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