Reporting
Better Data. Better Decisions.
Use data to your advantage.
Analytics are often the most overlooked and underused features of a POS system. Business owners just don’t want to deal with confusing, overly-complex reports that require a crazy amount of effort to decipher. With Smartwerks, you’ll have all the information you need in streamlined, simple-to-understand reports. Track sales, inventory, customer activity, employee performance, and critical accounting metrics quickly, and with ease.
Sales
DAILY SALES REPORT
Get a snapshot of sales activity for a specific day. Track gross margins, gross profit, and amounts for both written and delivered sales.
SALES SUMMARY REPORT
View high-level sales information for a specified date range. Run the report by brand, department, product type, or employee for one or all branches.
SALES DETAIL REPORT
This report provides a detailed breakdown of sold items for a specified time period. It also allows you to pinpoint gross margins for each product sold.
BRANCH SALES RANKING REPORT
See how each store is performing in relation to the others and make business decisions accordingly. Branch sales are broken down by brand or department.
Other Sales Reports:
Customer Deposit Report
Sales Tax Report
Cash Drawer Report
Inventory
TOP SELLING ITEMS REPORT
Know your most popular items. View the Top 100 items sold over a specified time period, sorted by quantity. The current quantity on hand and sales dollars are also included.
DEAD STOCK REPORT
Identify your least popular items; the ones that are not selling and costing you money. The report is sorted by quantity and includes the current quantity on hand and total sales dollars.
MONTHLY COGS REPORT
Learn how much you’ve spent on your products over a specified date range. The report can be viewed for one or all branches and run for a specific brand and/or product type.
WHAT TO BUY REPORT
Let Smartwerks suggest the items to include on your next purchase order. Select one or more brands and filter the report by branch, department, and/or product type.
Other Inventory Reports:
Inventory Valuation Report
Buying Report
Inventory Item GM%
Inventory Replacement Cost
Export to Excel.
All Smartwerks reports are easy to save and open in Excel (or other spreadsheet software). Organize the information for your company-specific purposes or share it with a colleague.
Customers
CUSTOMER REPORT
View all your customers and their contact information in one place. See the date of their last purchase and most importantly, the amount of money they’ve spend at your business.
CUSTOMER EVENTS REPORT
View a list of your customers’ birthdays and anniversaries. Improve relationships by offering discounts or other deals to your customers on the days that are most special to them.
Other Customer Reports:
Rewards Program Report
Employees
EMPLOYEE SALES RANKING REPORT
See how your employees are performing in terms of total sales, total cost of goods sold, profit, and gross margin percentage. Reward the best and coach those who need improvement.
COMMISSION REPORT
View commissions and spiffs earned by one or all of your employees. The Summary Report shows total earnings, while the detail report breaks down commissions and spiffs by item.
Other Employee Reports:
Time Clock Report
Accounting
BALANCE SHEET
Easily view your company’s assets, liabilities, and equity for the current period or a prior periods. You can choose to include or exclude G/L numbers from the print.
INCOME STATEMENT
Quickly see a summary of revenues and expenses for selected branches. Run the report for the current period or a prior period and choose whether to include or exclude G/L numbers.
Other Accounting Reports:
Trial Balance
A/P Aging Report
1099 Vendors Report
A/R Cash Receipts Report
Decisions, decisions.
Poor decisions are one of the largest money wasters in a small business. With Smartwerks timely and accurate analytics, you’ll make decisions based on stable metrics instead of gut feelings or hunches.
PRODUCT DECISIONS
Identify the items that your customers really want and stock just the right amount of them. Become a master at setting prices that your customers will pay, while at the same time yielding the greatest margins.
CUSTOMER DECISIONS
To be a successful business owner, you need to understand the buying habits of your customers. With that information, you can effectively maintain and nurture your most important relationships.
EMPLOYEE DECISIONS
Reward your best performers and coach the ones who need improvement. Reduce employee theft and dishonesty by tracking employee actions and securing specific areas of the software.
FINANCIAL DECISIONS
Just because you’re making a profit doesn’t mean you have enough cash to stay afloat. With Smartwerks, you’ll pinpoint the areas of your business that are eating up cash and get those bills paid on time.
MARKETING DECISIONS
Smartwerk Referral provides incentives for loyal customers to spread the word about your company. Word-of-mouth stops being an organic process, and instead, becomes something you can control.
See it in action.
In this video, discover how Smartwerks helps you:
Process sales faster and more accurately.
Bring in new customers and keep the ones you have.
Manage your employees better.
Spend money on the right products.
Use powerful analytics to make smarter decisions.
“I decided to go with Smartwerks software, and it has proven to be a great decision. It is easy to train new employees, and I love the way it keeps track of my inventory. The staff is very helpful and accommodating.”
Kim, Kim’s Fine Jewelry, Summerville, SC
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