The Item Sales Report provides a summary and detailed view of all sales made through the Dockwa platform via the “Charges” field. This report will also include any sales made through the standalone POS tool.
For more information on the Standalone POS Tool available through Dockwa, contact us here.
How to export the Item Sales report
- Go to "Reports" > "Item Sales"
- Specify the date range you'd like to include in your Item Sales Report
- Click "Export"
- Your report will be emailed to you
How to read the Item Sales Summary report
- The Summary is a breakdown of sales by item category and by individual item name, this allows you to track the total sales of a specific item or group of items over the selected date range.
The Item Sales Summary report includes the following categorical and numerical information (listed in order of appearance):
|
Value
|
Definition
|
|---|---|
| Category | Category chosen on the "Charge Items" settings to house the individual item |
| Item Name | Name of Item for which a sale took place |
| Quantity | Number of items sold during time period selected |
| Price | Price per item |
| Gross | The dollar amount sum of the item sales specified under Item Name |
| Tax | The dollar amount of sales tax included in the sale of the specified item |
| Total | The dollar amount your business receives from the total sales of the specified item |
How to read the Item Sales Details report
- In the detailed breakdown of the report, you are provided with information about each sale made in the selected date range including the invoice id, reservation id, and customer the sales is linked to.
The Item Sales Details report includes the following categorical and numerical information (listed in order of appearance):
|
Value
|
Definition
|
|---|---|
| Invoice ID | The unique string of 6 letters and numbers that identifies each invoice issued through Dockwa |
|
Sale Type |
Indicates the terminal in which the sales was processed, on the Reservation or on the Standalone POS |
|
Reservation ID |
The unique string of 7 letters and numbers that identifies Dockwa Reservation with which the line item is associated. |
|
Customer |
Customer who purchased item |
|
Category |
Category chosen from "Charge Items" settings to house the individual item |
| Item Name | Name of Item for which a sale took place |
| Quantity | Number of items sold during this transaction |
| Price | Price per item sold |
| Gross | The dollar amount sum of the item sold before tax |
| Tax | The dollar amount of sales tax included in the sale of the specified item |
| Total | The dollar amount your business receives from the total sales of the specified item |
How the Invoice report relates to other reports
Reservation report
- Use the Reservation report to identify the details of the reservation with which an Item Sale is associated.
- Each Item Sale is associated with an individual reservation id (on Item Sales Detail report)
- A boater may be billed multiple times throughout the duration of their reservation, one Reservation ID can be associated with multiple sales.
- This ID can be used to link data about the Reservation type to allow you to further report on Seasonal/Annual vs Transient customer sales
Invoice report
- Use the Invoice report to identify the invoice in which the sale of an item took place
- Each Item Sale is associated with an individual invoice id (on Item Sales Detail report)
- There may be multiple sales completed on a single invoice, so one Invoice ID can be associated with multiple sales.
- This id can be used to further track standalone POS sales and for breaking down the payment status of an invoice