Orchid POS Reports, Titles and Descriptions

Orchid POS Reports, Titles and Descriptions

Report NameDescriptionDate Selection OptionsView OptionsSorted By / Headers
Account ReceivableCustomers with balance due to store, payment history to balances, time frame dueAny one selected dateDetailed & summaryCustomer Name / Invoice Number / Balance Age / Amount
Cash DrawerStart of day/end of day cash report (also available in Count In/Count Out)Any one selected dateDetailedBill and coin type
Contra A/RSummary of balance and credit activity (paid & created during time frame)Any selected time frameDetailed & summaryDate / Invoice Number / Amount
Cost of Goods - DeliveredItems are displayed on their date of delivery using actual received cost. Delivery date will match the sale date if the item was in stock, otherwise it will match the received date if the item was special ordered. This is the most accurate information regarding cost of items sold.Any selected time frameDetailed & summaryInvoice Type / Department / Date / Cost
Cost of Goods - SoldShows items on their sale date, regardless of special order status, and uses the default system cost for all items.Any selected time frameDetailed & summaryInvoice Type / Department / Date / Cost
Customer CreditShow customers with instore credit due to themCurrent date onlySummaryCustomer Name / Total Amount
Discounts & ReturnsAny discounts or returns within selected time frameAny selected time frameDetailed & summaryInvoice Type / Department / Category / Date / Invoice number / Item / Amount
Expense Account & Petty CashAny use of expense account or petty cash withdrawal within selected time frameAny selected time frameDetailed & summaryDate / Invoice / Amount
Gift CertificateGift Certificate sale and redemption activity within selected time frameAny selected time frameDetailed & summaryRedeemed / Sold / Date / Customer / Amount
Inventory AdjustmentAny manual inventory adjustment (doesn't include receiving or sales) within selected time frame, with associated costAny selected time frameDetailed & summaryManufacturer / Department / Category / Item / Date / Employee / Qty / Cost
Inventory AssetsDollar worth using received cost of all inventoried items currently in stock for current dateCurrent date onlyDetailed & summaryDepartment / Category / PartNumber / Cost
Inventory Assets for Previous DateDollar worth using received cost of all inventoried items in stock for any previous dateAny previous dateSummaryTotal Cost
Inventory In Stock Inventory currently in stock showing current count and cost estimate using current default costCurrent date onlyDetailedCategory / Manufacturer / Part Number / Qty / Cost
Inventory In Stock ManufacturerInventory in stock showing current count and cost estimate using current default cost sorted by manufacturerCurrent date onlyDetailedManufacturer / Category / Part Number / Cost
Inventory ListAll products in inventory - both in and out of stock - uses current default costCurrent date onlyDetailedManufacturer / Category / Part Number / Cost / List Price
Items with Serial Numbers that Have Not SoldItems in stock set to serial number control enforced that have not been soldCurrent date onlyDetailedCategory / Manufacturer / Part Number
Monies ReceivedAmount received by payment typeAny selected time frameDetailed & summaryType of payment / Date / Invoice Number / Amount
Most ProfitSales by product based on profit marginAny selected time frameDetailedGross margin or profit / Part Number
Most Profit ExtendedSales by product based on profit marginAny selected time frameDetailedGross margin or profit / Part Number / Invoice Number
Non SellersItems in stock received but not sold during selected time frameAny selected time frameDetailed & summaryPart Number / Qty Received / Cost
Order FormProducts with order-related information (stock, order qty, special order, on order)Current date onlyDetailedVendor / Category / Part Number
Product SummarySales report focusing on number of items sold by part numberAny selected time frameDetailed & summaryInvoice Type / Customer Type / Manufacturer / Category / Part Number / Qty Sold / Cost / Retail Price
Purchase HistoryItems received into inventoryAny selected time frameDetailed & summaryVendor / Department / Category / Part Number / Date / Cost
Purchase OrderList of purchase orders showing ordered/received dates and statusCurrent date onlySummaryPO Number / Vendor / Status / Buyer
Purchase Order ExtendedList of purchase orders showing ordered/received dates and statusCurrent date onlyDetailedPO Number / Vendor / Part Number / Status / Buyer
Rental AssetsList of rental items with costCurrent date onlyDetailedCategory / Part Number / Cost
Rental DepositRental deposits collected and creditedAny selected time frameDetailedCustomer Name / Rental Number / Date / Amount
Rental InventoryList of rental items with default rate and additional day rates, number of times rentedCurrent + upcoming 7 daysDetailedCategory / Part Number / Rental Rates
Rental ReservationRental reservation detailsAny one selected dateDetailedCustomer / Rental Items / Pickup Date / Return Date
Rental StatusCurrently rented itemsAny one selected dateDetailedDue by / Customer / Rental Items
Sale OrderDetailed overview of sale order created during selected time frame with monies received, items, and balance dueAny selected time frameDetailed & summaryDate / Customer / Sale Order Number / Total / Monies Received / Balance Due
Sales By CategorySales report focusing on dollar amountsAny selected time frameDetailed & summaryInvoice Type / Customer Type / Category / Part Number / Total Sales
Sales By DepartmentSales report focusing on dollar amountsAny selected time frameDetailed & summaryInvoice Type / Customer Type / Department / Category / Part Number / Total Sales
Sales Commission on Delivery Salesperson commission based on actual received cost on date of deliveryAny selected time frameDetailed & summarySalesperson / Customer Name / Date / Invoice Number / Item Details / Cost / Ext. Price / Commission
Sales Commission on Sale Salesperson commission based on defaults cost on date of saleAny selected time frameDetailed & summarySalesperson / Customer Name / Date / Invoice Number / Item Details / Cost / Ext. Price / Commission
Sales Person SummarySalesperson invoice details including number of invoices and total salesAny selected time frameDetailed & summarySalesperson / Date / invoice number / Number of Tickets / Total Sales / Total Tax
Sales Tax SummaryEach invoice/item broken down by tax status, tax collectedAny selected time frameDetailed & summaryDate / Invoice Number / Part Number / Taxable / Non-taxable / Tax Collected / Deposits
Top SellersSales by product sorted by highest quantity soldAny selected time frameDetailed & summaryPart Number / Qty on Hand / Qty Sold / Retail Price / Income
Travel DepositTravel payments received and creditedAny selected time frameDetailed & summaryDepartment / Category / Trip Part / Customer / Date / Amount
Work OrderWork order detailAny one selected dateDetailedStatus / Work Order Number / Customer / Items / Dates
Work Order DepositWork order payments received and credited, grouped by work order status.Current date onlyDetailedWork Order Number / Customer / Date / Amount
    • Related Articles

    • Orchid POS Reports, Accounting, & Quickbooks Set-Up

      Print Customer's Accounts Receivable Statement Orchid POS Reports, Titles and Descriptions Transitioning to Orchid POS Software: Establish Current Customer Balance Due Trip Payments Not Showing on Sales Reports Voided Invoice Still Shows in ...
    • Orchid POS - Technical Support

      Contacts in Orchid POS Courses in Orchid POS Emails from Orchid POS Inventory Management Invoice and Receipt Format Display Point-Of-Sale Equipment Reference Articles Rentals in Orchid POS Reports, Accounting, & QuickBooks Setup System Admin & ...
    • Print Month End Reports

      Orchid POS does not have a particular set of reports for "month's end." We leave the selection of information up to each individual business and desired date range. We recommend using the export to pdf option from the following reports' windows; this ...
    • Emails from Orchid POS

      Email a Group of Customers Sending Automated System Email from Orchid POS
    • Transitioning to Orchid POS Software: Establish Current Customer Balance Due

      While transitioning to Orchid POS from another point of sale program, you will want to move account balances due to you into Orchid POS as well but you don't want to double-report the sale that created the balance. Best practice for this is to place ...