Details:

Use the Kit Sales Report to view information about sales of specific kits (Administration > Reports > Sales > Items and Kits > Kit Sales).


Filters

 - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

 - Kit category: Kit categories organize your kits into sections in the inventory tree - for example, BBQ & Grills, Saunas, Billiard Tables, etc.

 - Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
  • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).

 - Flag: Use order flags to classify your orders, e.g. holds, rentals, or financing.


Security Permissions Required

Category

Function

Administration – Reports

Can Access Reports Tree Branch

Can Access Reports - Sales