CCS Point of Sale

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
guides:reporting:custom_report [2012/06/13 23:04]
markphillips2
guides:reporting:custom_report [2018/12/23 12:11] (current)
Line 9: Line 9:
   - Press the button 'Open Report From Statement'​   - Press the button 'Open Report From Statement'​
  
-====== Payments on Receivables ​======+ 
 +===== People Who's Main '​Follow Up' date is X Days out ===== 
 + 
 +Replace [X] with the number of days you wish to filter. 
 + 
 +SELECT clLastName as LastName, clFirstName as FirstName,​clPhone as Phone,\\ 
 +clAccountNumber as AccountNumber,​DateDiff(d,​ FollowUp, GetDate()) as DaysOut\\ 
 +FROM tblClients\\ 
 +WHERE DateAdd(d ,​[x],​FollowUp)>​=60 AND FollowUp IS NOT NULL\\ 
 +ORDER BY clLastName,​clFirstName,​clAccountNumber\\ 
 + 
 +**Result Example:​**\\ 
 +||Smith|John|777-777-8888|8481|30| 
 +||Smith|Mark|777-555-4499|8482|14| 
 + 
 +===== Payments on Receivables =====
  
 SELECT AmountPaid,​Payments.OrderDate,​Payments.CompletionDate,​PaymentType.TenderType,​\\ SELECT AmountPaid,​Payments.OrderDate,​Payments.CompletionDate,​PaymentType.TenderType,​\\
Line 33: Line 48:
  
  
-====== Summary of of Payments on Outstanding Invoices (Grouped by Date and By Payment Type) ======+===== Summary of of Payments on Outstanding Invoices (Grouped by Date and By Payment Type) =====
  
 SELECT SUM(AmountPaid),​PaymentType.TenderType,​LEFT(Payments.CompletionDate,​11)\\ SELECT SUM(AmountPaid),​PaymentType.TenderType,​LEFT(Payments.CompletionDate,​11)\\
Line 47: Line 62:
  
 **Result Example:** **Result Example:**
-100.00 MC Jun ​ 8 2012 +||100.00| MC| Jun  8 2012| 
-125.00 MC May 15 2012 +||125.00| MC| May 15 2012| 
-75.59 Visa Apr ​ 6 2012 +||75.59| Visa| Apr  6 2012| 
-130.00 Visa Apr 23 2012 +||130.00| Visa| Apr 23 2012| 
-150.00 Visa Feb ​ 1 2012 +||150.00| Visa| Feb  1 2012| 
-50.00 Visa Feb 16 2012+||50.00| Visa| Feb 16 2012|
  
-====== Summary of of Payments on Outstanding Invoices (Grouped by Date) ======+===== Summary of of Payments on Outstanding Invoices (Grouped by Date) =====
  
 SELECT SUM(AmountPaid),​LEFT(Payments.CompletionDate,​11)\\ SELECT SUM(AmountPaid),​LEFT(Payments.CompletionDate,​11)\\
Line 68: Line 83:
  
 **Result Example:** **Result Example:**
-10.00 Jun ​ 6 2012 +||10.00| Jun  6 2012| 
-300.00 Mar ​ 8 2012 +||300.00| Mar  8 2012| 
-50.00 Mar 22 2012 +||50.00| Mar 22 2012| 
-125.00 May 26 2012 +||125.00| May 26 2012| 
-100.00 Jun ​ 8 2012 +||100.00| Jun  8 2012| 
-125.00 May 15 2012+||125.00| May 15 2012
 + 
 +===== Sales by Vendor/​Supplier =====
  
-**Sales by Vendor/​Supplier** 
  
 SELECT tblClients.CompanyName as Vendor,\\ Details.ProductName,​SUM(Quantity),​SUM(Quantity*UnitPrice)\\ SELECT tblClients.CompanyName as Vendor,\\ Details.ProductName,​SUM(Quantity),​SUM(Quantity*UnitPrice)\\
Line 88: Line 104:
  
  
-**Sales of Products By Employee - Grouped by Employee - Sorted by Employee.**+===== Sales of Products By Employee - Grouped by Employee - Sorted by Employee. ​===== 
  
 SELECT ServerName as Employee,​ProductName,​SUM(Quantity) as QTYSold,\\ SELECT ServerName as Employee,​ProductName,​SUM(Quantity) as QTYSold,\\
Line 112: Line 129:
 GROUP BY ServerName,​ProductName\\ GROUP BY ServerName,​ProductName\\
 ORDER BY ServerName,​ProductName\\ ORDER BY ServerName,​ProductName\\
 +
 +===== Report for Pulling Phone numbers will the Cell Service =====
 +
 +SELECT ClPhone,​CellPhone,​SettingName as ServiceProvider\\
 +FROM tblClients\\
 +INNER Join tblSettingsServer\\
 +ON tblClients.InsTertiaryNum =tblSettingsServer.SettingName\\
 +
 +===== Report for Oregon Medical Marijuana Sales DOB =====
 +
 +SELECT OrderID,DOB \\
 +FROM tblproductOrders\\
 +LEFT JOIN tblclients on \\
 +tblclients.clientid=tblProductorders.clientid\\
 +WHERE [CompletionDate] BETWEEN '​10/​01/​2015'​ AND '​3/​31/​2016'​\\
 +AND (ServiceType='​Rec Sale' OR ServiceType='​Med Sale' Or ServiceType='​Recommendation'​)
 +
 +
 +===== Report for Oregon Medical Marijuana Sales Itemized=====
 +
 +You will want to make sure that your Marijuana products are all departmentalized as "​Marijuana"​ this will ensure the report pulls only Marijuana Item Sales. ​
 +
 +SELECT CompletionDate,​Products.ProductName,​Quantity\\
 +FROM [tblProductOrderdetails] as Details\\
 +INNER JOIN tblProducts as Products\\
 +ON Products.ProductID=Details.ProductID\\
 +INNER JOIN tblProducts as Departments\\
 +ON Departments.ProductID=Products.DepartmentID\\
 +WHERE [CompletionDate] BETWEEN '​10/​01/​2015'​ AND '​3/​31/​2016'​\\
 +AND [Products].[ProdModifierType]=1\\
 +AND Departments.ProductName='​Marijuana'​\\
 +ORDER BY [Products].[ProductName] \\
 +
 +===== Oregon Reporting - Group Sales by Item Type =====
 +
 +Items must be '​Typed'​ by Subcategory according to the naming rules of Oregon. This applies to the report, as well as the requirement for Receipts.\\
 +Use the Subcategory Column - with the the Update Items Searched feature (as shown in the video) To assign the Subcategory the name of the type of each item, so that it will show on the receipts as dictated by the State\\
 +
 +==== Identify your Patient'​s TypeID ====
 +Make sure that this report is pulling the right type of customers, your patients. Change the ClientType in the statement below to include the proper ID from your client type table. ​
 +Run this statement from the Pivot Reporting module:\\
 +Select * FROM tblClientType\\
 +Then Identify which ClientTypeID is the one that is associated with your Patients. We have had people name their patient types different names, so this variable is something you'll need to verify.\\
 +
 +
 +==== Configuration====
 +
 +Watch this video to get started and understand the following things you'll need to do and navigate. It will show you how to use the item search section to update and modify items like you will need to.\\
 +[[https://​www.youtube.com/​watch?​v=jqSnH5Yv7gc|Product Search and Update|]]
 +
 +1. Office - (Main toolbar) - Inventory - Product Search
 +2. Search for the items you wish to update. ​
 +
 +==== Running the Report ====
 +Replace the date range where needed.
 +
 +SELECT [ClAccountNumber],​Subcategory.ProductName,​UnitName,​SUM(Quantity) \\
 +FROM [dbo].[tblProductOrderDetails] AS Details \\
 +
 +LEFT JOIN [dbo].[tblProducts] AS Products \\
 +ON Products.ProductID = Details.ProductID \\
 +
 +LEFT JOIN [dbo].[tblProducts] AS Subcategory \\
 +ON Subcategory.ProductID = Products.[productsubtypeID] \\
 +
 +LEFT JOIN tblClients \\
 +ON tblClients.[ClientID]=Details.[ClientID] \\
 +
 +WHERE [ClientType]=10 \\
 +AND [CompletionDate] BETWEEN '​06/​01/​2016'​ AND '​06/​30/​2016'​ \\
 +GROUP BY [ClAccountNumber],​Subcategory.ProductName,​UnitName \\
 +ORDER BY [ClAccountNumber],​Subcategory.ProductName,​[UnitName]\\
 +
 +===== Quarterly Sales Taxes Grouped By Item Type =====
 +
 +Change the date range:\\
 +
 +SELECT SUM(LineTotal),​\\
 +Subcategory.ProductName,​UnitName,​SUM(Quantity),​ \\
 +Sum(UnitPrice*Quantity) AS NetSales, \\
 +SUM(LineTotal) AS TaxTotal, ​ \\
 +Sum(UnitPrice*Quantity) + SUM(LineTotal) AS GrossSales\\
 +FROM [dbo].[tblProductOrderDetails] AS Details\\
 +LEFT JOIN [dbo].[tblProducts] AS Products \\
 +ON Products.ProductID = Details.ProductID \\
 +LEFT JOIN [dbo].[tblProducts] AS Subcategory \\
 +ON Subcategory.ProductID = Products.[productsubtypeID] \\
 +WHERE\\
 +Details.ServiceType='​Rec Sale' \\
 +AND [LineTotal]<>​0\\
 +AND Details.[CompletionDate] BETWEEN '​07/​24/​2016'​ AND '​07/​25/​2016'​\\
 +GROUP BY Subcategory.ProductName,​UnitName \\
 +ORDER BY Subcategory.ProductName,​[UnitName]\\
 +
 +

Navigation

^From the Ground Up!| |[[Getting Started:]]| |[[Installation Guide:]]| |[[Pre Installation:]]| |[[Install CCS:]]| |[[Install New Database:]]| ^Guides| |[[Guides:]]| |[[FAQ:]]| |[[Trouble Shooting:]]| ^Credit Card Setup| |[[Data Cap Epay:]]| ^CCS Administration| |[[ Office:Office - General Management]]| ^CCS Terminal| |[[Office:Terminal]]| ^Hand Held Setup| |[[Hand Held:|Tablet]]| ^Kitchen Display| |[[KDS Software Setup:]]|