Complete PetShop Software handbook

Complete PetShop Software handbook

It shows you the detail of the generated invoices in the dates period and for the selected apps.

This report is useful for generating the accounting / presenting the documentation / payment of taxes, since it details the data of each invoice.

If you prefer to simply consult the income (the money you have earned), without the complete detail of the invoice, you will find the RESULTS report more useful.

DETAIL : As you know, when an exit is made, the Sales or Invoice is generated. This report shows those sales or invoices that have already been made.

The information included is:

• Date of the invoice (it does not have to be the same as the payment date)

• Number of invoices

• The status: paid or pending

• The paiment method

• Customer information: name and identity document

• The base amount (or no taxes), the percentage of taxes and the final (or total) amount

• Payment method

If the date range is short, the graph shows the evolution by weeks. Otherwise, it is displayed in months.

note: When you select the dates, the system may display an Error message. It is because the date range is not correct. If you select a correct range, you can generate the report:

• The difference between the dates (start date and end date) cannot be greater than 365 days

• The start date cannot be earlier than 395 days from the current date

The main utility of this report is to generate a list with the information for the payment of taxes, presentation of documents for accounting, etc. Therefore, it is not usual to generate it for more than one year or for past years.

But, if you want to see all the billing details (from all the time you've been using the software, you can do it from the View> Sales option.) And you can export it in .xls (Excel) to consult it or work with it, in the Setting > Data management option.

It shows you the detail of the Expenses and purchases in the dates period and for the selected apps.

This report is useful for generating the accounting / presenting the documentation / payment of taxes, since it details the data of each invoice.

If you prefer to simply consult the Expenses (without the complete detail of the invoice), you will find the RESULTS report more useful.

DETAIL: The information included is:

  

• Date of the invoice (it does not have to be the same as the payment date)

• Invoice number

• The status: paid or pending

• The paiment method

• Provider information: name and identity document

• The base amount (or excluding taxes), the percentage of taxes and the final amount

If the date range is short, the graph shows the evolution by weeks. Otherwise, it is displayed in months.

note: When you select the dates, the system may display an Error message. It is because the date range is not correct. If you select a correct range, you can generate the report:

• The difference between the dates (start date and end date) cannot be greater than 365 days

• The start date cannot be earlier than 395 days from the current date

The main utility of this report is to generate a list with the information for the payment of taxes, presentation of documents for accounting, etc. Therefore, it is not usual to generate it for more than one year or for past years.

But, if you want to see all the billing details (from all the time you've been using the software, you can do it from the View> Sales option.) And you can export it in .xls (Excel) to consult it or work with it, in the Setting > Data management option.

It allows you to quickly consult the income, expenses and the result (difference between them).

It is very useful to know the income, expenses and / or the benefit in a range of dates, for all the apps or by business areas.

To generate the accounting / submit the documentation / tax payment, it will be more useful to use BILLING and EXPENSES reports, as they detail the data of each invoice.

DETAIL: The information included is:

  

• The business area (Hotel, grooming, shop, ...)

  

• Date of the invoice (it does not have to be the same as the payment date)

  

• The status: paid or pending

  

• The concept or detail

  

• The final or total amount (including taxes)

  

• The final result (the difference between income and expenses)

note: If when you select the dates, the system displays an Error message, it is because the date range is not correct. The difference between the dates can not be longer than one year. If you select a correct range, you can generate the report.

So you can consult, for example the billing of the first quarter of last year, or the month of August of last year, of all 2016, ... whatever you need.

You can generate a report with the invoices that have the status marked "unpadir" or "pending payment". The total amount is broken down, if you have paid advances and the outstanding amount.

The information included is:

 

• Date of the invoice

• The status of all is pending

• The customer

• The final or total amount (including taxes) & nbsp;

• the advances paid by the customer

• The money to be paid, that is the total amount - the advances paid

You can consult between a range of dates, for a product or service:

When you start writing, all the results appear to select the product / service you want to consult.

• The times it has been sold

  • The date

  • The invoice number

  • Number of units sold (3 days stay / 2 food packages/ 1 training session, ...)

  • The price per unit

  • The total (number of units * price per unit)

• In the bottom appears:

  • The total of units sold

  • The average price

  • The total money

Clicking on the number of the invoice, the invoice opens in a new browser tab.

If the date range is short, the graph shows the evolution by weeks. Otherwise, it is displayed in months.

note: When you select the dates, the system may display an Error message. It is because the date range is not correct. If you select a correct range, you can generate the report:

• The difference between the dates (start date and end date) cannot be greater than 365 days

• The start date cannot be earlier than 395 days from the current date

You can check all the stays or services that are still pending to finalize or invoice.

The characteristics of the service are detailed and broken down:

• the total amount

• if the customer has paid advances

• and the pending amount (total - advances already paid)

note:All amounts are final prices, that is, with taxes included

It is possible to filter by dates and if you do not select any date, ALL the services to be invoiced are shown.

It is a report with all the customers of your business. Inputs the main data of each customer and the associated animals.

If you have many apps or business areas, you can select if you want to see all the customers or only those of your hotel, for example.

Includes interactive graphics. If you place yourself on the round chart, you will see extended information for each data partition.

The titles in the table allow you to sort by clicking on them:

More information on ordering and search engines:

Clic here

Clic here

By clicking on the name of a customer, a new browser tab opens with the Magic Desk (Home-page with all the information) of that customer

You can export this information in the Settings > Data Management option. In the exported .xls document, more information appears: Whatsapp number.

This report shows the clients according to their profitability, that is, it shows:

• If active or inactive: (you can mark the clients inactive in your file)

• The number of sales: that is, the number of services or products you have purchased

• The money they have billed: that is, the money we have earned from that customer

• The last product/service they have purchased.

EXTRA: So that you can visually identify in a fast way if it has been a long time or a little since the last sale made by that customer, we have incorporated some extra features "the indicator of elapsed time and identifying colors".For example, 10 months since the last sale.

The titles in the table allow you to sort by clicking on them:

For example, you can sort them by the money they have spent from highest to lowest (or the other way around)

If you want to know which customers have not bought any products for a long time, you can order the last sale column and you will see it.

More information on ordering and search engines:

Clic here

Clic here

If you have multiple apps or business areas, you can select if you want to see it for all or for example, only for your Hotel. If you select ALL, you will see the last purchase you have made in your business, while if you select only HOTEL for example, you will see the last hotel accommodation service you have purchased.

If you click on its name, you can go directly to the magica desk of that customer.

Report with the addresses of your clients, it is especially useful to know which provinces have the largest number of clients and make decisions about advertising, collection and delivery routes, opening new centers, etc.

The titles in the table allow you to sort by clicking on them:

More information on ordering and search engines:

Clic here

Clic here

By clicking on the name of a customer, a new browser tab opens with the Magic Desk (Home-page with all the information) of that customer

You can export this information in the Settings > Data Management option. In the exported .xls document, more information appears: Whatsapp number.

Shows the profitability of services and products. This is especially interesting for planning new services, offers and promotions among your customers.

This report shows:

 

• The sales number of that product or service

 

• The money that has been earned by selling that product or service

 

• When the last sale was made

EXTRA: So that you can visually identify in a fast way if a lot or a little time has passed since the last sale of that product or service, we have incorporated some extra features "the indicator of elapsed time and identifying colors". For example, 10 months since the last sale.

  

The titles in the table allow you to sort by clicking on them:

  

For example, you can sort them by the money you have earned with that product from highest to lowest (or the other way around)

  

If you want to know which products or services have not been sold for a long time, you can order the last sale column and you will see it.

More information on ordering and search engines:

Clic here

Clic here

If you click on its name, you can access directly the magic desk of the product.

Selecting a period of dates, shows the returns that have been made.

    

It includes graphs with the percentage of returns with respect to the sales of the same period and the 5 products that have been returned more times.

    

By clicking on the name of the customer, open a new tab of your browser with the magic desk (the home-page with all the customer'sinformation) of that customer. In the same way, when clicking on the invoice number, it opens in a new tab the detail of that invoice.

The titles of the table allow you to order if you click on them. For example, you can sort them by date, status, customer name, amount, etc.

We remind you that you will also see the returns in:

• the Billing report, because they are "sales with a negative amount"

      

• the Result report

      

• the option View > Cash

Selecting a period of dates, shows the billing made in that period, broken down by the % of tax. So, if you sell products with different % of tax, here you can see the breakdown.

Its allows you to know in a quick way, how many products you have in stock of each product and the total number of units in stock of all the products of your business.

You can order by clicking on the header by: product code, category, brand, product or number of units. If you press once it is ordered in ascending order and if you press again it is ordered in descending order.

Clicking on the name of a product, the file of that product opens in a new tab of the web browser.

note: Only active products appear; If a product is deactivated, it will not appear in the report.

Its allows you to know in a quick way, how many products you have in stock of each product and the total number of units in stock of all the products of your business.

It allows you to quickly know an valuation of the products you have in stock:

• The number of units of each product in stock

• The last purchase price of that product and the total (10 units purchased at $3 = $30)

• The last sale price of that product and the total (10 units if sold at $6 = $60)

note: Prices are base prices, that is, prices without taxes.

You can order by clicking on the header by: product code, category, brand, product or number of units. If you press once it is ordered in ascending order and if you press again it is ordered in descending order.

Clicking on the name of a product, the file of that product opens in a new tab of the web browser.

note: Only active products appear; If a product is deactivated, it will not appear in the report.

The software includes multiple reports that will give you a lot of information about your business, customers, sales, profitability, animals, forecasts and more.

Include customization options, to make data filtering much more interesting. For example, in some you can select the date range, in others you can select the business areas, etc. This way you can adjust it to your needs. For example, you will be able to consult the billing of a quarter or see the clients only from the Hotel area.

QUESTION: Can I create custom reports, using these reports as a base?

Yes, of course. If you want to create a custom report by combining or consolidating several, you can do so. You just have to perform the search you want, copy the content and paste it into Excel/Numbers and here you can work with the information as you want.

For example:

• In the option Settings > Data management > You can export the information of ANIMALS

• Or in the Report > Animals > You can select the business area, sort the data as you like and select the information that is shown on the screen > Right button > Copy and paste it into your Excel/Numbers document (button right > paste)

• In Excel/Numbers you can work with the information as you see fit: delete columns, sort, add more information, ...

• You can also export another report, for example the customer report, the profitable animal report or the one you want and combine or consolidate them to create your custom reports.

QUESTION: How can I share the reports?

All reports include a Print option and clicking this Print option generates a .pdf file.
You can send it by email, copy it to a disk, save it on your device, upload it to the cloud or whatever you need.