View a summary of POS transactions by transaction ID for a specific timeframe using the POS Transaction Summary report for Dutchie POS.
The POS Transaction Summary report lists the summary of POS transactions by transaction ID in the specified timeframe. This report includes revenue and cost information along with the employee and register that completed the sale. It also Includes detailed sales metrics like revenue fees and rounding. With this comprehensive information, you can assess overall transaction performance, customer acquisition trends, revenue sources, and payment preferences, facilitating strategic decision-making to enhance profitability and customer service at your dispensary.
Table of contents
Getting started
Access
To access this report:
- Go to the Reports module in the Backoffice.
- Click Sales and search POS Transaction Summary in the search bar.
- Click on the report to bring up the report page.
Default dates and search criteria
Default search dates start 7 days from the current date using your local timezone. All Sales Reports use order date as the search criteria, and each record pulled is related to close or completed orders.
Using the POS Transaction Summary report
This report is meant to summarize transaction data you can use to identify further sales trends. Some of the trends you can find answers to from running this report include:
- What are all the factors that make up your transaction totals? Including all fees, tips, taxes and discounts applied to each order?
- How much was collected in rounding, revenue or non-revenue fees?
- How many items were sold for each transaction?
- What were your sales per each register?
- What were the payment methods used for each transaction?
- What was your total income for each transaction?
Column configuration
Columns in this report can be rearranged or removed to give you a better snapshot at the exact data you want to see. For this particular report, we recommend changing the column order of the report so you can see the data easier. After running the report, if there are columns you wish to configure, click the settings cogwheel on the report table to select and deselect a column, and drag and drop the column order to customize your view.
Descriptions and calculations
The table below provides a description of each of the columns in this report and whether this field is calculated or is base data. Calculated data types describe columns that are made up of multiple points of data being combined such as Net Sales, Gross Price, or Total Tax. Base data types describe data derived from a single point of interest such as a Package ID, Category, or Location Name.
| Column/Field Name | Data Type | Description |
| Order ID | Base data | Unique number / identified attached to an order that identifies the sale. |
| Order Time | Base data | The date and time the order was completed. Adheres to local timezone. |
| Account Name | Base data | The name of the Organization / LSP in the Dutchie Backoffice that the location is associated with. |
| Location Name | Base data | Name of the specific location under an organization in which the data on the report is associated. |
| Total Inventory Sold | Calculation | Total units of inventory sold. Weight-based items are counted as one item regardless of weight. Inventory types are either Quantity, Weight or Volume. Each type will have an associated default unit. |
| Cannabis Inventory Sold | Calculation | Total number of cannabis inventory units sold. |
| Non-cannabis Inventory Sold | Calculation | Total number of non-cannabis inventory units sold. |
| Gross Sales | Calculation | Gross Sales is the Price multiplied by Quantity sold for every item in a completed order. |
| Cannabis Gross Sales | Calculation | Total amount of cannabis sales (price multiplied by quantity) without any deductions. |
| Non Cannabis Gross Sales | Calculation | Total amount of non-cannabis sales (price multiplied by quantity) without any deductions. |
| Discounted Amount | Calculation | Total amount of the discount(s) applied, excluding loyalty as discount. |
| Loyalty as Discount | Calculation | Total amount of loyalty applied as a discount toward the pre-tax subtotal of the order. |
| Returned Amount | Calculation | Total monetary amount of the items returned. |
| Revenue Fees / Donation | Calculation | Total amount of fees or donations applied at the transaction level (not item level) for fees that are categorized as revenue (Ex. Delivery Fees, Card Activation Fees, etc). These fees are not included in Net Sales. |
| Net Sales | Calculation | Total amount of gross sales minus discounts, returns, and loyalty applied as discounts. |
| Loyalty as Payment | Calculation | Amount of loyalty applied directly to the cart (post-tax) as a redemption method which is spread evenly across all items in the cart. |
| Tax Amount | Calculation | Total amount of tax that the consumers paid toward the order. |
| Non-revenue Fees / Donation | Calculation | Total amount of fees or donations applied at the order level (not item level) for fees that are categorized as non-revenue (Ex. Last Prisoner Project). These fees are not included in Net Sales. |
| Tip Amount | Base data | The amount of money left as a tip for the order |
| Invoice Total | Calculation | Net Sales plus Taxes, Revenue fees, Non Revenue fees, and Rounding minus Loyalty as Payment. Does not include tips. |
| Rounded Amount | Calculation | Total amount that a sale is rounded up or down by, which is based on whether a location uses feature flags for rounding transactions. |
| Coupon Amount | Base data | The amount of money in redeemed coupons. |
| Inventory Cost | Calculation | Wholesale cost of the inventory. |
| Inventory Profit | Calculation | Amount profited from the inventory sold, which is calculated as Net Sales minus the Inventory Costs |
| Amount Paid in Cash | Base data | Amount cash received in an order. |
| Amount Paid in Debit | Base data | Amount charged to a debit card for an order. |
| Amount Paid in Electronic | Base data | Amount received in a payment associated with digital payments. |
| Amount Paid in Gift Cards | Base data | Amount redeemed by a gift card for the order. |
| Amount Paid in MMAP | Base data | Amount charged to MMAP card. |
| Amount Paid in Dutchie Pay | Base data | Amount received in a Dutchie Pay payment, or Merrco in Canada. |
| Amount Paid in Check | Base data | Amount paid using a check. |
| Amount Paid in Credit | Base data | Amount paid using a credit card. |
| Cash Returned to Customer | Calculation | The amount of money in cash that is returned to the customer at the time of sale. For example, this would be $2 if a customer bought $18 worth of product with a $20 bill. This could also be cash given back during a refund (if it's a cash refund) |
| Is Delivery Order? | Filter | Use this filter to see whether the order is a delivery order. |
| Is Return Order | Filter | Use this to filter to see orders with returns. |
| Register | Base data | The register used to complete the sale. |
| Budtender Name | Base data | Name of the person completing the sale. |
| Fulfillment Budtender Name | Base data | If using the a fulfillment model, this is the name of the person fulfilling the order before the sale is completed. |
| Customer Name | Base data | Name of the customer associated with the order, or a unique number assigned to an anonymous checkout guest. |
| Customer Type | Base data | Type of customer making a purchase. Customer types are configured in the Backoffice. |
| Is New Customer | Filter | Use this to filter to see new customer purchases. |