Sales by category report overview - Dutchie POS

This article will walk you through the Sales by Category report for Dutchie POS and how you can leverage the data to run your dispensary. 

The Sales by Category report gives you sales summary data such as gross sales, discounts, net sales, and inventory cost, grouped by day within a given timeframe for each master category.

Table of contents

Getting started

Access

To access this report:

  1. Go to the Reports module in the Backoffice. 
  2. Click Sales and search Sales by Category report in the search bar.
  3. Click on Sales by Category to bring up the report page. 

Default dates and search criteria

This report can be run for all locations or just the one you are logged in on, with default search dates starting 7 days from the current date using your local timezone. You can also search for specific order types including, in-store, curbside, in-store pickup, and delivery.  All Sales Reports use order date as the search criteria, and each record pulled is related to closed or completed orders.  

Using the Sales by Category report 

This report is used to understand daily sales by Master Product Category. You can use the information in this report to see what categories sell the best on a per day basis. For example, if you’d like to know sale information like:

  • What were your gross sales and net sales for each master product category?
  • What was the wholesale inventory cost of the items sold in each master category?
  • What was the quantity sold and grams sold for each master category?

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. After running the report, if there are columns you wish to configure, click the Settings gear on the right-hand side of the report table to unselect a column and drag and drop the column order.

Descriptions and calculations

The table below describes each of the columns in this report and whether this field is calculated or is base data. Calculated data type describes columns that are made up of multiple points of data being combined such as Net Sales, Gross Sales, or Total Inventory Sold. A Base data type describes data derived from a single point of interest such as a Package ID, Category, or Location Name.   

Column field title Data type Description
Order Date Base data The date the order was completed.
Master Category Base data Master category assigned to the product. Typically flower, edibles, etc.
Gross Sales  Calculation Gross Sales is the Price multiplied by Quantity sold for every item in a completed order. 
Discounted Amount  Calculation Total amount of the discount(s) applied, excluding loyalty as discount.
Loyalty as Discount Calculation Amount of loyalty applied as a discount toward the pre-tax price of the items sold.
Net Sales Calculation Total amount of gross sales minus discounts, returns, and loyalty applied as discounts.
Inventory Cost  Calculation Wholesale cost of the inventory sold associated with the master category for the given date range selected. 
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.
Total Weight Sold Calculation This field is calculated by multiplying the units sold by the unit weight sold. 

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