POS Transaction by Date report overview - Dutchie POS

List POS transaction details for a specific timeframe using the POS Transactions by Date report.

The POS Transactions by Date report lists POS transaction details in the specified timeframe. The report includes data such as Customer, SKU, Category, and Descriptions of the items sold. You can also see order type, order source, budtender name, cost and profit information related to the products sold when this report is run. All this information can be leveraged to identify transactions and trends to help run your business.

Getting started
- Access
- Default dates and search criteria
Using the Transaction by Date report
- Column configuration
- Descriptions and calculations
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Getting started

Access

To access this report:

Go to the Reports module in the Backoffice.
Click Sales and search POS Transactions by Date in the search bar.
Click on the report name 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. 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 by Date report

This report is best used to summarize an entire transaction so you can slice and dice this data for further sales trends. The POS Transaction by Date report can help you identify:

What was the wholesale inventory cost vs profit made for each SKU?
What were your gross sales and net sales for each product SKU?
What was the sales data on a given transaction for each product sold on that transaction?
How many grams were sold?
Which transactions were walk-ins vs online orders?

Note: This report meant to capture POS transaction data for a specific date. If you are looking for broader data related to POS transactions, the POS Transaction Summary may be a better choice.

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 provides a description of 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
Location Name	Base data	Name of the specific location under an organization in which the data on the report is associated.
Order Date	Base data	The date the order was completed.
Order ID	Base data	Unique number / identified attached to an order that identifies the sale.
Customer Name	Base data
Patient Medical Card ID	Base data	ID number on the patient's medical card.
Product SKU	Base data	SKU number assigned to the product. SKU formats can be customized in certain markets and generated when creating or editing a catalog item.
Category	Base data	Category assigned to the product in the catalog. Typically the Category is connected to the Master Category. Ex. If the Master Category is Edibles, the Category may be gummies.
Product Name	Base data	Name of the product setup in the catalog. This catalog field determines how the product name is displayed in the inventory and register.
Prescription ID	Base data	Dutchie's internal ID assigned to a medical prescription.
Total Weight Sold	Calculation	This field is calculated by multiplying the units sold by the unit weight sold. For non-flower products, the grams/concentration value is multiplied by # of units sold. For weight-based flower products, this is the total weight sold in grams.
Gross Sales	Base data	Gross Sales in this report represents the Gross Sales Price for the specific item sold. t
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 amount of the item.
Net Sales	Calculation	Gross sales minus discounted amount, returns, and loyalty applied as discounts.
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.
Inventory Cost	Base data	Wholesale cost of the inventory.
Inventory Profit	Calculation	Amount profited from the inventory sold, which is calculated as Net Sales minus the Inventory Cost.
Return Date	Base data	Date an item was returned.
Order Source	Base data	Order Sources are custom values configured in the backoffice. Stores create these based on their workflows and will also choose a default Order Source. However, you may see a more comprehensive value in this column based on the API.
Order Type	Base data	There are 4 order types, which are configurable in the backoffice. The types are (1) Walk in, (2) Curbside, (3) Pickup and (4) Delivery. However, you may see a more comprehensive value in this column based on the API.

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