The Audit Report offers a comprehensive overview of potential lost sales for the selected site, highlighting instances such as refunds, wastage, and specific discounts and combos. This report serves as a valuable tool for identifying and addressing areas that may contribute to revenue loss, allowing for strategic insights and proactive measures to enhance overall profitability.
For companies with multiple sites, this report is split per site if multiple sites are selected.
If required, this report can be created as a Saved Report and set up to send out periodically.
Report Filters
Access the Audit Report via: Reports & Analysis > Audit Tools > Audit Report.
Select the required report parameter options from:
| Select Sites |
Select which sites and/or site groups to include in the report. |
| Date Range |
Select which date range to include sales for. |
| Wastage Type |
Select which types of wastage to include. |
| Combo |
Select which combos and/or discounts to include. |
| Combo Detail Option |
Select whether to view the combo detail as:
|
Report Output
The Audit report has three sections:
Section 1 - Refunds
The first section contains of the Audit report shows items refunded, displaying:
| Transaction ID |
Displays the ID of the transaction. |
| Transaction Date |
Displays the date and time that the refund took place. |
| Product |
Displays the name of the product that was refunded. |
| Unit Price |
Displays the ticket price of the product. |
| Gross |
Displays the total gross sale value. (Excludes discount.) |
| Net |
Displays the total net sale value. (Excludes discount and tax.) |
| Tax |
Displays the total tax value. |
Section 2 - Wastage
For sites using the Inventory Management module, the second section of the Audit report contains details on items wasted, displaying:
| Wastage ID | Displays the unique ID for the wastage record. |
| Wastage Type | Displays the reason assigned to the wastage record. |
| Wastage State | Displays the state that the wastage record is currently in. |
| Product | Displays the name of the product that was wasted. |
| Quantity |
Displays the quantity of the product wasted based on the Unit size shown. |
| Cost | Displays the cost of the wastage based on the theoretical cost at the time of being approved. |
Section 3 - Discounts & Combos
The third section of the Audit report contains details on combos and/or discounts within the selected date range. Typically, this is used to report on selected complimentary discounts.
This section of the report has two levels., depending on the Combo Detail Option filter selected.
The output of this section of the report is as per the Combo Sales & Discounts report.