|
Posted by Alex on February 19, 2008, 10:36 pm
Please log in for more thread options Jocelyn, thanks for the reply and explanation, I appreciate it.
We have some customized reports as well as individual memorized reports
(like the combined Z reports) which in turn has been customized further. If
accounting is using "just" the tender, combined Z report, sales, and hourly
sales reports (for business day instead of transaction day) and use these
numbers in their spreadsheets and accounting software then there will be
discrepancies between these numbers and the buyers and managers numbers that
they pull directly from RMS.
Ideally it would be nice to have a retail system that also has a business
day settings, like most restaurant POS systems do, where you can set the
time when the business day rolls over to the next. This way we would be able
to tell the system to increment the business day at 4 o'clock in the morning
instead of at midnight like RMS (essentially) does.
> Alex, the thing with analytical reporting tools is that they are fully
> automated. The way they work is your db is auto imported on a nightly (or
> similar) basis, you build your OLAP cubes, creating a dashboard for
> reporting, define the reports and automate them out to specific people. In
> your case, the reports would be pulled from HQ's db and probably detailed
> sales by tender (or similar) by store emailed to x, y and z people. This
> would all be under the assumption that your HQ Client connections are
> strong.
> The whole thing is super slick, beautifully customized, pivot table based,
> extremely fluid - but really pricey.
>
> Instead of counting receipts back, maybe you can use detailed sales by
> hour,
> memorize for your date span and memorize for easy use of multiple closers.
> But this would only cover sales.
>
> It has been awhile since I have looked at any hourly sales reports on
> either
> side, but I will do that now and let you know what I find. When you say
> accounting needs all SO reporting - do you really mean all SO reports - or
> just tender, sales, and similar.
> --
> Jocelyn
>
>
> "Alex" wrote:
>
>> The problem is that this needs to be done by the (different) closing
>> manager
>> every night, so involving add ons complicates the closing procedures.
>>
>> Any other suggestions?
>>
>> > The only thing I can really think of is enlisting a 3rd party service
>> > like
>> > Professional Advantage (http://www.profad.com) or similar to build some
>> > analytical reporting tools. We used this when we needed a fiscal year
>> > look
>> > at
>> > sales + incorporation of store build out, etc.
>> >
>> > You would definitely have to weigh the cost of establishing a service
>> > like
>> > this vs. manually counting back as you mentioned.
>> > --
>> > Jocelyn
>> >
>> >
>> > "Alex" wrote:
>> >
>> >> Our accounting department needs/wants to have all RMS SO reporting by
>> >> business date opposed to transaction date. Usually these are the same
>> >> unless
>> >> you have sales and batches that close after midnight. For our store I
>> >> would
>> >> like to set 3 a.m. as the business day closing time. So when I run any
>> >> type
>> >> of reports I would like to get the information for a business date
>> >> (range)
>> >> starting at 3 a.m. till 3 a.m. the next day.
>> >>
>> >> I guess I could accomplish this by subtracting 3 hours from all the
>> >> transaction (date and) times but I would have to do this for every
>> >> single
>> >> report which would be a lot of work. Can anybody suggest a better
>> >> and/or
>> >> easier solution for this problem?
>> >>
>> >>
>> >>
>>
>>
>>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap