talech provides the ability to track discounts per employee, total values per discount, and the total amount of discounts provided in any given time period. You may use this to understand how discounts are being used throughout your business
To track your discounts sign into www.talech.com and choose the date or date range to run your Discount Report.
Then selected Products (left side of the website) and click Discounts Used
If you selected a single date:
The bar-chart (blue) will display the Discounts given per hour.
The plot point (orange) show the number of Discounts applied
Ex: If a customer start's an order at 12:50a, and the orders is closed/paid at 1:25p, the revenue will be displayed in the 1:00p section of the chart.
When you select a date range:
The bar-chart (blue) will display the Discounts given per day.
The plot point (orange) show the number of Discounts applied per day
For more details on the report, there are 3 options.
Option 1: Table Chart
The table chart provides the daily (or hourly) break down of the number of discounts used and the discounts total value
Option 2: Download into a Spreadsheet or PDF format
Spreadsheet:
Discount by Type:
| Name: | The name of the discount as listed in talech Register |
| Type: | The type of discount that's applied. Includes: % off entire order, $ off entire order, $ off per item, Fixed Price, or for Premium customers Buy X get Y. |
| Quantity: | Total times the discount was used within the date(s) selected |
| Total Value: | Total dollar amount of discounts given during the date(s) selected |
Discount by Employee:
| Name: | Name of employee the discounted order belongs to. Ex: If David completes and order for Blake and do not transfer the order, the discount will be applied to Blake. |
| Quantity: | Total quantity of discounts given by the employee |
| Total Value: | Total dollar amount of discount applied by the employee |
Discount Amount Time Period Breakdown:
- Dates (or hours if single day is selected) (column A)
- Breakdown of dollar amount for each discount used during timeframe (top row in blue)
Discount Quantity Time Period Breakdown:
- Dates (or hours if single day is selected) (column A)
- Breakdown number of discounts quantities used during timeframe (top row in blue)
Discount Quantity Time Period Breakdown:
- Dates (or hours if single day is selected) (column A)
- Breakdown number of each employee that provided a discount, and the amount (top row in blue)
Discount Quantity Time Period Breakdown:
- Dates (or hours if single day is selected) (column A)
- Breakdown number of each employee's quantity of discounts given (top row in blue)
PDF:
The PDF contains the following break downs:
- Discount by Type
- Discount by Employee
Options 3: Email Report
You can email the report to anyone that needs the Spreadsheet or PDF file. This is useful when sending your end of month statements to your accountant or CPA.
You can also automate the reports. To learn how, please see check out the Automatically Sending Reports article.
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