Daily Financial Report in eWinery and vinSUITE admin panel
The Daily Financial Report gives a quick snapshot of the day's sales
What is the Daily Financial Report?
The Daily Financial Report is a sales summary report available in vinSUITE and eWS that breaks down the day's transactions across six categories, giving you a complete view of daily financial activity.
What does the Daily Financial Report include?
The Daily Financial Report breaks down the day?s sales by:
- Order Type
- Product
- Freight and handling charges
- Sales taxes by state
- Sales by Sales Associate
- Sales by Tender Type
How do I access the Daily Financial Report?
The Daily Financial Report is accessible from the Reports menu in both the vinSUITE and eWS admin panels.
In vinSUITE
- Log in to the vinSUITE admin panel.
- Navigate to Reports.
- Select Financial Report.
In eWS
- Log in to the eWS admin panel.
- Navigate to Reports.
- Select Financial Report from the horizontal menu.