STX Beacon: Year-end Reports

Manage Inventory Report

It is important to maintain an accurate on-hand count, or other reports could be affected when you are looking for year-end totals. Perform a physical count of the products you have in stock so that you can use the Manage Inventory page to update current on-hand quantities.

Found on the Home page, or from the Inventory tab, the Manage Inventory page allows you to update the products on a mass basis without having to go to each product record to make changes, making it easier to move down the list and update all of the On Hand quantities as necessary.

If you would like a printout of all products to use when performing a physical count, use the Manage Inventory page to display all products, then print the page.

View All product lines and inventory groups at the same time by leaving the drop-down menu set to All, or use the drop-down menus to select specific products lines or inventory groups.

Use the View Options drop-down menu to view All items, only retail items, or only professional items. You can also determine how you want the products sorted, either Alphabetically or by SKU number. 

Click the Search button to display the products based on your selections. To update the information within the Manage Inventory page, simply click in the field you wish to update and make the necessary change. 

Click the Save button to save your changes. You will return to the Inventory menu items.

Adjustment Report

When changes are made to the Quantity On Hand in the Manage Inventory page, the system will automatically create an Adjustment report.

Go to Reports > Inventory & Gift Reports, and click the Adjustment Reports option. A list of all adjustment reports will appear.

Click the View button to view and/or print the adjustment report.

The Inventory Adjustment Report is much like a shrinkage report, in that it shows the changes made to the Quantity On Hand for each product.

Click the Print button in the upper right-hand corner to print the report.

This report shows not only the changes made to the quantity on hand through the Manage Inventory page, but it also shows the adjustments to the Cost (ea) and Total Cost of the updated products. 

Total Cost amounts printed in (RED) is where the product’s quantity on hand was lowered. This could indicate ‘lost’ or ‘stolen’ products.

On Hand Product Report

Go to Reports > Inventory & Gift Reports, and click the On Hand Product option.

It is important to remember the information contained in the report is only as good as the day it is printed. Be sure to generate the report on the day where an accurate inventory quantity is needed, perhaps on December 31st after all sales and deliveries are complete.

Select a product line from the Product Line drop-down menu.

Click the Generate button to view/print the report.

Each Product is displayed with the associated Inventory Group, including the Inventory Group total On Hand Cost. The report details the following information:

  • Each individual product Name and Size

  • Current Quantity On Hand: As defined on the product record in Setup > Setup Inventory > Setup Products

  • Minimum Quantity: As defined on the product record in Setup > Setup Inventory > Setup Products

  • Average Cost: As defined on the product record in Setup > Setup Inventory > Setup Products

  • On Hand Cost: Calculated by multiplying the Quantity On Hand with the Average Cost

  • Inventory Group subtotal of On Hand Cost

The bottom of the report displays a TOTAL On Hand Cost for all products listed on the report. 

Inventory Usage Report

Go to Reports > Inventory & Gift Reports, and click the Inventory Usage Report option.

The Inventory Usage Report displays information gathered from each Inventory Usage created in Inventory > Inventory Usage, and can be printed for any day or date range.

Enter a Begin Date and End Date for the report.

Click the Generate button to view / print the report.

Inventory Usage is separated by date to show the products used on each date if the report is generated for a date range. A Total Cost subtotal displays for each individual product with a total for each date.

The Columns on the report include the following:

        • Product Name

        • Cost Each (Standard Cost value)

      NOTE: If $0.00 is displayed, the product does not have a Standard Cost value entered.

        • Qty (total number used within each date section)

        • Total Cost (Cost Each * Qty)

        • Used By (Company or Worker as selected when creating the Inventory Usage)

        • Used By Worker (Worker name as selected when creating the Inventory Usage)

The TOTAL section displays the total of the Total Cost column for all date sections combined.

Gift List Report

Go to Reports > Inventory & Gift Reports, and click the Gift List Report option.

The Gift List report shows detailed information including Recipient, Gift Number, Issued and Expires dates, Original Amt and Current Balance, and the date Last Used.

NOTE: Recipient, Issued and Expires Dates are not required at the time the Gift was purchased. If the information was not entered at the time the Gift was sold, it will not appear on the report.

Select the Begin Date for the report

  • Select the End Date for the report

  • Select the Report Type

    • Issued: date range of when the Gifts were Issued

    • Expired: date range of when the Gifts are/have Expired

    • No Issued Date: date range of Gifts where no Issued date was entered at the point of sale

    • No Expires date: date range of Gifts where no Expires date was entered at the point of sale

• Click the Generate button to view the results

Activity Comparison Report

Go to Reports > Business Analysis Reports, and click the Activity Comparison option.

If you need accurate sales totals for your accountant, you will need to print the Company report type on the LAST day of the year, before there is any inventory activity in the new fiscal year.

Print the Activity Comparison for all Sales totals either for the Company, or for an individual worker. 

Be sure to generate the report on the day where accurate sales totals are needed, perhaps on December 31st after all sales are complete.

Select the Date

Select the Report Type of either Company or Worker. The Worker drop-down menu will list all workers only when the Worker Report Type is selected.

Select the Worker for whom you wish to generate the report.

Click the Generate button. The report will appear.

The Activity Comparison report contains several sections:

  • Number Of

  • Amounts

  • Percentages

  • Clients

  • Ticket Ratings

  • Compensation % of Total Sales

Each section contains rows of information related to the section, as well as columns for different periods of time.

Columns to look at on the report:

        - Sections: Number Of, Amounts, Percentages, Clients

      Look at:

        - Year to Date: year including and only up to selected date for the report

        - YTD Last Year: values from same year to date period from previous year

        - % Change: compares the difference between the ‘Year to Date’ and ‘Last Year’ values

                 • negative % indicates a decrease

  • Section items to look at on the report:

        - Amounts: excludes tax and tips, most values rounded to nearest whole amount

             • Total: value of all tickets

- Company report type: Services + Products + Gifts

- Worker report type: Services + Products

             • Services: value of all services sold

             • Products: value of all products sold

             • Gifts: value of all gifts sold (Company report type only)

Team-Based Pay Report

Go to Reports > Business Analysis Reports, and click the TBP Report option.

Select the Begin Date and the End Date for the report and click the Generate button.

To print the report, click the Print button in the upper right-hand corner of the page header.

The TBP Report gathers the best-practice items into one report for easy analysis.

The values on this report include: 

• Productivity % Rate • Product Sales

• Rebook %     • Product % of Total Sales                                                      

• # of New Clients • Average Revenue per Ticket                         

• % of Good Ticket Ratings • # of Products per Client Ticket

• Service Sales

Arrojo Business Consulting Report

Go to Reports > Business Analysis Reports, and click the ABC Report option.

The ABC Report gathers company sales, account balances and visit type related metrics from both the Total Sheet and Visit Type Overview reports into one report for easy analysis.

Select the Begin Date and the End Date for the report and click the Generate button.

To print the report, click the Print button in the upper right-hand corner of the page header.

The metrics on this report include:

  • Company Sales section from the Total Sheet

  • Account Balances section from the Total Sheet

  • Clients statistics section per worker from the Visit Type Overview

  • Visit Types statistics section per worker from the Visit Type Overview

Sales Tax Report

Go to Reports > Transaction Reports, and click the Total Sheet option.

The Total Sheet report displays the collected Tax values in a couple of different sections.

Select the Begin Date and the End Date for the report and click the Generate button.

Sections on the Total Sheet report which include collected Tax values are:

  • Company Sales: Contains a Tax Total column for each line item within the section, with a Totals amount at the bottom of the column

  • Grand Totals: Contains a Tax column for each line item within the section, with a Total amount at the bottom of the column

  • Grand Totals: Contains an Amount + Tax column for each line item within the section, with a Total amount at the bottom of the column

Go to Reports > Transaction Reports, and click the Total Sheet option.

Custom Sales Tax Report

Go to Reports > Report Writer, and click the Report Writer option.

Use the Report Writer to create custom reports for Service and Product Tax information with more details than just tax totals. 

When printed for the year, you can find how much service and/or product tax liability you incurred throughout the year. The tax totals are found on the last page of each report. 

NOTE: If more than 1000 records generate on the custom reports, you may have to divide your date range into smaller periods of time when selecting the Begin and End dates.

Service Sales Tax Report

Click the New button to create a new custom report.

The areas on the page will be empty until you select a Report Type. 

Enter a name for the report in the Report Name field. In the example below, the report is named Service Sales Tax

Select STX Beacon Appointments as the Report Type.

There will be 2 items listed in the Selected box on the right side of the screen. Highlight each item individually and click the Remove button located in the middle. The Selected box will no longer display any items.

From the Available box on the left, highlight each of the following items individually and click the Add button located in the middle. Each of the following items will be moved to the Selected box on the right.

  • STX_Beacon__Appt_Ticket__c/STX_Beacon__Appt_Date_Time__c

  • STX_Beacon__Appt_Ticket__c.STX_Beacon__Ticket_Services__r/STX_Beacon__Net_Price__c

  • STX_Beacon__Appt_Ticket__c/STX-Beacon__Service_Tax__c

Click the Save button. You will return to the list of custom reports. Click the report name hyperlink for the newly created report to continue setting up the report.

Date Select Field will be set to: STX_Beacon__Appt_Ticket__c/STX_Beacon__Appt_Date_Time__c

Select the Select Dates option from the drop-down menu underneath the Date Select Field setting.

Sort Order will be set to: STX_Beacon__Appt_Ticket__c/STX_Beacon__Appt_Date_Time__c

Total will be set to: STX_Beacon__Appt_Ticket__c/STX-Beacon__Service_Tax__c

Click the Save button to return to the list of custom reports.

Click the Generate button next to the newly created report.

Select the Begin Date and the End Date from the appropriate fields. 

For tax totals for the entire year, select January 1 and December 31 respectively.

The Total Sum of Service Tax value will be found at the bottom of the last page of the report, along with a date / time stamp of when the report was generated.

Navigate back to the list of custom reports. 

Click the New button to create a new custom report.

The areas on the page will be empty until you select a Report Type.

Retail Sales Tax Report

Enter a name for the report in the Report Name field. In the example below, the report is named Retail Sales Tax

Select STX Beacon Appointments as the Report Type.

There will be 2 items listed in the Selected box on the right side of the screen. 

Highlight each item individually and click the Remove button located in the middle. 

The Selected box will no longer display any items.

From the Available box on the left, highlight each of the following items individually and click the Add button located in the middle. Each of the following items will be moved to the Selected box on the right.

  • STX_Beacon__Appt_Ticket__c/STX_Beacon__Appt_Date_Time__c

  • STX_Beacon__Appt_Ticket__c/STX_Beacon__Product_Sales__c

  • STX_Beacon__Appt_Ticket__c/STX_Beacon__Product_Tax__c

Click the Save button. You will return to the list of custom reports. Click the report name hyperlink for the newly created report to continue setting up the report.

Date Select Field will be set to: STX_Beacon__Appt_Ticket__c/STX_Beacon__Appt_Date_Time__c

Select the Select Dates option from the drop-down menu underneath the Date Select Field setting.

Sort Order will be set to: STX_Beacon__Appt_Ticket__c/STX_Beacon__Appt_Date_Time__c

Total will be set to: STX_Beacon__Appt_Ticket__c/STX_Beacon__Product_Tax__c

Click the Save button to return to the list of custom reports.

Click the Generate button next to the newly created report.

Select the Begin Date and the End Date from the appropriate fields. 

For tax totals for the entire year, select January 1 and December 31 respectively.

The Total Sum of Product Tax value will be found at the bottom of the last page of the report, along with a date / time stamp of when the report was generated.

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