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How to create the sales by bundle report

In this tutorial you will learn how to generate the sales report for bundle products sold from the Nex.

Important

  • This feature is available to Nex subscribers. Learn more about our plans.
  • Nex generates a report for a specific period, chosen by the user. The system uses the opening and closing date of the till to include the transactions made in the report. Therefore, it is recommended to open and close the cash register daily (more information).

What is the sales by bundle report for?

With this report you will be able to verify the best-selling combo in your business, so you can plan modifications to your combos or the creation of new ones.

Shall we generate a sales by bundle report?

1. Access the STATISTICS menu, located in the left sidebar menu of the Nex.

2. Select the SALES BY BUNDLE report from the list.

3. Click on the DATE to choose the PERIOD for the search.

4. Click to choose the TYPE of the search, whether it will be by TRANSACTION DATE or by REGISTER DATE.

5. If desired, click on the THREE DOTS to PRINT or EXPORT the report in Excel (.xls) format.

Among the information provided by this report, we have:

Transaction: Indicates the transaction number assigned to that sale.

Product: Indicates the kit/combo code.

Description: Indicates the name of the kit/combo, it does not specify the products included.

Sale date: Indicates the date in DD/MM/YYY hh:mm:ss format on which the sale was made.

Qty: Indicates the quantity sold per combo, including returned sales.

Un. Value: Sale price of the combo.

Discount: Indicates the sum of the discounts granted at the time of the sale, if it is $0.00, no discounts were made on the sales.

Total: Sum of all combo sales, less discounts granted in the total.

Done! You have learned how to generate the Combo Sales report.

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