This article will describe what the Groups and Metrics selections mean to better assist you in creating your own individualized reports for your retail store using Heartland Retail POS.
What are Groups?
Groups are synonymous with "Categories".
Question: What are you wanting to report on?
Items
Custom fields
Customers
Vendors
Transfers
Dates
Purchase Orders
Purchasing Receipts
Payment Types
Reason Codes
What are Metrics?
Metrics are the raw data or numbers of the report.
Questions: How many? [1, 100, 1,000, %] or How much?
Net Sales
Net Returns
Net Qty Sold
Sold Margin
Sold Margin %
Current Inventory on Hand
Current Cost on Hand
Current Open Qty on a Purchase Order
Current Price on a Purchase Order
Payments > Deposits
Payments > Refunds
Understanding what each function relates to will allow you to be well on your way to creating impactful reports for your business.