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Key Management Reports Workshop: Explore ICS, POS & AR/AP Insights

Join Sandy Conrad for a hands-on session to dive into essential management reports for store operations. You'll explore key reports such as the Stock Ledger, Daily Sales, and AR Aging Report using various selection and sorting criteria, learning how to choose the appropriate parameters to better inform your decisions. The session includes practical examples and encourages participation with sample reports. We'll cover reports from ICS, POS, and AR/AP, ensuring you leave equipped to produce insightful reports. Bring your questions and let's enhance your report-making skills!

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Key Management Reports Workshop: Explore ICS, POS & AR/AP Insights

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Presentation Transcript

  1. WinPRISM Key Reports for Management Presented by Sandy Conrad, Training Division

  2. Purpose • This hands-on session will examine key reports for store management. With a myriad of parameters controlling the selection and sorting of data that appears on reports, you’ll analyze which sort and selection criteria are most appropriate for these reports and how choosing inappropriate sort and selection criteria may not provide the information you need. Reports from ICS, POS, and IAS will be explored.

  3. Plan 45 minutes ICS Reports 15 minutes POS Reports 30 minutes AR/AP Reports 5 minutes Miscellaneous Topic 10 minutes Questions you may have

  4. Point of Sale

  5. Suggested Reports - ICS • Stock Ledger Spreadsheet   • Received Not Invoiced  (& SL version) • Outstanding Credit Requests (& SL version) • Open Purchase Orders

  6. ICS part 2 • Stock Adjustment Report • Price Changes • Markups & Markdowns • Fast & Slow Moving • Negative Stock on Hand

  7. POS part 1 • Daily Sales Report • Register Totals Report (Detail) • Register Totals Report (Summary) • Register Productivity Report

  8. POS part 2 • Discount • Price Override Report • Department/Class/Category Totals • Department/Class Totals • Department Totals by Register

  9. POS part 3 • Net Sales by Tax Code – Totals only or by DCC • Check Tender Report

  10. Accounting part 1 • AR - Acct Maint, AR Balances, credits • AR - Acct Maint, AR Balances, debits • AR - Acct Maint, account/customer, GC's • AR - Aging Report  • AR - Prepaid Aging  

  11. Accounting part 2 • AP Aging, Summary & Detail • AP Purchase History • AP Invoice Register • AP Outstanding Invoices & Credits • AP Outstanding Invoices & Credits (Retail)

  12. Let’s get started • Let’s start looking at the handout • We will review sample reports • We will review the screens containing parameters we can choose from • We will produce a report or two • How do we select items • How do we sort items on the report

  13. Thanks for coming! • Happy Report Making!

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