monitoring Help Center
Reports and Store Intelligence
True-profit, sales, cash-flow and stock-age reports, and what Store Intelligence flags every morning with the next step to take.
- Which reports there are and who can open them There are 14 reports in four groups: sales and purchases, finance and profit, stock, and team. Each person sees only the reports and columns they may open.
- Store Intelligence: what your shop should do today Store Intelligence checks your stock, prices, repairs, transfers and cash, then lists what to do first, each with a button to act and the devices behind it. workspace_premium Intelligence and up
- True profit report per unit See the true profit on every unit sold after every cost (purchase price, repairs, parts and fees) with margin, ROI, days to sell and profit per day.
- Dead and slow stock alerts: what to do The system warns when stock passes your slow-moving or dead-stock age, showing capital tied up and suggested prices so you can reprice or sell to recover cash.
- Price below cost: warnings before you sell at a loss Urgent alerts when a list price is below a device's total cost, or the market estimate has fallen below cost, with the possible loss and devices to check.
- Reading the store overview page The overview sums up cash, capital tied up, today's sales and profit, issues to act on, stock age, opportunities and recent documents, by permission and branch.
- Daily sales and purchases reports See sales per day (bills, units sold, discounts, refunds and net revenue) alongside the units bought or traded in and the capital spent each day.
- Cash flow report: money in and out per day See money in and out of every account per day, with the opening and end-of-day balances, always worked out from real payments, never from a typed total.
- Stock age and aged stock reports See how long each item has been in the store and which ones are slow, aged, unpriced or priced below cost, with what to do and a suggested price for each.
- Stock value and capital tied up report See how many units are in stock now, how much capital they tie up and their value at list price, by branch and category, with the number not yet priced.
- Model performance and days-to-sell report See which models sell most, sell fastest and earn best, from days to sell (P25, P50, P75), average profit per unit and sell-through, to pick what to restock.
- Export reports to Excel or CSV Export a report to Excel or CSV with every row for your period and branch. It needs the export permission and a password check, and every export is logged. workspace_premium Pro and up
- Self-approved actions report See every action that normally needs a second person but was approved by the person who did it, as owner or in solo mode, with the reason, amount and document.
- Prices vs market: too high, too low or not set The system compares list prices with its estimated price range and flags devices priced too high to sell, too low to earn, or ready to sell with no price.
- Overdue repair jobs and stalled branch transfers Alerts when a repair job stays open too long or a receiving branch has not confirmed a transfer, because those devices are capital you cannot sell yet.
- Capital concentrated in one model: risk and actions A warning when too much of your stock capital sits in one model, since a price drop would hurt badly, plus ways to lower the risk without stopping sales.
- Fast-selling models worth buying more of An opportunity card listing models your shop sells quickly but has almost run out of, so you can buy more within Safe Buy and turn your cash faster. workspace_premium Intelligence and up
- Above-Safe-Buy offers: summary and review A summary of recent offers above Safe Buy: how many, how much above in total and the reasons, so the owner can review buying, plus an instant alert each time.
- Staff performance report See how many units each staff member bought and sold, their value, the profit on what they sold and how many of their documents were voided in the period.
Other categories
- rocket_launch Getting started
- add_box Buying and intake
- query_stats Valuation and Safe Buy
- inventory_2 Stock and item costs
- point_of_sale Selling and receipts
- undo Voids and returns
- account_balance_wallet Cash and money accounts
- group Customers and personal data
- notifications Notifications
- badge Team and permissions
- shield_lock Account and security
- credit_card Plan and billing
- settings Store settings
- upload_file Data import and export
- support Troubleshooting
- hourglass_top Not available yet
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