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Overview

A sale is not a sale until it has been completed with delivery and payment. This is accurate bookkeeping and this is how sales are reflected in QuickBooks POS reporting.

The timing of sales transactions is important to the planning process of your business, especially when evaluating the productivity of sales personnel or evaluating a promotional activity or advertising campaign. When you are trying to make decisions on these important factors you need to know not only what the sales were during a period (easily drawn from QBPOS reporting,) but also what sales activity began in that period. This is especially important in retail operations with layaways, special orders, or work orders.

The Ability Sales Activity report is a program that provides this reporting to you. Using the latest development tools supplied by Intuit Ability goes beyond recorded sales to provide you a total view of sales activity that was initiated during the selected period. It is a simple easy to read report that reveals the vital information you need not only for evaluating promotions and personnel but also for answering the question, "What’s in the sales pipeline?"