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--- financial_report [2025/01/11 05:42] – [2.8 Edit Catagory and Items or Services] yong
+++ financial_report [2025/01/15 01:41] (current) – [3. Generating Revenue Summary Report] yong
@@ Line 1: / Line 1: @@
 ====== Financial Reports ======
-===== 1. Introduction =====
+===== VYROX VIP Financial Reporting Assistant =====
-This guide provides step-by-step instructions on generating financial reports based on each product and services. Learn how to create detailed revenue reports for each product and service, analyze financial performance, and utilize insights to make informed business decisions.
+This guide helps you easily create custom professional and detailed financial reports for your products and services. Quickly uncover important insights about your business performance with just a few simple steps.
-===== 2. Financial Reports =====
+===== 1. Getting Started =====
-This section offers an in-depth overview of the tools and features available for creating financial reports. From product-wise revenue tracking to maintaining accurate records, each feature is tailored to support efficient financial management and strategic planning.
+Before you begin creating financial reports, ensure the following prerequisites:
-==== 2.1 Add New Revenue Summary ====
+.1. Ensure you have your username and password for secure access.
-Go to ** Financial Reports > New Revenue Summary > Fill in details > Generate **
+.2. Prepare the list of products and services you want to analyze.
-Details include:
+.3. Confirm that you are logged into the **VYROX VIP Platform**.
-  - Pick Date Range
+===== 2. Creating Revenue Summary Template =====
-  - Select Template (optional)
-  - Name of Product and Services
-  - Choose Product and Services Catagory
-  - Select Item
-  - Add New Section (optional)
-|  {{:fr1.png?nolink}}  |
+.1. Open **Financial Reports** from the menu.
-==== 2.2 Add and Save New Template ====
+.2. Enter the desired revenue category name in the **Section Name** field.
-Go to **Financial Reports > New Revenue Summary > Fill in details > Save Template .**
+.3. Use the **Facility Type** option to analyze revenue generated by the **Facility Bookings App**.
-|  {{:fr2.png?nolink}}  |
+.4. Select **Facility** to focus on revenue data from a specific facility within the **Facility Bookings App**.
-==== 2.3 Add New Revenue Summary using template ====
+.5. Choose **Invoice Type** to analyze revenue from service-related transactions.
-After saving template , to use template again , Go to **Financial Reports > New Revenue Summary > Select Template > Generate **
+.6. Select **Product Group** to review revenue across product groups in the **POSERVA Point of Sales App. **
-|  {{:fr3.png?nolink}}  |
+.7. Choose **Product Item** to view revenue details for specific products in the **POSERVA Point of Sales App. **
-==== 2.4 Delete Template ====
+.8. Tap **Add New Section** to create another revenue category and repeat the steps for further analysis.
-Go to **Financial Reports > New Revenue Summary > Select Template > Delete **
+.9. Don’t forget to tap **Save Template** to save your changes.
-|  {{:fr4.png?nolink}}  |
+|  {{:fs17.png?nolink}}  |
-==== 2.5 Delete Revenue Summary ====
+===== 3. Generating Revenue Summary Report =====
-Go to **Financial Reports > Select Revenue Summary > Delete **
+.1. Open **Financial Reports** from the menu.
-|  {{:fr5.png?nolink}}  |
+.2. Tap **New Revenue Summary**
-==== 2.6 Revenue Summary Report ====
+.3. Tap **Select Template** and choose your preferred report template.
+.4. Tap **Pick Date Range** to select the timeframe for your revenue summary. You can focus the report on specific periods like daily, monthly, quarterly, or a custom range to suit your needs.
+.5. If you’ve made any changes to the template, tap **Save Template** to keep your updates.
+.6. Finally, tap **Generate** to complete the process and view your report.
+|  {{:fs16.png?nolink|}}  |
+|  {{:fs18.png?nolink}}  |
+|  {{:fs19.png?nolink}}  |
+===== 4. Downloading Revenue Summary Report =====
 Go to **Financial Reports > Click on the Report ID of the Revenue Summary**
@@ Line 56: / Line 64: @@
 |  {{:rs7.png?nolink}}  |
+===== 5. Add Template After Accidentally Delete Template =====
-==== 2.7 Add Template after accidentally delete template ====
+If template is accidentally deleted , open back a previously generated Revenue Summary Report at the **Report ID** and copy the format.
-If template is accidentally deleted , open back a previously generated Revenue Summary Report at the **Report ID** and copy the format.
   - Section Name
   - Select the Item or Service catagory
   - Select the Item or Service
 Remember to click **Save Template** first and then **Generate**. Otherwise the whole process need to be repeated.
-|  {{:fs10.png?nolink|}}  |
+|  {{:fs10.png?nolink}}  |
+===== 6. Edit Catagory and Items or Services =====
+**1)** Facility Type and Facility can be edited at Facilities setting
+Go to **Settings > Facilities > Add ,Edit or Delete Facilities**
+|  {{:fs11.png?nolink}}  |
+Go to **Settings > Facilities > Facility Types > Add ,Edit or Delete Facilities Type**
+|  {{:fs12.png?nolink}}  |
+**2)** Invoice type can be edited at Rates, Fees and Charges setting
+Go to **Settings > Rates, Fees and Charges > Edit Rates, Fees and Charges **
+|  {{:fs3.png?nolink}}  |
+**3)** Product Group and Product Item can be edited at Products setting
+Go to **Settings > Products > Groups > Add ,Edit or Delete Product Group **
+|  {{:fs14.png?nolink}}  |
+Go to **Settings > Products > Items > Add ,Edit or Delete Product Item **
-==== 2.8 Edit Catagory and Items or Services ====
+|  {{:fs15.png?nolink}}  |
-Facility Type and Facility can be edited at Facilities setting
-Invoice type can be edited at Rates, Fees and Charges setiing
-Product Group and Product Item can be edited at Products setting