Presented by: Tracy Moffatt, K&K Consulting, AGM Education Team

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1 Presented by: Tracy Moffatt, K&K Consulting, AGM Education Team

2 What is hiding in Your POS System? Point of Sale Reports End of Day Reports Sales & Revenue Reports Inventory Analysis Reports Vendor Analysis Reports Business Analysis Reports Report Finder

3 Report Finder: Administration Reports

4 Point of Sales Reports End of Day Reports Available for current day only Key Reports Today s Sales by Item Today s Sales by Category Today s Sales by Inventory Item PointofSale: Point of Sale: End of Day Reports

5 Today s Sales By Item Today s Sales by Item

6 Today s Sales by POS Category Today s Sales by POS Category

7 Today s Sales by Inventory Item Can Pull by Item or Category Today s Sales by Inventory Item

8 Today s Sales by Inventory Item Code Description Cost Net Sales Tax Inventory Area 01-GOLF Golf Inventory EP Shirt 5380NF Izod S/L Shirt Jamie Shirt QC Shirt 1075M QC Shirt Carnuste Shirt Slaz Shirt TT Visor Bridgestone E5 / E Logo Ball Regular Grips FJ StaySof Men FJ WeatherSof Men Wilson Pro Fit Men YRI Logo Money Clip Area 01-GOLF Total: % Cost of Sales Today s Sales by Inventory Category

9 Point of Sales Reports Sales & Revenue Reports Available for any dates already closed Key Reports Sales by Item Sales by Category Daily Sales by Area & Item PointofSale: Point of Sale: Sales & Revenue Reports

10 Month End Sales by Item

11 Month End Sales by POS Category Daily Sales by Area & Item

12 Daily Sales by Area & Item Inventory Analysis Reports Inventory Transaction Log All transactions for SKU s Valuation Report by Category Snapshot without physical count Receipt of Goods Report Inventory Received during specified time period

13 Club Inventory: Reports Inventory Transaction Log

14 Inventory Transaction Log Valuation Report by Category

15 Valuation Report by Category Valuation Category Summary

16 Valuation Report Selected Categories Receipt of Goods Report

17 Receipt of Goods Report Vendor Analysis Reports Supplier Analysis Available by Supplier or Category To SKU level if desired Gives Profit, Turnover, and Stock to Sales All Vendors should be analyzed EVERY year SKU Analysis Wonderful for Basics and Prebooks

18 Supplier Analysis Club Inventory: Reports

19 Supplier Analysis Supplier Analysis

20 SKU Analysis SKU Analysis

21 SKU Analysis Customized for one Vendor in Excel Business Analysis Reports Comparative Annual Amount Report Fast/Slow Sellers Detailed Sales Report Gives Markdown Amounts Detailed Margin Analysis

22 Club Inventory: Reports Comparative Annual Amount Report

23 Comparative Annual Amount Report Fast/Slow Sellers

24 Fast/Slow Sellers Detailed Sales Report

25 Detailed Sales Report Detailed Margin Analysis Report

26 Detailed Margin Analysis Report A Few More Cool Things Sending Jonas Reports to Excel Reprinting Reports

27 Sending Reports to Excel

28 Reports in Excel Now are same as any Excel Spreadsheet Can apply formulas Delete and Add rows and columns Be sure to save as an Excel file Change from Web Page Format Reprinting Reports

29 Building Business with Jonas Gift Cards Loyalty Programs Gift Cards

30 Promote Electronic Gift Cards Why Do It? To gain your club s fair share of a $35 billion industry. The camaraderie and friendships between your members are a source of significant gift giving. giving Gift cards are a convenient way for your members to fulfill their gift giving needs, while supporting their club s operations. Promote Electronic Gift Cards How To Do It? Use attractive packaging it greatly increases sales appeal. Make it easy sell and redeem them in all outlets. Don t get hung up on who gets the sales credit (the system will track properly).

31 Loyalty Programs Proven to be successful within other industries. (Airline) Reward the behavior you are seeking 1. Pre Purchase Discounts 2. Cash Reward after reaching a certain level 3. One Free after reaching certain level Jonas Software

32 Association of Golf Merchandisers The Educational Voice in Golf Merchandising All AGM educational materials are protected by U.S. Copyright and cannot be reprinted or used without the expressed written consent of the Association of Golf Merchandisers Presented By:

HOW MUCH INVENTORY DO YOU NEED? Presented By: Tracy Moffatt AGM Education Team K&K Consulting

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