Overall sales summary

It's the report to use for end-of-shift closeout, bookkeeping handoff, multi-store roll-ups, and any time you need one document that captures the full financial picture of a period.

Access path: Quickvee Web → Reporting → Sales Reports → select Overall Sales Summary

The filter bar

Filters apply only after Search is tapped.

Quick date filters

Manual date range

Pick Start Date and End Date with the calendar pickers for any custom range — a promo week, a holiday period, a specific shift.

Stores

For multi-store accounts, the Stores dropdown selects one outlet, several, or All Stores. All Stores is unique to Overall Sales Summary among the Sales Reports — most other reports run one outlet at a time, but this one consolidates across selected stores into a single rolled-up view.

Search, Print & Export

• Search — applies the current filters and reloads every section

• Print — generates a print-friendly version for receipt printer or office printer output

• Export Report — downloads the report for sharing or Excel use

Key Performance Indicators

Four headline cards at the top — the four numbers a merchant wants at a glance.

Sales Summary

The Sales Summary section shows the full gross-to-net flow with the dominant figures on the outsides (Gross Sales on the left in blue, Net Sales on the right in green) and the deductions stacked in the middle.

Each middle card shows a period-over-period change indicator versus the previous comparable period.

Net Sales = Gross Sales − Loyalty Points Redeemed − Discounts − Refunds − Store Credit Refunds

Tax Collection Summary

Additional Fees & Charges

Total Amount Collected

Total Amount Collected = Net Sales + Total Tax Collected + Total Other Fees

This is the dollar figure that should have moved through the register and payment processor for the period. Should reconcile directly against the Total Collected card in Payment Method Breakdown — any difference points to a reconciliation issue.

Payment Method Breakdown

A grid of payment-tender cards — one per tender type the merchant supports.

Tenders covered: Cash, Cash EBT, Credit Card, Debit Card, Food EBT, Gift Card, Lottery Non-Scratchers, Lottery, Store Credit. Tenders with zero activity still appear in the grid showing $0.00.

Total Collected & Total After Refunds

• Total Collected — the sum of every tender's Amount, with the transaction count

• Total After Refunds — the sum of every tender's Net (Amount − Refunded), with the dollars refunded

Total After Refunds should match Total Amount Collected — these are two views of the same number, computed via different paths.

Register Payouts

Cash Reconciliation

This is the figure to match against the physical drawer count at end of day. Discrepancies indicate till errors, miscounts, or unrecorded payouts.

Common workflows

"Close out yesterday — give me everything"

Quick filter → Yesterday → Search. Read top to bottom: KPIs, Sales Summary, Tax Collection Summary, Total Amount Collected, Payment Method Breakdown, Register Payouts, Remaining Cash. Tap Print to send to receipt printer for the daily closeout file.

"How much sales tax do I owe this month?"

Quick filter → Month to Date → Search. Read Total Tax Collected in Tax Collection Summary.

"Reconcile the drawer right now"

Run for Today → Search. Read Remaining Cash. Count the physical cash in the drawer. They should match.

"Which payment method is dominant?"

Read Top Payment Method in KPIs. For the full ranking, scan the Payment Method Breakdown grid.

"Multi-store roll-up"

Set Stores → All Stores → date range → Search. Every section aggregates across all selected stores into a single consolidated view.

"Verify the math"

Compute Net Sales + Total Tax + Total Other Fees and compare to Total Amount Collected. Compute Total Collected − Total Refunded and compare to Total After Refunds. All should match.

Important notes

Technical reference

const totalCollected = Object.values(sales_by_tender_type)?.reduce((acc, tender) => acc + parseFloat(tender.collected || 0), 0);
const totalTransactions = Object.values(sales_by_tender_type)?.reduce((acc, tender) => acc + (tender.transactions || 0), 0);
const averageTransactionValue = totalTransactions > 0 ? totalCollected / totalTransactions : 0;

const totalRefund = Object.values(sales_by_tender_type)?.reduce((acc, tender) => acc + parseFloat(tender.refunds || 0), 0);
const refundRatePercentage = totalCollected > 0 ? (totalRefund / totalCollected) * 100 : 0;

const GrossSalesubtotal = parseFloat(SalesReportData?.gross_sales?.subtotal) || 0;
const NetSales = parseFloat(SalesReportData?.gross_sales?.net_sales) || 0;
const profitMarginPercentage = GrossSalesubtotal > 0 ? ((NetSales - NetSales * 0.3) / GrossSalesubtotal) * 100 : 0;

Estimated COGS = Net Sales × 30%
Estimated Profit = Net Sales − Estimated COGS
Profit Margin (%) = (Estimated Profit / Gross Sales Subtotal) × 100

const topPaymentMethodEntry = Object.entries(sales_by_tender_type || {}).reduce((max, [key, value]) => {
  const collected = parseFloat(value.collected || 0);
  if (!max || collected > max.amount) {
    return { name: getTenderDisplayName(key), amount: collected };
  }
  return max;
}, null);