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Pickleball Facility Setup
Module 5: Pro Shop Setup
Create a Sales Report
Create a Sales Report

Module 5 (15/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create a table that shows sales history.

    Use Cases: System users track items sold, the buyers (if a club member or staff person), and the system users that processed each payment.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 15.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report


SETUP REQUIREMENTS

Go to the side menu and click POINT OF SALE > SALES. On the next page, manually set the start and end dates or click the field to select a pre-built period (e.g. Current Month).

CourtReserve displays the data in a table. Click the Export to Excel button to download table data in an .xlsx file.

To view sales details for any transaction, click the plus (+) icon next to the date. A folder expands and shows each item (if a multi-item sale) and taxes.

  • Click the product name link to open and edit (optional) the item page.

  • Click the Details button to view and export (PDF) the transaction invoice.
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VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

CLICK HERE to start the next module, Module 6: Reporting.

  1. Read Module 5, Part 1: Set Up Pickleball POS

  2. Read Module 5, Part 2: Create Pickleball Item Categories

  3. Read Module 5, Part 3: Create Revenue Categories

  4. Read Module 5, Part 4: Create Pickleball Manufacturers

  5. Read Module 5, Part 5: Create Pickleball Items

  6. Read Module 5, Part 6: Create Item Variants

  7. Read Module 5, Part 7: Create Pickleball Taxes

  8. Read Module 5, Part 8: Launch the POS

  9. Read Module 5, Part 9: Discount Items in the Shopping Cart

  10. Read Module 5, Part 10: Manage POS Permissions

  11. Read Module 5, Part 11: Create an Item Sales Report

  12. Read Module 5, Part 12: Create a Category Sales Report

  13. Read Module 5, Part 13: Create an Inventory Valuation Report

  14. Read Module 5, Part 14: Create a Reorder Stock Report

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