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The Items Details Reports tallies all the Item Groups (such as MEALS) and Item Details (such as Dinner) between a given date range. Since each Inventory Group and Inventory Item is setup in the Setup area of BookingCenter, you can have as many Inventory Items and Goups as desired.
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To create an Item Analysis Report:
- Go to REPORTS | DAILY REPORTS | ITEM ANALYSIS
- Click on Item Analysis Report
- Choose Date: Choose a single date or date range. I.e. for a single date choose Dec. 1, 2015 and Dec. 1, 2015 in both the start and end dates.
- Transaction Type: Choose an Individual Item or Select all for a Report of all items.These types are categorized by Inventory Group which can be setup in SETUP | PARAMETERS | INVENTORY GROUPS.
- IF you want to include $0 Inventory Items on the Report checkmark the box,"Include Zero Dollar Items:"
- Choose the report format: HTML, Excel or Text.
- Click Generate Report
The Item Analysis Report displays the following information:
- Booking: Confirmation #
- Room: Room assignment of Booking
- Folio: Folio # of booking
- Item: Description of Item sold. These are items set up in Inventory Items. See Inventory Items
- Arrival: Arrival date of booking
- Departure: Departure date of booking
- * Date: Date the charge was added to the folio. Note: The 'Date' column shows what 'System Date' the Charge posting was made on (if set automatically) Or, if your property allows it, a future date might have been entered when the Charge was posted to a folio, and that future date will be the one listed under the 'Date' column.
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- User: User id of person adding the charge to the folio.
- QTY: Quantity of items purchased.
- EXT: Extended price of items purchased and charged to the folio
See an example: Item Analysis Report.pdf
* Note that the date posted on the Charge affects when the Item will be picked up. For example, one can sell an Item today (via 'Add Charge' to a folio), January 12, 2011 and have the date tracked as March 23, 2011 on the Folio so that that particular Item will appear on the Item Analysis report for when it's actually 'required' to be used - March 23, 2011. Thus, if an Item is future-dated, that item is considered a 'current liability' to be sold/fulfilled at a future date and is not reported on the date for today, January 12, 2011.
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However,
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any Payment for the Charge is always 'now' (will appear on the Transaction report when payment is posted) and cannot be future-dated. So don't get confused with charging for an Item and paying for it.
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Learn about the Advanced Charges report (tracking what Charges are to be delivered in the future) by reading this article: https://support.bookingcenter.com/index.php?/Knowledgebase/Article/View/491.
Learn about editing the date a Charge is to be 'fulfilled' so that it appears properly on the Item Analysis report in this article: https://support.bookingcenter.com/index.php?/Knowledgebase/Article/View/476.
Room # | Room Type | Guest Name | Payment Type | Avg Nightly Rate | A | C | I | Confirmation # | Group | Grp Master Balance | Proj Income | Deposits Paid | Folio Balance | Second Bal | Auth Amount | Arrival Date | Departure Date |
If you're looking for troubleshooting information, please try one of our Support Options!
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