Kit Sales Report

Use the Kit Sales Report to view information about sales of specific kits (Administration > Reports > Sales > Items and Kits > Kit Sales).

• Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

• Kit category: Kit categories organize your kits into sections in the inventory tree - for example, BBQ & Grills, Saunas, Billiard Tables, etc.

• Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.

 - You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).

• Flag: Use order flags to classify your orders, e.g. holds, rentals, or financing.