jake
New Member
Posts: 43
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Post by jake on Jan 31, 2018 15:51:52 GMT -6
I'm trying to find a report that shows me my employee's annual sales.
I tried to pull the info using several different reports:
Sales Report - Doesnt work as it keeps referencing the provider instead of Staff. Employee Sales Report - Doesn't give me a dollar amount. I have quantities of each item sold. Not useful. Multi-Day Report - Sort of works. I change "cashier" to the staff person I want and I get some of the numbers. Cash, Check and CC taken in. But I have no Insurance numbers, because I enter all those payments when they come in. I could use the Multi-day Report, and under my name I can pull all the insurance payments, but then I would have to go through several thousand invoices to credit each employee. Not a fun time in my opinion.
Is there a report that looks at the invoices and then the Staff on that invoice and then gives me the contents of the invoice, more especially how much the total sale was. Then I can compute how much each staff sold over the past year.
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Post by friscoeyeassociates on Jan 31, 2018 16:52:13 GMT -6
The Sales Report is the report you will want to utilize for tracking Optician sales. The issues you are having only showing providers in the drop down is probably resulting because of 1 of 2 things.
1) When setting up an employee profile in the admin section of Crystal you will need to check the radio button that says "Track this employee's sales"
2) When setting up a Billing Code in the admin section, you will need to check the radio button that says "Optician/Staff". This tells crystal that this is a billing code you want to be able to track NON OD sales on..You will need to do this on every "Optical" related billing code, as well as Contact billing codes if you want to track those too.
If both of those are set up correctly, then it is likely that there is an issue with the process or order in which an invoice is created. It's my understanding that Crystal will automatically transfer over the staff member responsible for the sale in optical IF the "Frame Order" page is completed and routing slip created before the patient goes to front desk to check out. When the Routing slip in turned into an invoice it should carry over the optical line items along with the optician who made the sale so long as that optical information was put in "Frame Order" page and Routing slip first... If you don't utilize the routing slips in such a way, and instead you have the patient check out before a frame page is ever created, then whomever is responsible for manually inputting line items on invoices will also be responsible for selecting the employee who made the sale from a drop down on each line item.
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jake
New Member
Posts: 43
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Post by jake on Jan 31, 2018 17:14:38 GMT -6
thanks, I did 1 but pretty sure I didnt do 2. I'll do that
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Post by friscoeyeassociates on Feb 1, 2018 11:21:51 GMT -6
No Prob!
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