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Post by kenganly on Apr 29, 2014 8:56:06 GMT -6
Does anyone know how to get the average sale per patient? Interested in this for A) all patients and B) the average glasses sales.
Thanks!
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Post by vaderkty on Sept 4, 2014 17:33:08 GMT -6
I would love a breakdown of "by employee" as well. Cashier is only the person that cashed out the order. that is not the same as the person that sold the order.
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Post by kenganly on Mar 31, 2015 13:22:33 GMT -6
Does anyone know if this report is possible yet?
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Post by hec on Mar 31, 2015 20:04:48 GMT -6
I think it shows you the average sale per patient on their overview page, doesn't it? as for the employee page you can do that by noting the employee that made the sale on the invoice then you have to run a sales report with all the billing codes you want to track and it will show how much each employee generated for those billing codes.
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Post by kenganly on Apr 8, 2015 12:25:51 GMT -6
Sorry to be so stupid, but I just tried to run that sales report and it only listed the sale by doctor's not employee. I guess I need to give them a quick call to walk me thru it.
thanks
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Post by mdeyedoc on Apr 8, 2015 19:43:57 GMT -6
Sorry to be so stupid, but I just tried to run that sales report and it only listed the sale by doctor's not employee. I guess I need to give them a quick call to walk me thru it.
thanks I don't track employee sales but you have to have your employees and billcodes set up properly and assign staff to each tracked line item in the invoice before you can get that info from the Sales Report. - Go to Admin/Billing and make sure the Optician column says "Yes" for every billcode that you want to track by employee. If not, edit the individual billcodes and check the Optician/Staff box. If you have to do a bunch of codes, you can select Print to File to export the billcodes to a csv file, edit them and then select Import File to import the updated codes into Crystal. You can then assign an employee (under the employee column) for any billcodes that have Optician checked.
- Go to Admin/Employees and double-click on each employee that you want to track. Check the Track this employee's sales checkbox and Update.
- When a tracked billcode is entered on an invoice, a list of tracked employees will drop down when you double-click in the Emp column.
- Select the employee you want to assign to that item.
Marcia
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Post by vaderkty on Apr 9, 2015 10:00:24 GMT -6
^ doing that still will not give you the info/report needed. you end up having to add up totals...way too much work. all of our commissioned billing codes are checked but i still can't find one report to run to gather info...it takes almost 3.
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Post by vaderkty on Sept 14, 2016 14:00:26 GMT -6
They actually fixed employee sales report to be functional about a month ago.
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