FloristWare Features: Reports & Statistics

FloristWare includes several reports related to Accounts Receivable. You can quickly and easily view a summary or detailed report for any individual account or your A/R as a whole. These reports help you keep your finger on your receivables and ensure that you get paid in a timely fashion.

A "Late Cancellation" is a sale that is cancelled after the user has seen the total with tax. Why do you need to worry about them? Because they often indicate internal theft.

Here is how it works. An employee (usually working alone) enters a sale and proceeds right up to the "Payment" step. If the customer says they will be paying cash the employee asks if they need a receipt. If the customer says that a receipt is not required the employee cancels the sale and keeps the money.

FloristWare allows you to pretty much put an end to this type of theft. Whenever an employee cancels a sale late in the process the system captures the name and phone number of the customer and, of course, the employee name and date/time of the cancellation. It also requires the employee to enter a reason for the cancellation.

This alone is enough to deter many casual crooks. Just going through those steps makes it very clear that they are being watched and they'll be inclined to keep straight or move on to greener pastures.

The "Late Cancellation" report in FloristWare shows you all of this type of activity and helps to alert you to alarming trends. If for example you notice that one employee is doing a lot of late cancellations - especially when they are working alone - then you should be worried.

The next step is to call the customer under the guise of customer service - this is why FloristWare captures that information. You could say something like "Mr. Smith, I noticed that you were in the other day and started to make a purchase and changed your mind. I hope that we didn't do anything to upset you."

If at this point the customer tells you that you are mistaken - that they did indeed buy something - then you know that you have a problem.

However, the goal is not so much to catch employees as it is to stop the problem before it starts. FloristWare and the Late Cancellations report helps you do that - your employees will see that you have powerful tools at your disposal and think twice about stealing.

Certain types of refunds indicate internal theft. FloristWare helps you track these specific types of refunds and put an end to them.

Here is an example - a cash refund issued on the day of sale is very, very suspicious. What has often happened is that the employee has made a cash sale and then immediately issued a refund and kept the money.

FloristWare helps you in this case by tracking all refunds and capturing the name and phone number of the customer as well as the name of the employee and the date and time of the refund. It also requires the user to enter the reason the refund was given. This alone is enough to deter many casual thieves - it becomes obvious that their activity is being recorded and that they will be caught. The goal is always to stop them before they steal.

The Refunds Report shows you all of the refunds and related information (when, who, why, etc.) in a concise presentation. It also links to more detail on each refund so you can see exactly what happened in each case. It even gives you a detailed breakdown of the risk level of each refund - some are really quite harmless while others are very strong indicators of internal theft.

The last resort is to call the customer (FloristWare has saved all of that information for you) and ask why they needed a refund. If they tell you they didn't you know that you have a problem.

This is a proven way to reduce internal theft and improve your bottom line.

P.S. There is one other layer of protection as well - you can restrict the right to give refunds to employees with Manager Level access.

The Suspicious Activity report is a powerful tool that can make combating internal theft quick and easy. It combines all of the most important information relating to suspicious refunds and "Late Cancellations" in one place and presents it in a format that you can review and analyze in minutes. It even advises you to the risk level of each activity and links to more information on just the activity itself but how you can fight it.

Many users generate this report as part of their daily routine (it can be automated) and have saved substantially as a result.

The Daily Sales Report is probably the single most important report in FlroistWare. It presents you with a detailed report of the activity for a given day. In addition to providing important accounting information this report really helps you understand what happened in your store.

The Staff Performance report shows how each member of your staff is performing in terms of sales and production. On the sales side you see their sale count, sale value and average sale. On the production side you see the number and value of orders each is producing. In each case you see how each employee’s performance relates to the store average. This allows you to ensure that you have each employee doing what they do best!

This report shows you all the local deliveries you have scheduled for a particular day. You can sort them several different ways and even break them up into different routes.

Shows you all the pick-ups that you have scheduled for whatever period you specify. You can sort ths list in any number of ways and it is very, very useful during busy periods (like Valentines and Mother's Day) when you are trying to organize and track large numbers of pick-ups.

Shows you all the relevant accounting figures for whatever period you specify in one report. You can pretty much turn this one over to your accountant and be done with them!

Compares sales (broken down by hour, day or month) from one period with sales (broken down by hour, day or month) from another period. For example you could see your sales by day for February 2005 alongside your sales by day for February 2004. Great for evaluating performance and spotting trends!

This valuable report shows your sales broken down by the source of the sale (yellow pages, newspaper ad, mobile sign, wire service directory, etc.) for whatever period you specify. This allows you to concentrate your ad budget on advertising that works and stop wasting money on what doesn’t. A great way to get the most from your advertising budget - and find out whether your Yellow Pages ad is worth the cost once and for all!

Shows you your incoming wire sales (broken down by wire service) for whatever period you specify.

This report shows you your net sales and the taxable, tax exempt and tax collected figures for two different sales taxes. It makes preparing your sales tax return easier than ever.

Some (but by no means all) of the other reports FloristWare can generate are listed below:

Account History
Aged Receivables by Account
Aged Receivables Summary
Comp Sales
Deferred Payments
Discounted Sales
Outgoing Wires
Promotional Sales
Retail Sales By Day
Retail Sales By Hour
Retail Sales By Month
Sales by Account
Sales By Category
Sales By Product
Sales Transactions List
Taxes By Day

All order worksheets and Receipts\Invoices include a bar code for fast and easy tracking. To find a particular order or sale record in the system all you need to do is scan the bar code.

FloristWare now monitors the inventory of whatever items you wish. Each time you sell an item it is removed from inventory and you always see a live count during the product selection process. You can also generate an Inventory Report that shows you the value of your current inventory at cost and at retail.

The Daily Sales Report is one of the most popular and powerful reports in FloristWare. In version 2.6 you can generate a new “Daily Sales Report Summary” that includes all of the information from the Daily Sales Report over a period of time. This is a very handy way of getting a sense of how your business performed over a certain period.

The Daily Sales Report now allows you to enter notes on each day - things like weather and more. This enables florist make use of the very valuable and powerful Notes Report mentioned below.

Let’s say it is a Thursday in March and the weatherman is telling you a cold, cloudy Friday is coming. The new Notes Report allows you to quickly and easily look at how your store tends to perform on cold and cloudy days, cloudy Fridays, cold Fridays, Fridays in March and more. This information can come in very handy - if you know that cold, cloudy Fridays in March are very slow you might want to cut back on your purchasing and/or staffing.

FloristWare now allows you to save a specific recipe for each product that you send out. If the item is a standard product FloristWare starts by copying the standard recipe for that product. If it is a custom product FloristWare starts with an empty recipe field. In either event, the designer then has the option to either edit the recipe as needed or enter it from scratch as they prepare the order so that it reflects what actually goes out the door. There are two main benefits to this. First it allows the owner/manager to have a better chance at controlling costs as they can review what actually goes out on each order. Secondly,if a customer ever complains that they did not get good value on an order you can check back and see exactly what they received.