NEW: Employee internal purchase report

The Employee Internal Purchase Report provides insights into the usage of employee discounts and their internal purchases. This report helps monitor how employees are utilizing company discounts, ensuring they align with store policies and identifying any potential misuse.

Note

The report can be customized by filtering for staff, store, and period, as well as clicking the Edit header button to adjust the metrics displayed. Data can be exported for further review and offline analysis.

Metrics explained

The Employee Internal Purchase Report metrics offer detailed insights into how employee discounts and returns impact overall sales. By reviewing these metrics, businesses can ensure that internal purchases align with company policies and do not negatively affect profitability. These data points are essential for maintaining a balance between offering employee perks and preventing potential abuse of discount privileges. Here’s a breakdown of each metric in the report:

Staff and location details:

  • Staff name: The name of the staff member making the internal purchases, helping to track individual usage of employee discounts and purchase patterns.
  • District: The geographic district where the employee works allows for comparing internal purchase behavior across different locations.
  • Store name: The specific store where the employee purchases, offering insights into store-level internal purchase trends.

Sales and discount metrics:

  • Net sales: The total revenue generated from employee purchases after accounting for discounts, taxes, and returns. This metric helps businesses understand how much revenue is being driven by internal purchases.
  • Staff discount: The total discount applied to purchases made by employees. Tracking this metric helps businesses apply discounts correctly and within policy guidelines.

Return and refund data:

  • Refunded units: The number of units purchased by employees that were refunded. Monitoring this can help identify trends in return behavior and ensure that refunds are aligned with company policies.
  • Returned units: The total number of items returned by employees. This metric helps track whether employees frequently return discounted items and whether any issues are associated with those returns.

This report is essential for understanding the impact of employee purchases on overall sales and ensuring that internal discounts are being used appropriately. Regularly reviewing these metrics helps businesses manage discount programs effectively while safeguarding against misuse.

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