MR035: Price Changes

The MR035 report displays items sold within the date range where prices were raised or discounted, with details like the transaction, client, item discounted, discount type, and more.  

Report definitions

Click here for details on each of the fields that appear in Summary View of the MR035.Click here for details on each of the fields that appear in Summary View of the MR035.

  • Category: Lists the Category and item that was sold.
  • Qty: The quantity of the item that was sold.
  • Sale Amount Before Discount: Price of the item before any discounts were applied.
  • Discounted: The amount that was discounted.
  • Price Paid After Discount: The final price that was paid for the item.
  • Total for ___: The sum of each column.

Click here for details on each of the fields that appear in Detail View of the MR035.Click here for details on each of the fields that appear in Detail View of the MR035.

  • Transaction: The transaction number as it appears in Transaction Editor.
  • Client: The name of the client who received the price change.
  • Item Discounted: The Code, Display Name, and Variant (if any) of the item that was discounted.
  • Sold By: The employee who sold the item.
  • Discount Type: The type of discount that was given.
  • Login: The logged-in employee who performed the transaction.
  • Qty: The quantity of the item that was sold.
  • Original Price: The original price of the item when it was added to the register. If a sale line has multiple discounts applied to it, the Original Price will only display once.
  • Amount of Discount: The amount that was taken off the original price. Raised prices appear in italics and parenthesis.
  • Amount Off: The total amount taken off the original price of the item.
  • Price Paid: The final price that was paid for the item. If a sale line has multiple discounts applied to it, the Price Paid will only display once.
  • Total Discounts for [Date] or Date Range: The sum of all discount amounts (prices that were lowered).
  • Total Price Raises for [Date] or Date Range: The sum of all price raises, appearing in parenthesis.

 

Setting up the MR035 report

  1. Type MR035 in the Convobar, or go to Meevo > Reports > Register/Sales, and then select the MR035 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Run Report In:
  • Summary View: Displays the item sold, quantity, the original sale amount, the amount discounted, and the price paid after the discount.
  • Detail View: Displays complete details related to the sale: transaction ID, client, item, employee credited with sale, employee who performed the sale, discount type, quantity, original price, amount of discount, amount off, and final price paid.
  1. Select a sort option:
  • Detail View sort options:
    • Date: Report is sorted by the date that the transactions occurred.
    • Item Type: Report is sorted by the item type in alphabetical order.
    • Discount Type: Report is sorted by the Discount Type (Amount Off, Buy One/Get One, Percent Off, or Special Price).
    • Employee Login: Report is sorted by the logged-in employee who executed the transaction.
    • Sold By: Report is sorted by the employee who sold the item.
  • Summary View sort options:
    • Items Sold: Report is sorted by item type.
    • Discount Type: Report is sorted by the type of discount that was applied.
  1. Display Transaction Notes (Detail View only): Displays any transaction notes that were associated with a transaction listed on the report.
  2. The remaining checkboxes allow you to select specific Services, Products, and Liabilities. There are additional checkboxes to refine by Service Category, Product Category, Manufacturer, or Liability type.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.