Genius for Retail reporting reference

Genius for Retail reporting reference

Genius for Retail reporting is broad. This is the map of which report answers which question.

Sales

  • Core reports — start here.
  • Sales reporting metrics — what each figure actually means.
  • Sales by sales rep, location sales versus source sales, changing the source of a sale.
  • Sales plans: how to create and view them.

Inventory

Accounting

Payment exceptions

The payment exception alerts on the sales dashboard flag transactions that need a human. Clear them daily. Left alone they turn into chargebacks and unmatched deposits, and they are much harder to unpick a month later.

Integrations

QuickBooks Online is the common accounting route. See the advanced QuickBooks Online session and the QuickBooks Online guides in the Global Payments help center.


Source: Global Payments Genius Retail help center. Newly built article, pending review.