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reports_-_inventory [2015/03/09 08:49]
cliff
reports_-_inventory [2018/09/26 06:57] (current)
rclarke
Line 3: Line 3:
   * This report is for quantity, not value. Qty in stock, qty sold, and so on are reported on. It does not give dollars sold   * This report is for quantity, not value. Qty in stock, qty sold, and so on are reported on. It does not give dollars sold
   * There are many filtering options and other report options that come into place. It is quite customizable   * There are many filtering options and other report options that come into place. It is quite customizable
 +
 +====== Florida Department of Revenue Report ======
 +Tobacco retailers in Florida are required to submit an “information report” to the State of Florida containing the following:
 +  * Seller’s Name 
 +
 +  * Seller’s license # - Right justified ​
 +
 +  * Retailer’s name  ​
 +
 +  * Retailers’ beverage license # – Right justified ​
 +
 +  * Retailer’s address, street, city, state, zip 
 +
 +  * Item type, cigarettes, cigars, tobacco, beer, wine, spirits, or any combo of these items 
 +
 +  * Net monthly sales total in dollars
 +
 +This will apply to every business who sells into Florida who does not collect sales tax. 
 +It is to ensure that purchasers of product are properly claiming tax. This is State mandated and they will apparently lose their license if the report is not submitted in it’s entirety. ​
 +
 +For the Florida Department of Revenue report we used the purchase filter feature of the Design customer report. We needed the following fields, the Windward field follows afer the dash:
 +
 +License # - Info field (may depend on where customer keeps it though)
 +Retailer Name - Name
 +Address - Address 1
 +City - City
 +State - Prov, State
 +Zipcode - Postal/Zip
 +Sales Month - Needs to be manually typed in, copied and pasted (potential solution would be to put this into a free form field which would automatically populate this
 +Monthly Net Sales - Use the Total $ (Purchase Filter) - Add 13 of these, one for each month and one for annual
 +Rename the heading
 +Go to the purchase filter tab
 +Change Purchase Filter name
 +Change Purchase Total to Greater than or equal to .01
 +Update Purchased Dates
 +Update Purchased Categories
 +Go back to Columns tab, click on each purchase filter, then choose the appropriate Purchase filter
 +View, and export to Excel. Customer may need to massage the data a bit.
 +
  
 ===== Multicat Report ===== ===== Multicat Report =====
reports_-_inventory.txt · Last modified: 2018/09/26 06:57 by rclarke