Aptimyz Glossary of Terms explained below
Account Balance: The current value of debt owed from (or to) a customer
Accounts - Added: Value of Deposits added to customers' accounts
Accounts - Balance: Balance of Deposits for all customers
Accounts - Redeemed: Value of Deposits redeemed when carrying out a transaction
Active (Product Group): Gives ability to turn off the group
Age Challenge: If a product is required by law to have an age challenge question posed to your customer, please mark this part of the product. The wording of the question is set in the back office settings.
All - Reports: A summary view of all saved report types
All inventory: Full list of all products on the system
Amount paid (per tender type): Value of payment made by a specific tender type
Archive: The act of putting a product in a state where it can not longer be soldProducts or variants of a product which have been moved to archive. They are no longer available to be sold but will appear in reporting.
Archived: Products or variants of a product which have been moved to archive. They are no longer available to be sold but will appear in reporting.
Archived Products: Products that are no longer active to sell
Article No.: A product number given to the product by the supplier (In Fashion - often the Style Number) aka Supplier Product Code
Attributes: A description used to further identify the product. E.g. Size, Colour, Length, Weight, Volume.
Available for Sale Online: Products added to the Ecommerce system
Available Stock: Quantity free for Sale
Ave. Basket Item: Calculates the average number of units sold per transaction per day
Ave. Basket Size: Average quantity of items sold with every transaction
Ave. Basket Amount (Incl Tax): Calculates the average gross sales generated per transaction
Ave. Basket Value (Incl Tax): Average gross sales value of every transaction
Average Basket Profit: Calculates the average profit generated per transaction
Average Basket Value: Average net sales value of every transaction
Average Returns per Basket: Average number of returned items per basket
Brand: Brand name associated with the product
Business: Commercial organisation (usually Head Office)
COGS (ex Tax): Net Cost of item(s) that have been sold
Comments from Credit Notes/Till Withdrawals (Comment field in the table): Reasons for Credit Notes given
Company: This is the customers company name
Contact Name: This is the contact name of the person working for the supplier
Cost Centre: Part of the business that has costs but does not sell products directly to external customers
Cost of Goods Sold: Number of units sold multiplied by the cost per unit
Create Promotion: View Promotions
Created (Label print): This is the date for when the print job was created
Created (Purchase): This is the date and time for when the item was purchased
Credit Account: This shows customers who have been approved with a credit balance against their customer account
Credit Notes: This shows all customers which currently have a credit note which can be redeemed
Credit Notes - Balance: Balance of all Credit Notes
Credit Notes - issued: Value of Credit Notes issued
Credit Notes - Redeemed: Value of Credit Notes Redeemed
Customer: Individual or business that buys products from the business or store
Customer - First Name: First of a customer account associated with a transaction
Customer - Last Name: Surname of a customer account associated with a transaction
Customer Address: The default address linked to a customers account
Customer Company Name: Name of company account associated with a transaction
Customer Phone: The phone number linked to a customers account
Customers Registered During Period: Quantity of customers added to the system
Date/Time: The date and time that the original transaction was made
Deposits: This shows any customers who have a deposit saved against their customer account
Device: Equipment on which the POS is run and transactions occur
Discount %: This is the discount percentage that is given to a customer at the time of purchase in store
Discounted %: Calculation of discount applied as a percentage of gross sales
Discounted Amount: Discount amount applied to an item
Email (Customer): This is the contact email for the customer
Email (Supplier): This is the email of the contact working for the supplier
Employee: Employee login ID used on POS to process the transaction
is_end-date End Date: This is the last day of a date range. The range entered (e.g. Promotions) will stop at the end of the day (23:59:59)
Existing Stock: Total Quantity in all areas
Expiry Date: Date the layaway is no longer valid - stock will return to available.
First Name: This is the customers first name
Gift Vouchers - Balance: Balance of all Gift Vouchers
Gift Vouchers - Issued: Value of Gift Vouchers Issued
Gift Vouchers - Redeemed: Value of Gift Vouchers Redeemed
Gross Profit Margin: Difference between Net sales and Cost of goods sold
Gross Profit Margin %: Calculation of gross profit margin as a percentage of net sales
Gross Returns: Gross value of items returned
Gross Sales: Income generated from a sale(s) including tax
Inventory (Reports): All saved Inventory reports
Item Description: This is a full description of the stock item e.g. "Denim Jacket XL/Black"
Items Returned: Quantity of items returned
Items Sold: Quantity of items sold
Items Returned Tax: This is the tax amount of any returned items
Items Sold Per Day (Average items sold per day): Quantity of items sold divided by number of days in period selected
Last Name: This is the customers Last name
Last Time Sold: This is the most recent date the product or any variations of the product were sold.
Layaway: This is a stock location for where stock items belonging to the business are moved when they are being held for a customer who is paying by deposit.
Layaway: This shows all customers which currently have an item(s) on layaway (Deposit)
Layaway Date: Date the layaway was created
Layaway Stock: Stock currently held in active layaways
Loan: This shows all customers which currently have an item(s) on loan
Loan (Location): This is a stock location for where stock items belonging to the business are moved when they have been taken out by staff or given to customers on loan.
Loan Stock: Stock currently on loan to customers
Low Stock: Stock where quantity has reached re-order level
Loyalty Points: This shows any customers who currently have loyalty points
Loyalty Points - Balance: Balance of all Loyalty Points
Loyalty Points - Generated: Value of Loyalty points generated by a sale
Loyalty Points - Redeemed: Loyalty Points redeemed when carrying out a transaction
Net Returns: Net value of items returned
Net Sales: Income generated from a sale(s) excluding tax
Nominal Account Code (Product Group): Code used by accounts package to record different types of sales and purchases
Non-stock Item: Products that do not hold a quantity or value in stock, e.g. service charges, shipping, or products that do not reduce in stock value but you need to hold a value against for your own stock records e.g. samples.
Not Allowed for Discount: Products that are never to be discounted, e.g. shipping costs, prescription charges, carrier bags.
Not Available for Sale Online: Products not currently added to the Ecommerce system
Number of Baskets: Total number of Baskets
Number of Baskets (Average): Calculates the average number of sales transactions per day
Number of Refunds Issued: Total number of refunds (baskets)
On Loan: This shows the total value of the item(s) currently on loan to the customer
On Order: Stock on open purchases
Online: This shows whether the product or its variants is available for sale online
Online Order No: Order Number generated from Online ecommerce system
Online or in-store: Describes whether the transaction is made online or in-store
Open Department (now called "Unallocated"): Products that have been created via the POS - still need editing
Order Number: Sales Order Number generated from POS
Out of Stock: Stock with zero quantity
Payment Tender Type: Type of payment made in POS
Payment Type: Describes the method of payment; cash, credit card, account, etc.
Phone (Customer): This is the contact phone number for the customer
Phone (Supplier): This is the contact phone number of the supplier
Points Balance: This shows the value of the loyalty points currently saved against a customers account
Price Code: A user defined analysis code grouping several different products by a unique identifier.
Price Range: This shows the lowest to the highest prices a product has.
Print Labels: Create a print label job
Product: Description of an actual product
Product Group: Collection of similar products, used for analysis
Product Name: Description of an actual product
Promotional Stock: Stock listed within an active promotion
Promotions: A description of a promotion attached to a sale
Purchase Order Number: Purchase order number generated from the Purchasing module
Qty Available (Stk Qty Avail): Total Stock Quantity - Available to sell
Qty Available in Store (Stk Qty Instore): Stock Quantity - Available to sell (Instore only)
Qty Available In Store + Online (Stk Qty Online+Instore): Stock Quantity - Available to sell (Instore and Online)
Qty Stock Total: Total Stock Quantity
Qty Stock Total In Store: Total Stock Quantity - Instore
Qty Stock Total In Store+Online: Total Stock Quantity Instore and Online
Quantity: Number of items on a single order line
Refund Tax Amount: Financial value of refund - tax amount
Refund Value excluding Tax: Financial value of refund - excluding tax
Reorder Level (reorder_point) : Stock level when a purchase requisition is raised
Reorder Quantity (reorder_amount) : Suppliers' standard resupply quantity
Replenish: View only Stock that needs replenishment
Retail Price (Unallocated): This is the price that was entered on the Unallocated screen at the time it was first purchased
Returned - Retail Value (Excl Tax): Financial value of returns excluding tax
Returned - Tax Amount: Financial value of returns - tax amount
Returns: This shows all customers who have returned items historically
Returns - Tax: Tax value of items returned
Returns - Units: Quantity of Products Returned during the period
Returns %: Quantity of items returned as a percentage of items sold
Sales: All saved Sales reports
Sales - Tax (Excl Returns): Tax on the sale of goods less any returns
Sales - Units: Quantity of products sold during the period
Sales Channel: Describes whether sale is made online, in-store or click & collect
Sales Tax Amount: Tax on the sale of goods (Gross sales less Net Sales)
Sell Through Rate: This is the rate calculated on how fast stock is turning over. It takes into account any sales/purchase/adjustments and time.
Set Aside/Layaway: This shows the total value of the item(s) currently on layaway for the customer
SKU: (Stock Keeping Unit) A unique scannable code associated with a specific product or product variant with specific attributes
is_start-date Start Date: This is the first day of a date range. The range entered (e.g. Promotions) will begin at the start of this day (00:00:00)
Status: Current status of layaway: Pending/Paid/Cancelled
Status > Cancelled: Layaway has been cancelled
Status > Paid: Layaway has been paid and completed
Status > Pending: Layaway not not yet been delivered or paid for
Stock Items: This is the number of unique stock variations in the print job
Stock Retail Value - All: Retail value of all stock
Stock Retail Value - Instore: Retail value of in-store only stock
Stock Retail Value - Online: Retail value of Online/Instore stock
Stock Inbound: This represents stock quantities that are on order but not yet in stock.
Store/Outlet: Commercial unit from which products are sold
Summary: Summary of Report
Supplier Product Code: Supplier Product code/Article Number
Suppliers: Individuals or businesses that the business purchases from
Suppliers Name: This is the name of a supplier to the business
Tax - Reports: All saved Tax reports
% Tax %: Calculation of tax as a percentage of net sales
Tax Amount: Tax on the sale of goods (Gross sales less Net Sales)
Tax Description: Description of the tax rate e.g. Standard, GST, Exempt, etc
Tax Group Code: Single letter code to identify the tax applied to a line item on the receipt
Tax Group Description: Description of the tax group that the tax rate is a part of
Tax Rate: Percentage rate of tax applied to the selected line item
Tender Type: Describes the method of payment; cash, credit card, account, etc.
Title (Print Labels): This is the name used to identify a print job
Title (Product Group): Name of the Product Group and the sub-groups
Total Items (Labels): This is the total number of labels to be printed
Total number of Baskets: Total number of sales transactions
Total Price: Total value of the Layaway
Transaction Detail: A description of the type of transaction which occurred. For example, Sale, Return, Credit Note Issued, etc.
Transaction Number: A unique number assigned to identify each transaction
Transactions: All saved Transaction reports
Unallocated: Products that have been created via the POS - still need editing
Unit Count In: Shows the number of all stock that has arrived in-store. Can include purchases, stock transfers, stock adjustments and returns.
Unit Count Out: Shows the quantity of all stock that has left the store. Can include sales, stock transfers and stock adjustments.
User: Employees that have a login to the POS or back office
Variants: This shows if the product has multiple variations or not.
Variations: The actual names of each attribute used to further identify the product e.g. Small or Medium, Blue or Red, etc.
Vouchers: This shows all customers with a redeemable Gift Voucher