Reporting on Montage Jewelry Care Plans


Below you will find descriptions of the two reports available to track and manage your Montage Jewelry Care Plans.

Care Plan Report

The Care Plan report is available under Reports > Management > Care Plan.  The Care Plan report lists care plans sold, the items associated with them, and their status.

Fields and option in the Care Plan report include:

Customer Name

The customer name.

Sale ID

The transaction ID for the sale.

Date Sold

The date the item and care plan were sold.

Who Sold

The associate who conducted the transaction.

Care Plan Name

The name of the plan that was sold.

Term

The length of the plan.

Status

The status of the plan, i.e., whether the plan is still in effect.

Retail

The price paid for the plan.

Cost

The cost to the merchant for the plan.

NOTE:  Care plan data will appear in Daily Activity reports as well, under Misc and marked with a W.  

enlightenedBe sure to match this data with your billing statements from Montage.

 

Care Plan Repair SKU Report

The Care Plan Repair SKU report lists repair SKUs used for care plan-covered repairs during the specified time period.

Data fields in the Care Plan Task SKU report include:

Repair #

The transaction number for the repair.

Customer

The customer name and ID.

Item #

For repairs on items sold by the store, the item number.

SKU

The repair task SKU for the repair.

Desc

A description of the repair.

Status

The status of the repair.

TotalCost

The cost to the store for the repair.

Rate

The amount the care plan company has agreed to pay for the repair.

 

 

Updated on Mon, 08 Feb 2021 by Angela Chiaravalle

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?