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.
Be 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.
|
|