The Care Plan report lists care plans sold, the items associated with them, and their status.
NOTE: Care plan data will appear in Daily Activity reports as well, under Misc and marked with a W.
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.
|
Be sure to match this data with your billing statement from your care plan provider.