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:
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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. |
Care plan data will appear in Daily Activity reports as well, under Misc and marked with a W.
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Be sure to match this data with your billing statement from your care plan provider. |
