Barcode/Shelf Label Report

Barcode/Shelf Label Report

Barcode/Shelf Label Report Overview

The "Barcode/Shelf Label Report" feature enables you to generate and print barcode labels for shelves or individual products. It supports various label types, including Avery, Dymo, and Zebra formats. Labels can be created for specific items or through filtered selections based on criteria such as received invoices, price changes, departments, categories, manufacturers, and more.

1. Reaching the "Barcode/Shelf Label Report"

To reach the "Barcode/Shelf Label Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose List Reports
  5. Step 5: Choose Barcode/Shelf Label 
See Figure 1.1. You will see many types of list reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of list reports.
                                           
Figure 1.1                                                                            

2. Understanding the "Barcode/Shelf Label Report"

When you navigate to the page, you will see the options pre-selected by default. You can generate the "Barcode/Shelf Label Report" for the selected fields. See Figure 2.1. 

Figure 2.1                                                                                           

3. Generating the "Barcode/Shelf Label Report"

To generate the "Barcode/Shelf Label Report," click on the "Generate Report" button. 

Figure 3.1
                                                                                             
Fields Description:
  1. Name: This column describes the name of the item for which the barcode label is generated and printed.
  2. UPC: This column displays the Universal Product Code (UPC) for the same item presented here.
  3. Aliases: It lists any alternate UPCs or identifiers associated with the product. If it is blank, the item has no assigned aliases.
  4. Price: This column describes the price of the items needed for barcode label generation and printing.

4. Filter Items

Use this field to filter the report to get custom reports.
  1. Manage Button: This button lets you choose the needed product, department, category, manufacturer, tag, vendor, and department tag.
Figure 4.1

This image shows the "Filter Items" dropdown menu used in the "Barcode/Shelf Label Report" module.


Figure 4.2

 It allows users to filter which items they want to generate barcodes or shelf labels for. Available filter options include:
  1. Filter By Products: Select individual products.
  2. Filter By Departments: Choose items from specific departments.
  3. Filter By Category: Filter based on product categories.
  4. Filter By Manufacturer: Choose items from specific manufacturers.
  5. Filter By Tag: Use assigned tags to filter products.
  6. Filter By Vendor: Select products by their vendors.
  7. Filter By Department Tag: Filter using custom department tags.

Once you’ve selected the desired filter, clicking the "Manage" button will display the corresponding list of items for generating labels. For example, if you choose "Filter By Products," the Manage Filters screen will appear as shown below.

Figure 4.3                                                                      
Manage Filters Screen Information:
  1. Search: Use this "Search" box for a specific result.
  2.  All Items: Use this drop-down to filter the Manage Filters screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone Only. 
  3. Active Only: Use this drop-down menu to filter the Manage Filters data by selecting from three options — Active Only, Inactive Only, Active and Current, or All Records — based on the current status of the discount.
  4. Results: Here, you see the relevant list of data on the Manage Filters screen for the selected tab. For example, if you have chosen the "UPC" tab, it will show the list of all UPCs. You can use the "Search" bar for a specific UPC. You will see the data accordingly if you have applied the 4, 5, 6, filters. 
  5. Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
  6. Arrow: Click the green Arrow button to move the selected records to the Selected List area.

Figure 4.4                                                         
When generating the report, you can decide whether to include or exclude the selected parameters.
1. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
2. Apply or save the custom filter:
  1. Close: Use this button to exit the Manage Filters screen.
  2. Apply: Click the "Apply" button for the selected parameters
  1. The system will navigate you to the Barcode/Shelf Label Report home screen. Click "Generate Report." The system will generate reports based on your selection as highlighted in Figure 4.5.

Figure 4.5                                 
Notes
Similarly, you can generate results for each selected Filter by items.

5. Barcode/Shelf Label Type 

  1. Avery 5160: All options under the Print Barcode checkbox are selected by default. The Avery 5160 label template generates labels that include the product’s UPC number, price, and barcode. The output label appears as shown in Figure 5.1.
                                     
                                    Figure 5.1
NotesIf the Print Barcode checkbox is not checked, the system will generate and print the label in a basic manner, i.e., just with the item name and UPC. See Figure 5.2.

                                                                    
                                                                    Figure 5.2
  1. Avery 5167: When the Print Barcode checkbox is checked, the Avery 5167 label template allows the generation of labels with the product's UPC number and the product's barcode. One major difference between Avery 5160 and Avery 5167 is that it displays only the item name, barcode, and UPC in a smaller font.
                                                             
                                                             Figure 5.3       
Notes
If the Print Barcode checkbox is not checked, the system will generate and print the label in a basic manner, i.e., just with the item's name and UPC. See Figure 5.4.

                                                                               
                                                                               Figure 5.4            
  1. 2x1.25 Shelf Tags: For the Print Barcode checkbox, all the options are checked. The 2x1.25 Shelf Tags label template allows the generation of labels with the product's UPC number and the product's barcode. One major difference between the Avery 5160 and 2x1.25 Shelf Tags is that the Avery 5160 displays the item name, price, barcode, and UPC in a slightly bigger font.
                                                                        
                                                                        Figure 5.5               
Notes
If the Print Barcode checkbox is not checked, the system will generate and print the label in a basic manner, i.e., just with the item name and UPC. See Figure 5.6.
                                                                              
                                                                              Figure 5.6                    

6. Filter By

  1. None: If this option is selected, the system allows you to generate and print a label in the selected Barcode/Shelf Label Type for all the items listed in the report.
  2. Print by Invoice: If this option is selected, the system allows you to generate and print a label in the selected Barcode/Shelf Label Type for the products that are on the invoice, i.e., newly added to the inventory.
  3. Print by Price Changes: This filter will allow you to print labels for the products whose prices have changed within the selected date range.


Figure 6.1                                                                                

7. Print Qty

The Print Quantity defines how many labels will be printed for each selected item—whether it's a product, department, vendor, tag, manufacturer, or department tag. For example, setting the value to 2 will print two labels per item included in the report.
See Figure 7.1 and Figure 7.2.
             
Figure 7.1
  1. Since the Print Qty is set to 3, Figure 7.2 is displaying three labels for the chosen items.         
             
   Figure 7.2                                             

8. Print Barcode Checkbox

This checkbox filter lets you choose the items that are to be chosen for printing the label.

Figure 8.1                                                                       

1. Print Barcode: If this is checked, it will print the barcode on the barcode/shelf label.
2. Keep UPCs: If this is checked, it will also keep the UPC on the barcode/shelf label.
2.1. Use Alias: If this checked, it will also print the aliases on the barcode/shelf label. This gets enabled if Keep UPCs is checked. It can be checked and unchecked as per the requirements. Checking it off doesn't affect the value of the Keep UPCs checkbox.
3. Keep Price: This is a checkbox for deciding and printing pricing factors on the barcode/shelf label.
3.1. Include Buydown: Check this checkbox to display buydown information on the 
barcode/shelf label. This gets enabled if Keep Price is checked. It can be checked and unchecked as per the requirements. Checking it off doesn't affect the value of Keep Price checkbox.
3.2. Include Discount: Check this checkbox to display buydown information on the 
barcode/shelf label. This gets enabled if Keep Price is checked. It can be checked and unchecked as per the requirements. Checking it off doesn't affect the value of Keep Price checkbox.
The barcode/shelf label can be customized and printed as per your needs and wants.
  1. Example: See Figure 8.2. 4 checkbox filters are checked for the item Bugrugz Zipper Medium, and its alias is also there.

Figure 8.2                                                

When you click the Print/Export Report button for a barcode/shelf label setting highlighted in Figure 8.2 above, it prints a label as highlighted in Figure 8.3.

Figure 8.3

This barcode label displays information in the order:
  1. Item Name: Bugrugz Zipper Medium
  2. Price: $4.00
  3. Barcode
  4. Item Aliases: 6004

9. Credit Surcharge Calculation

When Cash Discounting/Dual Pricing is enabled, the credit price printed on the barcode/shelf label is calculated based on the Calculate Credit Surcharge On setting configured for the selected location.

The cash price calculation remains unchanged.

The available calculation options are:
  1. Base Price: The credit surcharge is calculated using the item's base price.
  2. Price After Buydowns: The credit surcharge is calculated using the item's base price after deducting all applicable buydown amounts. This is the default option and represents the existing surcharge calculation method.
  3. Price After Discounts: The credit surcharge is calculated using the item's base price after deducting all applicable discount amounts. Applicable buydowns are ignored when calculating the surcharge.
  4. Price After Buydowns & Discounts: The credit surcharge is calculated using the item's base price after deducting all applicable buydowns and discounts.
The credit price printed on the label follows the same surcharge calculation logic configured through the Calculate Credit Surcharge On setting.

Include Buydowns and Include Discounts
The surcharge calculation remains consistent regardless of whether Include Buydowns or Include Discounts is selected when printing the label.

The system always considers applicable buydowns and discounts when determining the surcharge amount according to the selected Calculate Credit Surcharge On option.

Similarly, the discount calculation always considers applicable buydowns, regardless of whether Include Buydowns is selected for printing.

Therefore, the options to include or exclude buydown and discount information from the printed label do not change the surcharge or discount amount used in the credit price calculation.

Example:
  1. Base Price: $50.00
  2. Buydown: $1.00
  3. Discount: $2.00
  4. Cash Discounting Percentage: 10%
  5. Calculate Credit Surcharge On: Price After Buydowns & Discounts
Surcharge = (Base Price - Buydown - Discount) × Cash Discount %
Surcharge = ($50.00 - $1.00 - $2.00) × 10% = $4.70

The surcharge used for calculating the credit price remains $4.70, regardless of whether the Include Buydowns and Include Discounts options are selected when printing the label.

The final price displayed on the label may vary depending on the selected print options, but the surcharge amount used in the credit price calculation remains unchanged.