Brand Sales Report Overview

1. When you click "Brand Sales," the Brand Sales Report Summary screen opens, offering relevant filtering and sorting options, as shown in Figure 1.2.

Figure 1.2

2. Generating the "Brand Sales Report"

1. Navigate to the Brand Sales Report Summary screen.
   
2. Select the desired date range and click "Generate Report" to view the Brand Sales Report for that specific date range.
   
1. You can use the Filter Items (Custom Filters), Sort By, Date Range & Presets, Group By Location, Include In Sales Reporting, and Filter the Sales By filters to create the report that meets your requirements. These filters can be used in combination for a more tailored report. Please refer to point 3. Report Filter Options to learn more about these filters.
   
2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
   
3. When you click the "Generate Report" button after selecting the date range, the system displays the report, as shown in Figure 2.1.
   

1. Brand Name: This column shows the brand name. 
   
2. Qty Sold: This column shows the quantity sold during the selected date range.
   
3. Total Retail: This column shows the total retail amount of the sold items.
   
4. Discounts: This column shows the total discount applied to the quantity of items sold. 
   
5. Adj. Retail: This column displays the adjusted retail price of the items sold, which is the price after discounts.
   
6. Avg Retail: This column shows the average retail price of the items sold.
   
7. Total Cost: This column shows the total cost of the items sold.
   
8. Buydown: This column shows the total buydown applied to the cost of the sold items.
   
9. Adj Cost: This column displays the adjusted cost of the sold items, which is the cost after deducting buydowns.
   
10. Avg Cost: This column shows the average cost of the items sold.
    
11. $ Margin: This column displays the total margin on sold items in dollars.
    
12. % Margin: This column shows the total margin of sold items as a percentage.   
    

3. Report Filter Options

Figure 3.1

1. Filter Items: Filter Items lets you select the report data based on six parameters: Manufacturer, Department, Category, Tag, Department Tag, and Vendor. This means you can access the Brand Sales Report for the selected parameter, i.e., specific manufacturers, departments, or any other parameter. Section 3.1 Filter Items (Custom Filters) provides further details.
   
2. Date Range & Presets: This filter lets you select the report's time interval. For further details, refer to Section 3.2 Date Range & Presets.
   
3. Group By Location: This filter lets you view the records organized by locations or location groups. For further details, refer to Section 3.3 Group By Location. 
   
4. Include in Sales Reporting: This filter lets you sort the item sales records by three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. Section 3.4 Include In Sales Reporting provides further details. 
   
5. Filter the Sales By: The filter lets you filter the report records based on three parameters: All Sales, E-Commerce Sales, and In-Store Sales. For further details, refer to Section 3.5 Filter Sales By.
   

3.1 Filter Items (Custom Filters)

1. The Filter Items drop-down menu has two options: Show All and Custom Filters. By default, the system selects "Show All" and considers all parameters to generate the report. "Custom Filter" lets you view the report based on a specified parameter from six available options: Manufacturer, Department, Category, Manufacturer, Vendor, and Tag. 
   

1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.
   

Figure 3.1.1

1. The Manage Filters screen will appear, as shown in Figure 3.1.2.
   

Figure 3.1.2

1. 1: Saved Filters Drop-Down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Brand Sales Report Summary home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Clicking this button will also open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see six tabs: Manufacturer, Department, Category, Tag, Department Tag, and Vendor. Select the required tab, i.e., "Manufacturer," to create or apply a custom filter specific to the selected Manufacturers.
   
4. 4. Search: Use this search box to find a specific result.
   
5. 5: Match All Filters Drop-Down: This filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filter screen data matches all applied filters. This drop-down is useful when you use multiple parameter tabs. For example, you choose a few manufacturers from the "Manufacturers" tab and a few vendors from the "Vendors" tab. 
6. 6: Results: Here, you see the relevant list of data on the Manage Filter screen for the selected tab. For example, if you have chosen the "Manufacturer" tab, it will show the list of all Manufacturers. You can use the Search bar for a specific manufacturer. 
   
7. 7: Selection Checkboxes: Select the required manufacturers by checking the corresponding checkboxes.
   
8. 8: Arrow: Click the green Arrow button to move the selected records to Selected Area.
   

1. The Manage Filters screen will appear as shown in Figure 3.1.3. 
   

Figure 3.1.3

1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.
   
1. Include: Select "Include" to include all specified parameters in the report generation process.
   
2. Exclude: Selecting "Exclude" will cause the system to exclude all specified parameters from generating the report.
   
2. 2 Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove a single record from the list, click the Remove (x) icon next to the record.
   
3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Brand Sales Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
   
4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.1.1 Save and Manage Custom Filters explains the details.
   

3.1.1 Save & Manage Custom Filters

1. Click the "Save Filters" button shown in Figure 3.1.3.
   
2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
   

Figure 3.1.1.1

1. Enter the name of the custom filter and click "OK." The system will save the filter. 
   
2. The system will save the filter. You can use the saved custom filter whenever needed and delete it when no longer required. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your specific requirements. 

Figure 3.1.1.2

1. 1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the report.
   
2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click it, a list of saved custom filters will appear in the Manage Saved Filters pop-up screen.
   
3. 3. Filter Names: The Filter Names section lists all saved custom filters. Click on a filter name to select it.   
   
4. 4: Select Filter: Use the "Select Filter" button to select any filter from the list.
   
1. Click on the filter's name, and then click on the "Select Filter" button. The system will close the "Manage Saved Filters" pop-up screen. Next, click the "Apply" button on the Manage Filters screen. The system will navigate you to the Brand Sales Report Summary home screen. Click "Generate Report" to generate the report for the selected filter.
   
5. 5. Delete: Use the "Delete" button to remove the filter that is no longer required from the list.
   

1. Similarly, you can filter and set up the records for other tabs (parameters).
   
2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The system will generate the report based on your specific choice, and the selected filter details will be displayed under the Selected Filters label, as shown in Figure 3.1.1.3. 
   

Figure 3.1.1.3

3.2 Sort By 

1. Brand: When you select the "Brand" option, the report records will be organized by brand name, as shown in Figure 2.1.  
   
2. Total Sales: When you select the Total Sales option, the report records will be arranged by total sales amount, starting with the highest sales amount and decreasing to the lowest, as shown in Figure 3.2.1.
   

Figure 3.2.1

3.3 Date Range & Presets

1. Please follow the steps below to select the report's required date range and time interval: 
2. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.3.1.
   

 Figure 3.3.1

1. Select the specific date and time from the drop-down calendar. You can manually enter the date in the MM/DD/YYYY format.
   
2. Click inside the End Date field and follow the same process. 
   
3. After making the appropriate selections for other filters, click on "Generate Report."
   

1. Hover over the "Presets" button. 
   
2. As shown in Figure 3.3.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection.
   

Figure 3.3.2

1. After making the appropriate selections for other filters, click on "Generate Report."

3.4 Group By Location

1. The Group By Location filter is valuable for corporate employees because they can access all company locations. This filter lets them view report records organized by location or location group, making it easier to analyze the data. 
   
2. Considering future possibilities, the Group By Location filter is also available to store employees. However, using this filter will not affect the organization of the report records for now. 
   

1. None: The system selects this option by default and generates the report, as shown in Figure 2.1.
   
2. Location: When you select this option to generate the report, a top bar will appear, displaying the location name you have chosen from the left panel for the report, as shown in Figure 3.4.2.
   

Figure 3.4.2

1. Location Group: When you select this option to generate the report: 
   
1. The Include Location Group(s) drop-down will appear. This will display all the location groups that you have access to. [If you have access to the four stores in the "Current Location" drop-down on the left panel, the Include Location Group(s) drop-down will display all location groups that include those four locations.]
   
2. A top bar will appear, displaying the location group name to which your selected location belongs. 
   

Figure 4.2.3

3.5 Include In Sales Reporting

What is "Include In Sales Reporting?" 

In the FTx Cloud POS, the "Include In Sales Reporting" feature allows corporate employees to determine whether to include their department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.

1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.
   

1. All Departments: By default, the system selects this option, displaying items from all departments.  
   
2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
   
3. Not Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled. 
   

3.6 Filter Sales By

Figure 3.6.1

1. E-Commerce Sales: Select this option to generate the report to view the sales data only for the items sold through the E-Commerce website. 
   

If your company has not opted for the "E-Commerce" feature, the system will not show any data when you choose the "E-Commerce Sales" option. 

2. In-Store Sales: This option generates a report that views sales data for only the items sold in the store.
   

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites