Buydown List Report

Buydown List Report

Buydown List Report Overview

The "Buydown List Report" shows the list of all buydowns, the amounts they are for, the start and end dates, and the manufacturer.
This article focuses on how you can apply various filters on the "Buydown List Report" to generate desired data in the selected date range.

1. Reaching the "Buydown List Report"

To reach the "Buydown List Report," follow the below steps:

Step 1: Log into Control Center
Step 2: Choose Point of Sale
Step 3: Choose Reports
Step 4: Choose List Reports
Step 5: Choose Buydown List Report 

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

You will see the Report Data is Empty message initially. You need to select the date range to check the "Buydown List Report." 
See Figure 1.2.

                                                                                              Figure 1.2

2. Generating the "Buydown List Report" 

When you navigate to the page, you will see the options pre-selected by default. You can generate the "Buydown List Report" for the selected fields. 
See Figure 2.1. 
Notes
By default, the system will display the report for all buydowns.
           Figure 2.1                                                                                                 
  1. Buydown Name: This column displays the name of the buydown.
  2. Amount: This column displays the buydown discount amount for which the buydown is applied.
  3. Start Date: This column displays the start date when the buydown discount is applied to specific products.
  4. End Date: Here, the date until which the buydown discount amount is applied to specific products is mentioned.
  5. Manufacturer: The name of the manufacturer to whose name the buydown discount is applied is mentioned here.

3. Manage Filters

  1. Click on the "Manage" button to display the filtered report.
                                                                                                                                                                                               Figure 3.1

The manage screen lets you apply filter as per selected buydowns or buydown group.


                                                                                 Figure 3.2
See Figure 3.2 for Manage Filter field and button descriptions:
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 Buydown List Report home screen. Click "Generate Report" to generate the report for the selected filter.
2: Manage Filters: Clicking on this button will also open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
3: Parameters Tabs: You will see three tabs: Manufacturer, Buydown, and Buydown Group. Switch between the tabs to apply the desired filters for specific selection report. i.e., "Manufacturer." 
4: Search: Use this Search box for a specific result.
5: Match All Filters Drop-Down: It filter has two options: Match All Filters and Match Any Filters. Use this filter to decide whether or not the Manage Filter screen data matches all applied filters.
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. You will see the data accordingly.
7: Selection Checkboxes: Select the required Manufacturers/Buydown/Buydown Groups by checking the appropriate checkboxes.
8: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 


                                                                   Figure 3.3
1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.
  1. Include: If you select "Include," the system will include all the specified parameters to generate the report.
  2. Exclude: If you select "Exclude," the system will exclude all the specified parameters to generate the report.
2: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Buydown List Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.2.1 Save and Manage Custom Filters explains the details.

3.1 Save & Manage Custom Filters

Please follow the steps below to save the configured custom filters for future use and manage the existing custom filters: 
  1. Click the "Save Filters" button shown in Figure 3.3.
  2. The Name pop-up will appear, as shown in Figure 3.1.1. 
  3. Enter the name of the custom filter and click "OK." The system will save the filter.

        Figure 3.1.1
  1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Open the Manage Filters screen again and use the steps shown in Figure 3.1.2 according to your requirements. 

                                                              Figure 3.1.2

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: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click on it, a list of the saved custom filters will appear in the Manage Saved Filters pop-up screen.
3: Filter Names: The Filter Name list shows all saved custom filters. Click on a filter name to select it.   
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.
    2. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Buydown List Report home screen. Click "Generate Report" to generate the report for the selected filter.
  1. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list.
Notes
Similarly, you can filter and set up the records for other tabs (parameters).
Quote
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 available under the Selected Filters label, as Figure 3.1.3 shows.
  1. Manufacturer (Taking this parameter as an example):
The Buydown List Report for selected manufacturers is displayed as highlighted in the Figure 3.1.3. 

                                                                                                                                                                                                      Figure 3.1.3

4. Filter the Buydowns By:

This filter type will filter the buydown list as All Buydowns, Active Buydown, and Deleted Buydown.
                                                                                                                                                                                                Figure 4.1
  1. All Buydowns: This option, if selected, will display all the buydowns in the report for all or for the selected buydown groups or manufacturers. See Figure 4.2.

                                        Figure 4.2
  1. Active Buydowns: Selecting this option will display all active buydowns in the report, either for all buydown groups and manufacturers or for the specific ones selected. 
                                                                                                                                                                                                              Figure 4.3
  1. Deleted Buydowns: Selecting this option will display all deleted buydowns in the report, either for all buydown groups and manufacturers or for the specific ones selected.

                                              Figure 4.4


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