- How to check the Buydown Sales Report 

- How to get the buydown sales data by using custom filter records

- Grouping options to get the buydown sales data in a specific manner

- How to check sales data and invoice data (received items) for buydown

1. Reaching the "Buydown Sales Report"

To reach the "Buydown Sales 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 Sales Reports
5. Step 5: Choose Buydown Sales
   

Figure 1.1

By clicking "Buydown Sales," you will be redirected to the "Buydown Sales Report" page with relevant filter options.

Figure 1.2

You will see the Report data is empty message initially. You need to select the date range to check the buydown sales data in the report.

2. Generating Buydown Sales Report

When you navigate to the "Buydown Sales Report" page, you will get the options pre-selected by default. You can generate the Buydown Sales Report by clicking the "Generate Report" button.

      Figure 2.1

After generating the Buydown Sales Report, you will see the buydown data in tabular format based on the date range and filter options:

You will get the buydown data for the sales as per the manufacturers separately. 

Buydown Name: Name of the buydown that is set up in the system. [Pricebook -> Discounts/Buydowns -> Buydowns]

Buydown Amount: Amount is displayed that is set up for the buydown.

Qty Sold: The total number of items which the buydown was applied.

Total Amount: Buydown amount is calculated as per the total quantity sold for that specific buydown. [Total Amount (Buydown)= Buydown Amt. * Tot. Qty Sold]

You will see the product details under each buydown:

UPC: UPC details of the product.

Name: Name of the product to which the buydown is applied.

Qty Sold: The number of items sold. 

Total Amount: Buydown amount calculation as per the sold item. [Total Amount (Buydown)= Buydown Amt. * Qty Sold]

3. Report Filter Options

Now, let's see how to set up the report filter options to generate the buydown data in the report with specific criteria.

   Figure 3.1

3.1 Filter By (Custom Filters) 

The Filter By drop-down lets you select the report data using specific parameters. It has two selection options:

1. Show All: The system selects "Show All" by default. It considers all parameters to generate the Buydown Sales Report for the selected locations. The "Manage" button is disabled for this option. 
   
2. Custom Filter: This option enables you to select specific parameters such as UPC, Manufacturer, Buydown, and Vendor to generate the Buydown Sales Report. Once you select Custom Filter, the system will enable the "Manage" button to set up the filters. 
   

Please follow the steps below to create and apply a custom filter: 

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

    Figure 3.1.1

Figure 3.1.2

(Note: 3 and 4 are additional filters available only for the UPC tab.) 

1: 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 Sales Report home screen. Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters. 

2: You will see four tabs: UPC, Manufacturer, Buydown, and Vendor. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.

3: Use the Item filter to filter the Manage Filter screen data based on three product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter.

4: Use the Active Only filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records.  

5: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters.  

6: Here, you see the Manage Filter screen data relevant list for the selected tab. For example, if you have selected the UPC tab, it will show the list of all UPCs. You can use the "Search" bar to search for a specific UPC. If you have applied the 3, 4, or 5 filters, you will see the data accordingly. 

7: Select the required UPCs by checking the appropriate checkboxes.

8: Click the green Arrow button to move the selected records to the Selected Area. 

Notes:

1. You need to follow the same process for any of the four tabs.
   
2. The Buydown tab has an additional filter, Buydown Group, as Figure 3.1.3 shows. Use it to select a specific buydown group to generate the Buydown Sales Report for it.
   

  Figure 3.1.3

1: You can decide whether you want to Include or Exclude when the Buydown Sales Report is generated.

- Include: If the flag is selected to Include, it means the Buydown Sales Report will be generated by applying the selected records.

- Exclude: If the flag is selected to Exclude, it means the sales report will be generated, but ignoring the selected records. It will consider the selected records that need to be excluded and consider the left side records for reports.

2: If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon. 

3: Apply or save the custom filter:

1. Click the "Apply" button. The system will navigate you to the Buydown Sales Report home screen. Click "Generate Report." The system will generate reports as per your selection. 
   
2. Click the "Save Filters" button to save the custom filter for future use. The point 3.1.1 Save and Manage Custom Filter explains the details.

Figure 3.1.1.1

Figure 3.1.1.2

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 Buydown Sales Report.

2. Manage Filters:

You can check and manage the filters by clicking the "Manage Filters" button. By clicking on it, you will see the listing of the saved custom filters in a pop-up.

3. The Filter Name list shows the list of all saved custom filters. Click on the filter's name to select it.   

4. You can click "Select Filter" or "Delete."

2. Select Filter: Use the "Select Filter" button to select any filter from the list. 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. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Buydown Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.

3. Delete: Use the "Delete" button to delete the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK" to delete the filter. 

3.2 Date Range & Preset

Date Range

You can filter your sales data in the report by selecting the date range as well as specific times.

By clicking the Edit box, you will get a tiny calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.

       Figure 3.2.1

3.3 Group By Location

Let's see how to check the buydown sales data by grouping it into locations or location groups.

You will see a Group By Location drop-down from which you can select either By Location or By Location Group for grouping the buydown sales data. By default, None will be pre-selected, which means the sales data will be displayed without any grouping, as shown in Figure 3.3.1.

  Figure 3.3.1

By Location: If you select By Location, the buydown sales data will be displayed in the grouping according to the locations (stores) individually.

Once the location-specific report is generated, you can check the buydown sales separated as per the locations.

      Figure 3.3.2

By Location Group: When you select By Location Group, you will get a drop-down selection of the location groups. You can see the Include Location Group(s) drop-down option to check the sales data for the specific location group.

    Figure 3.3.3

After selecting the Location Group(s) and generating the report, you can see the buydown sales data grouping into Location Groups individually.

The Location Groups are the collection of the locations and can be created from "Manage Location Groups" from POS -> Maintenance -> Locations. 

3.4 Filter Stores & Location Groups

To check the buydown sales data for a specific location (store) and/or location groups only, you can set up the location filter option by clicking the button "No filter selected" on the top-right side.

  Figure 3.4.1

By clicking that button, a Manage Filters window will pop up, from which you will see the following details:

1. You will see the two tabs: Store and Location Group.

2. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of saved custom filters.

 Figure 3.4.2

3. You can see the list of stores (locations) along with the checkbox. If there are plenty of records, you can search the store by entering the text.

4. By ticking the checkbox, the store will be selected.

5. By clicking the Move button (green-right arrow button), move the selected store record(s) to the right side under Selected List.

You can see the selected store records in the Selected List section. It means that when you generate the report, you will get only the sales data for the buydown that is in the Selected List section.

  Figure 3.4.3

- Clear Selection: You can remove the selected record by clicking the "Close" button. You can also remove all the selections from the list by clicking the "Clear Selection" button.

- Apply or Save Filters: After selecting the store record(s), you can directly apply for the report by clicking the "Apply" button, or you can save it for future use.

Save and Manage Location Filters:

By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the location filter.

Figure 3.4.4

Enter the name of the custom filter and click the "OK" button to save it.

After saving the location filter, you can see:

1. Saved Filter: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the drop-down list for the report.

2. Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. By clicking on it, you will see the listing of the saved custom filters in a pop-up.

Figure 3.4.5

3.

- Select Filter: Select any filter from the list to generate the desired report. Select the filter from the list, and then click on the "Select Filter" button.

- Delete: Delete any filter from the list that is no longer required. Select the filter, and then click on the "Delete" button.

In this way, the Location Filter options (tabs) help customize the records to get only the store-specific data for the Buydown Sales Report.

Similarly, you can select the location group(s) to filter the records.

Figure 3.4.6

When you set up the filters for locations (stores) and location groups, you can see the selected details by hovering the mouse cursor over the Filter button.

   Figure 3.4.7

Note: 3.3 Group By Location will group the buydown sales data based on locations or location groups, whichever you have selected, while the 3.4 Locations & Location Groups custom filter option sets up a specific record selection. The buydown sales data will be generated in the report as per the selected locations (stores) and/or location groups only.

3.5 Exclude Returns

By ticking the Exclude Returns checkbox, the items that are returned will be ignored while generating the report. The report will show the buydown data for the sold items only.

    Figure 3.5.1

The returned items are shown as a negative indication in the Qty Sold column. But if you tick (enable) the Exclude Returns checkbox, only the sold items will be shown, while returned items will be ignored in the generated Buydown Sales Report.

4. Report On Invoice Data

You can also check the buydown details on purchasing the items from the manufacturers who provided the buydown to promote and increase the sales of their items. By default, Report On Sales Data will be pre-selected. To check the buydown report on invoice data (received items), tick the Report On Invoice Data option. By ticking Report On Invoice Data and generating the report, you can see the applied buydown on received items at different stores.

     Figure 4.1

By ticking Report On Invoice Data and generating the report, you can see the applied buydown on received items at different stores.

   Figure 4.2

You can see the summary of the received items (qty) for the different locations (stores) and the buydown amount that is configured (setup) in the system.

Group By Locations for Received Qty

      Figure 4.4

Manufacturers and the applicable buydown sales data can be seen under specific locations.

Hence, using the multiple custom filters and grouping options, you can get the relevant Buydown Sales Report.

5. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs as per defined frequencies (Daily, Weekly, Bi-weekly, Monthly, Quarterly, etc.) 

Prerequisite: Please ensure you have configured a report. This means you have made the required selections for date ranges and filters. (You don't have to click "Generate Report" to schedule a report.)

You can schedule the configured report using the "Schedule Report" button highlighted in Figure 5.1.

  Figure 5.1

5.1 Creating a New Scheduled Report

Please follow the steps below to schedule a new scheduled report.

1. Configure a report as per your requirements using the filters explained in this article.
2. Click the "Schedule Report" button highlighted in Figure 5.1. 
   
3. The pop-up screen will appear as shown in Figure 5.1.1. Click "Create New Scheduled Report."

Figure 5.1.1

Figure 5.1.2

Figure 5.2.1

Figure 6.1

Figure 6.2

Figure 6.3