Buydown Sales Report
Buydown Sales Report Overview
Reports -> Sales Reports -> "Buydown Sales"
Tobacco manufacturers and distributors have long made refund/rebate payments to retailers for the retailer’s purchase of cigarettes and other tobacco products. Sometimes tobacco companies/manufacturers convey promotional allowances and discounted prices to retailers to increase product sales.
Retailers can sell tobacco (especially cigarettes) products by reducing the cost and price as the manufacturer offers them. The investment is made by the retailers but later on, the manufacturer reimburses it and credits the amount value to the retailers. This is called a buydown sale. These cost/price reductions are dependent on either a set quantity and/or date range.
FTx Cloud POS provides a detailed report on "Buydown Sales." The sales manager/super-admin users can easily check how many items are sold, the applicable buydown amount, and the total amount.
In this technical document, you will see:
- 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 & Invoice Data (Received Items) for Buydown
1. Reaching the Buydown Sales Report
To reach the "Buydown Sales" report, follow the below steps:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
- Step 4: Choose Sales Reports
- Step 5: Choose Buydown Sales
Figure 1.1
By clicking "Buydown Sales," you will be redirected to the "Buydown 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 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 of 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: Total No. of qty on that 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 on which the buydown is applied.Qty Sold: No. of qty sold for the product.Total Amount: Buydown amount calculation as per the sold item. [Total Amount (Buydown)= Buydown Amt. * Qty Sold]
Totals for Manufacturer: It shows the total qty sold from which manufacturer including all applicable buydowns. So the users can easily check the total applicable buydown amounts for the specfic manufacturer.
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 Custom Filters for Items
Let's see how to filter the data to generate the desired buydown sales data in the report. You will see the "Filter Items" drop-down option, from which you can select the specific data for the buydown sales report.
Figure 3.1.1
You will find the two options from the "Filter Items" drop-down selection:
- Show All: It considers all the items to generate the report. The "Manage" button will be disabled for this option. By default, this option will be pre-selected.
- Custom Filter: To customize the items for the report, you need to select the "Custom Filter" option. Once you select it, the "Manage" button will be enabled to set up the filters.
By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:
1. You can see the different tabs to filter the data (items) for the buydown sales report. You can choose the required data by navigating the tabs individually.
2. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of the saved custom filters.
Figure 3.1.2
3. You can see the list of records for the selected tab (i.e., Manufacturer). You can also search for a specific record by entering the label in the "Search" edit box.
4. You will find the checkbox along with all the records. You need to select the record(s) by ticking the checkbox.
5. By clicking the green right-sided arrow button, move the selected record(s) to the "Selected List" area on the right side.
After selecting and moving the records under the "Selected List":
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.
Figure 3.1.3
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. You can generate the Buydown Sales report by clicking the "Apply" button or you can click the "Save Filters" button to save the custom filter for future use.
3.1.1 Save & Manage Custom Filter
You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.
Figure 3.1.1.1
Enter the name of the custom filter and click the OK button to save it.
After saving the custom filter:
1. Saved Filter:
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.
Figure 3.1.1.2
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 popup.
3.
- Select FIlter: Select any filter from the list to generate a desired buydown sales 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 "Custom Filter" options (tabs) help to customize the records and set up the options to get only the required data for the buydown sales report.
Similarly, you can filter and set up the records for other tabs (parameters).
Figure 3.1.4
Once you have selected the records or selected the saved customer filter, you will see the "Selected Filters (All)" section. By generating the report, you will get the buydown sales data as per the selected customer filter records.
Figure 3.1.5
3.2 Date Range & Preset
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 the tiny calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.
Figure 3.2.1
If you want the buydown sales data in the report with a specific time duration (till morning/evening), you can select the particular time (hour & minutes) from the date selection.
Presets
"Presets" label is provided to select the specific duration/interval to generate the buydown sales data.
Figure 3.2.2
3.3 Group By Locations
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 "Location" or "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
Location: If you select "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
Location Group: When you select "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 Locations & L.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 where you will see the following details:
1. You will see the two tabs: "Store" & "Location Group."
2. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of the 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 'closed' 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 3.4.3
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 & 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 3.4.4
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 3.4.5
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 3.4.6
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 of 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 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.
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.
Include Deleted Buydowns: By enabling this checkbox, the invoice data will also be calculated for the deleted buydown record(s).
Show Details: By ticking the "Show Details" checkbox and generating the report, you can see the buydown that is applied on received items from manufacturers in the report.
Figure 4.3
You can see in the report which items were received and the buydown calculation for those items. In the end, you can also see the total quantity and total buydown amount for items received from all the manufacturers.
Group By Locations for Received Qty
Let's see how to check the buydown data for the received quantity by grouping it into locations or location groups.
By Location
If you select "Location," the buydown sales data will be displayed in the grouping according to the locations (stores) individually. After selecting "By Location" and generating the report, you can check the buydown data in the grouping of the locations for received items.
Figure 4.4
Manufacturers and the applicable buydown data can be seen under specific locations.
By Location Group
You can also check the buydown sales data as per the location group. By selecting "By Location Group," you will get a drop-down selection of the location groups.
Figure 4.5
Select the location group(s) from the list and then generate the report. You will see the buydown sales data in the grouping of the selected location group.
Hence, using the multiple custom filters and grouping options, you can get the relevant buydown sales report.
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