Buydown Sales Report

Buydown Sales Report

Buydown Sales Report Overview

The "Buydown Sales Report" enables you to create, schedule, and print custom reports related to buydown data based on two parameters: store sales and invoices received by the store. 

Manufacturers, especially tobacco manufacturers and distributors, have long paid refunds/rebates to retailers for the retailer’s purchase of cigarettes and other tobacco products. To increase product sales, tobacco companies/manufacturers sometimes convey promotional allowances and discounted prices to retailers.

Retailers can sell tobacco (especially cigarettes) products by reducing costs and prices as the manufacturer offers. The retailers make the investment, but later, the manufacturer reimburses them and credits the amount to the retailers. This is called a buydown sale. These cost/price reductions depend on a set quantity and/or date range.

FTx Cloud POS provides a detailed report on buydown sales. Sales manager/super-admin users can quickly check the number of items sold, the applicable buydown amount, and the total amount.

This article includes information about:
  1. How to check the "Buydown Sales Report" 
  2. How to get the buydown sales data by using custom filter records
  3. Grouping options to get the buydown sales data in a specific manner
  4. How to check sales data and invoice data (received items) for buydown

1. Reaching the "Buydown Sales Report"

  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 below will help you understand the navigation better.


Figure 1.1

When you click "Buydown Sales," the Buydown Sales Report screen will open with relevant filtering and sorting options.


Figure 1.2

The report data will be empty initially. You must choose a date range, select the appropriate filters, and click "Generate Report" to generate a report. 

2. Generating the "Buydown Sales Report"

Please follow the steps below to generate the "Buydown Sales Report" to meet your requirements: 
  1. Navigate to the Buydown Sales Report screen.
  2. Select the date range and click "Generate Report" to view the Buydown Sales Report for the selected date range.
    1. You can use the filters Filter By (Custom Filters), Group By Location, Report On Sales Data, Report On Invoice Data, and Stores and Location Groups as per your requirements. You can use the multiple filters to be more specific about the 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 will show the manufacturer-wise buydown sales records, as Figure 2.1 shows. 
Figure 2.1

Report Fields: 
Buydown Name: Name of the buydown set up in the system. [Pricebook >> Discounts/Buydowns >> Buydowns]
Buydown Amount: The amount set up for the buydown is displayed.
Qty Sold: The total number of items to which the buydown was applied.
Total Amount: The total amount is calculated based on the total quantity sold for that specific buydown. [Total Amount (Buydown) = Buydown Amt. * Total. Qty Sold]

There will be 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: The buydown amount calculation is based on the sold item. [Total Amount (Buydown) = Buydown Amt. * Qty Sold]
Totals for Manufacturer: It shows the total quantity sold by which manufacturer, including all applicable buydowns, so users can easily check the total applicable buydown amounts for the specific manufacturer.

3. Report Filter Options

FTx Cloud POS lets you view the Buydown Sales Report records according to your preferences using various filter options. You can configure the report with any single filter or combination of multiple filters. The filters are highlighted in Figure 3.1.


Figure 3.1
1: Report Filters: 
  1. Filter Items: "Filter Items" lets you select the report data based on four parameters: UPC, Manufacturer, Buydown, and Vendor. Point 3.1 Filter Items (Custom Filters) explains the further details.  
  2. Date Range & Presets: This filter lets you select the report's time interval. Point 3.2 Date Range & Presets explains further details.  
  3. Group By Location: This filter lets you view the records organized by locations or location groups. Point 3.3 Group By Location explains the further details. 
  4. Report On Sales Data: This filter lets you view the buydown details based on the stores' sales. The system selects this filter by default. 
    1. Exclude Returns: This checkbox filter lets you exclude return items from the report. This filter is exclusive to "Report On Sales Data."
  5. Report On Invoice Data: This filter lets you view the buydown details based on the invoice data. The system will enable other fields and checkbox filters when you select this option. Point 4. Report On Invoice Data explains the further details.
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. Point 3.5 Filter Store and Location Groups explains further details. 

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. 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: 

Select the "Custom Filter" option in the Filter By drop-down and click the "Manage" button.
Figure 3.1.1
  1. The Manage Filters pop-up screen will appear, as Figure 3.1.2 shows. 
Figure 3.1.2
(Note: 4 and 5 are additional filters available only for the UPC tab.) 
  1. 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. 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. 3: Use this Search box to search for a specific result.
  4. 4: Use the Item filter to filter the Manage Filter screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter.
  5. 5: Use the Active Only filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records.  
  6. 6: Use the Match All Filters filter to determine whether the Manage Filter screen data matches all applied filters.  
  7. 7: Here, you see the Manage Filter screen data relevant list 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 3, 4, or 5 filters. 
  8. 8: Select the required UPCs by checking the appropriate checkboxes.
  9. 9: Click the green Arrow button to move the selected records to Selected List. 
Notes:
  1. You can follow the same process to create a custom filter for any of the four parameter tabs.
  2. The "Buydown" tab has two additional filters: Active Only and Buydown Group, as Figure 3.1.3 shows. Use the Buydown Group filter to select a specific buydown group to generate the Buydown Sales Report for it. The Active Only filter works as explained in 5 in the description above.

Figure 3.1.3
  1. The Manage Filters screen will look like the one in Figure 3.1.4.
Figure 3.1.4
1: You can decide whether to Include or Exclude the selected parameters when the Buydown Sales Report is generated.
  1. Include: If you select Include, the system will include all the specified parameters to generate the Buydown Sales Report.
  2. Exclude: If you select Exclude, the system will exclude all the specified parameters to generate the Buydown Sales 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 or save the custom filter:
  1. Click the "Apply" button to apply the selected parameters. The system will navigate you to the Buydown Sales Report home screen. Click "Generate Report." The system will generate reports based on 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.

3.1.1 Save & Manage Custom Filter

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.1.4.
  2. The Name pop-up will appear, as shown in Figure 3.1.1.1.
  3. Enter the name of the custom filter and click "OK." 

Figure 3.1.1.1
  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 3.1.1.2 according to your requirements.   

Figure 3.1.1.2
1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. Select the required custom filter from the list to view the respective Buydown Sales Report.
2: Manage Filters: You can view and manage the filters by clicking the "Manage Filters" button. This button will open a pop-up listing the saved custom filters.
3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.   
4: You can click "Select Filter" or "Delete."
  1. 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.
  2. Delete: Use the "Delete" button to remove 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 & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval:  
  1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 3.2.1.
  2. Select the specific date and time. You can also manually enter the date in MM/DD/YYYY format.
  3. Click inside the End Date field and follow the same process. 
  4. After making the appropriate selections for other filters, click on "Generate Report."

Figure 3.2.1

Presets

Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the report as shown in Figure 3.2.2.
  1. Please click on the required timeframe and click "Generate Report." The system will generate and show the report based on your selection. 

Figure 3.2.2

3.3 Group By Location

The Group By Location filter lets you view the records sorted by locations or location groups. By default, the system selects "None." Click the Group by Location drop-down highlighted in Figure 3.3.1 to change it.

Figure 3.3.1

1. By Location: If you select "By Location," the system will display records grouped according to locations, as Figure 3.3.2 shows.

Figure 3.3.2

2. By Location Group: If you select "By Location Group," the system will display records grouped according to location groups.
  1. The Include Location Group(s) drop-down will appear when you select "By Location Group," as Figure 3.3.3 shows. Please select the required locations from it. 

Figure 3.3.3
  1. The system will sort the report based on location groups, and the Include Location Group(s) drop-down will show the selected location groups, as Figure 3.3.4 shows.

 Figure 3.3.4
InfoLocation Groups represent a collection of locations and can be created by selecting "Manage Location Groups" from POS -> Maintenance -> Locations.

3.4 Exclude Returns

Please use the Exclude Returns checkbox filter to exclude return items from the report. 
  1. Mark the Exclude Returns checkbox and click "Generate Report" to exclude the returned items in the report. 

Figure 3.4.1
Return items are indicated negatively in the Qty Sold column. Selecting the "Exclude Returns" checkbox will remove those entries from the Buydown Sales Report.

3.5 Filter Stores & Location Groups

The Store and Location Group filter lets you view the report for selected stores (locations) and location groups. Please follow the steps below to apply the Store & Location Group filter.
  1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.5.1.

Figure 3.5.1
  1. The Manage Filters screen will appear, as Figure 3.5.2 shows. 
Figure 3.5.2
1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters if there are any. Select the required filter from the drop-down and click the "Apply" button to apply the filter. The Manage Filters button next to this drop-down helps you open the Manage Saved Filters screen. Point 3.5.1 Save and Manage Location Filters explains more details.
2: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., "Store," to create or apply a custom filter specific to the selected stores. 
3: Use this Search box to search for a specific store. 
4: Use this drop-down to view the results (stores or location groups) based on Pricebook Zone. 
5: Use this drop-down to view the results (stores or location groups) based on four parameters: All Locations, Only Active, and Only Deleted. 
6: Results: This section shows the list of selected parameters. For example, if you have chosen the Store tab, it will show a list of stores.  
7: Selection Checkboxes: You need to select the required stores by ticking the checkbox.
8: Arrow: Click the green Arrow button to move the selected stores to the Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.5.3.

Figure 3.5.3
1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. Point 3.5.1 Save and Manage Location Filter explains the details.

3.5.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.5.3.
  2. The Name screen will appear as shown in Figure 3.5.1.1. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.5.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed and delete it when you no longer need it. Open the Manage Filters screen again and follow the steps shown in Figure 3.5.1.2 according to your requirements.   

Figure 3.5.1.2
1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 
2: Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" pop-up screen will appear when you click the "Manage Filters" button. 
3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.     
4: You can click "Select Filter" or "Delete."
"Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
"Delete": Use the "Delete" button to remove 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."
  1. Similarly, you can filter the records by selecting the location group(s). 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, as shown in Figure 3.5.1.3.
Figure 3.5.1.3

4. Report On Invoice Data

Use "Report On Invoice Data" to view the buydown details based on the invoice data. By default, the system selects "Report On Sales Data," displaying the buydown data according to your stores' sales. Alternatively, "Report On Invoice Data" allows you to examine the buydown details according to the invoice data, concentrating on your purchases from the manufacturer. 
  1. When you tick the Report On Invoice Data option, the system will show the fields and checkbox filters highlighted in Figure 4.1.

 Figure 4.1

1: Invoice Date Option: Use this drop-down to filter the report records using Invoice Date and Applied Date (Applied Date indicates the date when the invoice was applied).
2: Search Receivable Code: Use the Search box to search for the receivable code. 
3: Checkbox Filters:
  1. Show Details: To view the report in detail, tick this checkbox filter before clicking the "Generate Report" button. 4.1 Show Details explains further details. 
  2. Include Deleted Buydowns: The system ticks this checkbox by default and includes the deleted buydowns in the report. Uncheck it before clicking the "Generate Report" button to exclude the deleted buydowns. 
  3. Exclude Buydowns Without Receivable Codes: To exclude buydowns without receivable codes, tick this checkbox filter before clicking the "Generate Report" button.  
Figure 4.2 below shows a sample report generated using "Report On Invoice Data." It shows the applied buydown on received items at different stores.


Figure 4.2

4.1 Show Details

The Show Details filter lets you view the manufacturer-wise buydown details for the received products, as Figure 4.1.1 shows. The report displays the received products and the buydown calculation. Ultimately, it also shows the total quantity and the overall buydown amount for products received from all manufacturers.


Figure 4.1.1

4.1.1 Group By Locations for Received Qty

As Figure 4.1.1.1 shows, the "Group By Location" filter will appear when you tick the Show Details checkbox. As explained in 3.3 Group By Location, you can use it to view the records sorted by locations or location group. 


Figure 4.1.1.1

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 at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report. 

6. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

7. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorite" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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