Category Sales Report

Category Sales Report

Category Sales Report Overview

Reports -> Sales Reports -> "Category Sales"

Products with similar features can be grouped into a single category. As a sales manager or a super-admin, you need to check on the product's category-specific sales if you want to manage any promotional offers for the items in the specific categories.

FTx Cloud POS provides a category-specific sales report where you can check the sales data for the different categories that are assigned to the specific products/items. As a sales manager/super-admin user, you can check the sales data of the different categories of sold items with the cost-retail price calculation and profit margins.

In this technical document, you will see:
- How to check the category-wise sales report
- How to apply the customer filter options to filter the category sales report data
- Grouping options for obtaining category sales data in a specific way 
1. Reaching the Category Sales Report
To reach the "Category 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 Category Sales
                                                                                                                              Figure 1.1

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


                                                                                                                   Figure 1.2
Initially, will see the "Report data is empty" message. You need to select the date range to check the category-specific sales data in the report.

2. Generating the Category Sales Report

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

                                                                                                                              Figure 2.1

After generating the category sales report, you will see the sales data for the product's category in tabular format based on the date range and filter options:
Category: This column represents the item sales details that belong to the category. (Category-wise sales data)
Sales Count: This column represents how many transactions occurred that belong to the category.
Qty Sold: This column shows how many items were sold in each category. 
Total Retail: This column represents the total retail amount for the sold quantity in the category.
Discounts: This column represents the discounts that are applied to items belonging to the category during the transaction.
Adj Retail: This column represents the adjusted retail value after deducting the discount value from the total retail. [Adj Retail= Total Retail - Discount]
Avg Retail: This column represents the average retail amount for a single item quantity by dividing the total sold qty. [Avg Retail= Total Retail / Qty Sold]
Total Cost: This column represents the total applicable cost to the sold quantity for the department.
Buydowns: This column represents the buydown amount applied to the items that belong to the specific category.
Adj Cost: This column represents the adjusted cost after deducting the buy-down value from the total cost. [Adj Cost= Total Cost - Buy-down]
Avg Cost: This column represents the average cost for a single item quantity by dividing the total sold qty. [Avg Cost= Total Cost / Qty]
$ Margin: This column represents the total margin of the sold quantity after calculating the buydowns and discounts. [$ Margin= Adj Retail- Adj Cost]
% Mgn: This represents the margin that gains or loses in percentage. % Margin will calculate the margin against the total retail in percentage. [% Mgn= ($ Margin*100) / Adj Retail]

3. Report Filter Options

Now, let's see how to set up the report filter options to generate the category sales 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 category sales report. You will see the "Filter Items" drop-down option, from which you can select the specific data for the category 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 will see the different tabs to filter the data (items) for the department 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 departments.
4. You will find the checkbox along with all the department names. You need to select the department 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 category sales report is generated.
- Include: If the flag is selected to "Include," it means the department sales report will be generated by applying the selected records.
- Exclude: If the "Exclude" flag is selected, the sales report will be generated but the selected records will be ignored. It will consider the selected records that need to be excluded and 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 Category 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 category 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 pop-up.
3.
- Select FIlter: Select any filter from the list to generate the desired category 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 category sales report.

Similarly, you can filter and set up the records for other tabs (parameters).


                                                                                                            Figure 3.1.1.3

By selecting the saved/applying the custom filter, you can generate the category sales report with the specific selected (filtered) data.

                                                                                                            Figure 3.1.3
You can see the selected filtered data details under the "Selected Filters (All)" label.

3.2 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 be taken to a tiny calendar where you can select a specific date range. You can also enter the date manually in mm/dd/yyyy format.

                                                                                                            Figure 3.2.1
If you want the sales data in the report for a specific time duration (till morning/evening), you can select the particular time (hours and minutes) from the date selection.

Presets
Presets label is provided to select the specific duration/interval to generate the category sales data with that.

                                                                                                            Figure 3.2.2

3.3 Group By Location

Let's see how to check the category 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 sales report. 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 category 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 total sales transactions for the category location-wise.


                                                                                                            Figure 3.3.2
Location Group: When you select "Location Group," one more filter option will be enabled to select the specific location group(s). You can see the "Include Location Group(s)" drop-down option to check the sales data for the specific location group.
The Location Groups are the collection of the locations and can be managed from the "Manage Location Groups" from POS -> Maintenance -> Locations.
By clicking "Location Group," you will get the "Include Location Group(s)" drop-down selection to select the specific location group record(s). You need to select/deselect the location group accordingly.


                                                                                                            Figure 3.3.3

After selecting the Location Group(s) and generating the report, you can see the department sales data grouping into Location Groups individually as well as combining the selected groups.


                                                                                                            Figure 3.3.4
You can see the totals for each grouping, and you can also see the grand total details at the end of the report.

3.4 Filter Locations & L. Groups

To check the category 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" 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 the saved custom filters.

                                                                                                            Figure 3.4.2

3. You can see the list of stores (locations) along with the checkbox. By ticking the checkbox, the store will be selected.
4. 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 record in the "Selected List" section. It means, when you generate the report, you will get only the category sales data that is under the "Selected List" section.
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.


                                                                                                            Figure 3.4.3
In a similar way, you can select the record(s) for another tab, "Location Group," to generate sales data by selecting the specific records.

When the filter record is selected for the Store and Location Group, you can apply the report directly by clicking the "Apply" button, or you can save it for future use.

Save & Manage 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 for location and click the OK button to save it.


1. The saved customer filter will appear in the list, and you can select another custom filter from the list.
2. 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 Department Sales report. You must select the filter from the list and click on the "Select Filter" button.
Delete: You can delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button.

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

3.5 Add To Sales

Let's check the category sales data based on the item sold from the department that is enabled with the "Added to Sales" or "Not Added to Sales" option.
There's one setup (Add To Sales) at the department level. You can disable that setup if you don't want to include the items from that department. 
You will see the three options from the "Add To Sales" drop-down: All Departments | Only Add to Sales | Not Added to Sales. You can see "All Departments" pre-selected by default.


                                                                                                               Figure 3.5.1

If you want to check the category sales data of the departments having the "Add To Sales" option enabled, select the "Only Add to Sales" option from the drop-down and generate the report.

But, if you want to check the category sales data of the departments that have the "Add To Sales" option disabled, select "Not Added to Sales" and generate the report.


                                                                                                               Figure 3.6.1

In this way, you can set up multiple custom filters and other grouping/filter options at the same time to get the required category sales report.

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