Cost Changes Between Dates Report

Cost Changes Between Dates Report

Overview

The "Cost Changes Between Dates Report" will list cost changes for Pricebook zones between specific dates and the details of what and where they changed.
The system will display records of the cost changes for products only for the specifically selected date range. The system will also display the UPC, product name, old cost value, new cost value, date and time stamp when the old cost was changed to the new, and the change notes for each cost change record.

This article details the functionality and key features of the "Cost Changes Between Dates Report," which tracks and displays product cost changes within selected date ranges, including relevant product and change information.

1. Reaching the "Cost Changes Between Dates Report"

To reach the "Cost Changes Between Dates 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 Inventory Reports
  5. Step 5: Choose Cost Changes Between Dates
See Figure 1.1. You will see many types of inventory reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of inventory reports.

                                                                            Figure 1.1

2. Understanding the "Cost Changes Between Dates Report" Layout

By clicking on "Cost Changes Between Dates," you will be redirected to the Cost Changes Between Dates Report page, where you can see relevant filtering and sorting options.


                                                                                                         Figure 2.1

3. Generating the "Cost Changes Between Dates Report" 

To generate the "Cost Changes Between Dates Report," follow the steps below.
  1. On the "Inventory Report" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Cost Changes Between Dates" from the list and click on it.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner. The "Cost Changes Between Dates Report" will be displayed as highlighted in Figure 3.1.


                                                                                           Figure 3.1
Report Result Table Information:
  1. UPC: It stands for Universal Product Code (UPC), which helps in tracking items at the store. This UPC column displays the UPCs of the items listed for the Cost Changes Between Dates Report.
  2. Item Name: This column displays the real name of the item.
  3. Pricebook Zone: It is a set of costs and prices assigned to the item(s) existing in your inventory. Select the applicable Pricebook zone for which you wish to generate the Cost Changes Between Dates Report.
  4. Old Cost: This column displays the previous cost of the item (the buying price of an item).
  5. New Cost: This column displays the current cost of the item.
  6. Change Date: This column displays the date when the cost was changed in the system. 
  7. Change By: This column displays who made the cost changes.
  8. Change Notes: This column displays the reason for which the cost was updated.

4. Filter Options 

Using various filter options, FTx Cloud POS lets you view the report according to your preferences. You can configure the report with any single filter or a combination of multiple filters, as highlighted in Figure 4.1.


                                                                                   Figure 4.1

1: Report Filters: 
  1. Filter Items: Filter Items lets you select the report data based on six parameters: UPC, Department, Category, Manufacturer, Vendor, and Tag. This means you can access the Non-Cash Surcharge Report for the selected parameter, i.e., items (UPCs), departments, or any other parameter. 4.1 Filter Items (Custom Filters) explains the further details. 
  2. Date Range & Presets: This filter lets you select the report's time interval. 4.3 Date Range & Presets explains further details. 
  3. Change by: Filter the report by the name of the person who made the cost changes.
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. Please refer to point 4.2. Filter Store and Location Groups, to learn more about it.

4.1 Filter Items (Custom Filters)

The Filter Items filter lets you view the report based on a selected parameter from the eight options: UPC, Department, Category, Manufacturer, Tag, Brand, Vendor, and Department Tag. You can access the report for specific items (UPCs), departments, or other parameters.
 
The Filter Items drop-down menu has two options: "Show All" and "Custom Filters." By default, the system selects "Show All" and considers all parameters to generate the report. The "Custom Filter" lets you view the report based on a specified parameter from ten options: UPC, Department, Category, Manufacturer, Tag, Brand, Vendor, and Department Tag.

Please follow the steps below to make the required selections:
  1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.

                                                                            Figure 4.1.1
  1. The Manage Filters screen will appear, as Figure 4.1.2 shows. 
                                                                     Figure 4.1.2
Manage Filter Information & Steps:
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 Cost Change Between Dates 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. 4.1.1 Save and Manage Custom Filters explains the details.
3. Parameters Tabs: You will see eight tabs: UPC, Department, Category, Manufacturer, Tag, Brand, Vendor, and Department Tag. Select the required tab, i.e., "UPC," to create or apply a custom filter specific to the selected UPCs.
4. Search: Use this Search box for a specific result.
5: All Items: Use the All Items drop-down to filter the Manage Filters screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the "UPC" tab.
6: Active Only: Use this filter to filter the Manage Filters screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the UPC tab.
7: Match All Filters Drop-Down: The Match All Filters filter has two options: Match All Filters and Match Any Filters. Use this filter to decide whether or not the Manage Filters screen data matches all applied filters.
8: Results: Here, you see the relevant list of data on the Manage Filters screen 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 4, 5, 6, or 7 filters.
9: Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
10: Arrow: Click the green Arrow button to move the selected records to the Selected List area. 

The Manage Filters screen will look like the one in Figure 4.1.3.

                                                                        Figure 4.1.3
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 Cost Changes Between Dates 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. 4.1.1 Save and Manage Custom Filters explains the details.

4.1.1 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 4.1.3.
  2. The Name pop-up will appear, as shown in Figure 4.1.1.1. 
  3. Enter the name of the custom filter and click "OK." The system will save the filter.

                                               Figure 4.1.1.1
  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 4.1.1.2 according to your requirements.   

                                                                       Figure 4.1.1.2

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 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. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Cost Changes Between Dates Report home screen. Click "Generate Report" to generate the report for the selected filter.
5: Delete: Use the "Delete" button to remove the filter no longer required from the list.
  1. Similarly, you can filter and set up the records for other tabs (parameters).
  2. 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 4.2.1.3 shows.

                                                                      Figure 4.1.1.3

4.2. Location Filters

You can generate the report for Cost Changes Between Dates for chosen store locations or location groups.
Notes
Follow the same filter steps as above.

                                                                                Figure 4.2.1
  1. You will see two different tabs to filter the items to generate the Cost Changes Between Dates Report.
  2. To fetch the report with already saved filters, you can click on "Manage Filters," as highlighted in Figure 4.2.1.

4.2.1 Manage Filters

The "Manage Filters" button will open the list of the saved custom filters, as you can see in "TEST1," close to the "Manage Filters" button.

                                                                                                                                                                                                                                                                                                                                                                    Figure 4.2.1.1
  1. Here, you can save multiple filters and apply them to generate a customized report for item cost changes between the selected dates. 
  2. You can select the saved filter from the list to generate the desired report.
  3. Select the filter from the list, and then click on the "Select Filter" button.
  4. Or you can directly select location(s) or location groups.

4.2.2. Save Filters

You can also save the configured custom filters for future use. Make the changes by selecting filters; by clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.

                                                                                         Figure 4.2.2.1

4.3 Date Range

You can filter your data in the report between the dates and select a specific time from the Start Date and End Date drop-down calendars.
  1. 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.
  1. You can also generate a report with a specific time duration (until morning/evening), and you can select the particular time (hour and minutes) from the date selection. See Figure 4.3.1, Figure 4.3.2, and Figure 4.3.3.
  1. Start Date: Define the start date for the date range.
                                                                                 Figure 4.3.1
  1. End Date: Define the end date for the date range.

                                                                           Figure 4.3.2
  1. Presets: The presets label is provided to select the specific duration/interval to generate the report for Cost Changes Between Dates according to the selected time period. See Figure 4.3.3.

                                                                               Figure 4.3.3

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 addresses 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 Favorites" button. 
Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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