Coupon Sales Report - Store Employee

Coupon Sales Report - Store Employee

Coupon Sales Report Overview

The "Coupon Sales Report" displays a list of store and manufacturer coupons used to provide discounts on a specific product or purchase amount. The retail store or the product manufacturer funds these coupons, and the store does not lose money when a customer uses one. Different filters can be configured, and the system will display specific transaction records only according to the selected filter options. The reports will be shown and distributed in several fields with automatically calculated information.

This technical document includes information about:
  1. How to generate the "Coupon Sales Report." 
  2. How to apply the filter options to filter the "Coupon Sales Report" data.

1. Reaching the "Coupon Sales Report"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Store
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Coupon Sales
Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "Coupon Sales," the Coupon Report screen will open with relevant filtering and sorting options, as Figure 1.2 shows.


 Figure 1.2

2. Generating the "Coupon Sales Report"

Please follow the steps below to generate the "Coupon Sales Report" to meet your requirements: 
  1. Navigate to the Coupon Sales Report screen.
  2. Select the date range and click "Generate Report" to view the Coupon Sales Report for the selected date range.
    1. The Coupon Sales Report can be tailored to your needs using coupons grouped by location, store, and location groups. It shows a summary and UPC checkboxes. Applying multiple filters allows for greater specificity in the report. For more details on these filters, please look at point 3. Report Filter Options. 
    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 Coupon Sales Report records, as Figure 2.1 shows. 

Figure 2.1

Report Fields:
  1. Date/Time: This column shows the date and time the coupon was used at the store.
  2. Location: This column shows the store location.
  3. Receipt Number: This column shows the receipt number.
  4. Reg #: This column shows the register number used for the transaction with the coupon.
  5. Cashier Name: This column shows the cashier's name. 
  6. # Coupon Taken: This column shows the coupon(s) applied during the transaction.
  7. Coupon Type: This column shows the coupon type.
  8. Coupon UPC: This column shows the coupon's UPC, if any. It will display Manual if the coupon information is entered manually. 
  9. Product UPC: This column shows the product UPC for which the payment was made using the coupon. (It will appear only when the Show UPC checkbox is ticked.)  
  10. Description: This column shows the description of the product for which the payment was made using the coupon. (This column will appear only when the Show UPC checkbox is ticked.)
  11. Coupon Value: This column shows the coupon discount on the total bill. 
  12. E-Journal View Icon: This column shows the E-Journal icon. If you click, the system will navigate you to the respective E-Journal Report page.

3. Report Filter Options

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

Figure 3.1

Report Filters:
  1. Date Range & Presets: This filter lets you select the report's time interval. Point 3.1 Date Range Presets explains further details.  
  2. Coupon: This filter lets you filter the report records based on the coupon type, e.g., Store Coupon and Manufacturer Coupon. Point 3.2 Coupon Type explains the further details. 

3.1 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 3.1.1.
  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 3.1.1

Presets
The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using "Presets." 
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.1.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection. After making the appropriate selections for other filters, click on "Generate Report."
Figure 3.1.2

3.2 Coupon Filter 

The Coupon filter lets you sort the report records by coupon type. It has three options: All Coupons, Store Coupon, and Manufacturer Coupon.
 Figure 3.2.1
  1. All Coupons: Select this option to view records for all types of coupons. 
  2. Store Coupon: Select this option to view the records specific to store coupons. Store coupons are discounts created and issued directly by your retail business.
  3. Manufacturers Coupon: Select this option to view the records specific to store coupons. Manufacturer coupons are the coupons that manufacturers produce to promote their brand.

3.3 Checkbox Filters

Show Summary: The Show Summary filter lets you view the overall summary of coupon sales. If you tick this checkbox and click "Generate Report," the system will display the summary report, as shown in Figure 3.3.1.

Figure 3.3.1

Report Columns:
  1. Store: This column shows the store name.
  2. Total Sales: This column shows the total sales amount for the selected duration. 
  3. Manuf Coupons: This column shows the total amount of payment made using the manufacturer's coupon for the selected time duration. 
  4. Manuf Percent: This column shows the percentage of payments made using the manufacturer's coupon. 
  5. Store Coupons: This column shows the total amount of payment made using the store coupon for the selected time duration. 
  6. Store Percent: This column shows the percentage of payments made using the store coupon.
Show UPC: The Show UPC filter lets you view the Product UPC and Product Description fields in the report, as shown in Figure 2.1. The system ticks this checkbox by default, but you can untick it if necessary. The system will remove the Product UPC and Product Description fields from the report. 

4. 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.

5. 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 look at Printing a Report to learn how to print or export a report.

6. 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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