Cycle Count Totals Report - Store Employee

Cycle Count Totals Report - Store Employee

Cycle Count Totals Report Overview

Store employees are responsible for counting store inventory using a handheld POS device. This method ensures accurate inventory counting by syncing the device directly with Control Center. During the counting process, all actions are timestamped for reconciliation and reporting purposes.

FTx Cloud POS generates detailed reports showing the total quantity and total value of all cycle counts completed within a selected date range. Various filter options can be applied based on your specific needs to view only relevant records.

You can create inventory count definitions in the system and use them as a basis for conducting inventory counts. For each cycle count, the system displays:

  1. Total quantity of products counted
  2. Total value of products
  3. Status of the count
  4. Name of the applied inventory definition
  5. Date and time range during which the count was performed
In this article, you will see:
- How to check the "Cycle Count Totals Report" for the specific store between dates
- How to apply the Customer Filter options to filter the cycle count totals data in the report

1. Reaching the "Cycle Count Totals Report"

To reach the "Cycle Count Totals Report," follow the steps below:
  1. Step 1: Log into Control Center
  2. ​Step 2: Choose Location
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Cycle Count Totals
You’ll find a variety of inventory reports designed to support different aspects of your retail operations. To view them, click on the "Choose Report" drop-down menu. This will display a list of available inventory report types, each offering insights for effective inventory management. See Figure 1.1.

                                                                                   Figure 1.1

2. Understanding the "Cycle Count Totals Report"

By clicking the "Cycle Count Totals," you will be redirected to the "Cycle Count Totals Report" page with relevant filter options.

                                                                                      Figure 2.1

You will see the Report data is empty message initially. You need to make appropriate selections for the date range and click the "Generate Report" button to view the Cycle Count Totals Report. You can use the following filters as per your requirements: Applied, Reviewed, and Group by Location.

3. Generating the "Cycle Count Totals Report"

Please follow the steps below to generate the "Cycle Count Totals Report": 
  1. Navigate to the "Cycle Count Totals Report" page.
  2. Select the date range using the Start Date and End Date fields.
  3. Use the filters Applied, Reviewed, and Group by Location as per your requirements. Please refer to points 4.4, 4.5, and 4.6 to learn more about these filters.
  4. Use the "No Filter Selected" button to select the specific stores for generating the Cycle Count Totals Report. 5, 6, 7, The Store & Location Group Filter explains more about using this button.   
  5. Click "Generate Report" whenever you change your selection in any field to view the updated report.
Once you click the "Generate Report" button, the system will generate the Cycle Count Totals Report with the location (store) and the inventory definitions that fall under the specific location. 
                                                                                    Figure 3.1

The following details can be seen for the cycle count totals:
  1. Date: This is the date with a timespan when the total number of counts occurred using the handheld device at the selected store.
  2. Definition Name: This shows the name of the Inventory Definition (created under POS -> Inventory -> Inventory Counts -> "Inventory Definitions") for which items needed to be counted.
  3. Location: This column shows the location name where the Cycle Count process was performed. 
  4. Employee: This column shows the name of the employee who performed the Cycle Count process.
  5. Reviewed: This column shows whether the store reviews the submitted Cycle Count manager or corporate user. 
  6. Total Count: This column shows the sum of all the item counts for the inventory definitions.
  7. Total Cost: This column shows the applicable sum of the costs as per the count. 
  8. Applied: This column shows if the counts are Applied or not. 

4. Filter Options

FTx Cloud POS allows you to view the Cycle Count Totals Report records per your needs using various filter options. You can use any single filter or combination of multiple filters to configure the report per your specific requirements. 

4.1 Custom Filter 

The Custom Filter enables you to select a specific parameter (filter) to get the desired records in the Cycle Count Totals Report. You will find the two options in the Filter Items drop-down selection:
  1. Show All: By default, this option will be pre-selected. It considers all the data (parameters) to generate the report. The system keeps "Manage" disabled for this option. 
  2. Custom Filter: To customize and get the specific data for the report, select the Custom Filter option. Once you select it, the "Manage" button will be enabled to set up the filters.   
                                                                                                                                     Figure 4.1.1
  1. By clicking the "Manage" button, the Manage Filters window will pop up. You will see the following:
                                                                                           Figure 4.1.2

1. Select the saved custom filter from the drop-down selection (if any). The "Manage Filters" button will open the list of saved custom filters.

2. You will see five tabs: Department, Category, Manufacturer, Tag, and Department Tag. Select the required tab, i.e., "Department," to see the Cycle Count Totals Report specific to the selected departments.

3. The Manage Records screen will show the relevant list for the selected tab. For example, if you have chosen the "Department" tab, it will show the list of all departments. You can search the Search bar for a specific department. 

4. You can see the list of departments. You can also search for any department record from the list by entering the text in the Search box.

  1. You need to select the record by ticking the checkbox.

5. After selecting the record(s), move to the Selected List area on the right side by clicking the green right-side arrow (>>) button. You can see the moved records under the Selected List area.

You have two more operation options in the Selected List area, as shown in Figure 4.1.3.



Figure 4.1.3
1. Use this toggle button to decide whether you want to Include or Exclude the selected records when the report is generated. 
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 report by clicking the "Apply" button or the "Save Filters" button to save the custom filter for future use. You can select the other filters/parameters (from the tab) to get the specific records in the Cycle Count Totals Report.
Once you click the "Apply" button, the system will redirect you to the main page. Click the "Generate Report" button to generate the Cycle Count Totals Report as per the selected filter options (parameter).

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

                                                                                                                         Figure 4.1.4 
InfoYou can set up multiple custom filters at the same time to get a specific report with specific data.

4.2 Date Range

You can select the Start Date, End Date, and particular time for both dates to be specific about the report records by following the steps below. 
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 4.2.1.
                                                                                                                                                     Figure 4.2.1

  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. 

                                                                             Figure 4.2.2
  4. Click "Generate Report."               

4.3 Presets

Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the Cycle Count Totals Report, as shown in Figure 4.3.1.
  1. Please click on the required timeframe and then click "Generate Report." The system will generate and show the report as per your selection. 

Figure 4.3.1

4.4 Applied Filter

The Applied filter helps you filter the report records using three parameters: All, Applied, and Not Applied. 
  1. When performing the Cycle Counts operation, the employee can choose any of the actions below as per the requirements:
    1. Click "Apply" to apply the counts in the system. 
    2. Click "Save & Close" to save the information. In this case, the system will keep them as Not Applied counts. 
You can use the Applied filter to view the Cycle Count Totals Report based on whether the counts are applied or not. 


Figure 4.4.1

By default, the system selects "All." Click the "Applied" drop-down highlighted in Figure 4.4.1 to change it. 
  1. Select "Applied" if you need to view only applied cycle counts. Click "Generate Report." The system will show the records as per your selection. 

                                                                             Figure 4.4.2

  2. Select "Not Applied" if you need to view the Cycle Count records that are saved but not applied. The system will show the records as per your selection. 

                                                                       Figure 4.4.3

4.5 Reviewed Filter

The Reviewed filter helps you filter the report records using three parameters: All, Reviewed, and Not Reviewed. 
  1. Generally, the corporate user or the store manager reviews the submitted cycle counts.  
You can use the Reviewed filter to view the Cycle Count Totals Report based on whether the counts are the reviewed counts or not. 

                                                                                        Figure 4.5.1

By default, the system selects "All." Click the "Reviewed" drop-down highlighted in Figure 4.5.1 to change it. 
  1. Select "Reviewed" if you need to view only reviewed cycle counts. The system will show the records as per your selection. 

                                                                  Figure 4.5.2

  2. Select "Not Reviewed" if you need to view not-reviewed cycle counts. 

                                                                        Figure 4.5.3

  3. Click "Generate Report." The system will show the records as per your selection. 

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 Favorites" button. 

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

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