Department Sales Report Overview

1. How to generate the "Department Sales Report."
   
2. How to apply the customer filter options to customize the report
   
3. How to automate (schedule) or print a report
   
4. How to mark the report as a favorite report
   

1. Reaching the "Department Sales Report" 

2. Generating the "Department Sales Report"

1. Navigate to the Department Sales Report Summary screen.
   
2. Select the desired date range and click "Generate Report" to view the Department Sales Report for that specific date range.
   
1. You can use the Filter Items (Custom Filters), Sort By, Date Range & Presets, Non-Tax, Include In Sales Reporting, Filter the Sales By, and Group By filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to Section 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 displays the department-wise sales records, as shown in Figure 2.1.
   

Figure 2.1

Report Fields: 

1. Department: This column shows the department's name and number. (Dept No. - Dept Name)
2. Qty Sold: This column shows the quantity that the department sells within the specified date range.
3. Total Retail: This column shows the total retail amount for the quantity sold by the department.
4. Discounts: This column shows the discounts applied to items belonging to the department during the transaction.
5. Adj Retail: After deducting the discount from the total retail, this column shows the adjusted retail value. [Adj Retail = Total Retail - Discount]
6. Avg Retail: This column shows the average retail amount for a single item quantity by dividing the total sold quantity. [Avg Retail = Total Retail / Qty Sold]
7. Total Cost: This column shows the total applicable cost for the department's quantity sold.
8. Buydowns: This column shows the amount applied to the items in the department.
9. Adj Cost: This column shows the adjusted cost. Adjusted cost indicates the amount after deducting the buydown value from the total cost. [Adj Cost = Total Cost - Buydown]
10. Avg Cost: This column shows the average cost for a single item quantity by dividing the total sold quantity. [Avg Cost = Total Cost / Qty]
11. $ Margin: This column shows the total margin of the sold quantity after calculating the buydowns and discounts. [$ Margin = Adj Retail - Adj Cost]
12. % Margin: This shows the margin that gains or losses in percentage. % Margin will calculate the margin against the Total Retail in percentage. [% Mgn = ($ Margin*100) / Adj Retail]

Figure 2.2

3. Report Filters

1. Filter Items: The "Filter Items" feature allows you to select report data based on six parameters: Department, Category, Manufacturer, Tag, Vendor, and Department Tag. For further details, refer to Section 3.1 Filter Items (Custom Filters).
2. Sort By: This filter allows you to arrange the report records by two parameters: the ascending order of the department number and the alphabetical order of the department name. Section 3.2, Sort By, provides further details. 
3. Date Range & Presets: This filter lets you select the report's time interval. For further details, refer to Section 3.3, Date Range & Presets.  
4. Non-Tax: This filter lets you sort the report records by two parameters: taxable and non-taxable departments. 3.4 Non-Tax explains the further details.
5. Include in Sales Reporting: This filter allows you to filter department sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. Section 3.5 Include In Sales Reporting provides further details.  
6. Filter the Sales By: This filter lets you filter the report records based on three parameters: All Sales, E-Commerce Sales, and In-Store Sales. Section 3.6 Filter the Sales By provides further details.
7. Group By: Use the Group By drop-down to view the report based on three parameters: Department, Department Group, and Department Group. Section 3.7 Group By provides further details.
8. Checkbox Filters: 
   
9. Group By Day: This checkbox enables you to view sales data for each department group, organized by individual days.
10. Open Dept Sales Only: This checkbox allows you to view sales recorded under Open Department Sales.

3.1 Filter Items (Custom Filters) 

1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.
   

Figure 3.1.1         

1. The Manage Filters screen will appear, as shown in Figure 3.1.2. 

Figure 3.1.2

1. 1: Manage 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 Department 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: Parameter Tabs: You will see six tabs: Department, Category, Manufacturer, Tag, Vendor, and Department Tag. Select the required tab, i.e., "Department," to create or apply a custom filter specific to the selected Departments.
   
3. 3: Search: Use this Search box for a specific result.
   
4. 4: Match All Filters Drop-Down: Use the Match All Filters filter to determine whether the Manage Filter screen data matches all applied filters. 
   
5. 5: Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the "Department" tab, it will show the list of all departments. You can search for a specific department in the Search bar.
   
6. 6: Selection Checkboxes: Select the required departments by checking the appropriate checkboxes.
   
7. 7: Arrow: Click the green Arrow button to move the selected records to Selected List. 
   

1. The Manage Filters screen will look like the one in Figure 3.1.3.

Figure 3.1.3

1. 1: When generating the Department Sales Report, you can decide whether to include or exclude selected.
   
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 specified parameters from generating the report.
2. 2: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove a specific record from the list, click the Remove (x) icon. 
3. 3: Apply or Save the custom filter:
4. Apply: Click the "Apply" button to apply the selected parameters. The system will navigate you to the Department Sales Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
5. Save Filters: Click the "Save Filters" button to save the custom filter for future use. For details, refer to 3.1.1 Save and Manage Custom Filters.
   

1. You can also save the configured custom filters for future use.
   
2. Click the "Save Filters" button shown in Figure 3.1.3.
   
3. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
   
4. 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 no longer need it. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your requirements.   
   

Figure 3.1.1.2

1. 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. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. A list of the saved custom filters will appear in a pop-up when you click on it.
   
3. 3: Name: The Filter Name list shows the list of all saved custom filters. Click on the filter's name to select it.   
   
4. 4: 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. Next, click the "Apply" button on the "Manage Filters" screen. The system will navigate you to the Department Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
2. Delete: Use the "Delete" button to remove the no longer required filter from the list. Click on the filter's name, then select the "Delete" button. A warning message will appear; click "OK" to confirm the filter's deletion. 

1. Similarly, you can filter and set up the records for other tabs (parameters).
   
2. To generate the Department Sales Report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The selected filter details are available under the Selected Filters (All) label, as shown in Figure 3.1.1.3.
   

 

Figure 3.1.1.3

3.2 Sort By

1. The Sort By filter has two options: Department # and Department Name, as shown in Figure 3.2.1.
   

 

1. Department #: The system defaults to the "Department #" option and generates the report in ascending order of department numbers, as shown in Figure 2.1.
2. Department Name: If you choose the "Department Name" option to generate the report, the system will organize the report records based on the alphabetical order of the department name, as Figure 3.2.2 shows. 
   

 Figure 3.2.2

3.3 Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.3.1.
   

Figure 3.3.1

1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in MM/DD/YYYY format.
   
2. Click inside the End Date field and follow the same process. 
   
3. After making the appropriate selections for other filters, click on "Generate Report."
   

1. Hover over the "Presets" button. 
   
2. As shown in Figure 3.3.2, 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.
   
3. After making the appropriate selections for other filters, click on "Generate Report."
   

 Figure 3.3.2

3.4 Non Tax

 Figure 3.4.1

3.5 Include In Sales Reporting 

What Is "Include In Sales Reporting?" 

When creating or editing a Department, the corporate employee can use the "Include In Sales Reporting" feature to determine whether to include the department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.

1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.
   

1. These options are available via the menu selections All Departments, Only Include in Sales Reporting, and Not Include In Sales Reporting, as shown in Figure 3.5.1. 
   

Figure 3.5.1

1. All Departments: By default, the system selects this option, displaying items from all departments.  
   
2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
   
3. Not Include In Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled. 
   

3.6 Filter Sales By

1. The Filter the Sales By drop-down has three options: All Sales, E-Commerce Sales, and In Store Sales, as highlighted in Figure 3.6.1. 
   

Figure 3.6.1

1. All Sales: The system selects "All Sales" by default and shows all records, as shown in Figure 2.1.
   
2. E-Commerce Sales: Select this option to generate the report to view the sales data only for the items sold through the E-Commerce website. 
   

If your company has not opted for the "E-Commerce" feature, the system will not show any data when you choose the "E-Commerce Sales" option. 

1. In-Store Sales: This option generates a report displaying sales data for only the items sold in the store. 
   

3.7 Group By

1. Department: The system selects "Department" by default and generates the report, as shown in Figure 2.1.
   
2. Department Group & Department: If you select "Department Group & Department" to generate the report, the system will arrange the report records in a combination of department groups and departments, as shown in Figure 3.7.2.
   

Figure 3.7.2

1. Department Group: If you select "Department Group" to generate the report, the system will show the department group-wise sales records, as Figure 3.7.3 shows. 
   

 Figure 3.7.3