Discount Spiff Report - Store Employee

Discount Spiff Report - Store Employee

Discount Spiff Report Overview 

A "Discount Spiff Report" in the FTx Cloud POS system offers detailed tracking of sales made during spiff promotions, where specific items are sold at a discount for the customer, accompanied by a bonus or commission for the salesperson.
Info
If you access stores in different time zones, note that the system displays the local time of the selected store in the Left Panel.
This article includes information about:
  1. How to generate the "Discount Spiff Report" for the selected date range
  2. How to apply 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 "Discount Spiff 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 Discount Spiff
Figure 1.1 below will help you better understand the navigation. 
Figure 1.1

When you click "Discount Spiff," the Discount Spiff Report screen will open. As shown in Figure 1.2, it provides relevant filtering and sorting options.

Figure 1.2

2. Generating the "Discount Spiff Report"

Please follow the steps below to generate the "Discount Spiff Report" that meets your requirements: 
  1. Navigate to the Discount Spiff Report screen.
  2. Select the date range and click "Generate Report" to view the "Discount Spiff Report" for the selected date range. 
    1. You can use the Report Type, Filter By Discount, and Date Range & Presets filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to point 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 will show the store-wise report records, as Figure 2.1 shows. 
Figure 2.1

Report Fields: 
  1. Discount Name: This column represents the discount's name configured in the "Discounts" module.
  2. Spiff Qty: This column represents the spiff quantity triggered and counted for the discount during checkout.
  3. Spiff Amount: This column represents the applicable spiff amount ($) per the Discount Commission (Spiff Amount & Commission Trigger Type) setup.

3. Report Filter Options 

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

Report Filters: 
  1. Report Type: This filter lets you view the report based on four types: Spiff Discount Summary, Spiff Discount Summary Group By Store, Spiff Discount Details, and Spiff Discount Item Details. 3.1 Report Type explains further details. 
  2. Filter By Discount: This filter lets you view the report for the selected discounts. 3.2 Filter By Discounts explains further details. 
  3. Date Range & Presets: This filter lets you select the report's time interval. 3.3 Date Range & Presets explains further details.  

3.1 Report Type

The Report Type filter lets you view the report based on four types: Spiff Discount Summary, Spiff Discount Summary Group By Store, Spiff Discount Details, and Spiff Discount Item Details.

 Figure 3.1.1
  1. Spiff Discount Summary: The system selects this option by default and generates the report as shown in Figure 2.1. 
  2. Spiff Discount Summary Group By Store: This option lets you view the report records grouped by the store, as Figure 3.1.2 shows. The system will show all stores to which you have access. 
Figure 3.1.2
  1. Spiff Discount Details: This option lets you view the report records grouped by the discount for which the spiff was triggered. 
Figure 3.1.3
  1. Spiff Discount Item Details: This option lets you view the report records of the item details for which the spiff was triggered, as Figure 3.1.4 shows. 
Figure 3.1.4

3.2 Filter By Discount

The Filter By Discount filter lets you view the report based on the selected discounts. Please follow the steps below to choose the specific discounts. 
  1. In the Filter By Discount drop-down menu, select the "Filter By Discount" option and click the "Manage" button.
Figure 3.2.1
  1. The Manage Filters screen will appear, as Figure 3.2.2 shows. 
Figure 3.2.2
  1. 1: Search: Use this Search box for a specific result.
  2. 2: Active Only: Use this filter to filter the Manage Filter screen data based on four discount parameters: Active Only, Active & Current Only, Inactive Only, and All Records.
  3. 3: Results: Here, you see the relevant list of discounts. 
  4. 4: Selection Checkboxes: Select the required UPCs by checking the corresponding checkboxes.
  5. 5: Arrow: Click the green Arrow button to move the selected records to the Selected Area.
  1. The Manage Filters screen will appear as shown in Figure 3.1.3.
Figure 3.2.3

  1. Clear Selection: Click Clear Selection to remove all selected items. To remove a specific record, click the Remove (x) icon next to it.

  2. Apply: Click "Apply" to confirm your selected parameters. The system will return to the Discount Spiff Report home screen, where you can click Generate Report to create the report based on your selections.

  1. The system will generate the report based on the selected discounts, and the applied filter details will be displayed under the Selected Discounts, as shown in Figure 3.2.4.
Figure 3.2.4

    3.3 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 3.3.1.
    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."
    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 3.3.2, 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 3.2.2

    4. Scheduling a Report

    FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (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 refer to "Printing a Report" to learn how to print or export a report. 

    6. Manage Favorites 

    FTx Cloud POS provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen 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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