In-Store Location Report

In-Store Location Report

In-Store Location Report Overview

In a retail environment, a single store may have multiple in-store locations — such as shelves, endcaps, promotional displays, or storage areas — where items are placed for sale. Properly tracking these locations helps staff maintain organization, ensure stock availability, and improve the customer shopping experience.

The "In-Store Location Report" provides a detailed overview of where each item is currently stored or displayed within a specific store. This information is especially useful for inventory management, restocking, and floor planning.

In this article, you will learn how to:

  • Generate the "In-Store Location Report" to view item placement.

  • Apply filters such as item category, location type, or date range to tailor the report to your needs.

Reaching the "In-Store Location Report"

To reach the "In-Store Location Report," follow the steps below:
  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 In-Store Location

                                                                                      Figure 1.0

1. Understanding the "In-Store Location Report"

See Figure 1.1. You will see many types of sales 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

By clicking "In-Store Location Report," you will be redirected to the In-Store Location Report page with relevant filtering and sorting options.     


                                                                         Figure 1.2

2. Generating the "In-Store Location Report"

When you navigate to the In-Store Location Report page, you will get the options pre-selected by default. You can generate the "In-Store Location Report" by clicking the "Generate Report" button.


                                                                                     Figure 2.0
Fields:
  1. Name: This column displays the name of the item that is placed at a certain in-store location at the store.
  2. UPC: This column displays the UPC of the item.
  3. Location: This is the name of the store location for which the in-store location allocation of the item is generated in the report.
  4. Aisle: This column displays the aisle number on which the item is kept. This information is fetched from the Products>>Additional Information>> In-Store Location where the in-store location is actually defined. as displayed in Figure 2.1 below.
  5. Section: The column displays the product's section as per its categorization, i.e., dairy, fruit, meat, etc., which is defined and fetched from Products>>Additional Information>> In-Store Location as displayed in Figure 2.1 below.
  6. Endcap: This field displays the endcap number so that the product can catch the customer's eye for increased sales. It displays as per its definition in the Products>>Additional Information>> In-Store Location as displayed in Figure 2.1 below.

                                                                                       Figure 2.1

3. Filter Items:

Filter Items option lets you filter the in-store report with two options:
  1. Show All: This option displays all the items along with their location.
  2. Custom Filter: This option allows you to choose specific items in the selected date range.

                                                                                      Figure 3.0
By clicking the "Manage" button, a Manage Filters window will pop up. You will see the following details. See Figure 3.1.
  1. Select the "Manage Filters" tab; by default you will see items by UPC listed below. See Figure 3.1 below.
  2. The data in the In-Store Location Report can be filtered into different categories as well. The filter options are listed below:

                                                                                              Figure 3.1

  1. UPC: If you select this tab, the system will display the list of UPCs. 
  2. Department: If you select "Department," you will see your departments.
  3. Category: If you select "Category," you will see the different categories in the system. You may select the level from the "Category" drop-down selection.
  4. Manufacturer: If you select this tab, the system will display the list of manufacturers. 
  5. Tag: If you select "Tag," you will be able to select one or many tags to populate data with. 
  6. Vendor: If you select "Vendor," you can select from your list of vendors. 
  7. Department Tag: If you select this tab, the system will display the list of department tags.  
  8. Selected List: You will have one flag to decide whether you want to Include or Exclude the selected records when Figure 3.2 is generated.
  1. Include: If the flag is selected as "Include," it means the In-Store Location Report will be generated by applying the selected records. See Figure 3.1 above.
  2. Exclude: If the flag is selected to "Exclude," it means the In-Store Location Report will be generated without including the selected records. See Figure 3.1 above.

                                                                                        Figure 3.2
  1. Clear Selection: You can remove any record from the list by clicking the Remove (x) icon. If you want to remove the whole selection, click the "Clear Selection" button.
  2. Search Edit Box: You can search for a specific record by entering text. You will see this search box in all the tabs (parameters).
  3. Select Parent-Child: You can filter the UPC list records by selecting All Items, Child Only, Parent Only, or Standalone Only. You will see this drop-down selection only for UPC (product selection).

                    Figure 3.3
  4. Select Active-Inactive: You can filter the list of records for many tabs (parameters) by selecting Active Only, Inactive Only, or All Records.

                   Figure 3.4

3.1.1. Save Filters

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


                                                                           Figure 3.1.1

The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the inventory report.


                                                                                    Figure 3.1.2
  1. Select Filter: You can select any filter from the list to generate the desired In-Store Location Report. Select the filter from the list and then click on the "Select Filter" button.
  1. Delete: You can delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button.

4. Group By Locations:

Let's see how to check the In-Store Location Report by grouping it by location. You will see a Group By Location drop-down from which you can select "Location" to use for grouping the In-Store Location Report data.


                                                                                      Figure 4.0
  1. None: By default, "None" will be selected, which implies the report data will be displayed without any grouping.
  2. Location: If you select "Location," the data in the In-Store Location Report will be filtered by store. 
  3. Location Groups: If you select "Location Groups," the data in the In-Store Location Report will be filtered by location group.                                                                                                         
   
                                                              Figure 4.1

5. Filter by Aisle

Let's see how to check the In-Store Location Report by filtering the report by Aisle. You will see a "Filter by Aisle" drop-down from which you can select which Aisle to use for grouping the In-Store Location Report data.                                                                                                    
                                                                            Figure 5.0

From the drop-down list, select the aisle number and click on "Generate Report" to generate the desired data in the report. See Figure 5.1 for example.

                                                                              Figure 5.1

6. Filter by Section

Let's see how to check the In-Store Location Report by filtering the report by Section. You will see a "Filter By Section" drop-down from which you can select which Section to use for grouping the In-Store Location Report data.

                                                                                          Figure 6.0

From the drop-down list, select the section number and click on "Generate" to generate the desired data in the report. See Figure 6.1 for example.

                                                                                              Figure 6.1

7. Filter by Endcap

Let's see how to check the In-Store Location Report by filtering the report by Endcap. You will see a "Filter By Endcap" drop-down from which you can select which Endcap to use for grouping the In-Store Location Report data. 


                                                                                    Figure 7.0

From the drop-down list, select the Endcap number and click on "Generate Report" to generate the desired data in the report. See Figure 7.1 for example.

                                                                                    Figure 7.1

8. Sort By:

Let's see how to sort the In-Store Location Report. You will see a "Sort By" drop-down from which you can select which Endcap to use for grouping the In-Store Location Report data. 

                                                                                         Figure 8.0
  1. Name Ascending: If this option is chosen, the In-Store Location Report is sorted in ascending order of item names (ascending alphabetical order).
                                                                                                     Figure 8.1
  1. Name Descending: If this sorting option is chosen, the In-Store Location Report is sorted in descending order of item names (descending alphabetical order).   
                                                                                                       Figure 8.2
  1. UPC Ascending: When this sorting option is selected, the In-Store Location Report is sorted in ascending order of UPC (ascending numerical order).
  Figure 8.3
  1. UPC Descending: If this sorting option is chosen, the In-Store Location Report is sorted in descending order of item UPC (descending numerical order). 
                                                                                           Figure 8.4

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