Invoice Detail Report Overview:

To reach the Invoice Detail Report, follow the below steps:

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 Invoice Detail Report 
   

See Figure A. You will see many types of inventory reports that will be useful to your retail business. By clicking the "Choose Report" drop-down menu, you will see the different types of inventory reports.

                                                                                             Figure A

By clicking "Invoice Detail," you will be redirected to the "Invoice Detail Report," where you can see relevant filtering and sorting options.

                                                                                                 Figure B

1. Generating the Invoice Detail Report

To generate the "Invoice Detail Report," follow the steps below. (See Figure B above.)

1. From the "Invoice Detail Report" page, you will see the "Choose Reports" drop-down selection.
   
2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
3. Search for "Inventory Report" from the list and click on it.
   

The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Invoice Detail Report" will be displayed as highlighted in Figure C.

1. Start Date: Pick the start date for the transfer time period.
2. End Date: Pick the end date for the transfer time period.
   
3. Store: Select the store name from the drop-down menu mentioning the store location.
   
4. Date Range Only: If checked, this checkbox filter will ensure that the report displays the result for the selected vendor in the vendor field and no other vendor invoice data within that date range. If unchecked, it will display the invoice data for all the vendors within the selected date range.
   
5. Select Vendor: Pick the vendor name from the drop-down menu.
   
6. Invoice: This field is automatically filled up when the vendor is selected in the above field. 

1. Invoice #: This column displays the invoice number of the product(s) purchased from a vendor.
2. Vendor Part: This column displays the vendor part number, a unique number provided by the vendor for the product listed on the invoice.
3. UPC: It is a Universal Product Code (UPC) associated with the items listed on the invoice.
4. Item Name: This column displays the list of item names that have been purchased from the vendor and added to the inventory.
5. Part Qty: This is actually the number of part units that are mentioned under the vendor part module.
   
6. UPC Qty: This is the number of items that are contained in the one vendor part unit. And the UPC quantity can be calculated as Part Unit X UPC Quantity. For example, if the part unit of a vendor part is 2 and it contains 6 items in each unit, then the UPC Quantity will be 2 X 6 =12.
   
7. Vendor Part Cost: This is the cost of the item for which the store buys the item for. 
   
8. UPC Each Cost: This column displays the UPC Cost per item of the items that were ordered and are on the invoice.
9. Total Cost: This column will display the resultant of Retail Each X UPC Qty.
10. Retail Each: This column displays the store selling price of the item.
    
11. Total Retail: This column displays the Total Retail calculated by Retail Each x UPC Quantity
    
12. Margin: This column will define the margin percentage as Total Retail Price - Total Cost/Total Retail Price x 100

1. You can filter your sales data in the report between the dates and select a specific time from the Start Date and End Date drop-down calendars.
   

1. By clicking the edit box, you will get the drop-down calendar to select the specific date range. You can also also manually enter the date in mm/dd/yyyy format.
   

1. You can also generate a report with a specific time duration (till morning/evening), and you can select the particular time (hour and minutes) from the date selection. See Figure D.

                                                                                   Figure D

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3. Generating the Invoice Detail Report After Applying Filters:

1. Date Range Only: If unchecked, this checkbox filter will display the result report for the selected vendor, selected location, and no other vendor invoice data within that date range. If checked, it will display the invoice data for all the vendors and selected locations within the selected date range.
   

Without Checking the Filter: 

                                                                                                  Figure G

When the Filter is Checked:

                                                                                                             Figure H