Item Returns Report

Item Returns Report

Item Returns Report Overview

Reports -> Sales Reports -> "Item Returns Sales"
Items Returns Report type will display a list of all the products that were returned back to a particular store by the customer. Many types of filters can also be configured, depending on your requirements. The system will display the records of returned products, only according to the selected filter options. The system will display several fields with detailed and automatically calculated information on all the returned products. 

Reaching the Item Returns Report

To reach the "Item Returns Report," follow the below steps:
  1. Step-1: Log in to Control Center
  2. Step-2: Choose Point of Sale
  3. Step-3: Choose Reports
  4. Step-4: Choose Sales Reports
  5. Step-5: Choose Item Returns Reports
See Figure A,  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 sales reports.


                                                                                       Figure A

By clicking "Item Returns," you will be redirected to the "Item Returns" page with relevant filtering and sorting options.


                                                                                            Figure B

You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized sales data in the report.

1. Generating Item Returns Report

When you navigate to the Item Returns Report page, you will get the options pre-selected by default. You can generate the item returns report in the selected date range.


                                                                                            Figure C

Fields:

  1. Store: This column displays the name of the store location.
  2. Cashier: Here, the name of the cashier is displayed who handled the item return process.
  3. Reg #: This column displays the number of the register that was used to handle any return request.
  4. Receipt #: The receipt number is mentioned here.
  5. Timestamp: The date and time of the return process are mentioned here.
  6. UPC: The UPC of the item(s) that are returned back to the store.
  7. Item Name: The name of the item(s) that are returned.
  8. Qty: This column displays the number of items that are returned. The quantity value is negative for it is a return!
  9. Price Each: This column displays the price of each item that is returned.
  10. Sys Price: This is the system price- the price that is fed into the system for that particular price.
  11. Ext Price: It is the Extended Price is the summed price for that row. It is the price multiplied by the quantity.

2. Filter Items

  1. Show All: This option displays the Item Returns for all the store locations.
  2. Custom Filter (Manage): This button lets you apply some filters and generate filter-specific reports.
See Figure D.

                                                                                        Figure D

By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:
See Figure E.

By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:
  1. You can select the saved custom filter from the drop-down selection (if any). The "Manage Filters" button will open the list of the saved custom filters. You will see the different tabs to filter the data (parameters) to select the records for the return items. You can select the required data by navigating the other tabs individually.
  1. You can see the list of records for the selected tab (i.e., UPC). You can also search any record from the list by entering the text in the "Search" edit box.
  1. You will find the checkbox along with all the product names (UPC). You need to select the record by ticking the checkbox.
  1. After selecting the record(s), move to the "Selected List" area on the right side by clicking the green right-side arrow (>>) button.

                                                                                              Figure E 

After selecting and moving the records under the "Selected List."


                                                                         Figure F
Filter Categories:
  1. UPC: Universal Product Code (UPC), which helps in tracking items at the store. This UPC column displays the UPCs of the items that are listed. 
  2. Department: If you select "Department," you will see a report of items that are displayed department-wise. 
  3. Category: If you select "Category," you will see the product's category-wise sales data in the report. You can check the data in the report at the category level. You need to select the level from the "Category" drop-down selection. 
  4. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific sales data in the report of the items that are returned.
  5. Tag: If you select "Tag," you will get the tags-wise sales data for the group that is entered in the product details. When you select the "Tag," the specific tag group will be enabled. 
  6. Vendor: If you select "Vendor," you will get the vendor-wise sales data for the group that is entered in the product details.
1. You can decide whether you want to "include" or "exclude" when the category sales report is generated.
  1. Include: If the flag is selected to "Include," it means the sales report will be generated by applying the selected records.
  2. Exclude: If the "Exclude" flag is selected, the sales report will be generated, but the selected records will be ignored. It will consider the selected records that need to be excluded and the left-side records for reports.

2.1 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 G

3. Date Range & Preset

You can filter your sales data in the report by selecting the date range as well as specific times.
By clicking the edit box, you will be taken to a tiny calendar where you can select a specific date range. You can also manually enter the date in mm/dd/yyyy format.
See Figure H and Figure I.

3.1 Start Date: This field lets you choose the start date of the date range.
                                                                                              Figure H
3.2 End Date: This field lets you choose the end date of the date range.
                                                                                  Figure I
3.3 Presets:
The Presets label is provided to select the specific duration/interval to generate the item returns data with that.
                                                                                  Figure J

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