1. Reaching the Item Returns Report

To reach the "Item Returns 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 Sales Reports
5. Step 5: Choose Item Returns 
   

Figure 1.1 below will help you understand the navigation better.

Figure 1.2

The report data will be empty initially. To generate a report, choose a date range, select the appropriate filters, and click "Generate Report." 

2. Generating the "Item Returns Report"

Please follow the steps below to generate the Item Returns Report that meets your requirements. 

1. Navigate to the Item Returns Report screen.
2. Select the date range and click "Generate Report" to view the Item Returns Report for the selected date range.
1. You can use the Filter Items (Custom Filters), Date Range & Presets, and Stores and Location Groups 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 report, as Figure 2.1 shows.

1. Store: This column displays the name of the store location.
   
2. Cashier: Here, the cashier's name who handled the item return process is displayed.
   
3. Reg #: This column displays the number of registers 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) returned to the store.
   
7. Item Name: The name of the item(s) that are returned.
   
8. Reason: This column shows the return reason. 
9. Qty: This column displays the number of items returned. The quantity value is negative, for it is a return!
   
10. Price Each: This column displays the price of each returned item.
    
11. Sys Price: This is the system price- the price fed into the system for that particular price.
    
12. Ext Price: The extended price is the summed price for that row. It is the price multiplied by the quantity. It encompasses discounts, buydowns, and similar deductions to align with the receipt's subtotal. 

3. Report Filter Options

1: Report Filters: 

1. Filter Items: "Filter Items" lets you select the report data based on seven parameters: UPC, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. 3.1 Filter Items (Custom Filters) explains the further details.  
2. Date Range & Presets: This filter lets you select the report's time interval. 3.2 Date Range & Presets explains further details.  

2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.3 Filter Store & Location Groups explains further details.

 Figure 3.1.1

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 Item Returns 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 seven tabs: UPC, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
   
3. 3: Search: Use this Search box for a specific result.
   
4. 4: All Items: Use this drop-down to filter the Manage Filter screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone Only.  
   
5. 5: Active Only: Use this drop-down to filter the Manage Filter screen data based on three parameters: Active Only, Inactive Only, and All Records.  
   
6. 6: Match All Filters drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters. 
   
7. 7: Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the UPC tab, it will show the list of all UPCs. You can search for a specific UPC in the "Search" bar.
   
8. 8: Select the required products by checking the appropriate checkboxes.
9. 9: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 

Figure 3.1.3

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

Figure 3.1.1.1

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: This button allows you to check and manage the filters. When you click on it, the Manage Saved Filters screen will appear, showing the list of the saved custom filters.
   
3. 3: 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.
   
1. 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. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Item Return 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.
   
1. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK" to delete the filter.  

1. Similarly, you can filter and set up the records for other tabs (parameters).

1. To generate the item return 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 Figure 3.1.1.3 shows.
   

Figure 3.1.1.3

3.2 Date Range & Preset

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 3.2.1.
   
2. Please select the specific date and time. You can also manually enter the date in the MM/DD/YYYY format.
   
3. Click inside the End Date field and follow the same process. 
   
4. After making the appropriate selections for other filters, click on "Generate Report."
   

Figure 3.2.1

Presets

1. To generate the report, use the Presets drop-down menu to select the specific duration/interval, such as today, Yesterday, This Week, Last Week, etc., as shown in Figure 3.2.2.
   

1. Please click on the required timeframe and click "Generate Report." The system will generate and show the report based on your selection. 

 Figure 3.2.2

3.3 Filter Store & Location Groups 

The Store and Location Group filter lets you view the report for selected stores (Locations) and Location Groups. Please follow the steps below to apply the Store and Location Group filter.

1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.3.1.

Figure 3.3.1 

1. The Manage Filters screen will appear, as Figure 3.3.2 shows. 

Figure 3.3.2

1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters if there are any. Select the required filter from the drop-down and click the "Apply" button to apply it. The "Manage Filters" button next to this drop-down helps you open the Manage Saved Filters screen. Point 3.3.1 Save and Manage Location Filters explains more details.
   
2. 2: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., Store, to create or apply a custom filter specific to the selected stores. 
3. 3: Use this Search box to search for a specific location. 
   
4. 4: Use this drop-down to view the results (stores or location groups) based on Pricebook Zone. 
   
5. 5: Use this drop-down to view the results (stores or location groups) based on three parameters: All Locations, Only Active, and Only Deleted. 
   
6. 6: Results: This section shows the list of selected parameters. For example, if you have chosen the "Store" tab, it will show a list of stores.  
   
7. 7: Selection Checkboxes: You must select the required stores by ticking the checkbox. 
   
8. 8: Arrow: Click the green Arrow button to move the selected stores to Selected List. 
   

Figure 3.3.3

1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
2. 2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. Point 3.3.1 Save and Manage Location Filters explains the details.
   

Figure 3.3.1.1

Figure 3.3.1.2

1. 1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 
   
2. 2: Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" screen will appear when you click the "Manage Filters" button. 
   
3. 3: Filter Name: The list shows all saved custom filters. Click on a filter's name to select it.     
   
4. 4: Click "Select Filter" or "Delete."
   
1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
   
2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."

Similarly, you can filter the records by selecting the location group(s). When you set up the filters for locations (stores) and location groups, you can see the details chosen by hovering the mouse cursor over Selected Stores, as shown in Figure 3.3.1.3.

 Figure 3.3.1.3

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.).