Item Returns Report - Store Employee

Item Returns Report - Store Employee

Item Returns Report Overview

The Item Returns Report lists all products customers return to a specific store. It allows you to configure various filters to suit your needs. The system then displays records of returned products based on the chosen filter criteria. Additionally, it provides several fields with detailed and automatically calculated data on all returned items. 

This article includes information about:
  1. How to generate an item return report.
  2. How to apply the filter options to filter the report data.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report.

1. Reaching "Item Returns 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 Item Returns 
Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "Item Returns," the "Item Returns Report" screen will open, which offers relevant filtering and sorting options, as Figure 1.2 shows.

 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) 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 section 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. 
Figure 2.1

Report Fields:
  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

FTx Cloud POS lets you customize the Item Returns Report records according to your preferences using various filter options. As highlighted in Figure 3.1, you can configure the report with any single filter or a combination of multiple filters. 
Figure 3.1

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. 

3.1 Filter Items (Custom Filters)

The Filter Items drop-down lets you select the report data using specific parameters. It has two selection options:
  1. Show All: The system selects "Show All" by default. It considers all parameters to generate the Item Returns Report for the selected locations. The "Manage" button is disabled for this option. 
  2. Custom Filter: This option enables you to generate the report by selecting specific parameters such as UPC, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. Once you choose the "Custom Filter" option, the system will enable the "Manage" button to set up the filters.  
Please follow the steps below to create and apply a custom filter: 
  1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.
 Figure 3.1.1
  1. The Manage Filters screen will appear, as Figure 3.1.2 shows. 
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. This filter will be available only for the UPC tab. 
  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. This filter will be available only for the UPC tab.  
  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: Checkbox: 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." 
  1. The Manage Filters screen will look like the one in Figure 3.1.3.
Figure 1.1.3
  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. 

3.1.1 Save & Manage Custom Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.1.3.
  2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
  3. Enter the name of the custom filter and click "OK." 

Figure 3.1.1.1
  1. You can use the saved custom filter whenever you need it and delete it when you no longer need it. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your requirements.   

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. The Manage Saved Filters screen will appear when you click on it, showing the list of saved custom filters.
  3. 3: Filter Name: 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. 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.
    1. Delete: Use the "Delete" button to remove the no longer required filter from the list. 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).
  2. 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. Alternatively, 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. 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

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 then download the soft copy or print the paper copy as needed. 

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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