Item Sales Report Overview

1. The "Item Sales Report" enables businesses to identify top-performing and underperforming products, making it possible to make smarter inventory and purchasing decisions. It also supports profit analysis by tracking sales, discounts, and margins at the item level.
   

1. How to generate an "Item Sales 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 a report as a favorite.
   

1. Reaching "Item Sales Report."

1. Step 1: Log into Control Center
   
2. Step 2: Choose Location
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Item Sales

2. Generating the "Item Sales Report"

1. Date Range: This option lets you choose the specific date range and shows all slates record for the selected date range. Please refer to 2.1 Item Sales Report by Date Range. 
   
2. Register Z: This option lets you choose a specific register Z and shows the sale records for the selected Z. Please refer to 2.2 Item Sales Report by Register Z. 

2.1 Item Sales Report by Date Range 

1. Navigate to the Item Sales Report screen.
   
2. Ensure "Range Type" is "Date Range." By default, the system selects "Date Range" as "Range Type."
3. Select the date range and click "Generate Report" to view the "Item Sales Report" for the selected date range. 
   
1. You can use the Filter Items (Custom Filters), Group By, Discounted Filter, Margin Type, Include In Sales Reporting, Date Range & Presets, Show Quantity As, and Filter Sales By filters and Show Vendor Part#, Group By Employee, Group By Customer, Show QOH, Only Show Inactive, Show Cost Breaks, and Show Price Breaks checkbox 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. 
   
4. When you click the "Generate Report" button after selecting the date range, the system will show the report records, as Figure 2.1.1 shows.

Figure 2.1.1

Report Field: 

1. UPC: This column shows the UPC of the item sold. 
   
2. Item Name: This column shows the name of the item sold. 
   
3. Qty Sold: This column shows the quantity sold within the specified date range.
   
4. Total Retail: This column shows the total retail amount for the items sold.
   
5. Avg Retail: This column shows the average retail price amount.  (Avg Retail = Total Retail Amount / (divided) Qty Sold)
6. Total Cost: This column shows the total item cost sold in quantity within the specified date range. 
   
7. Buydowns: This column shows the buydown amount if applied during the transaction.
   
8. Adj Cost: This column shows the adjusted cost against the "Total Cost" of the sold quantity, if any. (Adj Cost = Total Cost - (deducted) Buydown)
   
9. Discounts: This column shows the discounts that are applied during the transaction.
   
10. $ Margin: This column shows the total margin of the sold quantity after calculating the Buydowns and Discounts.
    
11. % Margin: This column shows the margin of gains or losses in percentage. 
    
12. Grand Totals: This last row shows the sales data totals for each column. 

2.2 Item Sales Report by Register Z

3. Report Filters

1. Filter Items (Custom Filters): The Filter Items filter enables you to view the report based on a selected parameter from thirteen available options: UPC, Department, Category, Manufacturer, Brand, Tag, Campaign, Commission, Discount, Uplift, Buydown, Vendor, and Department Tag. 3.1 Filter Items (Custom Filters) explains further details. 
2. Group By: The Group By filter lets you organize the report records based on six parameters: Group By UPC, Group By Departments, Group By Category, Group By Manufacturer, Group By Details, and Group By Brand. 3.2 Group By explains further details. 
   
3. Discounted Filter: The Discounted Filter lets you view records based on two parameters: None and Percent. For further details, refer to Section 3.3, Discounted Filter.
4. Margin Type: The Margin Type filter lets you view the report records based on three parameters: All Margins, Positive Margin, and Negative Margin. For further details, refer to Section 3.4, Margin Type.
5. Include In Sales Reporting: The Include In Sales Reporting drop-down allows you to filter department sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. For further details, please refer to section 3.5 Include In Sales Reporting.
6. Date Range & Presets: The Date Range & Presets filter lets you select the report's time interval. 3.6 Date Range & Presets explains further details.
7. Show Quantity As: The Show Quantity As filter lets you view the report records based on four parameters: By Product, Rollup Links, Show As Decimal Value, and By Vendor Part. 3.7 Show Quantity As explains further details.
8. Filter the Sales By: The Filter the Sales By drop-down lets you view the report based on three parameters: All Sales, E-Commerce Sales, and In-Store Sales. 3.8 Filter the Sales By explains further details. 
9. Checkbox Filters:
   
1. Show Vendor Part#: If you tick this checkbox, the system will display the vendor’s part number for each item in the report.
2. Group By Employee: If you tick this checkbox, the system will group sales data by the employee who sold the items on the POS device.
3. Group By Customer: If you tick this checkbox, the system will group sales data by the customer. 
4. Show QOH: If you tick this checkbox, the system will display the current QOH (Quantity On Hand) for each item alongside sales data.
5. Only Show Inactive: If you tick this checkbox, the system will display only inactive items in the report data. 
6. Show Cost Breaks: Displays item sales split into separate rows when the item cost changes within the selected date range. This helps you analyze cost variations and their impact on margins instead of seeing a single aggregated cost.
   
7. Show Price Breaks: It displays separate rows for the same item when it is sold at different prices. It helps you analyze sales, revenue, and margins by each price level.
8. Exclude Returns: If you tick this checkbox, the system will exclude the returned items from the report’s sales data. 
   
   

3.1 Filter Items (Custom Filters) 

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: Saved 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 Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Click this button to open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see thirteen options: UPC, Department, Category, Manufacturer, Brand, Tag, Campaign, Commission, Discount, Uplift, Buydown, Vendor, and Department Tag. Select the required tab, i.e., "UPC," to create or apply a custom filter specific to the selected UPCs.
   
4. 4: Search: Use this Search box for a specific result.
   
5. 5: All Items: Use the Item filter to filter the Manage Filters screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the "UPC" tab.
   
6. 6: Active Only: Use this filter to filter the Manage Filters screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the "UPC" tab.
   
7. 7: Match All Filters Drop-Down: The Match All Filters filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filters screen data matches all applied filters. This drop-down is particularly useful when you use multiple parameter tabs, such as when you choose a few UPCs from the "UPC" tab and a few vendors from the "Vendors" tab.
   
8. 8: Results: Here, you see the relevant list of data on the Manage Filters screen for the selected tab. For example, if you have chosen the "UPC" tab, it will show the list of all UPCs. You can use the Search bar for a specific UPC. You will see the data accordingly if you have applied the 4, 5, 6, or 7 filters.
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the corresponding checkboxes.
   
10. 10: Arrow: Click the green "Arrow" button to move the selected records to the Selected Area.
    

1. The Manage Filters screen will appear as shown in Figure 3.1.3.
   

Figure 3.1.3

1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters in generating the report.
   
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 from generating the report.
   
2. 2: Clear Selection: 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: Click the "Apply" button for the selected parameters. The system will navigate you to the Item Sales Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
   
4. 4: 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

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." The system will save the filter.
   

Figure 3.1.1.1

1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Open the Manage Filters screen again and use 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: You can check and manage the filters by clicking the "Manage Filters" button. When you click on it, a list of the saved custom filters will appear in the Manage Saved Filters pop-up screen.
   
3. 3: Filter Names: The Filter Name list shows all saved custom filters. Click on a filter name to select it.   
   
4. 4: Select Filter: Use the "Select Filter" button to select any filter from the list.
   
4. 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 Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
5. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list. 
   

1. Similarly, you can filter and set up the records for other tabs (parameters).
   
2. To generate the 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 label, as Figure 3.1.1.3 shows.
   

 Figure 3.1.1.3

3.2 Group By

1. Group By UPC: This option organizes the report records based on UPCs. The system selects this option by default and generates the report, as Figure 2.1 shows. 
   
2. Group By Department: This option organizes the report records based on departments. When you select this option to generate the report, the system generates the report, as Figure 3.2.2 shows. 

Figure 3.2.2

1. Group By Category: This option organizes the report records based on departments. The Category Depth drop-down will appear when you select this option to generate the report. Select the desired depth from it and click "Generate Report." The system generates the report, as Figure 3.2.3 shows.

Figure 3.2.3

1. Group By Manufacturer: This option organizes the report records based on manufacturers. When you select this option to generate the report, the system generates the report, as Figure 3.2.4 shows.

Figure 3.2.4

1. Group By Details: This option organizes the report records based on details. The Show by Sale Qty field will appear. You can enter the desired quantity. For example, if you enter 2 in this field, the system will show you only the items with a "Sold Qty" of 2, as Figure 3.2.5 shows. 
   

Figure 3.2.5

1. Group By Brand: This option organizes the report records based on manufacturers. When you select this option to generate the report, the system generates the report, as Figure 3.2.6 shows.

Figure 3.2.6

3.3 Discounted Filter

1. None: By default, the system selects this option and shows all records, as Figure 2.1.1 or Figure 2.2.1 shows. 
   
2. Percent: Use this option to view the sales records in which a specified discount was applied.   
   
1. When you choose this option, the Condition and Percentage fields will appear, as Figure 3.3.2 shows. You can select the required condition from less than, equal to, or greater than, and enter the required percentage. 

Figure 3.3.2

1. For example, if you select the condition greater than and enter ten in the percentage field, the system will show all items that were sold with more than a 10% discount, as Figure 3.3.3 shows. 
   

Figure 3.3.3

3.4 Margin Type

1. All Margins: This option displays all sales transactions regardless of whether they had a positive or negative margin. 
2. Positive Margin: This option displays only those sales transactions in which the selling price was higher than the cost price, resulting in a profit.
3. Negative Margin: This option displays only sales transactions in which the selling price was lower than the cost price, resulting in a loss. 
   

3.5 Include In Sales Reporting

What is "Include In Sales Reporting?" 

When creating or editing a "Department," the corporate employee can use the "Include In Sales Reporting" feature to determine whether to include the department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.

1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.
2. When generating the report, you or the corporate employee can view the report records based on three options: all departments, departments with the "Include In Sales Reporting" button enabled, and departments with the "Include In Sales Reporting" button disabled. 
   

1. All Departments: By default, the system selects this option, displaying items from all departments.  
2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
3. Not Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled.

1. Select the option that best suits your requirements to generate the report.  
2. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.1 or Figure 2.2.1.
   

3.6 Date Range & Presets

 Figure 3.6.1

1. Click inside the End Date field and follow the same process. 
2. After making the appropriate selections for other filters, click on "Generate Report."

 Figure 3.6.2

3.7 Show Quantity As

1. By Product: This option displays quantities grouped and shown by individual product. The system selects this option by default and generates the report as shown in Figure 2.1.1 or Figure 2.2.1. 
2. Rollup Links: This option aggregates the quantity of the parent and child products and displays their combined value, as Figure 3.7.2 shows. 

Figure 3.7.2

1. Show As Decimal Value: This option aggregates the quantities of the parent and child products and displays them in decimal format, as Figure 3.7.3 shows. 

Figure 3.7.3

1. By Vendor Part: This option shows the quantity of items sold based on the vendor's part, as Figure 3.7.4 shows. 

Figure 3.7.4

3.8 Filter the Sales By

1. All Sales: The system selects "All Sales" by default and shows all records, as shown in Figure 2.1.1 or Figure 2.2.1.
2. E-Commerce Sales: Select this option to generate the report to view the sales data only for the items sold through the E-Commerce website. 
3. In-Store Sales: This option generates a report displaying sales data for only the items sold in the store. 

3.9 Checkbox Filters

1. Show Vendor Part#: If you tick this checkbox, the system will display the vendor’s part number for each item in the report.
   

Figure 3.9.1

1. Group By Employee: If you tick this checkbox, the system will group sales data by the employee who sold the items on the POS device.
   

Figure 3.9.2

1. Group By Customer: If you tick this checkbox, the system will group sales data by the customer. 
   

Figure 3.9.3

1. Show QOH: If you tick this checkbox, the system will display each item's current QOH (Quantity On Hand) alongside sales data.
   

Figure 3.9.4

1. Only Show Inactive: If you tick this checkbox, the system will display only inactive items in the report data. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.1 or Figure 2.2.1.
   
   
2. Show Cost Breaks: When enabled, the report displays separate entries for the same item based on different cost levels, recalculating both average and total cost values for each break. For instance, see the highlighted item in Figure 3.9.5.
   
   Figure 3.9.5
   
   

   However, when unchecked, it combines the two entries into a single summarized entry.
   
   
   
   
3. Show Price Breaks: When Show Price Breaks is checked, the report displays multiple entries for the same item based on different selling prices or price tiers (e.g., 000000001197–26 (Copy1) may appear three times with Avg. and Total Retail $1.00, $1.50, and -$0.88).
   
   
   
   Figure 3.9.6
   
   
   However, when unchecked, it combines the three entries into a single summarized entry.
   
4. Exclude Returns: If you tick this checkbox, the system will exclude the returned items from the report’s sales data. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.1 or Figure 2.2.1.

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites