Location Sales

Location Sales

Location Sales Report Overview

The Location Sales Report will display location-wise sales data for a specifically entered date range. Multiple different types of filters can also be configured, depending on your requirements.

The system will display the records of location-wise sales data only according to the selected filter options. The system will display several fields with detailed and automatically calculated information separately for each store location.

1. Reaching the Location Sales Report 

To reach the Location Sales Report, follow the below steps:
Step 1: Log into Control Center
Step 2: Choose Point of Sale
Step 3: Choose Reports
Step 4: Choose Sales Reports
Step 5: Choose Location Sales 

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 "Location Sales Report," you will be redirected to the "Location Sales Report" 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.

2. Generating the Location Sales Report

When you navigate to the page, you will see the options pre-selected by default. You can generate the item returns report for the selected date range. See Figure C.
                                                                                          Figure C

Fields:

  1. Location: This column displays the name of the physical location of the store.
  2. Sale Count: The value of the sale count at that particular store.
  3. Qty Sold: This column displays the total amount value for the item quantities sold at that store in the selected date range.
  4. Total Retail: This column displays the total retail value generated by that store in the selected date range.
  5. Discounts: For all the discounts that were applied in the selected date range at that particular store, the amount value is mentioned in this column. The value is negative because the discount is a reduction made from the gross amount or value of the items sold. 
  6. (Adj Retail) Adjusted Retail: This column displays the adjusted retail, which is calculated as the Total Retail Value-Discount Value of that store.
  7. Avg Retail (Average Retail): This column describes the average retail sales value calculated as Total Retail/Qty Sold.
  8. Total Cost: This column will display the total cost (the price at which it is bought) of the items that are sold at the location mentioned in the adjacent column in the selected date range.
  9. Buydowns: This column displays the buydown amount in the column to keep track of money receivable from manufacturers who offer the customer a discount on some of their products.
  10. Adj Cost (Adjusted Cost): This column will display the total adjusted cost value of the location in the selected date range, which is calculated as Total Cost-Buydowns.
  11. Avg Cost (Average Cost): This column describes the average cost, which is calculated by Total Cost/Qty Sold.
  12. $ Margin: This column describes the amount of profit margin that is calculated by Adjusted Retail-Adjusted Cost.
  13. % Mgn:  This column will define the margin percentage as Adjusted Retail Price-Adjusted Cost/Adjusted Retail Price x 100.

3. Date Range & Presets

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 D and Figure E.

3.1 Start Date: Here, you can choose the starting date for the desired custom date range.

                                                                                                      Figure D
3.2 End Date: Here, you can choose the ending date for the desired custom date range.

                                                                                               Figure E
3.3 Presets:
The Presets label is provided to select the specific duration/interval to generate the data in the report with that.
See Figure F.

                                                                                                 Figure F

4. Sort By:

This sorting feature will sort the Location Sales Report in terms of Store #,  Highest Sales, and Margin.


                                                                                               Figure G
  1. Store #: Choosing this option will sort the Store # in ascending order.

                                                                                                 Figure H
  1. Highest Sales: Choosing this option will show the order of Total Retail from highest to lowest.  

                                                                                                Figure I
  1. Margin: When the Margin option is selected, the report will show the profit margin's order from highest to lowest.  

                                                                                                Figure J                                                                                

5. Return Filter:

This filter option will filter the report with return-related options.

                                                                                                    Figure K
  1. Only Returns: This option will display the report with Only Returns data, i.e., only negative sales data. See the Qty Sold column in Figure L.

                                                                                             Figure L
  1. Exclude Returns: This option will display the report without Returns data, i.e., only positive sales data. See the Qty Sold column in Figure M.
                                                                                        Figure M

6. Add to Sales:  

See Figure N below. There are three categorical filters that would display the location sales report differently.  

                                                                                                   Figure N
  1.  All Departments:
The department is to classify the products into specific tax groups, age restrictions, and other such options.
If the "All Departments" option is chosen from the drop-down option, the report will display the product from all the departments, irrespective of the "Add to Sales" flag in the Department of Products module.


                                                                                  Figure O

For All Departments, the report will be shown in Figure P.
                                                                                                 Figure P
  1. Only Added to Sales:
As highlighted in Figure Q, if the "Add to Sales" flag is turned ON while assigning a department to a product, the report will display only those items for which the "added to the sales" flag is on.

                                                                                               Figure Q
  1. Not Added Sales:
As highlighted in Figure R, if the "Add to Sales" flag is turned OFF while assigning a department to a product, the report will display only those items for which the "added to the sales" flag is off. 

                                                                                    Figure R

7. Filter the Sales By: 

  1. All Sales: This option displays all types of sales in the selected location. See Figure C above.
  1. E-commerce Sales: Choosing this option will display all the e-commerce sales (online sales) if they are happening at the selected store.
  1. In-Store Sales: Choosing this option will display the offline sales made at the store.

                                                                                                     Figure S

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