Location Sales Report Overview

1. Reaching the "Location Sales Report" 

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 Location Sales 

Figure 1.1 below will help you understand the navigation better.

2. Generating the "Location Sales Report"

Please follow the steps below to generate the "Location Sales Report" that meets your requirements. 

1. Navigate to the Location Sales Report screen.
2. You can view the Location Sales Report for a specific date range by selecting a date range and clicking "Generate Report."
1. You can use the Filter Items (Custom Filters), Sort By, Date Range & Presets, Return Filter, Include In Sales Reporting, Filter the Sales By, 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 location-wise report, as Figure 2.1 shows.

1. Location: This column displays the name of the store's physical location.
   
2. Sale Count: The value of the sale count at that particular store.
   
3. Qty Sold: This column displays the total value of 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: This column mentions the value of all the discounts applied in the selected date range at that particular store. The value is negative because the discount reduces the gross amount or value of the items sold. 
6. (Adj Retail) Adjusted Retail: This column displays the adjusted retail value, calculated as the store's Total Retail value divided by its Discount Value.
   
7. Avg Retail (Average Retail): This column describes the average retail sales value calculated as Total Retail/Qty Sold.
   
8. Total Cost: This column displays the total cost (the price at which the item is bought) of the items sold at the location mentioned in the adjacent column in the selected date range.
   
9. Buydowns: This column displays the buydown amount 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 displays the location's total adjusted cost value in the selected date range, calculated as Total Cost-Buydowns.
    
11. Avg Cost (Average Cost): This column describes the average cost, calculated using the Total Cost/quantity sold.
    
12. $ Margin: This column describes the profit margin 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. Report Filter Options

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

Figure 3.1

1: Report Filters: 

1. Filter Items: "Filter Items" lets you select the report data based on ten parameters: Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, Vendor, and Department Tag. 3.1 Filter Items (Custom Filters) explains the further details.  
   
2. Sort By: This filter lets you arrange the report records based on three parameters: the ascending order of the store number, the order of Total Retail from highest to lowest, and the order of the profit margin from highest to lowest. 3.2 Sort By explains the further details.
3. Date Range & Presets: This filter lets you select the report's time interval. 3.3 Date Range & Presets explains further details.  
4. Return Filter: This filter lets you sort the sales records by three parameters: All Sales, Only Returns, and Exclude Returns. 3.4 Return Filter explains the further details.      
5. Include in Sales Reporting: This filter lets you filter the location sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. 3.5 Include In Sales Reporting explains further details.  
   
6. Filter the Sales By This filter lets you filter the report records based on three parameters: All Sales, E-Commerce Sales, and In-Store Sales. 3.6 Filter the Sales By explains the further details.

2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.7 Filter Store and Location Groups 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 Location Sales 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 Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, Vendor, and Department Tag. Once you choose "Custom Filter," 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 Location Sales 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 ten tabs: Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Buydown, Vendor, and Department Tag. Select the required tab, i.e., Department, to create or apply a custom filter specific to the selected Departments.
   
3. 3: Search: Use this "Search" box for a specific result.
   
4. 4: 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. 
   
5. 5: Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the Department tab, it will show the list of all departments. You can search for a specific department in the "Search" bar.
   
6. 6: Checkboxes: Select the required departments by checking the appropriate checkboxes.
   
7. 7: Arrow: Click the green Arrow button to move the selected records to Selected Area. 
   

1. The Manage Filters screen will look like the one in Figure 3.1.3.
   

Figure 3.1.3

1. 1: When generating the Location Sales 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 to apply the selected parameters. The system will navigate you to the Location Sales 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

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. A list of the saved custom filters will appear in a pop-up when you click on it.
   
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 Location Sales 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 location sales 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 Sort By

The Sort By filter lets you arrange the report records according to three parameters: the ascending order of the store number, the order of Total Retail from highest to lowest, and the order of profit margin from highest to lowest. 

1. The Sort By filter has three options, "Store #," "Highest Sales," and "Margin," as shown in Figure 3.2.1.

 Figure 3.2.1

1. If you select the "Store #" option to generate the report, the system will arrange the report records in ascending order of the store number, as highlighted in Figure 3.2.2. 
   

Figure 3.2.2

2. If you select the "Highest Sales" option to generate the report, the system will sort the records by "Total Retail" in descending order, as highlighted in Figure 3.2.3.
   

Figure 3.2.3

3. If you select the "Margin" option to generate the report, the system will sort the records by "$ Margin" in descending order, as highlighted in Figure 3.2.4.
   

Figure 3.2.4

Figure 3.3.1

 Figure 3.3.2

3.4 Return Filter

The Return Filter drop-down lets you sort the sales records by three parameters: All Sales, Only Returns, and Exclude Returns.

1. Figure 3.4.1 shows that the Return Filter drop-down menu has three options: All Sales, Only Returns, and Exclude Returns. By default, the system selected "All Sales." 

Figure 3.4.1

1. Only Returns: When generating the report, choose "Only Returns" to include only item return-related records in the report. 
   
2. Exclude Returns: When generating the report, choose "Exclude Returns" to exclude all item return-related records from the report.

What is "Include In Sales Reporting?"

"Include In Sales Reporting" is a preference available at the department level managed by the "Include In Sales Reporting" button. 

1. If you activate it, the system will include the department in sales reporting.
   
2. If you deactivate it, the system will not include the department in sales reporting. 
   

You can activate or deactivate this preference from the respective "Options" tab in "Departments." (Department >> Add/edit a department>> the "Options" tab >> the "Include In Sales Reporting" button). Please refer to Departments to learn more about this preference. 

Figure 3.5.1

1. Choose "Only Include In Sales Reporting" to view the sales records with the activated "Include In Sales Reporting" option at the product's department level.
   
2. Choose "Not Include In Sales Reporting" to see the sales records where the "Include In Sales Reporting" option is deactivated at the product's department level.
   

3.6 Filter the Sales By

The "Filter the Sales By" drop-down lets you filter the report records based on three parameters: All Sales, E-Commerce Sales, and In Store Sales. 

1. The "Filter the Sales By" drop-down menu has three options: All Sales, E-Commerce Sales, and In-Store Sales, as highlighted in Figure 3.6.1. The system selects "All Sales" by default.

 Figure 3.6.1

1. Select "E-Commerce Sales" to include only e-commerce sales data in the report.
   
2. Select "In Store Sales" to include only in-store sales data in the report. 
   

3.7 Filter Stores & 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 & Location Group filter.

1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.7.1.

Figure 3.7.1

1. The Manage Filters screen will appear, as Figure 3.7.2 shows. 

Figure 3.7.2

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 3.7.1 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: Search: 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 the Selected List. 
   

Figure 3.7.3

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 3.7.1 Save and Manage Location Filters explains the details.
   

Figure 3.7.1.1

Figure 3.7.1.2

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" pop-up 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 the Selected Stores button, as shown in Figure 3.7.1.3.

Figure 3.7.1.3

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.).