Manual Age Entry and Age Visually Verified Sales Report

Manual Age Entry and Age Visually Verified Sales Report

Manual Age Entry and Visually Verified Sales Report Overview

The "Manual Age Entry and Visually Verified Sales Report" presents the transaction records in which the customer's age was manually entered or visually verified by the cashier to sell an age-restricted product.  

This article includes information about: 
  1. How to generate the "Manual Age Entry and Visually Verified Sales Report." 
  2. How to apply the filter options to customize the report.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report.

1. Reaching the "Manual Age Entry and Visually Verified 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 Manual Age Entry and Visually Verified Sales
Figure 1.1 below will help you understand the navigation better. 

Figure 1.1

When you click "Manual Age Entry and Visually Verified Sales," the Manual Age Entry and Visually Verified Sales Report screen will open, which offers relevant filtering and sorting options, as Figure 1.2 shows. 

 Figure 1.2

2. Generating the "Manual Age Entry and Visually Verified Sales Report" 

Please follow the steps below to generate the "Manual Age Entry and Visually Verified Sales Report": 
  1. Navigate to the Manual Age Entry and Visually Verified Sales Report screen.  
  2. Select the date range and click "Generate Report." 
    1. You can use the Report Type, Date Range & Presets, Group By Location, Group By Verification Method, and Store & Location Groups filters to create the report that meets your requirements. These filters can be used in combinations for a more tailored report. Please refer to point 3. Report Filter Options to learn more about these filters. 
  3. 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, as Figure 2.1 shows. 

Figure 2.1
  1. Store Name: This field shows the store name where the transaction occurred. 
  2. Date: This field shows the date and time when the transaction occurred.  
  3. Reg #: This field shows the register number on which the transaction occurred.  
  4. Z #: This field shows the transaction's Z number. 
  5. Receipt #: This field shows the transaction's receipt number. 
  6. Customer: This field shows the customer's name. 
  7. Employee: This field shows the employee's name who performed the sale. 
  8. Visually Verified: This field shows if the report was visually verified or not. 
  9. Manually Entered: This field shows if the report was manually entered or not. 
  10. Total: This field shows the transaction's total amount. 

3. Report Filter Options

FTx Cloud POS lets you view the report according to your preferences using various filter options. You can configure the report with any single filter or a combination of multiple filters. The filters are highlighted in Figure 3.1.


Figure 3.1
1: Report Filters: 
  1. Report Type: This filter lets you generate the report based on three parameters: Manually Entered and Visually Verified, Manually Entered, and Visually Verified. 3.1 Report Type explains 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. Group By Location: This filter lets you view the records organized by locations or location groups. 3.3 Group By Location explains the further details. 
  4. Group By Verification Method: This filter lets you view the records organized by verification method. 3.4 Group By Verification Method explains further details. 
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.5 Filter Store and Location Groups explains further details.

3.1 Report Type

The Report Type lets you lets you generate the report based on three parameters: Manually Entered and Visually Verified, Manually Entered, and Visually Verified. As Figure 3.1.1 shows, three options appear when you click the Report Type drop-down. The system chooses Manually Entered and Visually Verified by default. You can change it based on your requirements. 

 Figure 3.1.1

3.1.1 Manually Entered & Visually Verified

When the Manually Entered and Visually Verified report type is selected, the system shows all records of all sales that occurred during the selected time frame, as Figure 3.1 and Figure 2.1 show. 

3.1.2 Visually Verified

When you select the "Visually Verified" option, the system shows only sales records for which the customer's age was visually verified, as Figure 3.1.2.1 shows. 


Figure 3.1.2.1

3.1.3 Manually Entered

When you select the "Manually Entered" option, the system shows only sales records for which the customer's age was manually entered, as Figure 3.1.3.1 shows. 

Figure 3.1.3.1

3.2 Date Range & Presets 

The Date Range and Presets filter lets you select the report's time interval.

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.

Figure 3.2.1
  1. Select the specific date and time from the drop-down calendar. You can also manually enter the date in the MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."
Presets

The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using Presets. 
  1. Hover over the "Presets" button. 
  2. As Figure 3.2.2 shows, a drop-down menu will appear. Select the required duration/interval. The system will automatically set the Start and End Dates based on your selection. 

 Figure 3.2.2
  1. After making the appropriate selections for other filters, click on "Generate Report."

3.3 Group By Location

The Group By Location filter lets you view the report records separated by locations or location groups. 

When you click the Group By Location drop-down, three options appear: None, Location, and Location Group, as Figure 3.3.1 shows. By default, the system selects "None." You can change it based on your requirements.

Figure 3.3.1
  1. By Location: If you select "By Location" to generate the report, the system will display records grouped by location, as Figure 3.3.2 shows.

Figure 3.3.2
  1. By Location Group: If you select "By Location Group" to generate the report, the system will display records grouped by location groups, as Figure 3.3.3 shows.

Figure 3.3.3

3.4 Group By Verification Method

The Group By Verification Method filter lets you view the report records separated by the customer's age verification method. 

When you click the Group By Verification Method drop-down, two options appear: None and By Verification Method. The system selects "None" by default. You can change based on your requirements. 

Figure 3.4.1
  1. When you select the "By Verification Method" option, the system will show the report records separated by the customer's age verification method, as Figure 3.4.2 shows. 

 Figure 3.4.2

3.5 Store and Location Groups 

The Store & Location Groups filter lets you generate the report for only selected stores (locations) and location groups. Please follow the steps below to apply the filter.
  1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.5.1.

 Figure 3.5.1
  1. The Manage Filters screen will appear, as Figure 3.5.2 shows. 

Figure 3.5.2
  1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters, if there are any. You can select the required filter from this drop-down and click the "Apply" button to apply it.
  2. 2: Manage Filters Button: This button helps you open the Manage Saved Filters screen. Point 3.5.1 Save and Manage Location Filters explains more details.
  3. 3: 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.
  4. 4: Search: Use this Search box to search for a specific location.
  5. 5: Pricebook Zone: Use this drop-down to view the results (stores or location groups) based on Pricebook zone.
  6. 6: Only Active: Use this drop-down to view the results (stores or location groups) based on three parameters: All Locations, Only Active, and Only Deleted.
  7. 7: 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. 
  8. 8: Selection Checkboxes: You must select the required stores by ticking the checkbox.
  9. 9: Arrow: Click the green Arrow button to move the selected stores to Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.5.3.

Figure 3.5.3
  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 for generating the report.
  3. 3: You can click the "Save Filters" button to save the custom filter for future use. Point 3.6.1 Save and Manage Location Filters explains the details.

3.5.1 Save and Manage Location Filters

Please follow the steps below to save the configured custom filters for future use and manage the existing custom filters. 
  1. Click the "Save Filters" button shown in Figure 3.5.3.
  2. The Name screen will appear as shown in Figure 3.5.1.1. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.5.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed. You can delete the saved custom filters when you no longer need them. Open the Manage Filters screen again and use the steps shown in Figure 3.5.1.2 as per your requirements.

Figure 3.5.1.2
  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: View and manage the saved filters using this button. 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: Select Filter: Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
  5. 5: 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."
  1. Similarly, you can filter the records by selecting the location group(s). 
  2. 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 3.5.1.3.

Figure 3.5.1.3

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 addresses at the defined frequencies (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 download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

6. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens 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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