Manual Discount Report

Manual Discount Report

Manual Discount Report Overview 

The "Manual Discount Report" shows details about manually given discounts. During checkout, you can provide a manual discount to the customer. While a system discount may apply if relevant, a cashier can issue a manual discount for damaged products or reduced retail prices.

Enabling Manual Discount

Navigate to the POS Panels settings [Point Of Sale -> Maintenance -> Settings & Panels -> POS Panels] to set up a Manual Discount action on the POS button. You need to choose the button type from the Button Settings. You will have two options to apply the manual discount: Dollar Discount and Percentage Discount.
  1. Dollar Discount: The cashier can manually apply the dollar ($) discount to the sale during checkout.
  2. Percentage Discount: The cashier can apply the percentage discount (%) to the total amount of the sale during checkout. 

The "Manual Discount Report" will provide the manual discount applied to the sales transactions. You can also check the name of the employee who applied for the manual discount and the customer's name to see if they have already been entered into the system. 

This article includes information about:
  1. How to generate a manual discount report.    
  2. How to apply the customer 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 the "Manual Discount 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 Discount
Figure 1.1 below will help you understand the navigation better.


Figure 1.1

When you click "Manual Discount," the Manual Discount Report screen will open with relevant filtering and sorting options, as Figure 1.2 shows.


 Figure 1.2

The report data will be empty initially. To generate a report, you must choose a date range, select the appropriate filters, and click "Generate Report." 

2. Generating the "Manual Discount Report"

Please follow the steps below to generate the Manual Discount Report that meets your requirements:  
  1. Navigate to the Manual Discount Report screen.
  2. Select the date range and click "Generate Report" to view the Manual Discount Report for the selected date range.
    1. You can use the Date Range & Presets, Filter By Employee, Filter By Customer, 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.
    2. 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. 
  1. 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 store location.
  2. Reg # (Register Number): This column represents the register number of the POS system where the transaction occurred.
  3. Receipt # (Receipt Number): This column represents the receipt number generated when the transaction was successfully completed with the manual discount. 
  4. Register Z# (Register Z Number): This column represents the number of shift reconciliations when an employee has completed the day's shift.
  5. Date/Time: This column represents the period when the transaction occurred.
  6. Percent Discount: This column represents the percent value if the employee (cashier) applied a manual discount with a percentage.
  7. Dollar Discount: This column represents the dollar amount if the employee (cashier) applied a manual discount with a dollar amount.
  8. Manual Discount: This column represents the applicable amount of the manual discount.
  9. Employee: This column represents the name of the employee (cashier) who completed the sales transaction and applied the manual discount.
  10. Customer: This column represents the customers' names if registered in the system.
  11. E-Journal: This button will redirect you to the E-Journal page for the adjacent discount.

3. Report Filter Options

FTx Cloud POS lets you view the Manual Discount 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, which are highlighted in Figure 3.1.


Figure 3.1
1: Report Filters: 
  1. Date Range & Presets: This filter lets you select the report's time interval. 3.1 Date Range & Presets explains further details.  
  2. Filter By Employee: This option allows you to create a report for specific employees. 3.2 Filter By Employee explains the further details. 
  3. Filter By Customer: This option enables you to produce a report for particular customers.  3.3 Filter By Customer explains the further details. 
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.4 Filter Store and Location Groups explains further details. 

3.1 Date Range & Presets 

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 3.1.1.
 
Figure 3.1.1                                                             
  1. Select the specific date and time. 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. 

Figure 3.1.2
  1. After making the appropriate selections for other filters, click on "Generate Report."     
Presets
  1. Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the report as shown in 
    Figure 3.1.3.
           Figure 3.1.3
  1. Please click on the required timeframe and click "Generate Report." The system will generate and show the report based on your selection. 

3.2 Filter By Employee

The Filter By Employee filter lets you view the manual discount report for the selected employees. It has two options, "Show All" and "Filter By Cashiers." The system selects "Show All" by default. Please follow the steps below to choose the particular employee(s).
  1. Select "Filter By Cashiers" in the Filter By Employee drop-down and click the "Manage" button.   

Figure 3.2.1
  1. The Manage Filters screen will appear, displaying the list of employees, as Figure 3.2.2 shows.

Figure 3.2.2
  1. 1: Search bar: Use this search box to search for a specific employee. 
  2. 2: Selection Checkbox: Select the required employees by ticking the checkbox.
  3. 3: Arrow: Click the green Arrow button to move the selected products to Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.2.3.

Figure 3.2.3
  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. 
  1. Once you click "Apply," the Selected Employees section will appear, displaying the names of selected employees, as Figure 3.2.4 shows. Click "Generate Report." The system will display only the records of manual discounts applied by the selected employees.

Figure 3.2.4

3.3 Filter By Customer 

The Filter By Customer filter lets you view the manual discount report for the selected employees. It has two options, "Show All" and "Filter By Customer." The system selects "Show All" by default. Please follow the steps below to choose the particular customer(s). 
  1. Select "Filter By Customer" in the Filter By Customer drop-down and click the "Manage" button.   

Figure 3.3.1
  1. The Manage Filters screen will appear, displaying the list of customers, as Figure 3.3.2 shows.

Figure 3.3.2
  1. 1: Search bar: Use this search box to search for a specific customer. 
  2. 2: Selection Checkbox: Select the required customer by ticking the checkbox.
  3. 3: Arrow: Click the green Arrow button to move the selected customers to Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.3.3.

Figure 3.3.3
  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. 
  1. Once you click "Apply," the Selected Customers section will appear, displaying the names of selected customers, as Figure 3.3.4 shows. Click "Generate Report." The system will display only the records of manual discounts applied to the selected customers.

Figure 3.3.4

3.4 Filter Stores and 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 3.4.1.

Figure 3.4.1
  1. The Manage Filters screen will appear, as Figure 3.4.2 shows. 

Figure 3.4.2
  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 3.4.1 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. 
  1. The Manage Filters screen will look like the one in Figure 3.4.3.

Figure 3.4.3
  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 3.4.1 Save and Manage Location Filters explains the details.

3.4.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.4.3.
  2. The Name screen will appear as shown in Figure 3.4.1.1. 
  3. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. 
    1. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.4.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed, and you can delete them when you no longer need them. Open the Manage Filters screen again and use the steps shown in Figure 3.4.1.2 according to your requirements.

Figure 3.4.1.2
  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."
  1. 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 3.4.1.3.

Figure 3.4.1.3

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.). 

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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