Manually Sold Items Report

Manually Sold Items Report

Manually Sold Items Report Overview

The "Manually Sold Items Report" shows the list of manually sold items on the POS terminal and gives detailed information about the transaction-related store, employee, items, and time stamp. 
This article includes information about: 
  1. How to generate the manually sold items report for the selected date range. 
  2. How to apply the filter options to customize the report on manually sold items.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report.

1. Reaching the "Manually Sold Items 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 Manually Sold Items
Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "Manually Sold Items," the Manually Sold Items Report screen will open, which offers relevant filtering and sorting options, as Figure 1.2 shows.

Figure 1.2

2. Generating the "Manually Sold Items Report"

Please follow the steps below to generate the "Manually Sold Items Report" that meets your requirements:  
  1. Navigate to the Manually Sold Items Report screen.
  2. Select the date range and click "Generate Report" to view the "Manually Sold Items Report" for the selected date range.
    1. You can use the Date Range & Presets, Group By Location, Group By (Employee), and Stores and Location Groups filters to create the report that meets your requirements. These filters can be used in combination for a more tailored report. 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 report, as Figure 2.1 shows.

Figure 2.1
  Report Fields: 
  1. Store Name: This column shows the store's name where the item was sold manually. 
  2. Employee: This column shows the name of the employee who sold the item manually.
  3. Date: This column shows the date and time when the item was sold manually. 
  4. Reg#: This column shows the register number on which the item was sold manually. 
  5. Z#: This column shows the Register Z number in which the item was sold manually.
  6. Receipt #: This column shows the receipt number of the manually sold item. 
  7. UPC: This column shows the manually sold item's UPC.
  8. Item Name: This column shows the name of the manually sold item.
  9. Qty Sold Manually: This column shows the quantity of items manually sold.
  10. Total Qty Sold: This column shows the total quantity of items sold in a particular Z#. This quantity includes items sold manually and items sold by scanning. 
  11. Total: This column shows the total price of the manually sold item. 
InfoWhen a report contains a single page, the total shown at the end of the page represents the Grand Total. When the report spans multiple pages, each page displays a Page Total for the records shown on that page.

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 combination of multiple filters, 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. Group By Location: This filter lets you view the records organized by Locations or Location Groups. 3.2 Group By Location explains the further details.
  3. Group By: This filter lets you view the records segregated by employee names. 3.3 Group 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. 3.4 Filter Store and Location Groups explains further details. 

3.1 Date Range & Presets

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

    Figure 3.1.2
Presets
The Presets drop-down allows you to generate the report by selecting a 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 3.1.3 shows, a drop-down menu will appear. Select the required duration/interval. Based on your selection, the system will automatically set the Start and End Date.  

Figure 3.1.3
  1. After making the appropriate selections for other filters, click on "Generate Report."

3.2 Group By Location

The Group By Location filter lets you view the report records segregated by Locations or Location Groups. 
When you click the Group By Location drop-down, three options appear: None, By Location, and By Location Group, as Figure 3.2.1 shows. By default, the system selects "None." You can change it based on your requirements.

Figure 3.2.1
  1. By Locations: If you select "By Location" to generate the report, the system will display records grouped based on locations, as Figure 3.2.2 shows.

Figure 3.2.2
  1. By Location Groups: If you select "By Location Group" to generate the report, the system will display records grouped based on location groups, as Figure 3.2.3 shows.

Figure 3.2.3

3.3 Group By

The Group By filter lets you view the report records segregated by the names of employees who sold the item manually. 
  1. When you click the Group By drop-down, two options will appear: None and Group By Employee, as Figure 3.3.1 shows. By default, the system selects "None." 

Figure 3.3.1
  1. If you select "Group By Employee" to generate the report, the system will display records grouped based on the employee names, as Figure 3.3.2 shows.

Figure 3.3.2

4. Filtering Stores and Locations

The Store and Location Group filter lets you view the report for selected stores (locations) and location groups. Please refer to Filtering Stores and Locations in a report to learn how to filter a report and fetch custom results.

5. 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.

6. 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. 

7. 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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