Manually Sold Items Report Overview

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

2. Generating the "Manually Sold Items Report"

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

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. 

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.
   

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.3.1.
   

Figure 3.3.1

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."

1. Hover over the "Presets" button. 
   
2. As Figure 3.3.2 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 3.3.2

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

Figure 3.2.3

Figure 3.3.1

Figure 3.3.2

1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.4.1.
   

 Figure 3.4.1

Figure 3.4.2

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 3.4.1 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. 
   

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 for generating the report.
   
3. 3: 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.
   

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. 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 3.4.1.1

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: 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."

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