1. How to generate a manufacturer sales 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 "Manufacturer 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 Manufacturer Sales 

Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "Manufacturer Sales," the Manufacturer Sales 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. You must choose a date range, select the appropriate filters, and click "Generate Report" to generate a report. 

2. Generating the "Manufacturer Sales Report"

Please follow the steps below to generate the Manufacturer Sales Report that meets your requirements:  

1. Navigate to the Manufacturer Sales Report screen.
2. Select the date range and click "Generate Report" to view the Manufacturer Sales Report for the selected date range.
1. You can use the Filter Items (Custom Filters), Date Range & Presets, 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 report, as Figure 2.1 shows.

Figure 2.1

 

Report Fields:

1. Receipt #: This column displays the receipt number and the verification code generated by the EDI system to acknowledge the received communication of return information or extension request.
2. Store #: This column displays the store number of the physical store location.
   
3. Register#: This column displays the register number involved in the manufacturer sales.
4. Date/Time: This column gives the time of manufacturing sales.
   
5. Item Name: This column describes the item sold during the manufacturer's sale.
   
6. UPC: It displays the UPC of the item.
   
7. Price Each: This column displays the price of each item sold in the manufacturer's sale.
   
8. Qty Sold: It displays the number of items sold.

3. Report Filter Options

FTx Cloud POS lets you view the Manufacturer 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 highlighted in Figure 3.1.

Figure 3.1

1: Report Filters: 

1. Filter Items: Filter Items lets you select the report data based on three parameters: Category, Manufacturer, and Vendor. 3.1 Filter Items (Custom Filters) explains the 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. Include in Sales Reporting: This filter lets you filter the manufacturer sales records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. 3.3 Include In Sales Reporting 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. 

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 Manufacturer 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 three tabs: Category, Manufacturer, and Vendor. Select the required tab, i.e., Vendor, to create or apply a custom filter specific to the selected vendors.
   
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 "Vendor" tab, it will show the list of all vendors. You can search for a specific vendor in the Search bar.
   
6. 6: Select the required vendors by checking the appropriate checkboxes.
   
7. 7: Click the green Arrow button to move the selected records to the Selected Area. 
   

Figure 3.1.3

1. 1: When generating the Manufacturer Sales Report, you can decide whether to include or exclude.
   
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 Manufacturer 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.

Figure 3.1.1.1

1. You can use the saved custom filter whenever you need it and delete it when you no longer need it. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your requirements. 

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 Manufacturer 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. 

Figure 3.1.1.3

Figure 3.2.1

Figure 3.2.2

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 the button, the system will include the department in sales reporting.
   
2. If you deactivate the button, 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 option). Please refer to Departments to learn more about this preference. 

Figure 3.3.1

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

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. 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: 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 3.4.3

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. 3.4.1 Save and Manage Location Filters explains the details.
   

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: 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.). 

5. Printing/Exporting a Report 

6. Manage Favorites