Manufacturer Sales Report Overview

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 
   

1. Receipt #: This column displays the receipt number. 
   
2. Store #: This column displays the store number of the physical store location.
   
3. Register#: This column displays the register number where the sale was performed.
   
4. Date/Time: This column gives the sales time. 
   
5. Item Name: This column describes the item sold during the sale.
   
6. UPC: It displays the UPC of the item.
   
7. Price Each: This column displays the price of each item sold in the sale.
   
8. Qty Sold: It displays the number of items sold.
   

3. Report Filter Options

1. Filter Items: The Filter Items filter lets you select the report data based on six parameters: Manufacturer, Department, Category, Tag, Department Tag, and Vendor. 3.1 Filter Items (Custom Filters) explains the further details.  
   
2. Sort By: This filter lets you view report records based on two parameters: Manufacturer (in alphabetical order of the manufacturers' names) and Total Sales (the number of quantity from highest to lowest). 3.2 Sort By explains the further details. 
   
3. Date Range & Presets: This filter lets you select the report's time interval. 3.3 Date Range & Presets explains further details.  
   
4. 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. 3.4 Include In Sales Reporting explains the further details.  
   

3.1 Filter Items (Custom Items)

1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.

Figure 3.1.1

1. The Manage Filters screen will appear, as shown in Figure 3.1.2.
   

Figure 3.1.2

1. 1: Saved Filters Drop-Down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply them. The system will redirect you to the Manufacturer Sales Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Clicking this button will also open the Manage Saved Filters screen. Section 3.1.1, Save and Manage Custom Filters explains the details.
   
3. 3: Parameters Tabs: You will see six tabs: Manufacturer, Department, Category, Tag, Department Tag, and Vendor. Select the required tab, i.e., "Department," to create or apply a custom filter specific to the selected departments.
   
4. 4. Search: Use this "Search" box to find a specific result.
   
5. 5: Match All Filters Drop-Down: This filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filters screen data matches all applied filters. This drop-down is useful when you use multiple parameter tabs. For example, you choose a few manufacturers from the Manufacturers tab and a few departments from the Department tab. 
   
6. 6: Results: This section shows the list of relevant items in the selected tab. For example, if you have chosen the "Department" tab, it will show the list of departments. You can use the "Search" bar for a specific department. 
   
7. 7: Selection Checkboxes: Select the required departments by checking the corresponding checkboxes.
   
8. 8: Arrow: Click the green Arrow button to move the selected records to the "Selected Area."
   

1. The Manage Filters screen will appear as shown in Figure 3.1.3.
   

Figure 3.1.3

1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.
   
1. Include: Select "Include" to include all specified parameters in the report generation process.
   
2. Exclude: Selecting "Exclude" will cause the system to exclude all specified parameters from generating the report.
   
2. 2: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove a single record from the list, click the Remove (x) icon next to the record.
   
3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Manufacturer Sales Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
   
4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. Section 3.1.1, Save and Manage Custom Filters explains the details.
   

3.1.1 Save & Manage Custom Filters

1. Click the "Save Filters" button shown in Figure 3.1.3.
   
2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
   

Figure 3.1.1.1

1. Enter the name of the custom filter and click "OK." The system will save the filter. 
   
2. The system will save the filter. You can use the saved custom filter whenever needed and delete it when no longer required. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your specific requirements. 
   

Figure 3.1.1.2

1. 1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. Select the required custom filter from the list and click "Apply."
2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click it, a list of saved custom filters will appear in the "Manage Saved Filters" pop-up screen.
   
3. 3: Filter Names: The Filter Names section lists all saved custom filters. Click on a filter name to select it. 
   
4. 4: Select Filter: Use the "Select Filter" button to select any filter from the list.
   
5. 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. Next, 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.
   
6. 5: Delete: Use the "Delete" button to remove the filter that is no longer required from the list.
   

1. Similarly, you can filter and set up the records for other tabs (parameters).
   
2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button.
   
3. The system will generate the report based on your specific choice, and the selected filter details will be displayed under the Selected Filters label, as shown in Figure 3.1.1.3.
   

Figure 3.1.1.3

3.2 Sort By

1. Manufacturer: The system selects this option by default and shows the report records in alphabetical order of the manufacturers' names, as Figure 2.1 shows. 
   
2. Total Sales: When you select this option to generate the report, the system organizes it based on the quantity sold from highest to lowest, as Figure 3.2.2 shows. 
   

3.3 Date Range & Presets

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. Alternatively, manually enter the date in 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 shown in Figure 3.3.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection.
   
3. After making the appropriate selections for other filters, click on "Generate Report."
   

Figure 3.3.2

3.4 Include In Sales Reporting 

What Is "Include in Sales Reporting?" 

When creating or editing a Department, the corporate employee can use the "Include In Sales Reporting" feature to determine whether to include the department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.

1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.
   

1. All Departments: By default, the system selects this option, displaying items from all departments.  
   
2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
   
3. Not Include In Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled. 
   

3.5 Filter the Sales By

 Figure 3.5.1

1. All Sales: The system selects "All Sales" by default and shows all records, as shown in Figure 2.1.
2. E-Commerce Sales: Select this option to generate the report to view the sales data only for the items sold through the E-Commerce website. 
3. In-Store Sales: This option generates a report displaying sales data for only the items sold in the store. 
   

The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1. 

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

5. Printing / Exporting a Report

6. Manage Favorites