Negative Items Report Overview

1. Reaching the "Negative 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 Negative Items 
   

Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "Negative Items," the Negative Items Report screen will open, which offers 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 "Negative Items Report"

Please follow the steps below to generate the Negative Items Report that meets your requirements: 

1. Navigate to the Negative Items Report screen.
2. Select the date range and click "Generate Report" to view the Negative Items Report for the selected date range.
1. You can use the Filter Items (Custom Filters), Date Range & Presets, Stores and Location Groups filters, and Only Item Returns and Show Summary checkboxes 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 1.2

Report Fields:

1. Store: This column displays the name of the store location.
   
2. Cashier: Here, the name of the cashier who handled the item return process is displayed.
   
3. Reg #: This column displays the number of the register that was used to handle any return request.
   
4. Receipt #: The receipt number is mentioned here.
   
5. Timestamp: The date and time of the return process are mentioned here.
   
6. UPC: The UPC of the item(s) that are returned back to the store.
   
7. Name: The name of the item(s) that are returned.
   
8. Reason: This column shows the reason. 
   
9. Qty: This column displays the number of items that are returned. The quantity value is negative, for it is a return!
   
10. Price Each: This column displays the price of each item that is returned.
    
11. Action: The View icon in this column will navigate you to the respective E-Journal record screen. 
    

2. Report Filter Options

FTx Cloud POS lets you view the Negative Items 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, as highlighted in Figure 3.1.

Figure 3.1

1: Report Filters: 

1. Filter Items: "Filter Items" lets you select the report data based on seven parameters: UPCs, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. 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.  

2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.3 Filter Store and Location Groups explains further details.

3: Checkbox Filters: 

1. Only Item Returns: This filter allows you to view the report that includes only item returns records. If you use this checkbox to generate the report, the system will exclude the Cancel or Void records.  
2. Show Summary: This filter allows you to view the negative transactions in a summarized manner. If you use this checkbox to generate the report, the summary of negative transactions will be displayed location-wise, as Figure 3.2 shows. 

Figure 3.2

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 Negative Items 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 seven tabs: UPC, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
   
3. 3: Search: Use this Search box for a specific result.
   
4. 4: All Items: Use this drop-down to filter the Manage Filter screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone Only. 
   
5. 5: Active Only: Use this drop-down to filter the Manage Filter screen data based on three parameters: Active Only, Inactive Only, and All Records.
   
6. 6: Match All Filters drop-down: Use this filter to decide whether or not the Manage Filter screen data matches all applied filters or any of them. 
   
7. 7: Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the UPC tab, it will show the list of all UPCs. You can search for a specific product in the "Search" bar.
   
8. 8: Checkboxes: Select the required records by checking the appropriate checkboxes.
   
9. 9: Arrow: Click the green Arrow button to move the selected records to Selected List. 
   

Figure 3.1.3

1. 1: When generating the report, you can decide whether to include or exclude the selected parameters.
   
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 Negative Items 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

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 Negative Items 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

Figure 3.3.1​

Figure 3.3.1

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 3.3.1 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 the 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 Selected List. 
   

Figure 3.3.2

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 3.3.1 Save and Manage Location Filters explains the details.

Figure 3.3.1.1

Figure 3.3.1.2

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."

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 3.3.1.3.

Figure 3.3.1.3

4. Scheduling a Report