Non-Cash Surcharge Report

Non-Cash Surcharge Report

Non-Cash Surcharge Report Overview

The "Non-Cash Surcharge Report" provides sales data for the items sold with non-cash surcharge. You can filter the report by various item classifications and organize it by different parameters such as UPC, departments, categories, manufacturers, and details.
Info
What is Non-Cash Surcharge? 

A non-cash surcharge in the USA is an extra fee that businesses charge customers who pay with credit cards or other non-cash payment methods, such as digital wallets. This fee helps offset the costs that businesses incur when processing these types of payments since credit card companies typically charge merchants a processing fee for each transaction.
This article includes information about: 
  1. How to generate the non-cash surcharge report. 
  2. How to apply the customer filter options to customize the report.
  3. How to automate (schedule) or print a report. 
  4. How to mark the report as a favorite report.

1. Reaching the "Non-Cash Surcharge 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 Non-Cash Surcharges
Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "Non-Cash Surcharges," the Non-Cash Surcharge Report screen will open, which offers relevant filtering and sorting options, as Figure 1.2 shows.

 Figure 1.2

2. Generating a "Non-Cash Surcharge Report" 

Please follow the steps below to generate the Non-Cash Surcharge Report that meets your requirements:  
  1. Navigate to the Non-Cash Surcharge Report screen.
  2. Select the date range and click "Generate Report" to view the Non-Cash Surcharge Report for the selected date range.
  1. You can use the Report Type, Filter Items (Custom Filters), Group By, Date Range & Presets, Group By Location, and Store & 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. 
  1. 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. UPC: This column shows the item's UPC. 
  2. Item Name: This column shows the item's name. 
  3. Qty Sold: This column shows the item's sold quantity.
  4. Total Retail: This column shows the item's total retail price. (Sold quantity x the retail price) 
  5. Surcharge: This column shows the total applicable surcharge on the item's total retail price.  

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 a combination of multiple filters. The filters are highlighted in Figure 3.1.


Figure 3.1

1: Report Filters: 
  1. Report Type: This filter lets you generate the report based on two parameters: Cash Discount Surcharge and Standard Credit Card Fees. 3.1 Report Type explains further details.
  2. Filter Items: Filter Items lets you select the report data based on six parameters: UPC, Department, Category, Manufacturer, Vendor, and Tag. This means you can access the Non-Cash Surcharge Report for the selected parameter, i.e., items (UPCs), departments, or any other parameter. 3.2 Filter Items (Custom Filters) explains the further details. 
  3. Group By: The Group By filter enables you to organize the report according to five parameters: UPC, Department, Category, Manufacturer, and Details. 3.3 Group By explains further details.    
  4. Date Range & Presets: This filter lets you select the report's time interval. 3.4 Date Range & Presets explains further details. 
  5. Group By Location: This filter lets you view the records organized by Locations or Location Groups. 3.5 Group By Location explains the further details. 
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.6 Filter Store and Location Groups explains further details.

3.1 Report Type

The Report Type filter lets you generate the report based on two parameters: Cash Discount Surcharges and Standard Credit Card Fees.

Figure 3.1.1

3.1.1 Cash Discount Surcharge

The Cash Discount Surcharges report type option lets you view the information about the cash discount surcharge amount. The system selects this option by default and shows you the cash discount surcharge amount in the last column, as shown in Figure 3.1. 

3.1.2 Standard Credit Card Fees 

The Standard Credit Card Fees report type option lets you view transactions that include credit fees along with other details such as register number, Z number, receipt number, etc., as Figure 3.1.2.1 shows.   

 Figure 3.1.2.1
  1. Location: This column shows the specific location associated with the transaction.
  2. Register: This column shows the specific register where the transaction was processed.
  3. Register Z#: This column shows the specific register z number where the transaction was processed.
  4. Receipt #: This column shows the transaction's receipt number as a hyperlink. When the you click on the receipt number, the system will open to the respective e-journal report in a new tab.
  5. Date: This column shows the exact date and time of the transaction.
  6. Sales Total: This column shows the transaction amount. 
  7. Surcharge: This column displays the credit card fees applied to the transaction.
  8. Total: This row will display the total of the retail and surcharges columns.
  9. Grand Total: This row will display the retail and surcharge amounts total across all report pages. It will appear on each page of the report. 

3.2 Filter Items (Custom Filters)

The Filter Items filter lets you view the report based on a selected parameter from six available options: UPC, Department, Category, Manufacturer, Vendor, and Tag. You can access the report for specific items (UPCs), departments, or other parameters.
 
The Filter Items drop-down menu has two options: Show All and Custom Filters. By default, the system selects "Show All" and considers all parameters to generate the report. The "Custom Filter" lets you view the report based on a specified parameter from six available options: UPC, Department, Category, Manufacturer, Vendor, and Tag.

Please follow the steps below to make the required selections:  
  1. Select the "Custom Filter" option in the Filter Items drop-down and click the "Manage" button.

Figure 3.2.1
  1. The Manage Filters screen will appear, as Figure 3.2.2 shows. 

Figure 3.2.2
  1. 1: Saved Filters Drop-down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Non-Cash Surcharge 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. 3.1.1 Save and Manage Custom Filters explains the details.
  3. 3: Parameters Tabs: You will see six tabs: UPC, Department, Category, Manufacturer, Vendor, and Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
  4. 4: Search: Use this Search box for a specific result.
  5. 5: All Items: Use the All Items drop-down to filter the Manage Filter screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the UPC tab.
  6. 6: Active Only: Use this filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the UPC tab.
  7. 7: 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.
  8. 8: Results: Here, you see the relevant list of data on the Manage Filter screen for the selected tab. For example, if you have chosen the UPC tab, it will show the list of all UPCs. You can use the Search bar for a specific UPC. You will see the data accordingly if you have applied the 3, 5, or 6 filters.
  9. 9: Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
  10. 10: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 
  1. The Manage Filters screen will look like the one in Figure 3.2.3.

Figure 3.2.3
  1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters in generating the report.
  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.
  1. 2: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
  2. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Non-Cash Surcharge Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
  3. 4: 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.

3.2.1 Save & Manage Custom Filters

Please follow the steps below to save the configured custom filters for future use and manage the existing custom filters. 
  1. Click the "Save Filters" button shown in Figure 3.2.3.
  2. The Name pop-up will appear, as shown in Figure 3.2.1.1. 
  3. Enter the name of the custom filter and click "OK." The system will save the filter.

Figure 3.2.1.1
  1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Open the Manage Filters screen again and use the steps shown in Figure 3.2.1.2 according to your requirements.   

Figure 3.2.1.2
  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. When you click on it, a list of the saved custom filters will appear in the Manage Saved Filters pop-up screen.
  3. 3: Filter Names: The Filter Name list shows 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.
  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 Non-Cash Surcharge Report home screen. Click "Generate Report" to generate the report for the selected filter.
  1. 5: Delete: Use the "Delete" button to remove the filter 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. The system will generate the report based on your specific selection, and the selected filter details will be available under the Selected Filters label, as Figure 3.2.1.3 shows. 

 Figure 3.2.1.3

3.3 Group By

The Group By filter lets you view the report grouped by five parameters: UPC, Department, Category, Manufacturer, and Details. By default, the system selects "Group By UPC." You can change it based on your requirements.  
Click the Group By drop-down, five options will appear: By UPC, By Department, By Category, By Manufacturer, and By Details, as Figure 3.3.1 shows. Select the required option, select the appropriate other filters, and click "Generate Report."

 Figure 3.3.1
  1. Group By UPC: If you select the "Group By UPC" option, the system will generate a report grouped by UPCs, as Figure 3.3.2 shows. 

Figure 3.3.2
  1. Group By Departments: If you select the Group By Departments option, the system will generate a report grouped by departments, as Figure 3.3.3 shows. 

Figure 3.3.3
  1. Group By Category: If you select the Group By Category option, the system will generate a report grouped by categories, as Figure 3.3.4 shows. 

Figure 3.3.4
  1. The system offers you the flexibility to choose the category depth. When you select the Group By Category option in the Group By drop-down, the Category Depth drop-down will appear, showing the depth levels, as Figure 3.3.5 shows. By default, the system selects "Show All" and generates the report, as shown in Figure 3.3.4 above. You can choose other category depth levels based on your requirement to generate the report.  

Figure 3.3.5
  1. For instance, if you select "Depth 4" in the Category Depth drop-down, the system will show the category's name's depth accordingly, as Figure 3.3.6 shows.

Figure 3.3.6
  1. Group By Manufacturer: If you select the Group By Manufacturer option, the system will generate a report grouped by manufacturers, as Figure 3.3.7 shows. 

Figure 3.3.7
  1. Group By Details: If you select the Group By Details option, the system will generate a report grouped by details, as Figure 3.3.8 shows. 

Figure 3.3.8

3.4 Date Range & Presets

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

Date Range

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 3.4.1.

 Figure 3.4.1
  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."
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 3.4.2 shows, a drop-down menu will appear. Select the required duration/interval. The system will automatically set the Start and End Date based on your selection.  

Figure 3.4.2
  1. After making the appropriate selections for other filters, click on "Generate Report."

3.5 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 3.5.1 shows. By default, the system selects "None." You can change it based on your requirements.

 Figure 3.5.1
  1. By Locations: If you select "By Location" to generate the report, the system will display records grouped by location, as Figure 3.5.2 shows.

Figure 3.5.2
  1. By Location Groups: If you select "By Location Group" to generate the report, the Include Location Group(s) drop-down will appear. Please select the required location groups from it. The system will consider only selected location groups when generating the report. 

Figure 3.5.3
  1. When you generate the report, the system displays records grouped by location group, as Figure 3.5.4 shows.

Figure 3.5.4

3.6 Filter Stores & Location Groups

The Store & Location Groups filter lets you generate the report for only selected stores (Locations) and Location Groups. Please follow the steps below to apply the filter.
  1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.6.1.

 Figure 3.6.1
  1. The Manage Filters screen will appear, as Figure 3.6.2 shows. 

Figure 3.6.2
  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 3.6.1 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 the Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.6.3.

Figure 3.6.3
  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 3.6.1 Save and Manage Location Filters explains the details.

3.6.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.6.3.
  2. The Name screen will appear as shown in Figure 3.6.1.1. 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 3.6.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed. You can delete the saved custom filters when you no longer need them. Open the Manage Filters screen again and use the steps shown in Figure 3.6.1.2 as per your requirements.

Figure 3.6.1.2
  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."
  1. Similarly, you can filter the records by selecting the location group(s). 
  2. 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 3.6.1.3.


Figure 3.6.1.3

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 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.

5. 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. 

6. 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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