Non-Sellers Report Overview

1. How to generate the Non-Sellers Report for the selected date range
   
2. How to apply 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-Sellers Report"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Store
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Non-Sellers

2. Generating the "Non-Sellers Report" 

1. Navigate to the Non-Sellers Report screen.
   
2. Select the date range and click "Generate Report" to view the "Non-Sellers Report" for the selected date range. 
   
1. You can use the Filter Items (Custom Filters), Sort By, Days Since Last Sold, and Rollup filters and Exclude Add In Last X Days, Exclude Received, Show Top, Save Report Results for Mass Updates, and Allow Date Range checkbox 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 store-wise report records, as Figure 2.1 shows. 
   

1. UPC: The non-selling product's UPC. 
   
2. Name: The non-selling product's name. 
   
3. QOH: The non-selling product's current QOH. 
4. Cost Each: The non-selling product's cost per unit. 
5. Retail Each: The non-selling product's price per unit. 
6. Total Cost: The total cost of the non-selling product. (Total Cost = Cost Each * QOH) 
   
7. Last Sold: This column displays the last sold date for the item.
   
8. Last Invoice: This column displays the invoice date when the item was purchased from the vendor.
   
9. Date Added: The date added is the first time the inventory record existed for that product in the inventory table.
   
10. Days In Inventory: This column displays the calculation of the days in inventory since the date added.
    

3. Report Filter Options 

1. Filter Items (Custom Filters): The Filter Items filter lets you select the report data based on seven parameters: UPC, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. 3.1 Filter Items (Custom Filters) explains the further details.
2. Sort By: The Sort By filter lets you view records based on four parameters: Product Name, Last Sold, Total Cost, and Days In Inventory. For further details, refer to section 3.2 Sort By. 
3. Days Since Last Sold: The Days Since Last Sold filter lets you generate the report based on the days since the items were last sold. For example, if you enter 30 in this field, the system will show you the list of items that have not been sold in the last thirty days. 
   
4. Rollup: The Rollup filter lets you view the products' parent and child quantities based on three options: As Decimal Value, As Parent | Child, and As Separate. 3.3 Rollup explains the further details. 
   
5. Checkbox Filters: 
   
1. Exclude Add In Last X Days: This checkbox filter helps exclude items added to the inventory within a certain number of days from the report. For example, if you tick this checkbox, enter 10 in the field next to it, and generate the report, the system will exclude the items added to the inventory in the last ten days, even though they were not sold. 
   
1. Exclude Received: This checkbox filter helps exclude items received into the inventory within a certain number of days from the report. For example, if you tick this checkbox, enter 20 in the field next to it, and generate the report, the system will exclude the items received into the inventory in the last twenty days, even though they were not sold. 
2. Show Top: This checkbox helps to view the top ten, twenty, fifty, hundred, or two hundred non-selling products. For example, if you tick this checkbox, select 50 from the drop-down next to it, and generate the report, the system will show you the top fifty non-selling items. 
   
3. Save Report Results for Mass Update: This filter lets you save the report results as filters in "Mass Updates." 3.4 Save Report Results for Mass Updates explains further details. 
4. Allow Date Range: This filter lets you select the specific date range to view the non-selling products. When you tick this checkbox, the Start Date and End Date fields will appear, as Figure 3.2 shows. 
   

Figure 3.2

3.1 Filter Items (Custom Filters)

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 Figure 3.1.2 shows. 
   

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 the saved custom filter. The system will redirect you to the home screen for the Non-Sellers Report. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Click this button to open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
   
3. 3: Parameters 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.
   
4. 4: Search: Use this Search box for a specific result.
   
5. 5: All Items: Use the Item filter to filter the Manage Filters 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 Filters 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: The Match All Filters filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filter screen data matches all applied filters. This drop-down is particularly useful when you use multiple parameter tabs, such as when you choose a few UPCs from the UPC tab and a few vendors from the Vendors tab.
   
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 4, 5, 6, or 7 filters.
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the corresponding checkboxes.
   
10. 10: 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 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 from generating the report.
   
2. 2: Clear Selection: 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: Click the "Apply" button for the selected parameters. The system will navigate you to the Non-Sellers 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. 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. 
   
3. Enter the name of the custom filter and click "OK." The system will save the filter.
   

Figure 3.1.1.1

1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Reopen the Manage Filters screen and use the steps 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. 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.
   
4. 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-Sellers Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
5. 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 selected filter details are available under the Selected Filters label, as Figure 3.1.1.3 shows.
   

Figure 3.1.1.3

3.2 Sort By

1. Product Name: The Product Name option lets you view the report records organized in alphabetical order by product name. The system selects this option by default and generates the report, as Figure 2.1 shows. 
2. Last Sold: The Last Sold option lets you view the report records organized from the latest to the oldest order of the Last Sold date, as Figure 3.2.2 shows.  

Figure 3.2.2

1. Total Cost: The Total Cost option lets you view the report records organized from the highest to the lowest value of the Total Cost amount, as Figure 3.2.3 shows.  

Figure 3.2.3

1. Days In Inventory: The Days In Inventory option lets you view the report records organized from the highest to the lowest value of the Days In Inventory amount, as Figure 3.2.4 shows.

Figure 3.2.4

3.3 Rollup

1. As Decimal Value: This option lets you view the products' parent and child quantities as decimal values. The system selects this option by default and generates the report, as Figure 2.1 shows. Figure 3.3.2 below highlights the decimal value. 

Figure 3.3.2

1. As Parent | Child: This option lets you view the products' parent and child quantities, as Figure 3.3.3 shows. 

Figure 3.3.3

Figure 3.3.4

3.4 Save Report Results for Mass Updates 

1. When you tick this checkbox and generate the report, the system will save the generated report as a "Mass Updates" filter that you can use when loading items to perform the mass update actions. However, it will not affect the report you are generating. 
   

1. Navigate to the Mass Updates screen.
   
2. Click "Custom Filters" and then click "Add." The Add Filter screen will appear, as Figure 3.4.1 shows. Click the Select Item Type drop-down and choose "Recent Report Results." 
   

Figure 3.4.1

1. The Report Filter Results drop-down will appear in the Left Panel, as shown in Figure 3.4.2. This drop-down will display report options indicated as the Report Name, the User Name of the person who generated the report, and the time of report generation. To view a specific report, click on its name. The system will then load data for only the items included in the selected report. 
   

Figure 3.4.2

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites