Non Tax Sales Report

Non Tax Sales Report

Non Tax Sales Report Overview

The Non Tax Sales Report details all transactions where no taxes were charged.

Tax regulations differ from state to state, leading to significant variability in sales tax rates within a state. FTx POS systems are designed to accommodate these sales tax exemptions. 

This article includes information about:
  1. How to generate a Non Tax Sales Report.
  2. How to apply the 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 "Non Tax 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 Report
  5. Step 5: Choose Non Tax Sales 

Figure 1.1 below will help you understand the navigation better.


Figure 1.1

When you click "Non Tax Sales," the Non Tax Sales Report screen will open with relevant filtering and sorting options, as Figure 1.2 shows. 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. 

 Figure 1.2

2. Generating the "Non Tax Sales Report"

Please follow the steps below to generate the "Non Tax Sales Report" that meets your requirements:  
  1. Navigate to the Non Tax Report screen.
  2. Select a date range and click "Generate Report" to view the Non Tax Sales Report for that range.
    1. You can use the Filter By Departments, 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 department-wise sales records, as Figure 2.1 shows.

 Figure 2.1

Report Fields:
Cashier and Store-Related label fields: 
  1. Cashier: This label displays the cashier's name who handled the non tax sales transaction.
  2. Register: This label displays the register number used to handle the non tax sales transaction.
  3. Receipt Number: This label displays the receipt number and the verification code generated by the EDI system to acknowledge the received communication of return information or extension request.
  4. Date/Time: This label displays the date and time of the non tax sales transaction.
  5. Store: This label displays the location of the store.
  6. Type: This label explains the type of sale, whether clear, suspended/canceled. 
Customer-Related label fields: 
  1. Customer: Here, the customer's name appears.
  2. DOB: To buy age-restricted items, customers must verify their age through government-issued identification. 
  3. Age: This label describes whether the customer's age has been verified for the sale.
Product-Related fields: 
  1. UPC: This column displays the unique product code for the code.
  2. Name: This displays the name of the product(s) bought in the transaction. 
  3. Qty: This column displays the quantity of the product bought.
  4. Price: This displays the price of the product(s) purchased in the transaction. 
  5. Buydown: This field gives the buydown details, if applicable. 
  6. Discount: This field displays its details if any discount is applied during the transaction.
  7. Other Taxes: This column will detail whether any taxes are applied.
  8. Total: The total price of the items bought will be displayed here. The following fields will be in this column: 
  1. Sub Total: The subtotal for all items purchased in the transaction.
  2. After Discounts: The total amount for the transaction after any discounts have been applied.
  3. Delivery Charge: The fee charged for physical delivery to the customer, typically associated with online purchases.
  4. Credit Card Fee: The fee shown here if payment is made fully or partially by credit card.
  5. Tax: The tax amount is displayed if applicable to any items. If items are non-taxable, the label will read "Exempted."
  6. Total: The final amount paid by the customer.
  7. Change: The amount refunded to the customer when the payment exceeds the cost of the items purchased.
  1. Buttons:
  1. Print as Receipt: This option button will print the receipt for that transaction. 
  2. Print as PDF: This option displays the associated transaction as a PDF.

3. Report Filter Option 

FTx Cloud POS lets you view the Non Tax 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, as highlighted in Figure 3.1.


 Figure 3.1
1: Report Filters: 
  1. Date Range & Presets: This filter lets you select the report's time interval. 3.1 Date Range & Presets explains further details.  
  2. Filter By Department: This filter lets you select the report data for the selected departments. 3.2 Filter By Department explains further details. 
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. Please refer to 3.3 Filter Stores and Location Groups to know further details.

3.1 Date Range & Presets

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 3.1.1.
  2. Select the specific date and time. You can also manually enter the date in MM/DD/YYYY format.
  3. Click inside the End Date field and follow the same process. 
  4. After making the appropriate selections for other filters, click on "Generate Report."

Figure 3.1.1

Presets

To generate the report, use the Presets drop-down menu to select the specific duration/interval, such as today, Yesterday, This Week, Last Week, etc., as shown in Figure 3.1.2.
  1. Please select the required timeframe and click "Generate Report." The system will generate and display the report based on your selection. 

 Figure 3.1.2

3.2 Filter by Department

The Filter By Departments drop-down lets you select the report data using specific departments. It has two selection options:
  1. Show All: The system selects "Show All" by default, considering all departments when generating the report. The "Manage" button is disabled for this option. 
  2. Filter By Department: This option generates the report by selecting specific departments. Once you choose this option, the system will enable the "Manage" button to set up the filters. 
Please follow the steps below to select specific customers. 
  1. Select the Filter By Department option in the Filter By Department drop-down and click the "Manage" button.

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

Figure 3.2.2
  1. 1: Use this Search box to search for a specific department.
  2. 2: Select the required departments by checking the appropriate checkboxes.
  3. 3: Click the green "Arrow" button to move the selected departments to the Selected Area. 
  1. The Manage Filters screen will look like the one in Figure 3.1.3.

Figure 3.2.3
  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. 
  1. Figure 3.2.4 shows that the names of the selected departments are displayed under "Selected Departments. " When you click "Generate Report," the system will include only data related to these departments in the report. 

Figure 3.2.4

3.3 Filter Stores & Location Groups

The Store and Location Group filter lets you view the report for selected stores (Locations) and Location Groups. Please follow the steps below to apply the Store & Location Group filter.
  1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.3.1.

 Figure 3.3.1
  1. The Manage Filters screen will appear, as Figure 3.3.2 shows.

Figure 3.3.2
  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 3.3.1 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 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. 
  1. The Manage Filters screen will look like the one in Figure 3.3.3.

Figure 3.3.3
  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. Point 3.3.1 Save and Manage Location Filters explains the details.

3.3.1 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 3.3.3.
  2. The Name screen will appear as shown in Figure 3.3.1.1. 
  3. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. 
    1. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.3.1.1
  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 3.3.1.2 per your requirements.

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

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.). 

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 lets you quickly access 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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