Price Change Report

Price Change Report

Price Change Report Overview

In the retail business, changing the product's price is common for various reasons. FTx Cloud POS provides the Price Change Report, including both the cost change and the price change for the selected date range, so that you can track all changes. The custom filters and other filters related to Pricebook zone, location, change order, and quantity on hand allow you to configure the report as per your requirements.


In this article, you will learn:


  1. How to generate the "Price Change Report" for the selected date range
  2. How to apply the custom filter and other filter options to filter the records in the "Price Change Report"

1. Reaching the "Price Change Report"

To reach the "Price Change Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Price Change 
See Figure 1.1, You will see many types of inventory reports that will be useful to your retail business. By clicking the Choose Report drop-down menu, you will see the different types of inventory reports.


                                                                                            Figure 1.1

2. Understanding the "Price Change Report" Layout

When you click on "Price Change," the Price Change Report screen will open with relevant filtering and sorting options.
                                                                                                                                                                                                                                                                                                               Figure 2.1

3. Generating the "Price Change Report"

Please follow the steps below to generate the "Price Change Report."
  1. Navigate to the Price Change Report screen.
  2. Select the date range and click "Generate Report" to view the Price Change Report for the selected date range, including all other parameters chosen, as shown in Figure 3.1.
  3. You can use the filters Custom Filters, Change Type, Order By, Filter By, Pricebook Zone, and QOH (Quantity On Hand) as per your requirements. Please refer to point 4. Report Filter Options to learn more about these filters.
  4. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
                                                                                                                                                                                                                                                                                                                        Figure 3.1

The following details can be seen in tabular form for the Price Change Report:
  1. Product Name: Displays the name of the product.
  2. UPC: Shows the product’s unique UPC code.
  3. Pricebook Zone: Indicates the zone associated with the product’s pricing.
  4. Change Type: Specifies whether the change is related to cost or price.
  5. Change From: Shows the previous cost or price before the change.
  6. Change To: Displays the updated cost or price.
  7. Requested By: Identifies the person who requested the price or cost change.
  8. Changed By: Shows who actually made the change in the system.
  9. Change Date: Displays the date and time when the cost or price change was recorded.

4. Report Filter Options

FTx Cloud POS provides you the flexibility to view the Price Change Report records as per your needs using various filter options. You can use any single or combination of multiple filters to configure the report per your specific requirements. 

4.1 Custom Filter

The custom filter enables you to select a specific parameter (filter) to get the desired records in the Price Change Report. You will find the two options from the Filter Items drop-down selection:
  1. Show All: By default, this option will be preselected. It considers all parameters to generate the report. The "Manage" button is disabled for this option. 
  1. Custom Filter: To customize and get the specific data for the report, you need to select the Custom Filter option. Once you select it, the "Manage" button will be enabled to set up the filters.

Figure 4.1.0

Please follow the steps below to create and apply a custom filter:
  1. Click the "Manage" button.
  2. The Manage Filters pop-up screen will appear. The details are shown in Figure 4.1.1.
Figure 4.1.1
Manage Filters Screen Information:
  1. 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 Price Change 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. Tabs: You will see six tabs: UPC, Department, Category, Manufacturer, Tag, and Department Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
  3. Search: You can use the Search bar to search for a specific UPC. If you have applied the 3, 4, or 5 filters, you will see the data accordingly. 
  4. This filter can filter the Manage Filters screen data based on three product parameters: Child Only, Parent Only, and Standalone Only. Choose the required parameter.
  5. The Active Only filter can filter the Manage Filters screen data based on three product parameters: Active Only, Inactive Only, and All Records.  
  6. Use the Match All Filters filter to decide whether or not the Manage Filters screen data matches all applied filters.   
  7. Here you see the Manage Filter screen data relevant list for the selected tab. For example, if you have selected the UPC tab, it will show the list of all UPCs. 
  8. Checkboxes: You can see the list of UPCs. You need to select the required UPCs by ticking the checkbox. You need to follow the same process for any of the six tabs.
  9. Arrow: Click the green Arrow button to move the selected records to "Selected List Area."
You can remove the moved entries before you apply or save the filter, as shown in Figure 4.1.2.

Figure 4.1.2

1. You can "Include" or "Exclude" the selected records in the custom filter.  

  1.  Include: If the flag is selected to "Include," the custom filter will include the selected records. When you apply this custom filter, the system will generate the Price Change Report including these records.
  2.  Exclude: If the flag is selected to "Exclude," the custom filter will exclude the selected records. When you apply this custom filter, the system will generate the Price Change Report including these records. 

2. If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the Remove (x) icon. 

3. Apply or save the custom filter. 
  1. Click the "Apply" button. The system will redirect you to the Price Change Report home screen. Click "Generate Report" to generate the report.
  2. You can click the "Save Filters" button to save the custom filter for future use. Point 4.1.1 Save and Manage Custom Filters explains the details.

4.1.1 Save and Manage Custom Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 4.1.2.
  2. The Name screen will appear as shown in Figure 4.1.1.1.
  3. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved.
You can see this custom filter listed in the Manage Filters drop-down. 
                                                                                                                                                                                                                                                                                                Figure 4.1.1.1

You can use the saved custom filter whenever you need it from the Manage Filters drop-down. You can delete the saved custom filters when you don't need them anymore. Open the Manage Filters screen again and use the steps shown in Figure 4.1.1.2.

                                                                                                                                                                                                                                                                                             Figure 4.1.1.2

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." The system will redirect you to the Price Change Report home screen. Click "Generate Report" to generate the report for the selected filter.

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 on the "Manage Filters" button. 

3. The Filter Name list shows the list of all saved custom filters. Click on the filter's name to select it.   

4. You can click "Select Filter" or "Delete."

  1. "Select Filter": Use the "Select Filter" button to select any filter from the list to generate a desired Price Change Report. Click on the filter's name, and then click on the "Select Filter" button. The system will redirect you to the Price Change Report home screen. Click "Generate Report" to generate the report for the selected filter. 

  1. "Delete": Use the "Delete" button to delete the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear, as shown in

      Figure 4.1.1.3. Click "OK."

                              Figure 4.1.1.3

4.2 Date Range

You can select the Start Date, End Date, and particular time for both dates to be specific about the report records by following the steps below. 
  1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 4.2.1.


                                                                             Figure 4.2.1
     
    1. Select the specific date and time.
    2. You can also manually enter the date in the MM/DD/YYYY format.
    3. By default, the system considers 12 am as the time. 

  2. End Date: Click inside the End Date field and follow the same process for Figure 4.2.2.
                                                                                                                                                                                                                                                                                                                             Figure 4.2.2
  1. Presets: Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the Price Change Report as shown in Figure 4.2.3. 

                                                                                           Figure 4.2.3
  1. Click on the required timeframe and then click "Generate Report." The system will generate and show the report as per your selection. 

4.4 Change Type

The Change Type filter shows if the record indicates a product price or cost change. By default, the system selects All. Click the "Change Type" drop-down highlighted in Figure 4.4.1 to change it. 

  1. Select "Cost" to view the records with changes in product cost.
  2. Select "Price" to view the records with changes in product price. 
  3. Click "Generate Report." The system will generate and show the report as per your selection. 
                                                                                                                                                                                                                                                                                                                      Figure 4.4.1

The Change Type column in the report shows if the change is in cost or price, as shown in Figure 4.4.2.

                                                                                                                                                                                                                                                                                                                                     Figure 4.4.2

4.5 Order By

The order type filter helps you sort the records based on the order changes. You can select to view the oldest changes first or the newest changes first for the selected date range. 
  1. By default, the system selects "Order by Oldest First." Click the "Order By" drop-down highlighted in Figure 4.5.1 to change it. 
  2. Select "Order by Newest First" to view the records in an order that shows the newest changes first. 
  3. Click "Generate Report." The system will generate and show the report as per your selection. 
                                                                                                                                                                                                                                                                                                                                                  Figure 4.5.1

4.6 Filter by Pricebook Zone or Location:

The "Filter By" filter enables you to filter the records based on the selected Pricebook Zone or Location.

Filter by Pricebook Zone
Please follow the steps below to view the Price Change Report for the selected Pricebook Zone.
  1. Select "Filter by Pricebook Zone" in the "Filter By" drop-down.
  2. The Pricebook Zone filter will appear as shown in Figure 4.6.1 Select the required Pricebook Zone from the drop-down.
  3. Click "Generate Report." The system will generate and show the report as per your selection.
                                                                                                                                                                                                                                                                                                                         Figure 4.6.1
Filter by Location
Please follow the steps below to view the Price Change Report for the selected location.
  1. Select "Filter by Location" in the "Filter By" drop-down.
  2. The Location filter will appear as shown in Figure 4.6.2. Select the required Location from the drop-down.
  3. Click "Generate Report." The system will generate and show the report as per your selection.

                                                                                    Figure 4.6.2

4.7 QOH Filter

The QOH filter enables you to filter the records based on the product's Quantity on Hand. 
By default, the system will select "Show All Items." Click the QOH Filter drop-down highlighted in Figure 4.7.1 to change it. 
  1. Select "Only Items > 0" to view the records for products with QOH greater than zero. 
  2. Select "Only Items < 0" to view the records for the products with QOH less than zero.  
  3. Select "Only Items >= 0" to view the records for products with QOH greater than or equal to zero. 
  4. Select "Only Items < = 0" to view the records for the products with QOH less than or equal to zero.  
  5. Select "Only Items = 0" to view the records for the products with QOH equal to zero.  
  6. Select "Only Items <> 0" to view the records for the products with QOH less than or greater than zero.  
  7. Click "Generate Report." The system will generate and show the report as per your selection.
                                                                                                                                                                                                                                                                                                                          Figure 4.7.1

5. 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.

6. 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. 

7. 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. 

    • Related Articles

    • Scheduled Price Change Report

      Scheduled Price Change Report This report type will display, only the scheduled cost or price change data for each pricebook zone. The records of the manually changed price will NOT be displayed in this report. Different types of sorting ...

    • Store Override Price Report

      Store Override Price Report Overview The Store Override Price Report displays the items and their related data that have gone through price overriding at a store and in the selected date range. Price overriding can be done at the POS at any store ...

    • Invoice Cost Change Report

      Invoice Cost Change Report Overview The Invoice Cost Change Report will display the changes in the cost of the product(s) on an invoice. The system will display records of changes in the cost of the product(s) on an invoice only for the specifically ...

    • Price Exceptions

      Price Exceptions Overview In the retail business, the time comes when you set a different price for a product at some locations for a while due to business reasons. FTx Cloud POS offers you the flexibility to create price exceptions so that you can ...

    • Lottery Starting Change List Report

      Lottery Starting Change Report Overview The "Lottery Starting Change Report" lists details when a lottery starting ticket is changed manually by an employee during a lottery reconciliation (not letting it start with the previous reconciliation’s ...