Reaching the Price Change Report

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 
   

Figure B

1. Generating a 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 C.
   
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 2. 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 C

The following details can be seen in tabular form for the cycle count totals:

1. Product Name: This column shows the product name. 
   
2. UPC: This column shows the product's UPC.
   
3. Pricebook Zone: This column shows the product's pricebook zone.
   
4. Change Type: This column shows the type of change. This column shows the type of change. It indicates if the change is a cost change or a price change. 
   
5. Change From: This column displays the previous cost/price. 
   
6. Change To: This column displays the current cost/price. 
   
7. Requested By: Here, the information of the person who requested the price change of that item is mentioned in this column.
   
8. Changed By: This column displays the information of the person who changed the cost/price of the items in the inventory.
   
9. Change Date: This column displays the date when the cost/price of the listed item is changed.
   

2. 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. 

2.1 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 pre-selected. It considers all parameters to generate the report. The "Manage" button is disabled for this option. 
   
2. 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.

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 E. 

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. 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. This filter can filter the Manage Filter screen data based on three product parameters: Child Only, Parent Only, and Standalone Only. Choose the required parameter.
4. The Active Only filter can filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records.  
   
5. Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters.   
   
6. 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. 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. 
   
7. 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.
   
8. Click the green Arrow button to move the selected records to "Selected Area." 

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 Chance 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 Chance 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 2.1.1 Save and Manage Custom Filter explains the details.
   

2.1.1 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 F.
   
2. The Name screen will appear as shown in Figure G. 
   
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 G

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 H as per your requirements.   

Figure H

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. 

2. "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 J. Click "OK."
   
   

           Figure I

2.2 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 J.
   
2. Select the specific date and time.
   
1. You can also manually enter the date in the MM/DD/YYYY format.
   
2. By default, the system considers 12 am as the time. 
3. Click inside the End Date field and follow the same process. 
   
4. Click "Generate Report." The system will generate and show the Price Change Report as per your selection. 

 Figure J                                                                      

2.3 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 K.

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

Figure K

2.4 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 L 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. 

Click "Generate Report." The system will generate and show the report as per your selection. 

Figure L

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

Figure M

2.5 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. 

By default, the system selects "Order by Oldest First." Click the "Order By" drop-down highlighted in Figure N to change it. 

1. Select "Order by Newest First" to view the records in an order that shows the newest changes first. 
   
2. Click "Generate Report." The system will generate and show the report as per your selection. 
   

Figure N

2.8 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 O. 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 O

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 P. 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 P

2.9 QOH Filter

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.

3. Scheduling a Report

1. You can create a new scheduled report or replace the existing one as per your requirements. Points 3.1 and 3.2 explain the details. 

3.1 Creating a New Scheduled Report

1. Click the "Schedule Report" button highlighted in Figure R. 
   
2. The pop-up screen will appear as shown in Figure S. 
   
3. Click on "Create New Scheduled Report."

1. The Schedule Options pop-up screen will open.
   

3.2 Replacing an Existing Scheduled Report 

Please follow the steps below to replace a scheduled report: 

1. Configure a Price Change Report and click the "Schedule Report" button highlighted in Figure R. 
   
2. The pop-up screen will appear as shown in Figure S. 
   
3. Click on "Replace Existing Report."
   
4. The "Select Schedule Report" pop-up screen will open, as shown in Figure U.

Figure U

1. Click on the report name you need to replace and click "Apply."
   
2. The report will open in Edit mode, as shown in Figure V.
   
3. Make the required changes and click "Replace."

Figure V

1. A success message will appear, and the system will send the replaced report to the indicated email IDs. 

4. Printing/Exporting a Report 

1. Configure a Price Change Report and click the "Print/Export Report" button highlighted in Figure W.

1. The Print Options pop-up screen will open as shown in Figure X.

1. Make appropriate selections:
1. Select Print Option: Select one of the following options: Print Current Page Only and Print All Pages. 
   
2. Preview: Enable this toggle button to view the preview of the report before downloading the PDF.  
3. White Background: Enable this toggle button if you want the report to have a white background.  
4. Show Filters: Enable this toggle button if you want to view filters in the reports.
5. Include Header: This toggle button will be enabled by default. Please turn it off to exclude the report's header from the report. 
6. Print Title on Every Page: This toggle button will be enabled by default. Turn it off if you want to leave the report's header off some pages. 
7. Send As Email: Enable this toggle button to send the report's PDF file to the email ID. The Email Address field will appear. Enter the email ID(s) and click "Send Email."

                     

1. Click "Start Print." 
2. The report's PDF will open in a new tab. Download it using the Download icon and print it using the Print icon.