1. Step 1: Log into Control Center
   
2. Step 2: Choose  Location  
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Inventory Reports
5. Step 5: Choose Purchase Analysis
   

You’ll find a variety of inventory reports designed to support different aspects of your retail operations. To view them, click on the "Choose Report" drop-down menu. This will display a list of available inventory report types, each offering insights for effective inventory management. See Figure 1.1.

                                                                                                                                                                            Figure 1.1

2. Understanding the "Purchase Analysis Report"

You will see the Report data is empty message initially. You need to select at least one filter, location or location group to get the Purchase Analysis Report by entering the days that have been counted since.

3. Generating the "Purchase Analysis Report"

When you navigate to the "Purchase Analysis Report" page, you will get the options pre-selected by default. You will see the "Report Type" drop-down selection to generate the purchase report with specific data. 

                                                                                  Figure 3.1

You can generate the purchase analysis report by selecting one report type from the drop-down selection:

1. Purchase Analysis Summary
   
2. Purchase Analysis Details
   
3. Department Item Summary 
   
4. Item Breakdown by UPC
   

3.1 Purchase Analysis Summary

By selecting "Purchase Analysis Summary," you will get the department-wise purchase analysis data between the specific dates. By generating the report, you can see on which date the store purchased the items from which vendor.                                                                                                                               

                                                                                                       Figure 3.1.1

Understand the following details (column data) that are shown in the tabular format:

1. Store: It displays the name of the store from which the product was purchased.
2. Vendor: It displays the vendor who sold the products to the store.
   
3. Date: It displays the date when the product was supplied.
   
4. Invoice #: It displays the invoice number.
   
5. Qty: It displays the quantity of the products supplied by the vendor.
   
6. Cost: It displays the applicable cost of the product.
   
7. Retail: It displays the applicable retail price.
   
8. Profit: It displays the profit in dollar amount ($).

3.2 Purchase Analysis Details

Selecting the "Purchase Analysis Details" type generates a department-wise purchase analysis report that includes product names and UPC details.

                                                                                                                                           Figure 3.2.1

1. When you generate the "Purchase Analysis Details" report, all the report data will be similar to the "Purchase Analysis Summary" report, but the Item Name and UPC columns will be additionally visible.
   

3.3 Department Item Summary

By selecting the "Department Item Summary" type, you will get only the department-specific item details that were purchased within the selected date range.
By generating the report, you will see the data of the inventory that was purchased between the specific date range.

                                                                                Figure 3.3.1

                                                                                                            Figure 3.4.1

This detailed view helps make better decisions about inventory and working with vendors.

4. Filter Options

Let's see how to filter the data to generate the desired purchase analysis data in the report.

4.1 Custom Filter

You will see the "Filter By" drop-down option, from which you can select the specific data for the purchase analysis report. You will find the two options from the "Filter Items" drop-down selection:           

                                                                                           Figure 4.1

1. By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:
   

                                                                                   Figure 4.1.1

1. Manage 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 Purchase Analysis 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. Parameter Tabs: You will see eight tabs: UPC, Department, Manufacturer, Category, Tag, Buydown, Vendor, and Department Tag. Select the required tab, i.e., "UPC," to create or apply a custom filter specific to the selected UPCs.
   
3. Search: Use this Search box for a specific result.
   
4.  All Items: Use this drop-down to filter the Manage Filters screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone Only. 
   
5.  Active Only: Use this drop-down to filter the Manage Filters screen data based on three parameters: Active Only, Inactive Only, and All Records. 
   
6.  Match All Filters Drop-Down: Use the Match All Filters filter to decide whether or not the Manage Filters screen data matches all applied filters. 
   
7. Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the "UPC" tab, it will show the list of all UPCs. You can search for a specific UPC in the Search bar.
   
8. Checkboxes: Select the required products by checking the appropriate checkboxes.
   
9. Arrow: Click the green Arrow button to move the selected records to the Selected List area. 
                                                                                                                                                                                                                                                        Figure 4.1.2                                                             

1. When generating the report, you can decide whether to include or exclude the selected parameters.

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.
   

2. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 

3. Apply or save the custom filter:

1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Product Pricing List Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
   
2. Save Filters: Click the "Save Filters" button to save the custom filter for future use. 4.1.1 Save and Manage Custom Filters explains the details.
   
3. Close: Use this button to exit the Manage Filters screen.
   

                                                                                                                  Figure 4.1.1.1

The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the Purchase Analysis Report.

                                                                                                                                                                                                                                                         Figure 4.1.1.2

You can check and manage the filters by clicking the "Manage Filters" button. By clicking on it, you will see the listing of the saved custom filters in a popup.

1. Select Filter: Select any filter from the list to generate the desired purchase analysis report. Select the filter from the list, and then click on the "Select Filter" button.
2. Delete: Delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button. 
   
3. In this way, the "Custom Filter" options (tabs) help to customize the records and set up the options to get only the required data to check the purchased data in the purchase analysis report. 
   
4. Similarly, you can filter and set up the records for other tabs (parameters).
   

Once you have selected the records (from the custom filter) or selected the saved customer filter, you will see the "Selected Filters (All)" section. By generating the report, you will get the purchase analysis data as per the selected customer filter records based on the "Report Type" and date range selection.
                                                                                    

                                                                                                                                            Figure 4.1.1.3

4.2 Return Filter

You can filter and review the return data from the purchase analysis report to determine if any returns to the vendor have occurred in the past.
Based on the Report Type selected, the report results type will vary.


                                                                                      Figure 4.2.1

1. Only Returns: If you select "Only Returns" and generate the report, you can see only the returned item data to the vendor.                                                                                                                                   
   
   Figure 4.2.1
   
   
2. Exclude Returns: If you select "Exclude Returns" and generate the report, you can see only the purchased item invoice data in the purchase analysis report.
   
                                                                                           Figure 4.2.2

Note: You can see the purchased data in the report as per the "Report Type" selection.

4.3 Date Range

You can filter your purchase analysis date in the report by selecting the date range as well as the specific time.

By clicking the edit box, you will get the tiny calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.

1. Start Date: The start date will let you choose the start date of the selected date range.

                                                                                                                                                                                                                   Figure 4.3.1

Hence, you can set up multiple custom filters and select the relevant Report Type at the same time to get the purchase report with the specific data.