Random Sales Report Overview
The "Random Sales Report" will pull a literal random sale from the system to display, This can be used to hold a fun little raffle for customers or cashiers.
It can display between 1 and 5 sales in a time frame of 1, 2, or 3 weeks from the # of Weeks To Include field. By default, it counts the selected week from the current day. For example, if you have selected # of Weeks To Include as 1 Week, the system will count 1 Week from that day unless you have applied Start Week from Yesterday, which will count 1 Week from yesterday.
Several types of filters can also be configured, depending on your requirements. You can select the top 1-5 sales within the 1-3 weeks and group by location and/or start week from yesterday. The system displays the location, cashier, customer name, email, phone number, register number, receipt, and receipt identifier.
1. Reaching the "Random Sales Report"
To reach the "Random Sales Report," follow the below steps:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
- Step 4: Choose Sales Reports
- Step 5: Choose Random Sales
See Figure 1.1. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.
Figure 1.1
By clicking "Random Sales," you will be redirected to the Random Sales Report page with relevant filtering and sorting options.
Figure 1.2
2. Generating the "Random Sales Report"
When you navigate to the page, you will see the options pre-selected by default. You can generate a "Random Sales Report" for the selected date range by clicking the "Generate Report" button.
Figure 2.1
- Show Top: This field is for selecting between 1 and 5 sales records.
- # of Weeks to Include: You can choose from the last one to three weeks in this field.
Report Fields:
- Location: This column will display the location name of the store.
- Cashier: The name of the cashier who carried out the sale is mentioned here.
- Customer Name: This column displays the name of the customer to whom the cashier sold the item(s).
- Email: This column displays the name of the customer's email address.
- Phone: The customer's phone number is displayed in this column.
- Reg #: This column displays the register number used on the transaction.
- Receipt: The receipt number is mentioned here in this column.
- Receipt Identifier: A receipt identifier is a unique number that recognizes and acts as a written acknowledgment of the sale.
3. Checkbox Filters
- Group By Location: This drop-down lets you view the report data organized based on the locations. Tick the checkbox and click the "Generate Report" button to view the data, as shown in Figure 3.1.
Figure 3.1
- Start Week from Yesterday: Choosing this filter will count the selected number of weeks (# of Weeks to Include) from yesterday. Tick the checkbox and click the "Generate Report" button.
Figure 3.2
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.).
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.
6. 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.
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