Sales/Inventory/Non-Sellers Report

Sales/Inventory/Non-Sellers Report

Sales/Inventory/Non-Sellers Report Overview

The "Sales/Inventory/Non-Sellers Report" provides detailed sales and inventory data for products that have not been selling. It consolidates hybrid data (sales, inventory, and non-selling) for a specified date range. You can also apply various filters based on your needs.
The system will display the UPC and product name, cost and price of each product, QOH of each product, QOH of linked products, sale quantity, last sold timestamp of the product, last invoiced timestamp of the products, date when the product was added to the inventory, and the number of days since a particular product exists in inventory.

1. Reaching the Sales/Inventory/Non-Sellers Report  

To reach the "Sales/Inventory/Non-Sellers Report," follow the steps below:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Sales / Inventory / Non-Sellers 

Understanding the "Sales/Inventory/Non-Sellers Report"

See Figure 1.1.

You will see many types of sales reports that are useful to your retail business. You will see the different types of sales reports by clicking the drop-down selection. Click on "Sales/Inventory/Non-Sellers."


Figure 1.1

Initially, you will see the "Report Data is Empty" message. You need to select a date range to check the sales data in the report.


Figure 1.2

2. Generating the "Sales / Inventory / Non-Sellers Report"

When you navigate to the page, you will see the options pre-selected by default. You can generate the item returns report for the selected date range. See Figure 2.1.

Figure 2.1

Fields:
  1. UPC: The name of the product is mentioned here in this column.
  2. Name: The name of the product is mentioned here in this column.
  3. Cost Each: This column displays the cost (the price at which the item is bought) of each non-selling product at the store. 
  4. Retail Each: The product's "Retail Each" column mentions its retail price (the price it sells for).
  5. QOH: Here, the quantity on hand of the product at the store is displayed in this column.
  6. Link QOH: This column will link parent-child items and display the quantity value.
  7. Sold: This column displays the number of items/units sold at the location store in the selected date range.
  8. Last Sold: This column displays the last sold date of the item in this column.
  9. Last Invoice: This column displays the invoice date when the item was purchased from the vendor.
  10. Date Added: The date added is the first time the inventory record existed for that product in the inventory table.
  11. Days in Inventory: This column displays the calculation of the days in inventory since the "date added."

3. Filter Items

  1. Show All: This option displays the slow-selling items for all the store locations.
  2. Custom Filter (Manage): This button lets you apply some filters and generate filter-specific reports.   

Figure 3.1
  1. When you click the "Manage" button, a "Manage Filters" window will pop up. Figure 3.2 highlights the following details.

Figure 3.2
  1. Department: If you select "Department," you will see a report of department-level items. 
  2. Category: If you select "Category," you will see the product's category-wise sales data in the report. You can check the data in the report at the category level. You need to select the level from the "Category" drop-down selection. 
  3. Manufacturer: If you select "Manufacturer," the report will display manufacturer-specific sales/inventory/non-sellers data.
  4. Tag: If you select "Tag," you will see the tag-wise sales data for the group entered in the product details. The specific tag group will be enabled. 
  5. Department Tag: If you select "Department Tag," you will get the department tag sales data for the group entered in the product details. 

After selecting and moving the records under the "Selected List." See Figure 3.2.
You can decide whether to "include" or "exclude" when generating the Sales / Inventory / Non-Sellers Report. See Figure 3.2.
  1. Include: If the flag is selected to "Include," it means the sales report will be generated by applying the selected records.
  2. Exclude: If the "Exclude" flag is selected, the sales report will be generated, but the selected records will be ignored. It will consider the selected records that need to be excluded and the left-side records for reports.

4. Store:

This field lets you choose the store name for which you wish to generate the Sales / Inventory / Non-Sellers Report.
See Figure 4.1.


Figure 4.1

5. Date Range & Presets

You can filter your sales data in the report by selecting the date range and specific times.
Clicking the edit box will take you to a tiny calendar where you can select a specific date range. You can manually enter the date in mm/dd/yyyy format.

See Figure 5.1 and Figure 5.2.

5.1 Start Date: This field lets you choose the start date of the date range.

Figure 5.1

5.2 End Date: This field lets you choose the end date of the date range.

Figure 5.2
5.3 Presets: The Presets label is provided to select the specific duration/interval to generate the report with that.

Figure 5.3

6. Include In Sales Reporting

See Figure 6.1 below. Three categorical filters would display the Sales/Inventory/Non-Sellers Report differently. 

 Figure 6.1

All Departments:
The department will classify the products into specific tax groups, age restrictions, and other options.

If the "All Departments" option is selected from the drop-down menu, the report will display products from all departments, regardless of the "Include In Sales" flag in the "Department of Products" module.


Figure 6.2

For all departments, the report will be shown in Figure 6.3.


Figure 6.3

Only Include In Sales Reporting:

As highlighted in Figure 6.2, if the "Include In Sales Reporting" flag is turned ON while assigning a department to a product, the report will display only those items for which the "Include In Sales Reporting" flag is ON.


Figure 6.4

Not Include In Sales Reporting:

As highlighted in Figure 6.5, if the "Include In Sales Reporting" flag is turned OFF while assigning a department to a product, the report will display only those items for which the "Include In Sales Reporting" flag is off.


Figure 6.5

7. Checkbox Filter:

  1. Only Items Qty-on-Hand <> 0 
When applied, this checkbox filter will display the records with a quantity on hand that is not equal to zero.

Figure 7.1

8. 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.

9. 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. 

10. 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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