Sales/Purchase Hybrid Analysis Report

Sales/Purchase Hybrid Analysis Report

Sales/Purchase Hybrid Analysis Report Overview

The "Sales/Purchase Hybrid Analysis Report" compares sales data from a specific date range against purchasing details from the receiving module. You can filter the report by various item classifications. 

This article includes information about: 
  1. How to generate the sales/purchase hybrid analysis report for the specific date range.
  2. How to apply the customer filter options to customize the report.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report.

1. Reaching the "Sales/Purchase Hybrid Analysis Report"

  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/Purchase Hybrid Analysis 
Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "Sales/Purchase Hybrid Analysis Hybrid Report," the Sales/Purchase Hybrid Analysis Report screen will open, which offers relevant filtering and sorting options, as Figure 1.2 shows.

Figure 1.2

2. Generating the "Sales/Purchase Hybrid Analysis Report"

Please follow the steps below to generate the "Sales/Purchase Hybrid Analysis Report" that meets your requirements:  
  1. Navigate to the Sales/Purchase Hybrid Analysis Report screen.
  2. Select the date range and click "Generate Report" to view the Sales/Purchase Hybrid Analysis Report for the selected date range.
  1. You can use the Filter Items (Custom Filters), Date Range & Presets, Group By Location, and Store & Location Groups filters to create the report that meets your requirements. These filters can be used in combination for a more tailored report. Please refer to point 3. Report Filter Options to learn more about these filters.
  2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  1. When you click the "Generate Report" button after selecting the date range, the system will show the report, as Figure 2.1 shows.

Figure 2.1
Report Fields:
  1. UPC: This column shows the item's UPC. 
  2. Item Name: This column shows the item's name. 
  3. Vendor Part#: This column shows the item's vendor part number. 
  4. Vendor: This column shows the item's vendor's name.
  5. QOH: This column shows the item's current Quantity On Hand.
  6. Qty Sold In Date Range: This column shows the item's sold quantity.
  7. Last Invoice Date: This column shows the last invoice date.
  8. Last Invoice Qty: This column shows the last invoice quantity.  
  9. Invoice Qty In Date Range: This column shows the total invoice 

3. Report Filter Options

FTx Cloud POS lets you view the report according to your preferences using various filter options. You can configure the report with any single filter or a combination of multiple filters. The filters are highlighted in Figure 3.1.
Figure 3.1

1: Report & Checkbox Filters: 
  1. Filter Items: Filter Items lets you select the report data based on twelve parameters: UPC, Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Uplift, Buydown, Vendor, and Department Tag. This means you can access the Sales/Purchase Hybrid Analysis Report for the selected parameter, i.e., items (UPCs), departments, or any other parameter. 3.1 Filter Items (Custom Filters) explains the further details. 
  2. Date Range & Presets: This filter lets you select the report's time interval. 3.2 Date Range & Presets explains further details. 
  3. Group By Location: This filter lets you view the records organized by Locations or Location Groups. 3.3 Group By Location explains the further details. 
  4. Checkbox Filters: 
    1. Rollup Links: If you check the Rollup Links checkbox and generate the report, the system will merge the child item sales data into parent items and show it in the report, as Figure 3.2 shows.
Figure 3.2
    1. Only Include Received Items: Ticking the "Only Include Received Items" checkbox before generating the report will ensure that the system only includes sales data for items received within the selected date range.
    2. Show Extended Cost: If you check the Show Extended Cost checkbox and generate the report, the system will show the item's extended cost in the report, as Figure 3.3 shows.
Figure 3.3
2: Store and Location Filter: This filter lets you view the report for the selected stores (locations) or location groups. 3.4 Filter Store and Location Groups explains further details.

3.1 Filter Items (Custom Filters)

The Filter Items filter lets you view the report based on a selected parameter from twelve available options: UPC, Department, Category, Manufacturer, Tag, Campaign, Commission, Discount, Uplift, Buydown, Vendor, and Department Tag. This means you can access the report for specific items (UPCs), departments, or any other parameter.
 
The Filter Items drop-down menu has two options: "Show All" and "Custom Filters." By default, the system selects "Show All" and considers all parameters to generate the report. The "Custom Filter" lets you view the report based on a specified parameter from six available options: UPC, Department, Category, Manufacturer, Vendor, and Tag.

Please follow the steps below to make the required selections:  
  1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.

Figure 3.1.1
  1. The Manage Filters screen will appear, as Figure 3.1.2 shows. 


Figure 3.1.2
  1. 1: Saved 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 Home Screen for the Sales/Purchase Hybrid Analysis Report. Click "Generate Report" to generate the report for the selected filter.
  2. 2: Manage Filters: Clicking this button will also open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
  3. 3: Parameters Tabs: You will see six tabs: UPC, Department, Category, Manufacturer, Vendor, and Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
  4. 4: Search: Use this Search box for a specific result.
  5. 5: All Items: Use the All Items drop-down to filter the Manage Filter screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the UPC tab.
  6. 6: Active Only: Use this filter to filter the Manage Filter screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the UPC tab.
  7. 7: Match All Filters Drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters.
  8. 8: Results: Here, you see the relevant list of data on the Manage Filter screen for the selected tab. For example, if you have chosen the UPC tab, it will show the list of all UPCs. You can use the Search bar for a specific UPC. You will see the data accordingly if you have applied the 3, 5, or 6 filters.
  9. 9: Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
  10. 10: Arrow: Click the green Arrow button to move the selected records to the Selected Area. 
  1. The Manage Filters screen will look like the one in Figure 3.1.3.


Figure 3.1.3
  1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters in generating the report.
  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.
  1. 2: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
  2. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Home Screen for the Sales/Purchase Hybrid Analysis Report. Click "Generate Report." The system will generate reports based on your selection. 
  3. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.1.1 Save and Manage Custom Filters explains the details.

3.1.1 Save & Manage Custom Filters

Please follow the steps below to save the configured custom filters for future use and manage the existing custom filters: 
  1. Click the "Save Filters" button shown in Figure 3.1.3.
  2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
  3. Enter the name of the custom filter and click "OK." The system will save the filter.

Figure 3.1.1.1
  1. You can use the saved custom filter whenever you need it and delete it when you don't need it anymore. Open the Manage Filters screen again and use the steps shown in Figure 3.1.1.2 according to your requirements. 


Figure 3.1.1.2
  1. 1: Saved Filters Drop-Down: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the report.
  2. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click on it, a list of the saved custom filters will appear in the Manage Saved Filters pop-up screen.
  3. 3: Filter Names: The Filter Name list shows all saved custom filters. Click on a filter name to select it.   
  4. 4: Select Filter: Use the "Select Filter" button to select any filter from the list.
  1. Click on the filter's name, and then click on the "Select Filter" button. The system will close the "Manage Saved Filters" pop-up screen. Click the "Apply" button on the Manage Filters screen. The system will navigate you to the Home Screen for the Sales/Purchase Hybrid Analysis Report. Click "Generate Report" to generate the report for the selected filter.
  1. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list.
  1. Similarly, you can filter and set up the records for other tabs (parameters).
  2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The system will generate the report based on your specific choice, and the selected filter details will be available under the Selected Filters label, as Figure 3.1.1.3 shows. 

Figure 3.1.1.3

3.2 Date Range & Presets

The Date Range and Presets filter lets you select the report's time interval.

Date Range

Please follow the steps below to select the report's required date range and time interval:
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.3.1.

 Figure 3.2.1
  1. Select the specific date and time from the drop-down calendar. You can also manually enter the date in the MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."
Presets

The Presets drop-down allows you to generate the report by selecting a specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using "Presets." 
  1. Hover over the "Presets" button. 
  2. As Figure 3.2.2 shows, a drop-down menu will appear. Select the required duration/interval. The system will automatically set the Start and End Date based on your selection.  

Figure 3.2.2
  1. After making the appropriate selections for other filters, click on "Generate Report."

3.3 Group By Location

The Group By Location filter lets you view the report records segregated by Locations or Location Groups. 

When you click the Group By Location drop-down, three options appear: None, By Location, and By Location Group, as Figure 3.3.1 shows. By default, the system selects "None." You can change it based on your requirements.

 Figure 3.3.1
  1. By Locations: If you select "By Location" to generate the report, the system will display records grouped by location, as Figure 3.3.2 shows.
Figure 3.3.2
  1. By Location Groups: If you select "By Location Group" to generate the report, the Include Location Group(s) drop-down will appear. Please select the required location groups from it. The system will consider only selected location groups when generating the report. 

Figure 3.3.3
  1. When you generate the report, the system displays records grouped by location group, as Figure 3.3.4 shows.

Figure 3.3.4

3.4 Filter Stores & Location Groups

The Store & Location Groups filter lets you generate the report for only selected stores (Locations) and Location Groups. Please follow the steps below to apply the filter.
  1. Click the "No filter selected" button in the top right, highlighted in Figure 3.4.1.

Figure 3.4.1
  1. The Manage Filters screen will appear, as Figure 3.4.2 shows. 


Figure 3.4.2
  1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters if there are any. You can select the required filter from this drop-down and click the "Apply" button to apply it.
  2. 2: Manage Filters Button: This button helps you open the Manage Saved Filters screen. Point 3.4.1 Save and Manage Location Filters explains more details.
  3. 3: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., "Store," to create or apply a custom filter specific to the selected stores.
  4. 4: Search: Use this Search box to search for a specific location.
  5. 5: Pricebook Zone: Use this drop-down to view the results (stores or location groups) based on Pricebook Zone.
  6. 6: Only Active: Use this drop-down to view the results (stores or location groups) based on three parameters: All Locations, Only Active, and Only Deleted.
  7. 7: Results: This section shows the list of selected parameters. For example, if you have chosen the "Store" tab, it will show a list of stores. 
  8. 8: Selection Checkboxes: You must select the required stores by ticking the checkbox.
  9. 9: Arrow: Click the green Arrow button to move the selected stores to Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.4.3.


Figure 3.4.3
  1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Click "Apply" to apply the selection for generating the report.
  3. 3: You can click the "Save Filters" button to save the custom filter for future use. Point 3.4.1 Save and Manage Location Filters explains the details.

3.4.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.4.3.
  2. The Name screen will appear as shown in Figure 3.4.1.1. 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 3.4.1.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed. You can delete the saved custom filters when you no longer need them. Open the Manage Filters screen again and use the steps shown in Figure 3.4.1.2 as per your requirements.


Figure 3.4.1.2
  1. 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."
  2. 2: Manage Filters: View and manage the saved filters using this button. The Manage Saved Filters pop-up screen will appear when you click the "Manage Filters" button.
  3. 3: Filter Name: The list shows all saved custom filters. Click on a filter's name to select it.     
  4. 4: Select Filter: Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
  5. 5: Delete: Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."
  1. Similarly, you can filter the records by selecting the location group(s). 
  2. When you set up the filters for locations (stores) and location groups, you can see the details chosen by hovering the mouse cursor over the Selected Stores button, as shown in Figure 3.4.1.3.

Figure 3.4.1.3

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 addresses at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

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. 

Please refer to Printing a Report to learn how to print or export a report. 

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. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 


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