Scheduled Price Change Report

Scheduled Price Change Report

Scheduled Price Change Report Overview

The "Scheduled Price Change Report" displays only the scheduled cost or price change data for each pricebook zone. Manually adjusted price records are excluded. You can apply various sorting and filtering options based on your preferences. The system will generate report data strictly according to the selected criteria. The report also includes multiple fields with detailed, system-calculated information, shown separately for each pricebook zone.

This article provides an overview of the "Scheduled Price Change Report," explaining its purpose, key features, and how to interpret the data it presents.

1. Reaching the "Scheduled Price Change Report" 

To reach the "Scheduled Price Change Report," follow the below steps:
  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 Scheduled Price Change Report
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 "Price Change Report" Layout

By clicking "Scheduled Price Change Report," you will be redirected to the "Scheduled Price Change Report," where you can see relevant filtering and sorting options.

                                                                                            Figure 2.1   

3. Generating the "Scheduled Price Change Report"

To generate the "Scheduled Price Change Report," follow the steps below. (See Figure 3.1 below.) 
  1. From the "Scheduled Price Change Report" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Inventory Report" from the list and click on it.
  4. Enter the date range and choose the pricebook zone for which you wish to have the report displayed.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Scheduled Price Change Report" will be displayed as highlighted in Figure 3.1.

                                                                                       Figure 3.1

The following sales data is in tabular format when you generate the Scheduled Price Change Report:

1. Change Zone: This column will display the changed pricebook zone.
2. Change Type: This column will display the action type that is chosen during the scheduling of the price change of the items.
3. Change From: This column displays the previous price of the items before the price schedule.
4. Change To: This column displays the updated price of the items post-price schedule.
5. Scheduled At: This column displays the scheduling time at which the price of the selected items is scheduled to be changed.
6. Changed By: This column displays the name of the person who scheduled the price change for the items.

4. Date Range

You can filter your sales data in the report between the dates and select a specific time from the Start Date and End Date drop-down calendars.
By clicking the edit box, you will get the drop-down calendar to select the specific date range. You can also manually enter the date in mm/dd/yyyy format.
You can also generate a report with a specific time duration (till morning/evening), and you can select the particular time (hour and minutes) from the date selection. See Figure 4.1, Figure 4.2, and Figure 4.3.
  1. Start Date: This field lets you choose the start date of the date range.

                                                                                              Figure 4.1
  1. End Date: This field lets you choose the end date of the date range.

                                                                                    Figure 4.2
  1. Presets: The "Presets" label is provided to select the specific duration/interval to generate the "Scheduled Price Change Report" according to the selected time period.

                                                                                                    Figure 4.3

5. Pricebook Zone:

It is a set of costs and prices assigned to the item(s) existing in your inventory.  Select the applicable pricebook zone for which you wish to generate a Scheduled Price Change Report.

                                                                                        Figure 5.1

The resultant report will display the price change of the items as per the selected zone in the pricebook. See Figure 5.2 for reference.

                                                                                                      Figure 5.2

6. 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.

7. 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. 

8. 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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