Slow Sellers Report
Slow Sellers Report Overview
The Slow Sellers Report will display sales data for products with low sales during a specifically entered date range. Multiple different types of filters can also be configured, depending on your requirements.
The system will display the records of low-selling products, only according to the selected filter options. The system will display several fields with detailed and automatically calculated information on all the low-selling products. You can also select the checkbox filter labeled “Show Top [TEXTBOX]” to see a list of the top 5, top 10, top 15, top 20, etc. low-selling products. It’s mandatory to enter a numeric value in the text box adjacent to the check box labeled “Show Top."
1. Reaching the Slow Sellers Report
To reach the Slow Sellers Report, follow the below steps (See Figure A):
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
- Step 4: Choose Sales Report
- Step 5: Choose Slow Sellers
See Figure A. You will see many types of inventory 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 A
You will see the "Report Data is Empty" message initially. You need to select the date range to check the "Slow Sellers Report" in the report. See Figure B.
Figure B
1. Generating the Slow Sellers Report
To generate the Slow Sellers Report, follow the steps below. (See Figure B above).
- From the "Slow Sellers Report" page, you will see the "Choose Reports" drop-down selection.
- By clicking the drop-down selection, you will see different types of sales reports in alphabetical order.
- Search for "Slow Sellers" from the list and click on it.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Slow Sellers Report" will be displayed as highlighted in Figure C.
For generating a slow-selling report, you have to enter the Minimum Sales Threshold value so that the system will fetch the data records using that value as a numerical limit in the report.
Fields:
- UPC: This column displays the UPC of the product that is selling slowly in the selected date range.
- Name: The name of the product is mentioned here in this column.
- QOH: Here, the quantity on hand of the product that is displayed in this column.
- Cost Each: This column displays the cost of each product that is selling slowly at the store.
- Retail Each: The retail price for the product is mentioned in the "Retail Each" column.
- Sold: This column displays the number of items/units sold in the selected date range at the location store.
- Sold Last: This column displays the last sold date of the item in this column.
- Last Invoice: This column displays the invoice date when the item was purchased from the vendor.
- Date Added: The date added is the first time the inventory record existed for that product in the product inventory table.
- Days In Inventory: This column displays the calculation of the days in inventory since the "date added."
2. Filter Items
- Show All: This option displays the slow-selling items for all the store locations.
- Custom Filter (Manage): This button lets you apply some filters and generate filter-specific reports.
Figure D
By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details highlighted in Figure E.
Figure E
- UPC: Universal Product Code (UPC) which helps in tracking items at the store. This UPC column displays the UPCs of the items that are listed.
- Department: If you select "Department," you will see a report of items that are displayed department-wise.
- 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.
- Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report of the items that are transferred.
- Tag: If you select "Tag," you will get the tags-wise sales data for the group that is entered in the product details. When you select the "Tag," the specific tag group will be enabled.
- Vendor: If you select "Vendor," you will get the vendor-wise sales data for the group that is entered in the product details.
After selecting and moving the records under the "Selected List." See Figure F.
Figure F
2.1 Save Filters
You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.
Figure G
3. Date Range & Presets
You can filter your sales data in the report by selecting the date range as well as specific times.
By clicking the edit box, you will be taken to a tiny calendar where you can select a specific date range. You can also manually enter the date in mm/dd/yyyy format.
See Figure H and Figure I.
3.1 Start Date: This field lets you choose the start date of the date range.
Figure H
3.2 End Date: This field lets you choose the end date of the date range.
Figure I
3.3 Presets: The Presets label is provided to select the specific duration/interval to generate the report with that.
Figure J
4. Sort By:
The "Sort By" filter will sort the slow seller report into four categories:
Figure K
4.1. Product Name: This option, when chosen, will sort items with respect to the names of "slow sellers" products in the report. See Figure L.
Figure L
4.2. Sold: If this option is chosen, the system will sort items with respect to the no. units of the slow-selling items sold in the selected date range report. See Figure M.
Figure M
4.3. Last Sold: If this option is selected, the system will sort items with respect to the item's last sold date in the newest to oldest order.
Figure N
4.4. Days in Inventory: This report is displayed by the descending "days in inventory" number.
Figure O
5. Checkbox Filter
- Show Top: This checkbox filter will list the top 5, top 10, top 15, top 20, etc. low-selling products. It’s mandatory to enter a numeric value in the text box adjacent to the check box labeled “Show Top."
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