Slow Sellers Report

Slow Sellers Report

Overview

The "Slow Sellers Report" provides sales data for products with low sales within a specified date range. Users can apply multiple filters to customize the report based on their needs.

The report displays only the low-selling products that match the selected filter criteria, including detailed, automatically calculated information for each product.

Additionally, users can enable the "Show Top" checkbox to view a ranked list of the top 5, 10, 15, 20, or more low-selling products. A numeric value must be entered in the adjacent text box to specify the desired number of products to display.

1. Reaching the "Slow Sellers" Report

To reach the "Slow Sellers Report," follow the below steps. (See Figure 1.1):
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Report
  5. Step 5: Choose Slow Sellers
See Figure 1.1. You will see many helpful inventory reports for your retail business. You will see the different types of sales reports by clicking the "Choose Report" drop-down menu.

Figure 1.1

You will initially see the "Report Data is Empty" message. Then, you must select the date range to check the "Slow Sellers Report" in the report. See Figure 1.2.

 Figure 1.2

2. Generating the "Slow Sellers Report"

To generate the "Slow Sellers Report," follow the steps below. (See Figure 1.2 above).
  1. From the Slow Sellers Report page, you will see the "Choose Reports" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of sales reports in alphabetical order.
  3. 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 2.1. 
Info
To generate a slow-selling report, you must enter the Minimum Sales Threshold value so that the system can fetch the data records and use that value as a numerical limit in the report.
Figure 2.1

Fields Description:
  1. UPC: This column displays the UPC of the product selling slowly in the selected date range.
  2. Name: The name of the product is mentioned here in this column.
  3. QOH: Here is the quantity on hand of the product displayed in this column.
  4. Cost Each: This column displays each product that is selling slowly at the store.
  5. Retail Each: The retail price for the product is mentioned in the "Retail Each" column.
  6. Sold: This displays the number of items/units sold at the location store in the selected date range.
  7. Sold Last: This column displays the last sold date of the item in this column.
  8. Last Invoice: This column displays the invoice date when the item was purchased from the vendor.
  9. Date Added: The date added is the first time the inventory record existed for that product in the inventory table.
  10. 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. UPC: The Universal Product Code (UPC) helps track store items. This column displays the UPCs of the listed items. 
  2. Department: If you select "Department," you will "report" department-level items. 
  3. Category: If you select "Category," you can check the data in the report at the category level. You must choose the level of the "Category" drop-down section.
  4. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report.
  5. Tag: If you select "Tag," you will get the tag-wise sales data for the group entered in the product details. The specific tag group will be displayed. 
  6. Vendor: If you select "Vendor," you will get the vendor-wise sales data for the group entered in the product details. 
  7. Department Tag: If you select "Department Tag," the system will display a list of department tags. 
After selecting and moving the records under Selected List, the screen highlighted in Figure 3.3 is displayed.


Figure 3.3
  1. From this screen, you can directly apply the selected items to get the desired report when the "Generate Report" button is clicked. 
  2. Or, you can also save this filter with the "Save Filter" button (explained below under the 3.1 Save Filters section).

3.1 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 3.1.1
  1. Define the name of the filter as shown in Figure 3.1.2.


                                     Figure 3.1.2


  2. Click "OK" to save this filter Figure 3.1.3.

                                                   Figure 3.1.3


  3. The filter now has been saved for future use, and you can find this filter under "Manage Filters" as highlighted in Figure 3.1.4 below. 
                                                                                Figure 3.1.4

3.2. Manage Saved Filters

  1. All the filters saved will be displayed under the Manager Saved Filters screen.
  2. Select the saved custom filters from the "Manage Saved Filters" drop-down (if any) and click "Apply" to apply the saved custom filter. 
                                                                               Figure 3.1.5
  1. Select the filter with the "Select Filter" button, and it will take you to the Manage Filters screen; select the date range (explained in section 4). Date Range) click on the "Apply" button to get the desired results when the report is generated.
4. 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 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 allows you to select the specific duration/interval you want to generate the report.

Figure 4.3

5. Sort By

The "Sort By" filter will sort the slow seller report into four categories:

Figure 5.1
  1. Product Name: This option, when chosen, will sort items concerning the names of the slow seller products in the report. See Figure 5.2.

Figure 5.2
  1. Sold: If this option is chosen, the system will sort items based on the units of the slow-selling items sold in the selected date range report. See Figure 5.3.

Figure 5.3
  1. Last Sold: If this option is selected, the system will sort items by their last sale, from newest to oldest order. See Figure 5.4.

Figure 5.4
  1. Days in Inventory: This report displays the number of days in inventory in descending order. See Figure 5.5.

Figure 5.5

6. Group By Location

The Group By Location filter lets you view the report records separated by locations or location groups. 


Three options appear when you click the Group By Location drop-down menu: None, Location, and Location Group, as Figure 6.1 shows. The system selects "None" by default, but you can change this based on your requirements.


 Figure 6.1
  1. Location: If you select "Location" to generate the report, the system will display records grouped by location, as Figure 6.2 shows. 
Figure 6.2
  1. Location Group: If you select "Location Group" to tolerate the report, the Include Location Group(s) drop-down will appear. Please select the required location groups from it. The system will consider only the selected location groups when generating the report. 

 Figure 6.3
  1. When you generate the report, the system displays records grouped by location group, as Figure 6.4 shows.

 Figure 6.4

7. Checkbox Filter

  1. Show Top: This checkbox filter lists the top 5, 10, 15, 20, etc. low-selling products. A numeric value must be entered in the text box adjacent to the checkbox labeled "Show Top." 


                                                                 Figure 7.1
  1. Rollup Separate: This checkbox displays the QOH column with separate items for parents and children. It explains this using the example of Product P2, the parent, and Potato Salad, the child. (See Figures 7.2 and 7.3). 
  1. When the filter box is not checked, it will roll the parent-child units into one decimal number. 
    (See Figure 7.3), and it displays as the one parent product.
                                                                  Figure 7.2
  1. When the filter box is checked, it will roll the parent-child units into different rows separately. 

                                                                          Figure 7.3
  1. Save Report Results for Mass Updates: This filter, when checked, will save the report results to be used as a filter parameter in the mass updates.

                                                                        Figure 7.4
  1. Filters parameter for Mass Updates:

                                                                          Figure 7.5

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 files. You can then download the soft copy or print the paper copy. 

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 the 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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