Slow Sellers Report Overview

1. How to generate the "Slow Sellers Report" for the selected date range
   
2. How to apply 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 "Slow Sellers Report"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Store
   
3. Step 3: Choose Reports
   
4. Step 4: Choose Sales Reports
   
5. Step 5: Choose Slow Sellers

2. Generating the "Slow Sellers Report" 

1. Navigate to the Slow Sellers Report screen.
   
2. Select the date range and click "Generate Report" to view the "Slow Sellers Report" for the selected date range. To view the specific number of the lowest-selling items, check the Show Top checkbox and enter the desired number in the field next to it. For example, if you tick this checkbox, enter "3" next to it, and click "Generate the Report," the system will display only the three lowest-selling items during the selected time frame.
1. You can use the Filter Items (Custom Filters), Min Sales Threshold, Date Range & Presets, Sort By, and Show Top filters, and Rollup Separate and Save Report Results for Mass Updates checkbox filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. 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. 
   
3. When you click the "Generate Report" button after selecting the date range, the system will show the store-wise report records, as Figure 2.1 shows.
   

Figure 2.1

Report Fields: 

1. UPC: This column displays the UPC of products selling slowly within the selected date range.
2. Name: The name of each product is listed in this column.
3. QOH: This column shows the quantity of each product on hand.
4. Cost Each: Here, you can find the cost of each product that is selling slowly in the store.
5. Retail Each: The retail price of each product is indicated in the Retail Each column.
6. Sold: This column displays the number of items or units sold at the store during the selected date range.
7. Sold Last: You can see when the item was last sold.
8. Last Invoice: This column shows the date of the previous invoice on which the item was purchased.
9. Date Added: This indicates the first date the inventory record for that product was created in the inventory table.
10. Days in Inventory: This column calculates the number of days the product has been in inventory since the "Date Added." 
    

3. Report Filters

1. Filter Items: Filter Items lets you select the report data based on seven parameters: UPC, Department, Category, Manufacturer, Tag, Vendor, and Department Tag. 3.1 Filter Items (Custom Filters) explains the further details. 
   
2. Min Sales Threshold: The minimum sold quantity you want to consider for the report is specified in this field. The system will generate the report accordingly if you specify any quantity.   
3. Date Range & Presets: This filter lets you select the report's time interval. 3.2 Date Range & Presets explains further details.  
   
4. Sort By: The Sort By Filter lets you organize the report records based on four parameters: Product Name, Sold, Last Sold, and Days In Inventory. Section 3.3 Sort By, explains further details. 
5. Show Top: To view the specific number of the lowest-selling items, check the "Show Top" checkbox and enter the desired number in the field next to it. For example, if you tick this checkbox, enter "3" next to it, and click "Generate the Report," the system will display only the three lowest-selling items during the selected time frame. 3.4 Show Top explains further details.  
6. Checkbox Filters: 
   
1. Rollup Separate: Use this checkbox to view the parent and child products in separate rows in the report records. 3.5 Checkbox Filters explains further details. 
   
2. Save Report Results for Mass Updates: Use this checkbox to save the report results as filters in Mass Updates. 3.5 Checkbox Filters explains further details. 

3.1 Filter Items (Custom Filters)

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 Slow Sellers Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
2. 2: Manage Filters: Click this button to open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details. 
   
3. 3: Parameters Tabs: You will see seven tabs: UPC, Department, Category, Manufacturer, Tag, Vendor, and Department 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 Item filter 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: The Match All Filters filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filter screen data matches all applied filters. This drop-down is particularly useful when you use multiple parameter tabs, such as when you choose a few UPCs from the "UPC" tab and a few vendors from the "Vendors" tab. 
   
8. 8: Results: Here, you see the relevant list of data on the Manage Filters 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 4, 5, 6, or 7 filters.
   
9. 9: Selection Checkboxes: Select the required UPCs by checking the corresponding checkboxes.
   
10. 10: Arrow: Click the green Arrow button to move the selected records to the Selected Area.
    

1. The Manage Filters screen will appear as shown 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 from generating the report.
   
2. 2: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
   
3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Slow Sellers Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
   
4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.2.1 Save and Manage Custom Filters explains the details.
   

3.1.1 Save & Manage 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. Reopen 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.
   
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.
   
4. 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 Slow Sellers Report home screen. Click "Generate Report" to generate the report for the selected filter.
   
5. 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 selected filter details are available under the Selected Filters label, as Figure 3.1.1.3 shows.
   

Figure 3.1.1.3

3.2 Date Range & Presets

1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.2.1.
   

Figure 3.2.1

1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in 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."
   

Figure 3.2.2

3.3 Sort By 

1. Product Name: By default, the system selects this option and organizes the report records in alphabetical order of the product names, as Figure 2.1 shows.
   
2. Sold: When you choose this option to generate the report, the system will organize the report records based on the sold quantity, keeping the highest quantity at the top. 
   

Figure 3.3.2

1. Last Sold: When you choose this option to generate the report, the system will organize the report records based on the latest to oldest order of the "Last Sold" date, as Figure 3.3.3 shows. 
   

Figure 3.3.3

1. Days In Inventory: When you choose this option to generate the report, the system will organize the report records based on the highest to lowest order of the items' days in the inventory, as Figure 3.3.4 shows. 

Figure 3.3.4

3.4 Show Top 

1. To view the specific number of the lowest-selling items, check the Show Top checkbox and enter the desired number in the field next to it. For example, if you tick this checkbox, enter "5" next to it, and click "Generate the Report," the system will display only the three lowest-selling items during the selected time frame, as Figure 3.4.1 shows. 
   

Figure 3.4.1

3.5 Checkbox Filters

1. Rollup Separate: If you tick this checkbox to generate the report, the system will display the parent and child products in separate rows in the report records, as Figure 3.5.1 shows. 
   

​

 Figure 3.5.1

1. Save Report Results for Mass Updates: This checkbox filter lets you save the report results as filters in "Mass Updates." 
   
1. When you tick this checkbox and generate the report, the system will save the generated report as a "Mass Updates" filter that you can use when loading items to perform the mass update actions. However, it will not affect the report you are generating. 
   
2. You can follow the steps below to use the saved filter in "Mass Updates." 
   
1. Navigate to the "Mass Updates" screen.
   
2. Click "Custom Filters," and next click "Add." The Add Filter screen will appear, as Figure 3.5.2 shows. Click the Select Item Type drop-down and choose "Recent Report Results." 
   

Figure 3.5.2

1. The Report Filter Results drop-down will appear in the Left Panel, as shown in Figure 3.5.3. This drop-down will display report options indicated as the Report Name, the User Name of the person who generated the report, and the time of report generation. To view a specific report, click on its name. The system will then load data for only the items included in the selected report. 

Figure 3.5.3

4. Scheduling a Report

5. Printing / Exporting a Report

6. Manage Favorites