Store Daily Sales Summary List Report

Store Daily Sales Summary List Report

Store Daily Sales Summary List Report Overview

Sometimes, it is necessary to check a store's overall sales without knowing specific items or quantities sold. The "Store Daily Sales Summary Report" provides a summary report for sales for a specified day and store.

1. Reaching the "Store Daily Sales Summary List Report"

To reach the "Store Daily Sales Summary List Report," follow the steps below: 
  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 Store Daily Sales Summary List
See Figure 1.1. You will see many types of sales 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 1.1

By clicking "Store Daily Sales Summary List," you will be redirected to the Store Daily Sales Summary List Report page with relevant filter options.


Figure 1.2

2. Generating the "Store Daily Sales Summary List Report"

When you redirect to the Store Daily Sales Summary List Report page, you should select the following options to get the daily sales report in the summary for the specific store (location):
  1. Store: You will get a list of the stores. Select the store for which you want to check the daily sales report as a summary only.
Figure 2.1
  1. Date: Select the date on which you want to check the daily sales report for the selected store.

Figure 2.2
  1. Register: You will get the register number list as per the selection of the store. Select the register number for which POS (register number) you want to check the Store Daily Sales Summary List Report. 

Figure 2.3                                        
Once the store, date, and register # are selected, generate the report.

Figure 2.4

After generating the report, the following data can be seen in the grid view:
  1. Start Time: This column represents the time span for the sales transaction.
  2. Reg #: This column represents the register number (POS) of the store.
  3. Receipt #: This column represents the receipt number of the sales transaction.
  4. Sale Total: This column represents the total sales amount for the sales transaction, including the tax.
  5. Sale Type: This column represents the type of sale, whether normal, returned, or canceled.
  6. Manual Discounts: This column represents the value of the manual discount that was given by the cashier manually if applied during the sales transaction.
  7. System Discounts: This column represents the value of the system discount if applied during the sales transaction.
  8. Item Total: This column represents the item total amount for the sales transaction without the tax.
  9. Buydowns: This column represents the applicable amount for the buydown if the buydown is applied to the item.
  10. Taxes: This column represents the applicable tax amount on the items.
  11. Other Taxes: This column represents the applicable excise tax amounts on the items.
  12. Item/Taxes Total Sum: This column represents the applicable excise tax amount on the items.
So, whenever you want to check the daily sales report for a specific store and date, you can check the sales for that day in the summary.

3. Sale Type Filter

This filter filters the Store Daily Sales Summary List Report into 4 categories: All, No Sale, Cancelled, and Normal. By default, the value "All" is selected in this filter.

Figure 3.1
  1. All: Selecting this option will display all (including canceled, no sale, and normal) the records in the report of the selected date, irrespective of their sale type. 
  2. No Sale: Selecting this option will display the records of the no-sale day in the report.
  3. Canceled: If this option is selected, the report will display the canceled sales of the selected date.
  4. Normal: If this option is selected, it will display the normal transaction that happened in the selected location and on the selected register # on the selected date. 

4. Checkbox Filters

  1. Show Excise Tax: If you tick this checkbox, the system will add the Excise Tax column and show the applied excise tax to the sale, if any.

Figure 5.1
  1. Order by Most Recent: If you tick this checkbox, the system will show the most recent sales records first, as Figure 5.2 shows. 

Figure 5.2 

5. 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.

6. 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. 

7. 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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