System Discounts Report
System Discounts Report Overview
This report is multiple reports in one and gives different formats, groupings, details, and summaries of system discounts applied in transactions. Different types of filters can also be configured, depending on your requirements. The system will display the records of system discounts only according to the selected filter options. It will also display several fields with detailed and automatically calculated information, depending on the filter option selected from the drop-down filter labeled “Report Type."
1. Reaching the "System Discounts Report"
To reach the "System Discounts Report," follow the steps below:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
- Step 4: Choose Sales Reports
- Step 5: Choose System Discounts
See Figure 1.1. You will see many types of sales reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of sales reports.
Figure 1.1
You will see the "Report Data is Empty" message initially. You need to select the date range to check the "System Discounts Report." See Figure 1.2.
Figure 1.2
2. Generating the "System Discounts Report"
When you navigate to the page, you will see the options pre-selected by default. You can generate the System Discounts Report for the selected date range.
Figure 2.1
Fields
- Discount Name: This column displays the name of the discount created in the main module.
- Reimbursable: This column displays the flag value that is set while creating a discount. It states whether or not the discount is reimbursable.
- Discount Qty: This column presents the number of item quantities on which the selected discount is applied.
- Discount Amount: This column will display the amount value for which the discount is applied during the transaction in the selected date range.
3. System Discounts Report Type
The report type is categorized into 6 different categories to fetch different discount results.
Figure 3.1
- System Discount Summary: This report type will display the system discount summary with Discount Name, Reimbursable, Discount Qty, and Discount Amount details in a report. See Figure 2.1.
- System Discount Summary by Customer: This report type will display the system discount summary grouped by customer name.
Figure 3.2
- System Discount Summary Group by Store: This report type will display the system discount summary grouped by store location name.
Figure 3.3
- System Discount Details: This report type will display the system discount details, such as Store Name, Date, Reg #, Receipt #, Discount Qty, and Discount Amount, grouped by Discount Name. See Figure 3.4.
Figure 3.4
- System Discount Details by Customer: This report type will display the system discount details, such as Store Name, Date, Reg #, Receipt #, Discount Qty, and Discount Amount, grouped by location name. See Figure 3.5.
Figure 3.5
- System Discount Item Details: This report type will display the item's name on which the discount is applied, grouped by location name, and display the discount details such as UPC, Item Name, Qty Sold, Qty Discounted, and Discount Given. See Figure 3.6.
Figure 3.6
4. Filter By:
Figure 4.1
4.1 Filter By Discount
- Show All: This option displays the slow-selling items for all the store locations.
- Filter by Discount: This button lets you filter the report and generate a report by the discount name.
Figure 4.1.1
Select the discount name from the list, and the report will be displayed only with the discount name, and the filter-specific result is displayed in Figure 4.1.2 below.
As shown in Figure 4.1.2, one of the selected discount names is 50% Off Discount 3423, and the result for the "50% Off Discount 3423" discount is displayed in the report. If there is data available for the other selected discount for the store, the system will show that, too.
Figure 4.1.2
4.2 Filter By Customer
Figure 4.2.1
Select the customer's name from the list to generate the report.
Figure 4.2.2
The filter-specific result is displayed in the report, as shown in Figure 4.2.3 below.
Figure 4.2.3
4.3 Filter by Manufacturers:
Select the manufacturer's name from the list, and the report will be displayed only with the manufacturer's name who wants to promote their product with some discount in Figure 4.3.1 below.
Figure 4.3.1
Select the manufacturer's name from the list to generate the report.
Figure 4.3.2
The filter-specific result is displayed in the report, as shown in Figure 4.3.3 below.
Figure 4.3.3
5. 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 manually enter the date in mm/dd/yyyy format.
See Figure 5.1, Figure 5.2, & Figure 5.3.
Start Date: This field lets you choose the start date of the date range.
Figure 5.1
End Date: This field lets you choose the end date of the date range.
Figure 5.2
Presets: The Presets label is provided to select the specific duration/interval to generate the report with that.
Figure 5.3
6. Reimbursable Discounts
This is a flag set in the "Discounts" module that defines whether the discount is applied at the store during the transaction.
Figure 6.1
- Reimbursable Discounts: It means any fee or charge that is reimbursed to the retailer for reduced pricing of the store items provided by the third party (vendor/manufacturer) if the discount is used.
Figure 6.2
- Non-Reimbursable: This discount is store-promoted and termed as non-reimbursable.
Figure 6.3
7. 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.).
8. 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.
9. 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.
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