System Discounts Report

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 â€śReport Type." 

1. Reaching the System Discounts Report

To reach the System Discounts Report, follow the below steps:
  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 System Discounts 
See Figure A. 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 A

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 B.


                                                                                  Figure B

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 C
Fields
  1. Discount Name: This column displays the name of the discount created in the main module.
  2. Reimbursable: This column displays the flag value that is set while creating a discount. It states whether or not the discount is reimbursable.
  3. Discount Qty: This column presents the number of item quantities on which the selected discount is applied.
  4. Discount Amount: This column will display the amount value of 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 D
  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 D.
  2. System Discount Summary by Customer: This report type will display the system discount summary grouped by customer name.

                                                                        Figure E
  1. System Discount Summary Group by Store: This report type will display the system discount summary grouped by store location name.

                                                                                 Figure F
  1. 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 G.

                                                                                  Figure G
  1. 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 H.

                                                                              Figure H
  1. 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 I.

                                                                               Figure I

4. Filter By:


                                                                                       Figure J

Filter By Discount:

  1. Show All: This option displays the slow-selling items for all the store locations.
  2. Filter by Discount: This button lets you filter the report and generate a report by the discount name. 

                                                                                      Figure K

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 L below.

As seen in Figure L, the selected discount name is ABy Dis, and the result for the "ABy Dis" discount is displayed in the report.


                                                                                          Figure L


                                                                                          Figure M

Filter by Customer: 

Select the customer's name from the list, and the report will be displayed only with the customer's name. The filter-specific result is displayed in Figure N below.


                                                                                                    Figure N

The resultant report will display the records of the discount name and how many customers the discount has been applied to in the selected date range.


                                                                                    Figure O

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 P below.
                                                                                      Figure P

The resultant report will display the records of the discount name for how many customers the discount has been run in the selected date range.

                                                                                    Figure Q

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 R, Figure S, & Figure T.

Start Date: This field lets you choose the start date of the date range.

                                                                                     Figure R

5.2 End Date: This field lets you choose the end date of the date range.

                                                                                      Figure S

Presets: The Presets label is provided to select the specific duration/interval to generate the report with that.

                                                                          Figure T

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 U
  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 V
  1. Non-Reimbursable: This discount is store-promoted and termed as non-reimbursable.

                                                                                              Figure W

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