Top Sellers Report
Top Sellers Report Overview
Reports -> Sales Reports -> "Top Sellers"
Different types of sales reports and analytics of the products help you understand how your business is progressing. You also need to keep the products in stock at your store that customers buy the most. If you have a report of the top-selling products, you can keep managing your inventory, discounts, and promotional offers. You can also schedule purchase orders from the manufacturers/vendors if you find out which products are the most popular in your store.
FTx Cloud POS provides a detailed "Top Sellers" report of the most popular products with different criteria and time periods. A business owner/sales manager can easily generate the top-selling products report from the control center and check which products are sold out the most during specific time periods. You have many different custom filters and bifurcation options to get the relevant data about the top-selling products.
In this technical document, you will see:
- How to check the top sellers report- Grouping options to get the top sellers data in a specific manner- How to check the sales data by selecting specific records (custom filter)- How to check the top sellers in a chart
1. Reaching the Top Sellers Report
To reach the Top Sellers Report, follow the below steps:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
- Step 4: Choose Sales Reports
- Step 5: Choose Top Sellers
Figure 1.1
By clicking "Top Sellers," you will be redirected to the "Top Sellers Report" page with relevant filter options.
Figure 1.2
You will see the "Report data is empty..." message initially.
2. Generate the Top Sellers Report
When you navigate to the "Top Sellers Report" page, some of the options will be pre-selected by default. By clicking the "Generate Report" button, the top seller's report will be generated as per the selection of the date range.
Figure 2.1
After generating the Top Sellers Report, you will see the data in tabular format based on the selection of the date range and filter options:
- UPC: This column represents the item's UPC that was inserted during the product creation. The UPC is scanned and sold on the register. This is the actual product sold to customers.
- Item Name: This column represents the name of the product.
- Part #: This column represents the vendor part number of each item.
- QOH: This column represents the latest quantity on hand for the items (stock on hand).
- Qty Sold: This represents the quantity that was sold within the specified date range.
- Total Retail: This represents the total retail amount for the sold quantity of the items.
- Avg Retail: This represents the average retail amount as per different price book zones and locations for single item quantity. [Avg Retail= Total Retail Amount / (divided) Qty Sold]
- Total Cost: This represents the total item cost of the sold quantity within the date range.
- Adj Cost: This represents the adjusted cost against the "Total Cost" of the sold quantity. [Adj Cost = Total Cost - (deducted) Buy-down]
- $ Margin: This represents the total margin of the sold quantity after calculating the buydowns and discounts. [$ Margin = Total Retail - Adj Cost]
- % Margin: This represents the margin that gains or loses in percentage. % Margin will calculate the margin against the total retail in percentage. [% Mgn = ($ Margin*100) / Total Retail]
3. Report Filter Options
Now, let's see how to set up the report filter options to generate the Top Sellers Report with specific criteria.
Figure 3.1
3.1 Custom Filter
You can filter the data and check the top-selling details in the report. You will see the "Filter Items" drop-down option, from which you can select the specific data (parameters) to generate in the report.
Figure 3.1.1
You will find the two options from the "Filter Items" drop-down selection:
- Show All: By default, this option will be pre-selected. It considers all the data (parameters) to generate the report. The "Manage" button will be disabled for this option.
- Custom Filter: To customize and get the specific data for the report, you need to select the "Custom Filter" option. Once you select it, the "Manage" button will be enabled to set up the filters.
By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:
1. You will see the different tabs to filter the data (parameters) to select the records for the top sellers. You can select the required data by navigating the tabs individually.
2. You can select the saved custom filter from the drop-down selection (if any). The "Manage Filters" button will open the list of the saved custom filters.
Figure 3.1.2
3. You can see the list of records for the selected tab (i.e., UPC). You can also search any record from the list by entering the text in the "Search" edit box.
4. You will find the checkbox along with all the UPC record names. You need to select the record by ticking the checkbox.
5. After selecting the record(s), move to the "Selected List" area on the right side by clicking the green right-side arrow (>>) button.
You can see the moved records under the "Selected List" area. You can choose from the following options:
1. You will have one flag to decide whether you want to "Include" or "Exclude" the selected records when the report is generated.
- Include: If the flag is selected to "Include," it means the top sellers report will be generated by applying the selected records.
- Exclude: If the flag is selected to "Exclude," it means the top sellers report will be generated but ignore the selected records. It will consider the selected records that need to be excluded and the left-side records for reports.
Figure 3.1.3
2. If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the "Remove" (x) icon.
3. You can generate the report by clicking the "Apply" button, or you can click the "Save Filters" button to save the custom filter for future use.
3.1.1 Save & Manage Custom Filter
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
Enter the name of the custom filter and click the OK button to save it.
1. Saved Filter:
The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the report.
2. Manage Saved Filters:
You can check & manage the filters by clicking the "Manage Filters" button. By clicking on it, you will see a listing of the saved custom filters in a pop-up.
Figure 3.1.1.2
3.
- Select FIlter: Select any filter from the list to generate the desired top sellers report. Select the filter from the list, and then click on the "Select Filter" button.
- Delete: Delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button.
In this way, the "Custom Filter" options (tabs) help to customize the records and set up the options to get only the required data for the report.
Similarly, you can filter and set up the records for other tabs (parameters).
Figure 3.1.4
By selecting the saved/applying the custom filter, you can generate the Top Sellers Report with the specific selected (filtered) data.
Figure 3.1.5
You can see the selected filtered data details under the "Selected Filters (All)" label.
3.2 Group By
You can filter and check the top sellers data based on these 4 filter options: Group By UPC | Group By Departments | Group By Category | Group By Manufacturer
When you select and navigate to the "Top Sellers Report" page, by default, "Group By UPC" will be pre-selected.
Figure 3.2.1
Group By Departments
You can generate and check the top-selling products data in the grouping of the "Departments." A department is assigned to the products, and those products would be grouped under that specific department.
Figure 3.2.2
After selecting "Group By Departments" and generating the reports, you can see the department-wise top-selling products data.
Group By Category
If you select "Group By Category," you will see the top-selling products data in the report as per the category that is assigned to the products. You need to select the level from the "Category Depth" drop-down selection. When you select "Group By Category," by default, Show All will be pre-selected.
Figure 3.2.3
Category Depth: When you select "Group By Category," this drop-down option will be enabled. This drop-down option lists the level (depth) of the categories. So, by selecting the specific depth, the "Top Sellers" report will display those sales data only at that level (depth).
Figure 3.2.4
Note: If the manufacturer is not assigned to the products, the inventory data for those products will be displayed under the "Not Available" group.
Group By Manufacturer
If you select "Group By Manufacturer," you will see the top-selling products data in the report as per the manufacturer that is assigned to the products.
Figure 3.2.5
After generating the report, you can see the top-selling products under the specific manufacturer's name.
3.3 Order By
You can filter and check the top sellers product data based on two different orders (sorting): Top Sellers By Qty Sold | Top Sellers By Profit.
Top Sellers By Qty Sold
The "Top Sellers By Qty Sold" will be pre-selected by default. So, when you generate the report, the top-selling products data will be arranged as per high qty sold to lower qty sold.
Figure 3.3.1
Top Sellers By Profit
If you want to check the top-selling products data by profit (margin), select the "Top Sellers By Profit" option from the "Order By" drop-down.
Figure 3.3.2
After generating the report, the sales data will be arranged as per the maximum profit to minimum profit order.
3.4 Show Top
When you generate the report, it is possible that you will see the large dataset for the top sellers report. You can select the numbers to sort the data by the specific number for the page from the "Show Top" option.
Figure 3.3.4
3.5 Date Range & Preset
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 get a tiny calendar to select the specific date range. You can also manually enter the date in mm/dd/yyyy format.
Figure 3.5.1
If you want the sales data in the report for a specific time duration (till morning/evening), you can select the particular time (hour and minutes) from the date selection.
Presets: Presets label is provided to select the specific duration/interval to generate the sales data with that.
3.6 Group By Location
Let's see how to check the department sales data by grouping it into locations or location groups.
You will see a "Group By Location" drop-down from which you can select either "Location" or "Location Group" for grouping the sales report. By default, None will be pre-selected, which means the sales data will be displayed without any grouping, as shown in Figure 3.6.1.
Figure 3.6.1
Location: If you select "Location," the top sellers data will be displayed in the grouping according to the locations (stores) individually.
Figure 3.6.2
Once the "Location" specific report is generated, you can check the total sales transactions for the top-selling products location-wise.
Location Group: When you select "Location Group," one more filter option will be enabled to select the specific location group(s). You can use the "Include Location Group(s)" drop-down option to check the sales data for the specific location group.
The "Location Groups" are the collection of locations and can be created from "Manage Location Groups" from POS -> Maintenance -> Locations. If you select the "Location Group."By clicking "Location Group," you will get the "Include Location Group(s)" drop-down selection to select the specific location group record(s). You need to select/deselect the location group accordingly.
Figure 3.6.3
After selecting the Location Group(s) and generating the report, you can see the top-selling data grouping into "Location Groups" individually.
3.7 Filter Locations & L. Groups
To check the top sellers data for a specific location and/or location group only, you can set up the location filter option by clicking the button (No filter selected) on the top-right side.
Figure 3.7.1
By clicking that button, a "Manage Filters" window will pop up, from which you will see the following details:
1. You will see the two tabs: "Store" & "Location Group."
2. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of the saved custom filters.
Figure 3.7.2
3. You can see the list of stores (locations) along with the checkbox. You can search the record by entering the specific store name in the "Search" edit box.
4. By ticking the checkbox, the store will be selected.
5. After selecting the store records, move the selected store record(s) under "Selected List" to the right side by clicking the green right-sided arrow (>>).
You can see the selected store record in the "Selected List" section. It means that when you generate the report, you will get only the sales data that is under the "Selected List" section.
1. You can remove all the records from the selected list by clicking the "Clear Selection" button. You can remove the selected record by clicking the "Close" button.
Figure 3.7.3
2. When the filter record is selected, you can directly apply for the report by clicking the "Apply" button, or you can save it for future use.
By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the location filter.
Figure 3.7.4
Enter the name of the custom filter for location and click the OK button to save it.
1. Saved Filter: The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list to generate the sales report.
2. Manage Saved Filters: You can check and manage the filters by clicking the "Manage Filters" button. By clicking on it, you will see a listing of the saved custom filters in a pop-up.
Figure 3.7.5
3.
Select Filter: Select any filter from the list to generate the desired Department Sales report. You must select the filter from the list and click on the "Select Filter" button.
Delete: You can delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button.
In a similar way, you can select the record(s) for another tab, "Location Group," to generate sales data by selecting the specific records.
When you set up the filters for locations (stores) and location groups, you can see the selected details by hovering the mouse cursor over the filter button.
Figure 3.7.6
In this way, you can check the top-selling product data for a specific Location/Location Group.
Note: "3.6 Group By Location" will group the sales data based on Locations or Location Groups, whichever you have selected, while the "3.7 Locations & Location Groups" custom filter option sets up a specific record selection. The top sellers data will be generated in the report as per the selected locations (stores) and/or location groups only.
3.8 Show Parts From
To check the top-selling product data sales report with the Vendor Part details, select the "Vendor Name" from the drop-down selection and then click the "Generate Report" button.
By default, "Any Vendor" will be pre-selected.
Figure 3.8.1
After selecting a "Vendor" from the list and generating the report, you can see the top-selling product with the Part # (number).
Figure 3.8.2
3.9 Add To Sales
Let's check the top-selling product data based on whether the department is "Added to Sales" or "Not Added to Sales."
There's one setup (Add To Sales) at the department level. You can disable that setup if you don't want to include the items from that department in the sales reports.
You will see the three options from the "Add To Sales" drop-down: All Departments | Only Add to Sales | Not Added to Sales. "All Departments" is pre-selected by default.
Figure 3.9.1
If you want to check the data of the departments that have the "Add To Sales" option enabled, select the "Only Add to Sales" option from the drop-down and generate the report.
But if you want to check the sales data of the departments that have the "Add To Sales" option disabled, select "Not Added to Sales" and generate the report.
4. Bifurcate Options (Checkboxes)
You can check other different statistics for the top sellers report data by enabling the bifurcate options that are provided with the checkbox.
4.1 Show Chart
Visualize and check the top-selling product data as a chart. Tick the "Show Chart" checkbox and generate the report.
Figure 4.1.1
After generating the report, the top-selling product data will be visualized in the bar chart for a better understanding of which product's sales are at the top.
4.2 Rollup Links
When you generate the report, it shows all the sold items, including the parent (purchase units) and child (sub-units) separately.
Figure 4.2.1
But if you want the sales data by breaking down the child items into parent items, tick the "Rollup Links" checkbox and generate the report merging the child item sales data into parent items.
In this way, you can set up multiple custom filter options and enable bifurcation options [checkboxes] at the same time to get the required Top Sellers report.
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