Top Sellers Report

Top Sellers Report

Top Sellers Report Overview

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 that customers buy the most in stock at your store. 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 periods. A business owner or sales manager can quickly generate the report from the control center and check which products are sold out the most during specific time periods. You can use different custom filters and bifurcation options to get 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: 
  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 Top Sellers
See Figure 1.1. You will see many types of sales reports that are useful to your retail business. You will see the different types of sales reports by clicking the drop-down selection. Click "Top Sellers."


                                                                              Figure 1.1

By clicking "Top Sellers," you will be redirected to the "Top Sellers Report" page, which includes relevant filter options.


                                                                                      Figure 1.2

You will see the "Report data is empty..." message initially.

2. Generating the "Top Sellers Report"

When you navigate the Top Sellers Report page, some options will be pre-selected by default. By clicking the "Generate Report" button, the top seller's report will be generated based on the date range selection.

                                                                                         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:
  1. UPC: This column represents the item's UPC, which was led during the production. The UPC is scanned and sold on the register. This is, and this actual product is sold to customers.
  2. Item Name: This column represents the name of the product.
  3. Child QOH: If the product has single- or multi-level child items, this column will show the quantity on hand for each child item.
  4. Part #: This column represents the vendor part number of each item.
  5. QOH: This column represents the latest quantity for the items (stock on hand).
  6. Qty Sold: This represents the quantity sold within the specified date range.
  7. Total Retail: This represents the total retail amount for the items sold.
  8. Avg Retail: This represents the average retail amount per different price book zones and locations for a single item quantity. [Avg Retail = Total Retail Amount / (divided) Qty Sold].
  9. Total Cost: This represents the total item cost of the sold quantity within the date range.
  10. Adj Cost: This represents the adjusted cost against the Total Cost of the sold quantity. [Adj Cost = Total Cost - (deducted) Buydown]
  11. $ Margin: This represents the total Margin of the sold Margin after calculating the buydowns and discounts. [$ Margin = Total RetMarginAdj Cost]
  12. % Margin: This represents the Margin that gains margins in percentage. % Margin will calculate the Margin against the retail margin 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: This option is pre-selected by default. It considers all the data (parameters) to generate the report. The "Manage" button is disabled for this option. 
Custom Filter: To customize the report and obtain specific data, select the "Custom Filter" option. Once you choose it, the "Manage" button will be enabled, allowing you 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 different tabs for filtering the data (parameters) to select the records for the top sellers. By navigating the tabs individually, you can choose the required data.
2. If you have saved a custom filter, select it from the drop-down menu (if there is one). The "Manage Filters" button will open the list of 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. The checkbox and all the UPC record names are displayed. Click the checkbox to select a record.
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. When the report is generated, you will have one flag to decide whether to "Include" or "Exclude" the selected records.
Include: If the "Include" flag is selected, the top seller report will be generated by applying the selected records.
Exclude: If the flag is selected to "Exclude," the top seller report will be generated, but the selected records will be ignored. It will consider the selected records that need to be excluded and the left-side records for reports.

                                                                                        Figure 3.1.3
2. Click the "Clear Selection" button to remove the whole selection. Alternatively, click the Remove (x) icon to remove any record from the list. 
3. Click the "Apply" button to generate the report or 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. Clicking the "Save Filters" button will display a pop-up allowing you to enter the name of the custom filter.

                                                                               Figure 3.1.1.1
Please 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 menu. From the list, select the required custom filter for the report.
2. Manage Saved Filters:
Clicking the "Manage Filters" button allows you to check and manage the filters. A pop-up listing of the saved custom filters will appear.


                                                                                   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, then click 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).
By selecting and applying the saved custom filter, you can generate the Top Sellers Report with the specific selected (filtered) data.

                                                                                           Figure 3.1.1.5

The selected filtered data details are under the Selected Filters (All) label.

3.2 Group By

You can filter and check the top seller's data based on these four 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, "Group By UPC" is pre-selected by default.


                                                                                    Figure 3.2.1

3.2.1. Group By Departments

You can generate and check the top-selling product data by grouping it into the Departments. A department is assigned to the products, and they are 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. 

3.2.2. Group By Category

If you select "Group By Category," you will see the top-selling product data in the report as per the category assigned to the products. You must choose the level of the "Category Depth" drop-down selection. When you select "Group By Category," "Show All" will be pre-selected by default.


                                                                                      Figure 3.2.3

Category Depth: When you select "Group By Category," this drop-down option will be enabled. It lists the level (depth) of the categories. The Top Sellers Report will display sales data only at that level (depth) by selecting a specific 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.

3.2.3. Group By Manufacturer

If you select "Group By Manufacturer," you will see the top-selling product data in the report according to the manufacturer assigned to each product.


                                                                            Figure 3.2.5

After generating the report, you can see the top-selling products under the manufacturer's name.

3.3 Order By

You can filter and check the top-selling product data based on two orders (sorting): Top Sellers By Quantity Sold and 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 product data will be arranged based on the high quantity sold to the lower amount.

                                                                              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 per the maximum profit to minimum profit order.

3.4 Show Top

You may see a large dataset when you generate the top sellers report. From the "Show Top" option, you can select the numbers to sort the data by the specific number for the page.


                                                                                             Figure 3.3.4

3.5 Date Range & Preset

You can filter your sales data in the report by selecting the date range and specific times. You will get a tiny calendar to choose a particular date range by clicking the Edit box. You can 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 (till morning/evening), you can select the particular time (hour and minutes) from the date selection.
Presets: A Presets label is provided to select the specific duration/interval for generating the sales data.

3.6 Group By Location

Let's 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" to group the sales report. By default, None will be pre-selected, which means the sales data will be displayed without grouping, as shown in Figure 3.6.1.

                                                                                  Figure 3.6.1
  1. Location: If you select "Location," the top sellers' data will be displayed individually in the grouping according to the locations (stores).
                                                                                             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.
  1. Location Group: When you select "Location Group," one more filter option will be enabled to choose specific location group(s). You can use the "Include Location Group(s)" drop-down option to check the particular location group's sales data.
InfoThe Location Groups are the collection of locations and can be created from "Manage Location Groups" from POS -> Maintenance -> Locations.
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 Stores & Location Groups

To check the top sellers' data for a specific location and/or location group, click on "No filter selected" at the top right to set up a location filter.

                                                                                     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 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: To generate the desired Top Sellers report, select a filter from the list and click the "Select Filter" button.
  1. Delete: You can delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button.
Similarly, you can select the specific record(s) for another tab, "Location Group," to generate sales data.
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

This way, you can check the top-selling product data for a specific Location/Location Group.
Notes
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 Filter Store & Location Groups" custom filter option sets up a specific record selection. The top sellers' data will be generated in the report according to 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 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 Include In Sales Reporting

The Include In Sales Reporting drop-down lets you filter the report records based on three parameters: All Departments, Only Include in Sales Reporting, and Not Include in Sales Reporting. 

Info
What is "Include In Sales Reporting?"

Include in Sales Reporting is a preference available at the department level managed by the "Include In Sales Reporting" button. 
  1. If you activate it, the system will include the department in sales reporting.
  2. If you deactivate it, the system will not include the department in sales reporting. 
You can activate or deactivate this preference from the respective "Options" tab in "Departments." (Department >> Add/edit a department>> the "Options" tab >> the "Include In Sales Reporting" button). Please refer to Departments to learn more about this preference. 

Click the Include In Sales Reporting drop-down menu. It has three options: All Departments, Only Include In Sales Reporting, and Not Include In Sales Reporting. The system selects "All Departments" by default.

                                                                                       Figure 3.9.1
  1. Choose "Only Include In Sales Reporting" to view the report records with the activated "Include In Sales Reporting" option at the product's department level.
  2. Choose "Not Include In Sales Reporting" to see the report records where the "Include In Sales Reporting" option is deactivated at the product's department level.  

4. Bifurcate Options (Checkboxes)

Enabling the bifurcate options provided with the checkbox allows you to check other statistics for the top sellers' report data.

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 data on the top-selling products will be visualized in a bar chart to better understand which products have the highest sales.
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.
Quote
This way, you can set up multiple custom filter options and enable bifurcation options [checkboxes] simultaneously to get the required Top Sellers report.

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 lets you quickly access 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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