Top Sellers Report - Store Employee

Top Sellers Report - Store Employee

Top Sellers Report Overview

The Top Sellers Report in the FTx Cloud POS showcases the best-selling products based on sales during a specified time period. You can view this report by either the items that generated the highest revenue or those with the highest quantity sold.   

This article includes information about: 
  1. How to generate the Top Sellers Report for the selected date range. 
  2. How to apply filter options to customize the report.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report.   

1. Reaching the "Top Sellers Report" 

  1. Step 1: Log into Control Center
  2. Step 2: Choose Location
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Top Sellers
Figure 1.1 below will help you better understand the navigation.

Figure 1.1

When you click "Top Sellers," the Top Sellers Report screen will open. As Figure 1.2 shows, it offers relevant filtering and sorting options.

Figure 1.2

2. Generating the "Top Sellers Report"

Please follow the steps below to generate the "Top Sellers Report" that meets your requirements:  
  1. Navigate to the Top Sellers Report screen.
  2. Select the desired date range and click "Generate Report" to view the Top Sellers Report for that specific date range.
    1. You can use the Filter Items (Custom Filters), Group By, Order By, Show Top, Date Range & Presets, Show Parts From, and Include In Sales Reporting filters to create the report that meets your requirements. These filters can be used in combination for a more tailored report. Please refer to section 3. Report Filter Options, to learn more about these filters.
    2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  3. When you click the "Generate Report" button after selecting the date range, the system displays the report, as shown in Figure 2.1.

Figure 2.1
Report Fields: 
  1. Child QOH: If the product has single- or multi-level child items, this column indicates the quantity on hand for each child item.
  2. Part #: This column shows the vendor part number associated with each item.
  3. QOH: This column reflects the latest quantity of items in stock.
  4. Qty Sold: This indicates the quantity sold within the specified date range.
  5. Total Retail: This represents the total retail amount for the items sold.
  6. Avg Retail: This column calculates the average retail amount per different price book zones and locations for a single item quantity. [Average Retail = Total Retail Amount / Quantity Sold].
  7. Total Cost: This represents the total cost of the sold quantity within the date range.
  8. Adj Cost: This shows the adjusted cost against the "Total Cost" of the sold quantity. [Adjusted Cost = Total Cost - Buydown].
  9. $ Margin: This represents the total margin from the sold items after accounting for buydowns and discounts. [$ Margin = Total Retail - Adjusted Cost].
  10. % Margin: This indicates the margin in percentage terms. The percentage margin is calculated based on the retail margin percentage. [% Margin = ($ Margin * 100) / Total Retail].

3. Report Filters 

FTx Cloud POS lets you view reports according to your preferences using various filter options. You can configure the report with any single filter or a combination of multiple filters, as highlighted in Figure 3.1. 

Figure 3.1

Report Filters: 
  1. Filter Items (Custom Filters): Filter Items lets you select the report data based on seven parameters: UPC, Department, Category, Manufacturer, Vendor, Tag, and Department Tag. This means you can access the Top Sellers Report for the selected parameter, i.e., specific manufacturers, departments, or any other parameter. Section 3.1 Filter Items (Custom Filters), provides further details.
  2. Group By: The Group By filter lets you organize the report records based on four parameters: UPC, Departments, Category, and Manufacturer. Section 3.2 Group By explains further details. 
  3. Order By: The Order By filter lets you choose the order of the report records based on two parameters: Top Sellers By Qty Sold and Top Sellers By Profit. Section 3.3 Order By explains further details.  
  4. Show Top: This field lets you choose how many top sellers you want to view in the report. For example, if you enter five in this field, the report will show the top five sellers. 
  5. Date Range & Presets: This filter lets you select the report's time interval. For further details, refer to Section 3.4 Date Range & Presets.
  6. Group By Location: This filter lets you view the records organized by locations or location groups. For further details, refer to Section 3.5 Group By Location.
  7. Show Parts From: The Show Parts From filter allows you to view the top-selling products of a specific vendor. Section 3.6 Show Parts From explains more details. 
  8. Include In Sales Reporting: This filter lets you sort the item sales records by three parameters: All Departments, Only Include in Sales Reporting, and Not Include In Sales Reporting. Section 3.7 Include In Sales Reporting, provides further details. 
  9. Checkbox Filters: 
    1. Show Chart: If you tick this checkbox when generating the report, the system will show the graphical representation of the report. 

Figure 3.2
    1. Rollup Links: If you tick this checkbox when generating the report. 

Figure 3.3

3.1 Filter Items (Custom Filters)

The Filter Items filter lets you view the report based on a selected parameter from seven options: UPC, Department, Category, Manufacturer, Vendor, Tag, and Department Tag. Thus, you can access the report for specific manufacturers, departments, or other parameters.
The Filter Items drop-down menu has two options: Show All and Custom Filters. By default, the system selects "Show All" and considers all parameters to generate the report. "Custom Filter" lets you view the report based on a specified parameter from seven options: UPC, Department, Category, Manufacturer, Vendor, Tag, and Department Tag.

Please follow the steps below to make the required selections:   
  1. Select the Custom Filter option in the Filter Items drop-down and click the "Manage" button.

Figure 3.1.1
  1. The Manage Filters screen will appear, as shown in Figure 3.1.2.
Figure 3.1.2
    1. 1: Saved Filters Drop-Down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Top Sellers Report home screen. Click "Generate Report" to generate the report for the selected filter.
    2. 2: Manage Filters: Click this button to open the Manage Saved Filters screen. 3.1.1 Save and Manage Custom Filters explains the details.
    3. 3: Parameters Tabs: You will see seven tabs: UPC, Department, Category, Manufacturer, Vendor, Tag, and Department Tag. Select the required tab, i.e., "UPC," to create or apply a custom filter specific to the selected UPCs.
    4. 4: Search: Use this Search box for a specific result.
    5. 5: All Items: Use the Item filter to filter the Manage Filters screen data based on four product parameters: All Items, Child Only, Parent Only, and Standalone Only. Choose the required parameter. This filter is available only for the "UPC" tab.
    6. 6: Active Only: Use this filter to filter the Manage Filters screen data based on three product parameters: Active Only, Inactive Only, and All Records. This filter is available only for the "UPC" tab.
    7. 7: Match All Filters Drop-Down: The Match All Filters filter has two options, "Match All Filters" and "Match Any Filters." Select either option to determine whether the Manage Filter screen data matches all applied filters. This drop-down is particularly useful when you use multiple parameter tabs, such as when you choose a few UPCs from the "UPC" tab and a few vendors from the "Vendor" tab. 
    8. 8: Results: Here, you see the relevant list of data on the Manage Filters screen for the selected tab. For example, if you have chosen the "UPC" tab, it will show the list of all UPCs. You can use the "Search" bar for a specific UPC. You will see the data accordingly if you have applied the 4, 5, 6, or 7 filters.
    9. 9: Selection Checkboxes: Select the required UPCs by checking the corresponding checkboxes.
    10. 10: Arrow: Click the green Arrow button to move the selected records to the Selected Area.
  1. The Manage Filters screen will appear as shown in Figure 3.1.3. 
Figure 3.1.3
  1. 1: Include or Exclude Toggle Button: When generating the report, you can decide whether to include or exclude the selected parameters.
    1. Include: Select "Include" to include all specified parameters in the report generation process.
    2. Exclude: Selecting "Exclude" will cause the system to exclude all specified parameters from generating the report.
  2. 2: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove a single record from the list, click the Remove (x) icon next to the record.
  3. 3: Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Top Sellers Report home screen. Click "Generate Report" to have the system generate reports based on your selection.
  4. 4: Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.1.1 Save and Manage Custom Filters explains the details. 

3.1.1 Save & Manage Custom Filters

Please follow the steps below to save the configured custom filters for future use and manage the existing custom filters. 
  1. Click the "Save Filters" button shown in Figure 3.1.3.
  2. The Name pop-up will appear, as shown in Figure 3.1.1.1. 
Figure 3.1.1.1
  1. Enter the name of the custom filter and click "OK." The system will save the filter. 
  2. The system will save the filter. You can use the saved custom filter whenever needed and delete it when no longer required. To do so, reopen the Manage Filters screen and follow the steps shown in Figure 3.1.1.2 according to your specific requirements. 
Figure 3.1.1.2
      1. 1: Saved Filters Drop-Down: 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. 2: Manage Filters: You can check and manage the filters by clicking the "Manage Filters" button. When you click it, a list of saved custom filters will appear in the "Manage Saved Filters" pop-up screen.
      3. 3. Filter Names: The Filter Names section lists all saved custom filters. Click on a filter name to select it.   
      4. 4: Select Filter: Use the "Select Filter" button to select any filter from the list. Click on the filter's name, and then click on the "Select Filter" button. The system will close the "Manage Saved Filters" pop-up screen. Next, click the "Apply" button on the "Manage Filters" screen. The system will navigate you to the Top Sellers Report Summary home screen. Click "Generate Report" to generate the report for the selected filter.
      5. 5. Delete: Use the "Delete" button to remove the filter that is no longer required from the list.
  1. Similarly, you can filter and set up the records for other tabs (parameters).
  2. To generate the report with the specific data you've selected, apply a selection or choose a saved filter, then click the "Generate Report" button. The system will generate the report based on your specific choice, and the selected filter details will be displayed under the Selected Filters label, as shown in Figure 3.1.1.3. 


Figure 3.1.1.3

3.2 Group By

The Group By filter lets you organize the report records based on four parameters: UPC, Departments, Category, and Manufacturer. The four options will appear when you click the Group By drop-down, as Figure 3.2.1 shows. 

Figure 3.2.1
  1. Group By UPC: The system selects the Group By UPC option by default and displays the report records grouped by UPCs, as shown in Figure 2.1.
  2. Group By Departments: If you select the Group By Departments option, the system will show the report records grouped by departments, as Figure 3.2.2 shows. 


Figure 3.2.2
  1. Group By Category: If you select the "Group By Category" option, the system will show the report records grouped by categories. When you choose this option, the Category Depth drop-down will appear, allowing you to choose the category depth. (Category depth defines the subcategory levels within a product category hierarchy.) The system will organize the report records based on categories and display the category depth in the title, as Figure 3.2.3 shows. 

Figure 3.2.3
  1. Group By Manufacturer: If you select the Group By Manufacturer option, the system will show the report records grouped by manufacturers, as Figure 3.2.4 shows. 

Figure 3.2.4

3.3 Order By

The Order By filter lets you choose the order of the report records based on two parameters: Top Sellers By Qty Sold and Top Sellers By Profit. 


Figure 3.3.1
  1. Top Sellers By Qty Sold: By default, the system selects this option and displays the report records based on the sold quantity, placing the product with the highest quantity at the top, as shown in Figure 2.1.
  2. Top Sellers By Profit: If you choose this option, the system will display the report records based on the profit amount, placing the product with the highest profit at the top.

Figure 3.3.2

3.4 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval: 
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.4.1.


Figure 3.4.1
  1. Select the specific date and time from the drop-down calendar. Alternatively, you can manually enter the date in MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."
Presets

The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using Presets. 
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.4.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection.

 Figure 3.4.2

3.5 Show Parts From 

The Show Parts From filter allows you to view the top-selling products of a specific vendor. 
  1. Click the Show Parts From filter.
  2. As Figure 3.5.1 shows, the list of available vendors for your store will appear. Choose the desired vendor from the list, select the other filters appropriately, and click "Generate Report." 


 Figure 3.5.1
  1. The system will show the top-selling vendor parts only from the selected vendor. 
  2. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1. 

3.6 Include In Sales Reporting 

The Include In Sales Reporting drop-down allows you to 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?"

 When creating or editing a Department, the corporate employee can use the "Include In Sales Reporting" feature to determine whether to include the department's sales data in the overall sales report. This feature is typically used to distinguish between items that contribute to the business's income and those that don't.
  1. The corporate employee creates separate departments for items that are given as complimentary (not as part of a discount or offer), are for internal use, or any other items they may not want to include in the sales report, and disables the "Include In Sales Reporting" button for those departments.

When generating the report, you or the corporate employee can choose to view the report records based on three options: "All Departments," departments with the "Include In Sales Reporting" button enabled, and departments with the "Include In Sales Reporting" button disabled. These options are available via the menu selections: "All Departments," "Only Include in Sales Reporting," and "Not Include in Sales Reporting," as shown in Figure 3.6.1. 


Figure 3.6.1
  1. All Departments: By default, the system selects this option, displaying items from all departments.  
  2. Only Include in Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is enabled. 
  3. Not Include In Sales Reporting: When you select this option to generate the report, the system will show only the items from the departments for which the "Include In Sales Reporting" button is disabled. 
  1. Select the option that best suits your requirements to generate the report.  
  2. The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1. 

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to "Scheduling a Report" to learn how to schedule a report.

5. 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. 

6. Manage Favorites 

FTx Cloud POS provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen 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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