Uplift Transaction Report

Uplift Transaction Report

Uplift Transaction Report Overview

The "Uplift Transaction Report" will display the list of successful uplift transactions carried out by the cashier and display the cashier's name, date/time, customer name, register, store, customer's DOB, and receipt #.

The report can be displayed for the selected location that can be selected from the store field, and the system will display the uplift transaction records with the details.

1. Reaching the "Uplift Transaction Report"

To reach the "Uplift Transaction Report," follow the steps below: 
  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 Uplift Transaction 
See Figure 1.1. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" 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 uplift transaction in the report. See Figure 1.2.

                                                                                     Figure 1.2

2. Generating the "Uplift Transaction Report"

When you navigate to the page, you will see the options pre-selected by default. You can generate the "Uplift Transaction Report" for the selected date range.

                                                                                            Figure 2.1
Uplift Details:
  1. Cashier: This displays the cashier details of who carried out the uplift transaction.
  2. Register: This displays the register number details on which the uplift transaction is carried out.
  3. Receipt #: This is the receipt number for the uplift transaction.
  4. Date/Time: This displays the date and time for the uplift transaction.
  5. Store: This displays the store details associated with the uplift transaction.
  6. Type: This displays the status of the uplift transaction, whether clear, suspended, or cancelled.
  7. Customer: This is the name of the customer involved in the uplift transaction. 
  8. DOB: This is the customer's date of birth.
  9. Age: This displays whether the customer's age was verified or not.
Report Columns:
  1. UPC: This column displays the UPC of the item sold in the uplift transaction.
  2. Name: The name of the item is displayed here. 
  3. Qty: The quantity of the item bought in the uplift transaction displayed in this column.
  4. Price: The price of the item bought in the uplift transaction will be displayed in this column.
  5. Buydown: This column will display the buydown details if any are applied.
  6. Other Tax: This column will display the other tax amount in the column if any are applied.
  7. Total: The total value of the transaction will be displayed in this column.
Info
See Figure 2.1
Use the "Print As Receipt" button to print the record as a receipt. 
Use the "Print Receipt as PDF" button to print the record as a PDF document. 

3. Filter Items

  1. Show All: This option displays the uplift transaction for all the store locations.
  2. Custom Filter (Manage): This button lets you apply some filters and generate filter-specific reports.             
                                                                                                Figure 3.1
By clicking the "Manage" button, a Manage Filters window will pop up. You will see the following details highlighted in Figure 3.2.


                                                                           Figure 3.2

The List of Options in Manage Filter:
  1. Uplift: If you select this tab, the system will show the list of uplifts. 
  2. UPC: Universal Product Code (UPC), which helps in tracking items at the store. This UPC column displays the UPCs of the items that are listed. 
  3. Department: If you select "Department," you will see a report of items that are displayed department-wise. 
  4. Category: If you select "Category," you will see the product's category-wise sales data in the report. You can check the data in the report at the category level. You need to select the level from the "Category" drop-down selection. 
  5. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific data in the report of the items that are transferred.
  6. Tag: If you select "Tag," you will get the tags-wise data for the group that is entered in the product details.
  7. Department Tag: If you select this tab, the system will show the list of department tags.

                                                                                       Figure 3.3

3.1 Save Filters

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 filter to save it for future use.

                                                                            Figure 3.1.2
  1. When this saved filter is applied, it will display the report results as per the option selected and saved in the saved filter.

                                                                                       Figure 3.1.3

4. 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 also manually enter the date in mm/dd/yyyy format.
See Figure 4.1 and Figure 4.2.

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

                                                                              Figure 4.1

End Date: This field lets you choose the end date of the date range for the report results.

                                                                                   Figure 4.2

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

                                                                                                                                     Figure 4.3

5. Store

This field lets you choose the report for the specified store location.

                                                                  Figure 5.1

6. 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.

7. 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. 

8. 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. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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