Uplift Transaction Report

Uplift Transaction Report

Uplift Transaction Report Overview

The Uplift Transaction Report will display the list of successful uplift transactions carried by the cashier and displays 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 needed details.

1. Reaching the Uplift Transaction Report

To reach the "Uplift Transaction 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 Uplift Transaction 
See Figure A. 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 A

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 B.


                                                                                               Figure B

3. 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 C
Field:
  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 this column if any are applied.
  7. Total: The total value of the transaction will be displayed in this column.

4. 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 D
By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details highlighted in Figure E.



                                                                                              Figure E
  1. 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. 
  2. Department: If you select "Department," you will see a report of items that are displayed department-wise. 
  3. 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. 
  4. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report of the items that are transferred.
  5. Tag: If you select "Tag," you will get the tags-wise sales data for the group that is entered in the product details. When you select the "Tag," the specific tag group will be enabled. 
  6. Vendor: If you select "Vendor," you will get the vendor-wise sales data for the group that is entered in the product details. 
After selecting and moving the records under the "Selected List." See Figure F.


                                                                                       Figure F
4.1 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 G

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 also manually enter the date in mm/dd/yyyy format.
See Figure H and Figure I.

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

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

                                                                                              Figure I 

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

                                                                                           Figure J

6. Store

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

                                                                                                   Figure K

See Figure D, for the selected location - Middletown, the uplift transaction report is displayed.

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