Vendor Parts List Report

Vendor Parts List Report

Vendor Parts List Report Overview

The Vendor Parts List Report offers a detailed listing of all vendor-associated parts along with their corresponding UPCs (Universal Product Codes) and other key product details. This report is a vital tool for managing and reviewing the relationship between vendors and the products they supply.

It enables purchasing teams, inventory managers, and retail operators to verify which vendor supplies a specific product, confirm that the correct UPC is linked to the right part, and quickly identify any missing or incorrect vendor–part associations.

This article explains how to access, interpret, and utilize the Vendor Parts List Report to maintain accurate vendor–product records and streamline inventory management.

1. Reaching the "Vendor Parts List Report"

To reach the "Vendor Parts List 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 List Reports
  5. Step 5: Choose Vendor Parts List 
Figure 1.1 below will help you understand the navigation better.


                                                                                                  Figure 1.1

2. Understanding the "Vendor Parts List Report" Layout

You will see the "Report Data is Empty" message initially. You need to select the date range to check the "Vendor Parts List Report." See Figure 2.1.


                                                                                               Figure 2.1

3. Generating the "Vendor Parts List Report"

When you navigate to the page, you will see the options pre-selected by default. You can generate the Vendor Parts List Report for the selected fields. See Figure 3.1.
                                                                                    Figure 3.1
Fields:
  1. UPC: This is the UPC number that is assigned to the product associated with the adjacent vendor part.
  2. Item Name: The name of the item that is selected from the drop-down menu in the "Vendor Parts" module.
  3. Part Number: The part number that is added to the "Vendor Parts" module in the concerned field is mentioned here.
  4. Part Description: The part description is given to describe the vendor part.
  5. Do Not Order: This is the flag value that is set in the "Vendor Parts" module. If this is set to YES, then the item with that vendor part wouldn't show up while ordering.
  6. Manual: This is another flag; if set to YES, then the item will show up in the scheduling order manually.
  7. Part Cost: This is the area where the price of the item is defined while creating the vendor part. If this is set to 0.00, then the cost of the item is yet to be defined.
  8. Units: Part Unit is the UPC quantity to Vendor Part ratio, i.e., how many UPCs are assigned to a particular vendor part.

This filter type can be used to generate a custom Vendor Parts List Report based on the selected option from the Report Type filter. The Vendor Parts List Report offers five report type options to customize the report results, which are explained below.

Info
The items in the report with the report type filter are fetched based on their settings made in the "Vendor Parts" module.

                                                                                      Figure 3.2

4. Filter Options

Let's see how to filter the data to generate the desired purchase analysis data in the report.

4.1 Custom Filter

You will see the "Filter By" drop-down option, from which you can select the specific data for the purchase analysis report. You will find the two options from the "Filter Items" drop-down selection:
                                                                                      Figure 4.1.1
  1. By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:

                                                                                   Figure 4.1.2
Manage Filters screen information:
  1. Manage 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 Vendor Parts List Report home screen. Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters. 
  2. Parameter Tabs: You will see seven tabs: UPC, Department, Manufacturer, Category, Tag, Buydown, Vendor, and Department Tag. Select the required tab, i.e., UPC, to create or apply a custom filter specific to the selected UPCs.
  3. Search: Use this Search box for a specific result.
  4.  All Items: Use this drop-down to filter the Manage Filter screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone only. 
  5.  Active Only: Use this drop-down to filter the Manage Filter screen data based on three parameters: Active Only, Inactive Only, and All Records. 
  6.  Match All Filters drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters. 
  7. Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the UPC tab, it will show the list of all UPCs. You can search for a specific UPC in the Search bar.
  8. Checkboxes: Select the required products by checking the appropriate checkboxes.
  9. Arrow: Click the green Arrow button to move the selected records to the Selected List area. 

                                                                                       Figure 4.1.3
1. When generating the report, you can decide whether to include or exclude the selected parameters.
  1. Include: If you select "Include," the system will include all the specified parameters to generate the report.
  2. Exclude: If you select "Exclude," the system will exclude all the specified parameters to generate the report.
2. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
3. Apply or save the custom filter:
  1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Vendor Parts List Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
  2. Save Filters: Click the "Save Filters" button to save the custom filter for future use. 4.1.1 Save and Manage Custom Filters explains the details.
  3. Close: Use this button to exit the Manage Filters screen.

4.1.1 Save & Manage Custom Filter

  1. 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.
  2. Enter the name of the custom filter and click the "OK" button to save it.⁣ 

                                                                                    Figure 4.1.1.1
- Manage Saved Filters:
The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the Vendor Parts List Report.

Figure 4.1.1.2

You can check and manage the filters by clicking the "Manage Filters" button. By clicking on it, you will see the listing of the saved custom filters in a pop-up.
  1. Select Filter: Select any filter from the list to generate the desired Vendor Parts List Report. Select the filter from the list, and then click on the "Select Filter" button.
  2. Delete: Delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button. 
  3. In this way, the "Custom Filter" options (tabs) help to customize the records and set up the options to get only the required data to check the purchased data in the Vendor Parts List Report.
  4. Similarly, you can filter and set up the records for other tabs (parameters).

                                                                               Figure 4.1.1.3

5. Report Type:

See Figure 5.1 below:
  1. All different report options are explained below.
                                                                                    Figure 5.1
  1. All Parts: This Report Type filter will display all the items in the report with their respective vendor parts.

                                                                              Figure 5.2
  1. Parts with No Cost: This Report Type filter will display items in the report with no part cost.
                                                                                     Figure 5.3
  1. Do Not Order Parts: This Report Type filter will display items in the report with parts that have Do Not Order marked as "Yes."
                                                                     Figure 5.4
  1. Products with Multiple Parts (Same Vendor): This Report Type filter will display items/products in the report that have multiple parts from the same vendor.
                                                                                       Figure 5.5
  1. Products with Multiple Parts (Different Vendors): This Report Type filter will display items/products in the report that have multiple parts from the different vendors.

                                                                                    Figure 5.6

6. Pricebook Zones

Use this filter to choose the pricebook zones to display the items with respective zone cost results as per the selected pricebook zone.
                                                                                   Figure 6.1
  1. An item can have different zone costs for different pricebook zones.
  2. The same comparison has been made for a custom-selected item for different pricebook zones having different zone costs. See Figure 6.2 and Figure 6.3 to compare the different zone costs for the same item having the same part number.

    1. Part Number 5556 is priced at $2.00 in the Pricebook-Zone CA as highlighted in Figure 6.2 below.

                                                                                     Figure 6.2
  1. Part Number 5556 is priced at $2.00 in the Pricebook-Zone RH as highlighted in Figure 6.3 below.

                                                                                            Figure 6.3
                                                                                     

7. 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.

8. 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. 

9. 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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