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In order to generate a report by the number of goods with specific action, the POS-terminal object should be setup and configured in Intellect (for details, see The POS-terminal object setup). |
In order to display a report by the number of goods with specific action, do the following:
- Select Report by the number of goods with specific action in one way (see Selecting a type of general POS report section).
Select the cashiers by whom the report will be generated by checking the corresponding boxes in the list (1).
From the Action drop-down list (2), select the required cashier action.
From the Goods drop-down list (3), select a specific product, the action on which should be displayed in the report. You can also enter a substring of the product name to build a report on all goods, the names of which contain this substring.
Info title Note The substring should be at least 4 characters long.
- Set the Add filter by the number of products in the check checkbox (4) if it is necessary to set a filter by the minimum quantity of products in a receipt. When this checkbox is set, the field Number of items in check more than (5) will be displayed; in this field, enter the corresponding value.
- Set the Add filter by price range checkbox (6) if it is necessary to set filter by the minimum and maximum prices of products in a receipt. When this checkbox is set, the Price range field (7) will be displayed; in this field, enter the corresponding values.
From the Period drop-down list (8) select the time period for which the report is to be created.
Info title Note If the User defined period is selected, enter the date of start and end periods for which the report is to be created in the from and to fields using the Calendar tool. Click the
button near the corresponding field to use the Calendar tool.Click the Execute button (9). As a result, a summary table of the selected action by cashiers will be displayed in accordance with the specified parameters. The Total column will show the amount of the goods for the selected action for all cashiers. In the column named after the cashier, the amount of the goods for the selected action for this cashier will be displayed.
Info title Note To change the currency display name, see Setting up the currency format for Report by the number of goods with specific action.
To save a report by the number of goods with specific action in .xls format, click Save.
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