Write-Offs by Tags Report

This section describes the specifics of accessing and interpreting the Write-Offs by Tags report.

Opening the Report

You can find the report at Reports > Store > Merchandise > Maintenance > Write-Offs by Tags.

The Write-Offs by Tags report can be opened at all levels:

• Account
• Company
• Division
• Location (Station)

For more information, see Viewing Reports.

Viewing the Report

The Write-Offs by Tags report provides information on the spoilage and store usage for the specified period or what manager or store personnel is writing off in the system. Write-offs can be tracked by reason, whether it is breakage, damaged, expired, or policed discount.

A manager should enter write-offs every day. The Write-Offs by Tags report should be reviewed regularly to look for inconsistent or large write-offs.

The report contains the following information:

• Cat#: Category number.
• Date: The write-off data and time.

To turn on or off the real time inventory, go to Data Entry > Dashboard > Cash Register > Advanced > the Use real time inventory option.

• Reason: Write-off reason.
• UPC: Write-off item UPC number.
• Item Name: Write-off item name.
• QTY: Quantity of the write-off items.
• Write-Offs Rate: The write-off rate.

The write-off rate is calculated using the formula: Write-off rate = Quantity of the write-off items / Quantity of the sold items * 100%.

• Retail: Retail price.
• Cost: Item cost.
• Cost Amount: Item cost amount.
• Amount: Retail amount.

  

  Filtering and Sorting the Report Data

  To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.

  The report provides the following filtering and sorting options:

  • Custom Date. Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
  • Yesterday
  • Current Month
  • Current Quarter
  • Current Year
  • Last Month
  • Last Quarter
  • Last Year
  • Last 12 Months
  • advanced. Click the advanced button, select one several filtering options you want, and then click Refresh. There are the following advanced filtering options available:
  • Subtotal By. Select one or several filtering options for the further breakdown of the results - Common, Station Tags, Item Tags.
  • Station Included. Select the stations you want to view the report for.
  • Filter by Station Tags. Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
    To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags.
  • Filter by Item Tags. Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned.
    To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags.
  • Filter by Items. Select the item you want using the search.
  • Filter By Reason. Select the write-off reason.
  • Sort By. Select the order of the report columns you want. Select the Ascending or Descending option for the corresponding type of filtering.

    

  Press CTRL, to select several items at a time.
  Select the Show Only option to view only the information for the selected items, and Show All Except to view the information for all the items except the selected ones.

Additional Actions

• To expand all rows in the report, click Expand All.
• To collapse all rows in the report, click Collapse All.

For more information on additional report features, see Reports.