Substruct Knowledge Base

The Promotional Effectiveness Report does exactly that: It helps to analyze the effectiveness of past promotional codes. The report will automatically lookup up every item in the promo code, calculate how many units were sold during the promotional period, a display the margins and totals for the entire promotion.

Promotional Code

Select the promo code you want to generate the report for from this drop down menu.

View

Select a report viewing option.

Preview




Preview will open a window that allows you to view the report on you screen. You can then send the report to your printer.




Print




Print will send the report directly to you printer.




Table




Table will open a sortable table, which is convenient for view data, but cannot be printed.

Sort

Select the field you want the report to be sorted by.

Some of the most useful reporting options in Substruct Utilities are the Sales Graphs. They allow to you monitor what the busiest times of the day are by displaying number of transactions and total sales by hour.

By Hour

The By Hour graph views one day’s worth of sales in an hour-by-hour format. You can monitor what hours of the day the most transactions happened, and when the big ticket sales occurred. Choose a date you wish to view and click OK to generate the graphs.

By Day

The By Day graph is used for viewing weeks of data at a time to analyze sales by day of the week instead of by hour of the day. Select a date range and press OK.

Note: Make sure you select a total number of days that is a multiple of seven - other wise you will see an unequal amount of data on certain days of the week. Choose a date range you wish to view and click OK to generate the graphs.

Cumulative by Hour

The Cumulative by Hour graph is a useful tool for analyzing average sale by hour over a period of time. It takes the given date range, adds up all of the sales, and then displays the total by hour. This graph is great for analyzing when your store is busy, and it helps you to staff the sales floor more adequately. Choose the days you want included in the graph from the Days to Include option group. You can choose to monitor weekdays only, Saturdays, Sundays, or all days. Choose a date range you wish to view and click OK to generate the graphs.

This report is designed to view a summary of sales by 3-digit merchandise class number assigned by Ace. This report is useful for analyzing costs and margins in certain categories, as well as studying which departments are profitable.

Date

Select the date range you want the report to be generated from.

Display

This report has two main types: Summary displays ten different merchandise categories, grouped by department number; Detail lists each individual category.

View

Select a report viewing option.

Preview




Preview will open a window that allows you to view the report on you screen. You can then send the report to your printer.




Print




Print will send the report directly to you printer.




Table




Table will open a sortable table, which is convenient for view data, but cannot be printed.

Sort

Select the field you want the report to be sorted by when Detail is the display type.

This report is designed to display a history of items that have been sold in the given date range. The report has several sorting options, and can be generated for different inventory codes. It is very useful for seeing what items have been sold, how many have been sold, and how many are left on-hand.

Date

Select the date range you want the report to be generated from.

Inv Code

Select a specific Inventory Code to filter the report by.

View

Select a report viewing option.

Preview




Preview will open a window that allows you to view the report on you screen. You can then send the report to your printer.




Print




Print will send the report directly to you printer.




Table




Table will open a sortable table, which is convenient for view data, but cannot be printed.

Sort

Select the field you want the report to be sorted by.

This report is designed to gather marketing research about your customers. In order for this report to work, you must setup a Zip Code non-inventory code, and assign it as such in the Report Settings.

Setting Up a Zip Code Non-Inventory Code

To set up a Zip Code History Code in Cougar Mountain, do the following:

• Open Cougar Mountain Point of Sale.
• Open the Point of Sale module.
• Under the Options menu, select Codes.
• Expand Non-Inventory.
• Select Normal… to bring up the PS Non-Inventory Codes window.
• In the Non-Inventory Code field, type a one- to four-digit code you want the cashiers to use record zip codes with (Z works well for this).
• In the Description field, type a description telling the cashier to enter a zip code. Something like “***ENTER 5-DIGIT ZIP***” works well.
• If you have GL Integration on, enter an appropriate account number.
• Leave Unit Price and Unit Cost at $0.0000. Leave Taxable unchecked.
• Click Save.

Using a Zip Code Non-Inventory Code

After you have your non-inventory code setup, you are ready to start tracking your customers’ zip codes.

• After ringing up the transaction, and before completing the sale, type the Zip Code Non-Inventory code (Z for this example) as if it were an item.
• The Zip Code Item Description should appear under description. Click into the description field to edit its value.
• Ask the customer for their five-digit zip code.
• Enter it into the description field, overriding the description telling you to enter a zip code.
• Leave the Price and Quantity fields at 0.
• Complete the sale as usual.

Assigning a Zip Code in the Report Settings

For more information on assigning a Zip Code History code, click this link:

• Report Settings

Running the Zip Code History Report

After you have setup a Zip Code Non-Inventory Code, assigned it in the Report Settings, and generated some Zip Code History, you can view you sale history based on Zip Code.

Date




Select the date range you want the report to be generated from.

Sort




Select whether you would like to view the report sorted by number of transactions or total amount of sales.

Viewing the Zip Code History Report

After the date and sort type selected, click OK to view the report. The report may take a few minutes to generate, depending on the size of your database.

This report is designed to help you monitor invoices that have been voided and are no longer in the system.

Note: Unfortunately, Cougar Mountain does not track who did the void. For this reason you should pay close attention to who is allowed to void transactions. This can be set in the POS module of Cougar Mountain under Options>Codes>Salesperson.

Date

Select the date range you want the report to be generated from.

Viewing the Reports

After the date is selected, click OK. A table will be generated with a list of items. To print the list, select a sort type and press Print. To view a copy of an invoice, click the Magnifying Glass next to the corresponding line.

This report is designed to locate and monitor invoices were some some form of alternate tender has been used, including coupons, gift certificates, store use, and defective Policy A items.

Date

Select the date range you want the report to be generated from.

Report Type

Select a report type.

All Types




This will display all alternate tender invoices.




Store Use Only




This will only display invoices that have a Store Use alternate tender, as defined in the Report Settings.




Policy A Only




This will only display invoices that have a Policy A alternate tender, as defined in the Report Settings.

Salesperson

Select a specific Salesperson Code to filter the report, or select “All” to view all salespeople on one report.

Sort

Select the field you want the report to be sorted by. NOT FINISHED

Viewing the Reports

After the date and report type selected, click OK. A table will be generated with a list of items. To print the list, select a sort type and press Print. To view a copy of an invoice, click the Magnifying Glass next to the corresponding line.

This report is designed to track items that were not in the system and were sold using the “Create Special Order” button on the Sales Entry screen. Use this report to track items that are not in the system and to make that sure employees are entering descriptions for expensive items.

Date

Select the date range you want the report to be generated from.

Register

Select a specific Register Code to filter the report, or select “All” to view all registers on one report.

Salesperson

Select a specific Salesperson Code to filter the report, or select “All” to view all salespeople on one report.

View

Select a report viewing option.

Preview




Preview will open a window that allows you to view the report on you screen. You can then send the report to your printer.




Print




Print will send the report directly to you printer.




Table




Table will open a sortable table, which is convenient for view data, but cannot be printed.

Sort

Select the field you want the report to be sorted by.

This report is designed to track items where the price was changed at the Sales Entry screen to a different price than in the Inventory module. This report is great for tracking old bin tags, items with old price stickers, and employee dishonnesty.

Date

Select the date range you want the report to be generated from.

Register

Select a specific Register Code to filter the report, or select “All” to view all registers on one report.

Salesperson

Select a specific Salesperson Code to filter the report, or select “All” to view all salespeople on one report.

View

Select a report viewing option.

Preview




Preview will open a window that allows you to view the report on you screen. You can then send the report to your printer.




Print




Print will send the report directly to you printer.




Table




Table will open a sortable table, which is convenient for view data, but cannot be printed.

Sort

Select the field you want the report to be sorted by.

This report is designed to track non-inventroy items that were sold in the Point of Sale module. You can configure the codes that this report does and doesn’t display in the Report Settings.

Date

Select the date range you want the report to be generated from.

Register

Select a specific Register Code to filter the report, or select “All” to view all registers on one report.

Salesperson

Select a specific Salesperson Code to filter the report, or select “All” to view all salespeople on one report.

View

Select a report viewing option.

Preview




Preview will open a window that allows you to view the report on you screen. You can then send the report to your printer.




Print




Print will send the report directly to you printer.




Table




Table will open a sortable table, which is convenient for view data, but cannot be printed.

Sort

Select the field you want the report to be sorted by.