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Procedure documentationPLU Breakdown Report

Procedure

The PLU Breakdown report provides sales information by user-defined flags or salesperson.

To generate a PLU Breakdown report:

  1. On the Report menu, click PLU Breakdown. The PLU Breakdown Report Criteria window appears.

  2. To specify the report period, choose one of the following:

    • If you want the report period to be for today’s date, click Current Business Date

    • If you want the report period to be for yesterday’s date, click Previous Business Date

    • To select a range of dates for the report period, click Period and type a date range in the fields, or click the button beside the fields and select a date from the pop-up calendars. Click OK.

  3. Under Selection Criteria, choose what you want to include in the report:

    • To include certain flagged items, click UserFlag1 and select a flag from the list

    • To include a specific salesperson, in the Salesperson field, type a salesperson ID.

  4. Under Grouping, choose one of the following:

    • To group items by specific flag, click UserFlag1

    • To group items by salesperson, click Salesperson.

  5. To clear the information and make new selections, click Reset Criteria.

  6. Click Generate Report.