There are a few different ways to see the Sales History of an item within the CloudPOS platform:

• You can use look at the Item Sales Summary in the Inventory section of the item record to see sales within the last 30, 90 and 365 days.
• You can use the Sales History tab on the item record.
• You can use the Item Movement Report in Cloud Reports to see all sales, returns, transfers, purchase orders etc.
• You can see sales within the last 30, 90 and 365 days for items on a Purchase Order.

Viewing the Item Sales Summary

1) Open the item card for the item you want to look at.

2) Scroll down to the Inventory section and click on View Item Sales Summary.

3) A pop-up will open, showing you the sales figures within the last 30, 90 and 365 days for this item.

Using the Sales History tab

On any item card, you can click on the Sales History tab to view a list of transactions containing that item. You can view the individual receipts for those transactions by clicking on View Till Receipt next to the transaction in question.

You can also export this information to Excel, using the Export to Excel button in the top left.

Using the Item Movement Report

1) Go to Cloud Reports and login using your username and password. If you don't have access to Cloud Reports, ask your system administrator to give you access by following the steps in this guide.

2) Under the Cloud POS - Inventory Reports section, click on Item Movement Report:

3) Choose your store and your date range, then click Generate Report.

4) This will produce a report containing all sales, returns, purchase orders, transfers, manual stock adjustments, stock takes/inventory counts, movements to Offline Inventory, and movements in and out of built fixed kits.

You can then click on the Transaction ID or the Purchase/Transfer Order Number to see more details of that specific item movement.

5) You can filter the Movement Type column to only look at sales, for example, by clicking on the dropdown arrow next to Movement Type, ticking Sale, then clicking OK.

View Item Movement History

There's also a link on the item card to see a prefiltered version of this report, which only shows you item movements for that specific item. This can be really useful if you want to look at the history of one specific item – you can look at the date that this item was created under Item Details, and you can use that as a start date in the report.

To see this prefiltered report, go to the Inventory section on the item card and click on View item Movement History:

 

Viewing the Sales History on a Purchase Order

1) Create a Purchase Order as you normally would – there's more guidance on creating purchase orders here.

2) Add the items to your purchase order.

3) Click on Manage View in the top right of the screen.

4) Add the columns for Sales 365, Sales 90 and Sales 30 by ticking the boxes to the right of them.

5) You can change where in the grid these columns appear by clicking on the grid of 6 dots to the left of each column header and dragging it up or down within this side panel.

7) Close the Manage View panel by clicking away from it or clicking on the cross in the top right of the panel. Those columns will now be added to your grid.