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Commodity Group and Hierarchical Report

30
Nov

The Commodity Group Report gives you an overview of which of your commodity groups are involved in your sales.

Commodity Group Report

This report may be found under the Evaluations tab, if you can not locate it there you may need to edit your menu entries. You may Filter this report by Organizational Unit and Date.

This report only shows direct revenue and not any revenue from sub-groups. For example, if a product is assigned to Groceries > Fruits this report will only show the revenue in Fruits but NOT in Groceries unless another product is specifically assigned to Groceries.

You may select one of the listed Commodity Groups for these additional menu options, Edit Commodity Group, Hierarchical Commodity Group Report (listed below), and Volume Report.

Finally, you may export this report via PDF or Excel simply by making a selection from the top of the page.

The Hierarchical Commodity Group Report gives you an overview of which of your commodity groups are involved in your sales as the above one, however it will let you view the entire Commodity Group Structure in your results. So you can get breakdowns by Parent Commodity Groups and Sub Commodity Groups.

Hierarchical Commodity Group Report

The Hierarchical Commodity Group Report may also be found under the Evaluations > Hierarchical Commodity Group Report. For this report, your Filter options are Org Unit, Point of Sale, Commodity Group, Supplier, Assortment, Date, Customer Group, Sector, and Tags. There are four (4) “Group By” options: Commodity Group, Commodity Group & Assortment, Commodity Group & Product, Commodity Group & Sector. You may also choose to Show Products within the commodity groups. For even more filtering options, click the Filter button in the top right corner.

Once you have chosen the desired filters click Update to refresh the results.

Commodity Groups will show in a dark gray color. The Subgroups are nested underneath their parent group with a lighter shade of gray signifying the parent to the darker shade of gray. Both letterings are of orange color.

Clicking on the Commodity Group or Sub Commodity Groups will give you these additional menu options, Edit Commodity Group, Hierarchical Commodity Group Report (will filter this report to that specific commodity group), Volume Report.

If you choose to show products, you will have the option to click on the listed Product names for these additional menu options,  Edit Product, Discount Reasons Product Report, Products per Weekday, Receipts, Stock History, and Stock Return Rates. 

Finally, you may choose to export this report via PDF or Excel simply by making a selection from the top of the page.