Sales
This section consists of nine reports:
Sales by Customer
This report gives you the summary of the number of invoices and the total invoice amount for every customer. Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Sales by Customer under Sales from the General Reports tab.
Fields | Description |
---|---|
Name | The name of the customer. |
Invoice Count | The total number of invoices (excluding the draft state invoices) for that customer. |
Sales | The total amount of all invoices excluding tax. |
Sales with Tax | The total amount of all invoices including tax. |
Here’s how you can customise this report:
- Click More Customizations present in the top right corner.
Fields | Description |
---|---|
Date Range | Choose from the existing date range or select a custom date range. |
Compare with | Once you have chosen a date range, you will be able to compare with the previous date range. Mark the checkbox given below if you want the comparison to be from the newest to the oldest time period. |
Number of period(s) | The report will be compared with the selected number of previous date ranges. If you have selected the date range as previous week and number of period(s) as 3, you’ll see the comparison between the previous three weeks. |
Entities | Select the required modules. |
Advanced Filters | You can add multiple conditions to filter out information as per your requirement. |
Show/Hide Columns
This section of the customize report lets you select different fields under Available Columns. The fields that you select will be displayed under Selected Columns, and these are the fields that will be displayed in your report.
Fields | Description |
---|---|
Available Columns | This lists all the fields that can be added to the reports as columns |
Selected Columns | This lists all the fields that are being displayed as columns |
Sales by Variant
This report contains the sales summary of all your product variants for the selected date range. Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Sales by Variant under Sales from the General Reports tab.
Fields | Description |
---|---|
Item Name | The product and its variants are listed here |
SKU | Stock Keeping Unit of the products |
Quantity Sold | The number of product variants sold |
Amount | The total amount received for all quantities sold |
Average Price | The average price per product variant |
Here’s how you can customise this report:
- Click More Customizations present in the top right corner.
Fields | Description |
---|---|
Date Range | Choose from the existing date range or select a custom date range. |
Group By | You can group by certain parameteres within the report. |
Compare With | Once you’ve chosen a date range, you will be able to compare with previous date range. Mark the checkbox given below if you want the comparison to be from the newest to the oldest time. |
Number of Year(s) | The report will be compared with the selected number of previous date ranges. |
Advanced Filters | You can add multiple conditions to filter out information as per your requirement. |
Show/Hide Columns
This section of customize report lets you select different fields under Available Columns. The fields that you select will be displayed under Selected Columns and these are the fields that will be displayed in your report.
Fields | Description |
---|---|
Available Columns | This lists all the fields that can be added to the reports as columns. |
Selected Columns | This lists all the fields that are being displayed as columns. |
Order Fulfillment by Item
This report gives you a summary of the stock used for a product in different steps of the order fulfillment process for the selected time duration. Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Order Fulfillment by Item under Sales from the General Reports tab.
Fields | Description |
---|---|
Item Name | The name of your product. |
SKU | Stock Keeping Unit of your product. |
Quantity Ordered | The total number of products ordered. |
Cancelled | The total number of orders cancelled. |
To be packed | The total number of orders that are invoiced and yet to be packaged. |
To be shipped | The total number of orders that are packaged and yet to be shipped. |
To be delivered | The total number of orders that are yet to be delivered. |
To be invoiced | The total number of orders received that are yet to be invoiced. |
Here’s how you can customise this report:
- Click Customize Report.
General
You can run the report for the desired date range. Choose from the existing date range or select a custom date range.
Sales Return History
This report summarizes the return and refund status of sales orders along with amount invoiced and amount refunded. Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Sales by Variant under Sales from the General Reports tab.
Fields | Description |
---|---|
Date | Sales order creation date |
Customer Name | Name of the customer associated with the sales order |
Amount Invoiced | Amount invoiced for the sales order |
Sales Return Date | Sales return creation date |
RMA Number | Retainer invoice number created upon initiating the return process |
Status | Sales return status |
Receive Status | Status of order received |
Refund Status | Amount refund status |
Amount Refunded | The total amount refunded to the customer |
Balance Amount | Amount yet to be refunded |
Here’s how you can customise this report:
- Click Customize Report.
General
You can run the report for the desired date range. Choose from the existing date range or select a custom date range.
Sales by Category
This reports gives you a summary of the quantity of products sold based on categories. Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Sales by Category under Sales from the General Reports tab.
Fields | Description |
---|---|
Categories | All the sold categories will be listed |
Quantity Sold | The number of products sold under that category |
Amount | Total amount for all sold quantities |
Here’s how you can customise this report:
- Click Customize Report.
General
You can run the report for the desired date range. Choose from the existing date range or select a custom date range.
Sales by Items
This report gives you a summary of quantities sold for all products. To view this report:
- Click Reports on the left sidebar.
- Select Sales by Products under Sales from the General Reports tab.
Fields | Description |
---|---|
Product | Name of the product |
SKU | Stock Keeping Unit of the product |
Quantity Sold | Total number of products sold |
Total | Total amount for all the quantities of the product |
Here’s how you can customise this report:
- Click Customize Report.
General
You can run the report for the desired date range. Choose from the existing date range or select a custom date range.
Sales by Orders
This report gives you a summary of all the orders received. Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Sales by Orders under Sales from the General Reports tab.
Fields | Description |
---|---|
Date | Creation date of the sales order |
Sub Total | Total amount excluding tax |
Tax | Tax amount for the sales order |
Shipping Charges | Shipping charges applied on orders |
Total | Total amount inclusive of tax |
Refund | Refund amount, if any. |
You can also customise the date range and the aging summary.
Packing History
Here’s how you can view this report:
- Click Reports on the left sidebar.
- Select Sales by Orders under Sales from the General Reports tab.
Fields | Description |
---|---|
Date | The date of package creation. |
Status | The status of the package. This includes shipped, not shipped, and delivered. |
Tracking Number | Tracking number of the package assigned during the time of creation. |
Quantity | Number of products in the package. |
Here’s how you can customise this report:
- Click Customize Report.
General
You can run the report for the desired date range. Choose from the existing date range or select a custom date range.
Fields | Description |
---|---|
Status | The status of your package. |
Date Range | You can run the report for the desired date range. Choose from the existing date range or select a custom date range. |