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.
FieldsDescription
NameThe name of the customer.
Invoice CountThe total number of invoices (excluding the draft state invoices) for that customer.
SalesThe total amount of all invoices excluding tax.
Sales with TaxThe total amount of all invoices including tax.

Here’s how you can customise this report:

  • Click More Customizations present in the top right corner.
FieldsDescription
Date RangeChoose from the existing date range or select a custom date range.
Compare withOnce 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.
EntitiesSelect the required modules.
Advanced FiltersYou 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.

FieldsDescription
Available ColumnsThis lists all the fields that can be added to the reports as columns
Selected ColumnsThis 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.
FieldsDescription
Item NameThe product and its variants are listed here
SKUStock Keeping Unit of the products
Quantity SoldThe number of product variants sold
AmountThe total amount received for all quantities sold
Average PriceThe average price per product variant

Here’s how you can customise this report:

  • Click More Customizations present in the top right corner.
FieldsDescription
Date RangeChoose from the existing date range or select a custom date range.
Group ByYou can group by certain parameteres within the report.
Compare WithOnce 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 FiltersYou 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.

FieldsDescription
Available ColumnsThis lists all the fields that can be added to the reports as columns.
Selected ColumnsThis 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.
FieldsDescription
Item NameThe name of your product.
SKUStock Keeping Unit of your product.
Quantity OrderedThe total number of products ordered.
CancelledThe total number of orders cancelled.
To be packedThe total number of orders that are invoiced and yet to be packaged.
To be shippedThe total number of orders that are packaged and yet to be shipped.
To be deliveredThe total number of orders that are yet to be delivered.
To be invoicedThe 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.
FieldsDescription
DateSales order creation date
Customer NameName of the customer associated with the sales order
Amount InvoicedAmount invoiced for the sales order
Sales Return DateSales return creation date
RMA NumberRetainer invoice number created upon initiating the return process
StatusSales return status
Receive StatusStatus of order received
Refund StatusAmount refund status
Amount RefundedThe total amount refunded to the customer
Balance AmountAmount 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.
FieldsDescription
CategoriesAll the sold categories will be listed
Quantity SoldThe number of products sold under that category
AmountTotal 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.
FieldsDescription
ProductName of the product
SKUStock Keeping Unit of the product
Quantity SoldTotal number of products sold
TotalTotal 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.
FieldsDescription
DateCreation date of the sales order
Sub TotalTotal amount excluding tax
TaxTax amount for the sales order
Shipping ChargesShipping charges applied on orders
TotalTotal amount inclusive of tax
RefundRefund 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.
FieldsDescription
DateThe date of package creation.
StatusThe status of the package. This includes shipped, not shipped, and delivered.
Tracking NumberTracking number of the package assigned during the time of creation.
QuantityNumber 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.

FieldsDescription
StatusThe status of your package.
Date RangeYou can run the report for the desired date range. Choose from the existing date range or select a custom date range.
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