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Sales

Sales Reports

This section of the Admin Panel prepares a sales report for you. Here you can see information about your customers’ orders such as sales over time, by the number of orders, by product, or by customer type. A sale is made when a customer places an order. The reports include every line item and shipping charges (if applicable) in order as a separate sale item.

The sales report includes sales from pending, processed, picked-up, shipped, completed, canceled and refunded orders.

Report Field Setting - There are a few fields that one can view and there are others that can be only downloaded into an excel file. With Report Fields Settings we’ll allow Admin to choose the report fields they wish to view and the fields to export.

  • Each report page contains a button called “Manage fields”. Clicking it will open a popup – Report Field Setting, containing a list of all table fields of the respective report file.
  • Along with the table field, we have added checkboxes. Check/uncheck the fields that you look forward to viewing into the reports and download later.
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  • The system will only show the data of the selected field name, thus allowing you to personalize your reports according to your sales needs.

Order Summary

This report provides a summary of the sales order that you have received. Report information is based on the selection of date range, customer type, and order status and time duration like daily, weekly, monthly and yearly.

  • Quick links at the top to export reports in Excel or Print it.
  • The report includes a number of orders, product price, shipping price, tax, blind shipping price, discount and total price (with tax) for the selected tenure and date range.
  • Clicking on the number of orders link redirect to Order Detail Report and display each order’s details.
  • The total of each field is displayed at the top of the report.

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Order Detail

This report provides detailed information related to the sales order. Report information is based on selected date range, order status, and customer type. Quick links at the top to export reports in Excel or Print it.

  • This report contains the Order Number, Order Date, Customer Details (name and email address), Product Details (with quantity and prices), Order Subtotal, Shipping Price, Discount, refund amount (if any), Tax Amount, and Order Subtotal.
  • Clicking on the Order No. link will redirect you to Edit Order Page, whereas clicking on the Customer’s name redirects to a customer detail page.
  • The total of each pricing field is displayed at the top of the report.
  • While importing the report to an Excel File, you will find a number of extra fields. The most important one being ‘Created By’, this will help Admin to know about Admin User who created the order.

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Order Product Detail

This report provides detailed information related to sales order – product-wise. Report information is based on selected date range, order status, customer type, and the selected product. Quick links at the top to export reports in Excel or Print it.

  • This report contains Order number and Order Product ID, Order Date, Customer Details (name and email address), Product Details (with name and design name), Order Product Quantity, Additional Options Details, Order Product Status, and Product Subtotal.
  • Clicking on the Order No. link will redirect you to Edit Order Page, whereas clicking on the Customer’s name redirects to the customer detail page.
  • The total of all the products is displayed at the top of the report.
  • While importing the report to an Excel File, you will find a number of extra fields. The most important one being ‘Created By’, this will help Admin to know about Admin User who created the order.

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Payment Request Report

This report displayed all the payment requests generated. Report information varies based on the selection of date range, request type and customer selected.

  • Quick links are provided at the top to export the report in Excel or Print it.
  • Report contains Order ID, Customer Name, Payment Request Amount, Request Type, Request Date, Paid Date and Transaction ID.
  • Clicking on Order ID will redirect you to the order payment request page. The total payment request amount is displayed at the top of the report.

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Shipping Summary

This report provides information about shipping details which were used in the sales order. Quick links at the top to export reports in Excel or Print it.

  • Report information is a display based on the Date Range of Orders, Shipping Methods, Customer Type and Order Status.
  • The report contains the Shipping method, Shipping mode, Order counts, Shipping Amount and the Total order amount.
  • Total of order count, shipping amount and order total displays at the top of the report.
  • The order number link will redirect to the Order Detail report.

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Tax Summary

This report provides information on taxes that you received from different orders. Report information display is based on selected date range, order status and customer type.

  • Quick links are provided at the top to export reports in Excel or Print it.
  • This report contains tax type, tenure (weekly, monthly or yearly), number of orders and tax amount.
  • On clicking order counts, it will redirect to the Sales Order Detail report. Total tax amount and order count are displayed at the top of the report.
  • If the Tax Calculation is based on country and state then the state and country column will also be displayed in the report.

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Coupon Summary

This report provides information on coupons used in order during a particular time duration.

  • Report data is based on selected Date Range, Order Status, Customer Type and Coupon Type i.e Product, Shipping or Both.
  • The report contains coupon code, coupon type, number of customers who used the coupon, number of orders in which that coupon was used, discount and order price.
  • Total orders, discount and order price is displayed at the top of the report.

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Quote Summary Report

This will help you check your quote reports with several filters, with detailed information about the rejected and approved quote along with the amount.

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Order Delivery Report

This report provides information related to the delivery of all orders placed on the storefront.

  • The report data is based on a selected date range and customer type.
  • The report contains order and customer details along with the date on which order was placed, shipped and completed.
  • It also provides a delay of order (production and shipping) in days along-with the reason for the delay.

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