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Sales Report

This article will explain sales reports that are useful for reviewing your store sales data.

C
Written by Cheah
Updated over a year ago

Through this report, you can review sales data on your store. To access sales reports, please click on the Reports menu then the Sales Reports sub-menu.

In sales reports, you can change the appearance of these tables based on the classification of available reports. You can access the classification of sales reports by clicking on the section that we marked in the image below.

The selected classification will later display a data reference in the form of information in the far left column. In this example, the selected report is Sales by Outlet, so the displayed report data is sales data based on each outlet that you had created.

The following are the classifications of sales reports:

  • Sales Summary: This report shows detailed sales reports along with costs such as total discounts, total promotions, sale refunds, total shipping, tax, and other additional charges. Display Sales Summary can be seen as shown below.

  • Sales by Month: Sales by Month will display information on your store sales reports with reference data which is the sales occurred every month.

  • Sales by Day: Sales by Day will display information on your store sales report with reference data that which is the sales occurred every day.

  • Sale by Hour: Sale by hour will display information on your store sales reports with reference data which is the sales occurred every hour.

  • Sales by Year: Sales by year will display your shop's sales report information with a reference data which is the sales occurred each year.

  • Sales by Channel: Sales by Channel will display sales report information on your store with a channel reference whether the sale occurred at POS or Online Store

  • Sales by Outlet: Sales by Outlet will display sales report information with the outlet data reference.

  • Sales by Register: Sales by Register will display sales report information by reference to the cashier data that makes the transaction.

  • Sales by Customer: Sales by Customer will display sales report information with reference to customer data registered with your store.

  • Sales by User: Sales by User will display sales report information with reference to customer data registered with your store.

  • Sales by Server: Sales per Day will display your store sales report information with reference data based on SPG (for Retail) and servants (for Food & Beverages types).

  • Sales by Discount: Sales by Discount will display sales report information based on discounts made by your store

  • Sales by Promotion: Sales by Promotion will display sales report information based on promotions made by your store

Sales Report Data

You can see all the sales report data on the start page as shown below.

On the sales report data page, you can see several main columns such as:

  • Orders: Total orders from all transactions at your store.

  • Gross Sales: Total gross sales including the cost of discounts, promotions and refunds.

  • Net Sales: Total net sales earned from gross sales are reduced by the cost of discounts, promotions and refunds.

  • Total Sales: Total sales earned from total net sales are reduced by shipping, additional fees, taxes, and rounding.

Add Dimension

Adding dimensions will detail the report based on additional information. The additional information referred to is the data category that becomes the reference and / or new information in the detailed report.

To add dimensions please click Add Dimension like in the picture and you will find various types of additional dimensions that we have provided.

There are a total of 13 additional dimensions that you can add to the sales report:

  • Channel: Information about the sales data channel (POS or Online Store).

  • Outlet: The store will display additional information in the form of outlets in your store.

  • Register: The register will display additional information in the form of the cash register used.

  • User: The user will display additional information in the form of a serving cashier.

  • Server: The Server will display additional information in the form of SPG (for Retail) and waiters (for Food and Beverages)

  • Fulfillment Status: Fulfillment status will display additional information in the form of items that have been approved or fulfilled by the Admin.

  • Payment Status: Payment status will display additional information in the form of order status that has been paid, returned, or has not yet been settled.

  • Status: Status will add additional information whether the report status is Completed or Reserved.

  • Customer Name: The customer name will display additional information in the form of the name of the customer registered at your store who made the transaction.

  • Customer Country: The customer country will display additional information in the form of the country of the customer registered at your store who made the transaction.

  • Customer City: The customer city will display additional information in the form of the city name of the customer registered at your store that is conducting the transaction.

  • Customer State: The customer state will display additional information in the form of the province of the customer registered at your store that is conducting the transaction.

  • Customer ID: The customer ID will display additional information in the form of the customer's email address registered at your store. The Customer ID will only appear if you have activated the Allowance add-on or have activated Dropshipper.

Add Metric

You can also add a column containing the total calculation to the data by clicking Add Metric as shown below.

There are a total of 9 metric additions that you can add to your Report:

  • Refund Amount: Total refunds for 1 record / 1 line.

  • Additional Charges: Total additional charges including shipping costs, taxes, service fees, and rounding fees on transactions.

  • Taxes: The total tax obtained from the transaction results at your store in record 1 period.

  • Discounts: The total discounts obtained from product sales or discounts as a member of your store in the record period.

  • Promotions: The total promotions you get from transactions with your store in record 1 period.

  • Shipping: The total cost of shipping goods carried by your store in record 1 period.

  • Rounding: Total rounding obtained from the results of transactions at your store in record period 1.

  • Customers: Number of customers who made transactions at your store in record 1 period.

  • Item Quantities: The item Quantities that were successfully sold on the report in record 1 period.

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