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 Product s

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 Order s

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.