Generate simple sales reports

462
ss_sales_reports
2024-02-18
1.1.2.0
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875.00 PLN

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(1076.25 PLN inc tax for Polish only
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Free installation for Store Builder or Multi-Vendor programs purchased from SoftSolid

THIS PRODUCT IS DISTRIBUTED IN AN ELECTRONIC FORM (DOWNLOAD FILE).

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Extension to CS-Cart and Multi-Vendor allows generating sales reports basing on categories, products or customer in CSV format.

We start from installing an extension:

Add-on configuration contains two options:

  • Order statuses counted towards statistics: select order statuses, that are taken into raports. With this option you can, for example, generate statistics about most frequently returned products.
  • CSV file separator: select char which is used to separate records in CSV file.

Reports configuration is available in menu Website -> Manage reports.

Menu displays all available raport and basic information about them. New raport can be created with + button in upper right corner.

During raport creation, the following options are available:

  • Raport name: identifies record on the list of reports. Does not affect raport content.
  • Data source: which raport should be generated. Four options are available:
    • Products: raport shows sale of selected products, defined in "Products" field later.
    • Categories: raport shows sale of products from selected categories. Each category has a separate record. Categories are selected in field "Categories" later.
    • Products in categories: same as "Products", but instead of pre-defined list of products, they are propagated basing on categories selected in field "Categories".
    • Customers: raport shows sales generated by customers, given in field "Customers" later.
    • Products purchased by customer: for one customer from field "Customers", shows list of all products purchased by him.
    • Brands purchased by customer (sales): for each customer from field "Customers", calculates sales of each brand in store.
    • Brands purchased by customer (quantity): as above, but calculates quantity of products sold.
    • Products (quantity+sales): for each product in picker "Products", returns its sales and quantity sold.
    • Brands (storefronts): for each brand present in store, returns sum of sales on each storefront.
  • Products, Categories, Customers: fields used as a source of data for generating raports.
  • Period - from / Period - to: fields defining range of dates, which should be used to download orders.

After preparing report, under the rack there are two options of raport generation available:

  • Preview raport: generates simple table with raport results and displays it in administration panel.
  • Download as CSV: raport is generated as CSV file (with separator defined in add-on configuration) and is instantly ready to download.

On the below example, we generate raport for certain products, over the whole period of store existence:

Raport contains name of record (category, product, customer), generated sale and additional info - for categories its amount of subcategories, for products - product code, and for customers - their e-mail address.

Raport in CSV format has a name matching day of generation and its content.

We invite you to shopping!

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Program
  • CS-Cart
  • Multi-Vendor
Version
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Changes in the code
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5 out of 5
Reviews: 4
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Ryszard Wojtunik (mozaikiamar.pl)
Verified purchase
Advantages
A very useful add-on for generating simple and more complex sales reports, easy to configure and create reports.
Disadvantages
None
Comment
If standard reports are not enough for you, consider using this addon that extends the capabilities of Multi-Vendor/Store Builder
Sugarcrafter
Verified purchase
Comment
Great add-on. It lets us generate very specific reports that would be otherwise difficult or impossible to aggregate. The interface of add-on is intuitive, but has a lot of options available. Highly recommended!
Stanisław Chałupczak (ebielizna.pl)
Verified purchase
Comment
The basic CS-Cart sales reports are good, but they are missing an ability to export the results. This add-on resolves that issue - it gives me a lot of pre-defined presets to use, and I can export the report in CSV format. I think this add-on will be very useful for anyone running some kind of statistical analysis on data from store. Recommended!
Flow__
Verified purchase
Advantages
A must-need for anybody who does wholesale or wants to see more detailed sales numbers. Finally we have the option to see how much of manufacturer (brand) X store Y sells.... something I was told many times was almost impossible to do. And here it is, in this add-on.... working great!
Disadvantages
it would be even more interesting if we could see the products_combined setting from 1 or more customers only (and not just from all customers). This way we can see which products a certain customer sells best.

It would be even better if we could also filter this per brand (even exporting the manufacturer feature name in the csv would be enough, cause then we can continue in Excel). For example, a question that could be answered would be:

How much of each product (qty + sales), of Brand(s) XYZ, has customer C sold?
Comment
We had a little compatibility problem which was quickly resolved by the team. Very happy with the service... !
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