EditandPrint Version.5 Reports

Reports

Sales

Order Summary

This report provides summary of sales order that you have received. Report information is based on selection of date range, customer type, order status and time duration like daily, weekly, monthly and yearly. Quick links at the top to export report in Excel or Print it.

Report includes number of orders, price, tax, price with tax, shipping, discount and total for selected tenure and date range.

Clicking on number of orders link redirect to Sales Order Detail report and display each order’s details. Total of each field is displayed at the top of report.

Order Detail

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

This report contains Order number, Order Date, Customer Details, Product Details, Quantity and various price like price with tax, shipping, discount, subtotal and order total amount.

On clicking Order No. link will redirect to Edit Order Page, whereas clicking on the Customer’s name redirects to customer detail page. Total of each pricing field is displayed at the top of the report.

To know about admin user who created particular order especially in case of orders directly created from admin panel, a field ‘Created By’ will become helpful which is available while exporting this order detail report in excel or CSV format.

Payment Request Report

This report provides information of payment requests generated. Report information varies based on selection of date range, request type or customer selected. Quick links at the top to export 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 to order payment request page. Total of payment request amount is displayed at the top of the report.

Shipping Summary

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

Report information is display based on the date range of orders, shipping methods, customer type and order status.

Report contains shipping method, shipping mode, order counts, shipping amount and total order amount. Total of order count, shipping amount and order total displays at the top of the report.

Tax Summary

This report provides information of tax that you received from orders. Report information display is based on selected date range and order status. Quick links at the top to export report 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 Sales Order Detail report. Total tax amount and order count are displayed at the top of the report.

Coupon Summary

This report provides information of coupons used in order during a particular time duration. Quick links at the top to export report in Excel or Print it.

Report data is based on selected date range, order status and customer type. Report contains coupon code, coupon type, number of customers who used 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.

Order Delivery Report

This report provides information related to delivery of all orders placed on storefront. Quick links at the top to export report in Excel or Print it.

Report data is based on selected date range and customer type. Report contains order and customer details, date on which order was placed, shipped and completed. It also provides delay of order in days along-with the reason for the delay.

Product

Product Sales

This report provides product sales information. You can select date range, order status, customer type and products. Quick links at the top to export report in Excel or Print it.

This report contains product details such as product name and its size, number of orders, product quantity, product price, average price and average quantity for each product.

On clicking the order count link, it will redirect to Sales Order Detail report page. Total product quantity and product price are displayed at the top of the report.

Template Sales

This report provides the details of Sales of particular template(s), it will help you in finding out sales summary of different product templates and product master templates. This will include all types of templates – customizable, non-customizable, PDF Blocks, Print ready PDF files, also display template sold count in template listing page.

Inventory Request Report

This report provides information of inventory requests generated. Report information varies based on selection of date range, request type . Quick links at the top to export report in Excel or Print it.

Report contains request date ,order id, customer details,product name ,inventory cost, request status and reference link to see payment detail.

Inventory Report

This report provides information of that product detail whose inventory is remaining , completed or expired . Report information varies based on selection of date range, corporate selected or inventory type. Quick links at the top to export report in Excel or Print it.

Report contains order id, customer detail, product name ,remaining quantity , printing quantity and remaining days

Clicking on order id will redirect to order detail page in inventory tab. Total of remaining and printing quantity is displayed at the top of the report.

Store Product Sync Price

When you as a Trade Printer update any product’s price, the reseller is required to sync it with their pricing – either by adjusting their markup rate or revising the price they offer to their customers. Select a reseller store, to run a report for products for which price is revised and the reseller requires to sync.

Click to Changed Price link will redirect you to the Product Markup Sync Price page. Your revised price will show under WholeSaler Price.

Sync Markup %: The highlighted amount signifies, if the reseller wants to keep the retail price unchanged then they will need to revise their markup rate to this amount.

Sync Retailer Price %: The highlighted amount signifies, if the reseller wants to keep the markup rate unchanged then the revised retail price will be this amount.

Partners

Sales Agent Commission Report

This report provides information of commission to sales agent on each order. Report information varies based on the selection of date range, commission payment status or sales agent selected. Quick links at the top to export report in Excel or Print it.

Report contains order id, order date, sales agent and customer details, total order amount, total commission amount as well as percentage, and commission payment status

Clicking on order id will redirect to view order page. Total of order amount and commission amount is displayed at the top of the report.

Commission Report

Select the reseller store, time duration and other parameters for which you want to generate a report. Click show report to instantly generate a commission report. The report will give you a complete view of the commission payable for this reseller store, tax, shipping cost and more.

Links on the top left allows you to further filter the report, export it into an Excel file, generate a PDF of the report or print it.

Log

Mail Log

This report allows you to view copy of emails sent from your storefront along-with their status. Apart from this, you can use ‘Resend Email’ functionality and ‘Delete’ options to act further on them.

Report information is based on selection of date range and keywords. Referrer information shall be displayed as tool tip near IP address below each Email Subject.

SMS Log

This report allows you to view copy of SMSs sent from your storefront along-with their status.

Report information is based on selection of date range and keywords, Email Subject Key and Service Name.

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