Articles on: Resmark

Reports: Sales by Order

The Sales by Order report will show product sales data for a given date period and any number of applied filters. The report can be exported as a .csv to Excel for further adjustment. This article will cover the specifics of the report.


To open the Sales by Order report, go to Reports > Sales > Sales by Order


Index

Filters:




Filters - Date Ranges


Clicking the funnel/filter icon to the right of the date range will allow the user to begin selecting filters for the information display.


Date Range Options


Use Transaction Date (default)

    • Organizes results based on accounting line item transactions (such as adding or removing guests/products on an order, adding/removing fees, taxes, or discounts, etc.) during the date range indicated
      • Example: I applied a discount to a product on April 14 and made no other changes. When running for date range April 14 to April 14 only the discount transaction line is calculated in the product totals.


Use Product Start Date

    • Organizes results where a product starts within this date range.
      • Example: Show me all transactions (regardless of transaction date) for products that start on May 1 - 5 broken down per day


Use Transaction Date and Start Date

    • Organizes results for transaction line items that occurred within the transaction date range (totaled) where the product Start Date occurs in the product start date range.
      • Example: Show me all transactions that occurred May 1 - 5 broken down per day for products starting in 2020.


Use Order Created Date

    • Organizes results where an order was created within this date range.
      • Example: Show me all transactions (regardless of transaction date) for orders created on May 1 - 5 broken down per day


Use Order Created Date and Start Date

    • Organizes results where an order was created within the Order Created Date range and where the Start Date falls within the product start date range.
      • Example: Show all transaction line items (regardless of transaction date) for orders created May 1 - 5 broken down per day for products leaving in 2020.


Note: It’s helpful to understand that a Transaction Date is the date of an accounting modification to an order and will be totaled and grouped for a specific date. A Transaction Date can be the same as the Order Created Date, but if any changes (cancellations, additions, date changes, discounts, etc.) are made at the order level, an additional Transaction Date for the order number will be added. For a more detailed breakdown view of transactions, you can check out the Detail by Transaction and Product report when used with the same dates and parameters, results for this report and transactions as displayed one by one.


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Filters - Additional Filters


There are a number of additional filters that can be applied when viewing this report. Using these filters will display only products with results for the selected date range.


Product Fields


  • Order Number - text fields
  • Product Name - dropdown selection
  • Product Class - dropdown selection
  • Product Type - dropdown selection
  • Product City - dropdown selection
  • Product State - dropdown selection
  • Product Country - dropdown selection
  • Product Supplier - dropdown selection


Customer


Information is shared between suppliers and resellers when using TrueConnect


  • Customer City - dropdown selection
  • Customer State - dropdown selection
  • Customer Country - dropdown selection
  • Customer Postal Code - text field


Created By Your Business

  • Transaction Created By - dropdown selection
  • Order Created By - dropdown selection


Reseller

  • Reseller Name - dropdown selection
  • Transaction Created By Agent - dropdown selection
  • Order Created By Agent - dropdown selection


Other

  • Pickup Location - dropdown selection
  • Sales Channel - dropdown selection


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Rows and Columns

Report results will display as rows and columns, with several columns available for displaying the information, some of which are displayed by default.

Additional columns can be selected (or the defaults can be deselected) within the Settings feature in the upper right-hand corner of the report. This allows the user to specify which columns of information output they wish to see in the report. It is a per-user, per report feature, so if you preset columns for the Sales by Day report, any other reports you view will appear with different columns.




  • Order Number - A reference to the order number. Order numbers will be repeated for each product in the order. Clicking order number should open the order (cannot be unchecked)
  • Transaction date - A transaction date could be the initial day that an order was created or any date in which the order was modified in a way that influences monetary values. Will only display data if the Transaction Date is used as a filter.
  • Order Created Date - The initial purchase date and time when the order was first created.
    Product Start Date - (includes formatted time): The date and time when the specified product starts.


  • Product Start Date - Product name as seen in Product > Details for business viewing report.
  • Advance Purchase Days - The number of days between the order created date and the product start date.
  • Product Class - Product class as seen in Product > Details for business viewing report.
  • Product Type - Product type of the first type listed as seen in Product > Details for business viewing report.
  • Product City - The city of the first product location associated with a product name as seen in Product > Details for business viewing report.
  • Product State - The state of the first product location associated with a product name as seen in Product > Details for business viewing report.
  • Product Country - The country of the first product location associated with a product name as seen in Product > Details for business viewing report.
  • Product Supplier
  • Pick up Location - The pickup location (if selected) which is associated with that product in the order. If a customer’s Pickup Location changes on the original order after creation, this field will NOT update on this report.
  • Return Location - The return location (if selected) which is associated with that product in the order. If a customer’s Return Location changes on the original order after creation, this field will NOT update on this report.


  • Customer Name - Name of customer
  • Customer City - The city of the customer address (if entered). If a Customer’s City changes on the original order after creation, this field will NOT update on this report.
  • Customer State - The state of the customer address (if entered). If a Customer’s State changes on the original order after creation, this field will NOT update on this report.
  • Customer Postal Code - The postal code of the customer address (if entered). If a Customer’s Postal Code changes on the original order after creation, this field will NOT update on this report.
  • Customer Country - The country of the customer address (if entered). If a Customer’s Country changes on the original order after creation, this field will NOT update on this report.


  • Reseller Name
  • Reseller City - City of reseller
  • Reseller State - State of reseller
  • Reseller Country - Country of reseller
  • Reseller Postal Code - Postal code of reseller
  • Sales Channel


Note: bold indicates fields that are selected/displayed by default


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Amount Figures

Business viewing the report for an order made for their own product:


  • Quantity: Total number of participants or units added or deducted for the transaction listed.
  • Base Price: The total addition or deduction of the base participant or unit prices for the transaction listed.
  • Fees: The total addition or deduction of all fees associated with any participants or units for the transaction listed.
  • Cancellation Fees: The total addition or deduction of all cancellation fees associated with any participants or units for the transaction listed.
  • Pickups & Options: The total addition or deduction of all pickups and options associated with any participants or units for the transaction listed.
  • Discounts: The total addition or deduction of all discounts associated with any participants or units for the transaction listed.
  • Taxes: The total addition or deduction of all taxes associated with any participants or units for the transaction listed.
  • Processing: Participant total x processing percent (or min) x number of participants
  • Product Total: The total addition or deduction of base price + fees + cancellation fees + pickups and options + discounts + taxes + processing for the transaction listed
  • Commission Payable: $0 (no amount reported for non-connected businesses)
  • Commission Receivable: $0 (no amount reported for non-connected businesses)
  • Net Rate Payable: $0 (no amount reported for non-connected businesses)
  • Supplier Options Payable: $0 (no amount reported for non-connected businesses)
  • Supplier Fee Payable: $0 (no amount reported for non-connected businesses)
  • Supplier Tax Payable: $0 (no amount reported for non-connected businesses)
  • Supplier Processing Payable: $0 (no amount reported for non-connected businesses)
  • Gross Profit: Product Total
  • Processing Payable: The amount owed to Resmark. Should match Processing.


Note: bold indicates fields that are selected/displayed by defaultClicking into a specific Order Number from the displayed report results will take you to that order


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Updated on: 05/28/2024

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