The Reports section allows you to generate detailed sales reports for your Vendors, categorized by period, Vendor, and Channel.
To access the reports, navigate to Vendor Management > Reports. The default view displays the current month’s data.
Sales by Period
The Sales by Period tab shows the sales report grouped by the selected period, whether it’s by day, week, or month. This report provides insights into the sales trends for each specific time frame within the period.
You can narrow down the search results by using the following filters:
- Filter Date: Select the date range for the report.
- Filter Group: Select how to group the data (By Day, By Week, By Month). By default, the data is grouped by day.
- Vendor: Select the specific vendor to include in the report.
- Filter Type: Select the type of transaction (Returns, Adjustments).
The list contains the following data:
- Period: The date (By Day), week (By Week), or month (By Month) based on the selections in the Filter Date and Filter Group filters.
- Transactions: The number of transactions for the specific period.
- Amount: The total sales amount for the selected period.
Sales by Vendor
The Sales by Vendor tab provides a sales report grouped by each Vendor. This report is ideal for monitoring the performance of individual Vendors, helping you analyze their sales contribution and identify trends.
You can narrow down the search results by using the following filters:
- Filter Date: Select the date range for the report.
- Vendors: Select the Vendor for which the report will be generated.
- Filter Type: Select the type of transaction (Returns, Adjustments).
The list contains the following information:
- Vendor: The name of the Vendor in the system.
- Transactions: The number of transactions for the selected Vendor within the selected period.
- Amount: The total sales amount for the selected Vendor within the given time frame.
Sales by Channel
The Sales by Channel tab provides insights into how sales are distributed across different Vendor Channels. The “Default” channel is shown by default, but you can view sales by other channels as needed.
You can narrow down the search results by using the following filters:
- Filter Date: Select the date range for the report.
- Vendors: Select the Vendor for which you want to see the channel sales data.
- Filter Type: Select the type of transaction (Returns, Adjustments).
The list contains the following information.
- Channel: The name of the Vendor Channel.
- Transactions: The number of transactions associated with that specific channel for the selected period.
- Amount: The total sales amount for the specific channel over the chosen period.