- Compatible With
- Store Builder
- Multi Vendor
- Min Original Price ($)
- 262
The Soft Solid Generate Simple Sales Reports (ss_sales_reports) extension for CS-Cart and Multi-Vendor allows store owners to generate detailed sales reports in CSV format based on categories, products, or customers. This extension simplifies the process of analyzing sales data by providing customizable reports that can be tailored to specific needs.
The Soft Solid Generate Simple Sales Reports (ss_sales_reports) extension for CS-Cart and Multi-Vendor is an essential tool for store owners who want to track and analyze their sales data. By offering customizable reporting based on products, categories, or customers, this extension helps store owners make data-driven decisions to optimize their business operations. Whether you're looking to generate sales summaries or track individual product performance, the ability to download reports in CSV format provides flexibility and ease of use for business analysis.
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:
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:
After preparing report, under the rack there are two options of raport generation available:
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.
Key Features and Workflow:
- Installation and Configuration:
- After installing the extension, you can configure two main options:
- Order statuses counted towards statistics: This option allows you to select which order statuses should be included in the sales reports. For example, you could include only completed sales or also include returns to track frequently returned products.
- CSV file separator: Choose the character (e.g., comma, semicolon) that will separate the data in the generated CSV file, ensuring compatibility with different spreadsheet programs.
- After installing the extension, you can configure two main options:
- Creating Reports:
- After installation, you'll find the report configuration options under Website -> Manage reports.
- In this section, you can see all the available reports and their basic details.
- To create a new report, click the + button in the upper-right corner of the reports list.
- Report Configuration
uring report creation, you can select the following options:
- Report Name: This is the name of the report for easy identification but does not affect the content of the report.
- Data Source: Choose the source of the data for the report. Available options include:
- Products: Generate a report showing sales for selected products.
- Categories: Generate a report for sales of products within selected categories.
- Products in Categories: Similar to "Products," but the products are automatically populated based on the selected categories.
- Customers: Generate a report showing sales generated by specific customers.
- Products Purchased by Customer: Show a list of products purchased by a specific customer.
- Brands Purchased by Customer (Sales): Show sales totals for each brand purchased by a customer.
- Brands Purchased by Customer (Quantity): Show the number of products purchased from each brand by a customer.
- Products (Quantity + Sales): For selected products, show both quantity sold and sales totals.
- Brands (Storefronts): Show the sales for each brand across different storefronts.
- Period: Define the date range for the report, from a start date to an end date.
- Generating and Viewing Reports:
- Once the report is configured, you have two options for generating it:
- Preview Report: This option displays the report in a simple table format within the administration panel for quick review.
- Download as CSV: This option generates the report as a CSV file, which can be instantly downloaded. The CSV file will use the separator defined in the add-on configuration and will be ready for use in programs like Microsoft Excel or Google Sheets.
- Once the report is configured, you have two options for generating it:
- CSV Format:
- The generated CSV file will contain all the relevant data, including the name of the record (category, product, customer), generated sales, and additional information:
- For categories, the number of subcategories will be included.
- For products, the product code will be displayed.
- For customers, their email address will be shown.
- The CSV file is named based on the date of generation, making it easy to track when each report was created.
- The generated CSV file will contain all the relevant data, including the name of the record (category, product, customer), generated sales, and additional information:
Example Use Case:
- Sales by Product:
- You might want to generate a report on the sales of a particular product over the last month. You can select the "Products" option, choose the product(s), and set the period from the start to the end of the month. The report will show the total sales for the selected product(s) and other related information like the product code.
- Sales by Customer:
- You can create a report to see how much a specific customer has spent over time. This report will provide details on all the products they've purchased and how much was spent on each.
- Sales by Category:
- If you want to analyze sales by category, you can select "Categories" as the data source, choose the relevant categories, and the report will show the total sales for each category, including the number of products in those categories.
Benefits:
- Data-Driven Insights: The reports provide valuable insights into sales performance, which can help you make informed decisions about inventory, marketing, and customer engagement strategies.
- Customization: You can tailor the reports based on your specific needs, whether you're interested in individual products, categories, customers, or a combination of these.
- Ease of Use: The CSV export feature allows you to easily import the data into spreadsheet tools for further analysis or record-keeping.
- Efficiency: The ability to generate reports based on specific criteria, such as sales by product or customer, helps you track performance without manually sifting through large amounts of data.
Conclusion:
The Soft Solid Generate Simple Sales Reports (ss_sales_reports) extension for CS-Cart and Multi-Vendor is an essential tool for store owners who want to track and analyze their sales data. By offering customizable reporting based on products, categories, or customers, this extension helps store owners make data-driven decisions to optimize their business operations. Whether you're looking to generate sales summaries or track individual product performance, the ability to download reports in CSV format provides flexibility and ease of use for business analysis.
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.
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.