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Addon [Soft-Solid] - Generate Simple Sales Reports Rate Topic   - - - - -

 
  • soft-solid
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Posted 14 April 2021 - 12:37 PM #1

Hello,

We present you a new extension to CS-Cart and Multi-Vendor which allows generating sales reports basing on categories, products or customer in CSV format.

 

We start from installing an extension:

 

ss_sales_reports_1_en.png?1617271237439

 

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.

 

ss_sales_reports_2_en.png?1617271237439

 

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

 

ss_sales_reports_3_en.png?1617271237439

 

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

 

ss_sales_reports_4_en.png?1617271237439

 

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, 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.

 

ss_sales_reports_5_en.png?1617271237439

 

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:

 

ss_sales_reports_9_en.png?1617278656463

 

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.

 

ss_sales_reports_10_en.png?1617278656463

 

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

 

ss_sales_reports_11_en.png?1617278656463

 

Features:

  • no core file changes
  • Compatibility CS-Cart and Multi-Vendor version 4.0.x, 4.1.x, 4.2.x, 4.3.x, 4.4.x, 4.5.x, 4.6.x, 4.7.x, 4.8.x, 4.9.x, 4.10.x, 4.11.x, 4.12.x


Please, do not hesitate contact us if you have any additional questions.

 

Link to addon

 

See our other addons in Marketplace.

 


Team of SoftSolid
cs-cart.pl, marketplace

We specialize in creating the highest quality addons, safe, useful and flexible


 
  • Flow
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Posted 15 April 2021 - 08:13 AM #2

This is cool and similar to what we already have an add-on for using data feeds.

Something that is really missing in cs-cart is the possibility to export sales per brand AND customer. For wholesale this is absolutely necessary so we can see which stores sell which brand the best. It would be great if this could be added to this add-on. 


When life hands you lemons, bring on the Tequila baby!


 
  • soft-solid
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Posted 15 April 2021 - 09:18 AM #3

Hello,
 
Your suggestion seems like a good addition to add-on. However, we have some questions:
 
1. Would it be required to add a selector for brands? Or you'd just like to always take all brands available in store?
2. I assume that by "brands" you mean values of feature "Brand" assigned to product? Or you mean something different?
3. How do you imagine such file would look like? In our opinion, the best way would be customers as a rows, and brands as a columns - something like that:

 

                         Brand 1      Brand 2      Brand 3

 

Customer 1       value           value         value

 

Customer 2       value           value         value

 

Customer 3       value           value         value

 

Best regards,

Robert


Team of SoftSolid
cs-cart.pl, marketplace

We specialize in creating the highest quality addons, safe, useful and flexible


 
  • Flow
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Posted 26 April 2021 - 08:07 AM #4

Hello,
 
Your suggestion seems like a good addition to add-on. However, we have some questions:
 

Thanks for your answer and sorry for my late reply. To answer your questions:

1. A selector wouldn't be necessary, since we can always sort later in the spreadsheet. 
2. Correct, I would use the brand/manufacturer feature
3. That would indeed be a very good way. 

Let me know if this works out? I'd be your first customer :)

 

Thanks!
 


When life hands you lemons, bring on the Tequila baby!


 
  • soft-solid
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Posted 26 April 2021 - 10:47 AM #5

Hello Flow

 

Thank you for your suggestions on how to improve our addon. We will check the possibilities of developing it in this direction to meet the expectations. We will let you know.

 

Best regards

Robert


Team of SoftSolid
cs-cart.pl, marketplace

We specialize in creating the highest quality addons, safe, useful and flexible


 
  • soft-solid
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Posted 03 May 2021 - 10:53 AM #6

Hello,

 

We have added new functionality to our add-on. A new type of report has been added, allowing you to generate sales statistics of each brand for customers in your store. In a selectbox, you're able to select feature which is used in your store to brand products.

 

salesreports2.png

 

Generated report contains a column for each customer selected in report configuration. Each row contains sales values of one brand.

 

salesreports3.png

 

Great thanks to forum user Flow for inspiring us to develop this functionality.

 

Best regards

 

Team CS-Cart Poland


Team of SoftSolid
cs-cart.pl, marketplace

We specialize in creating the highest quality addons, safe, useful and flexible