Manage Profit & Loss (P&L)


Overview

You can easily manage your Profit and Loss (P&L) reports from this page. This page lets you perform a number of different actions, such as:

  • Exporting P&L reports
  • Viewing P&L metrics
  • Configuring non-order transaction type list
  • Viewing recent settlements
  • Accessing the Import P&L page

To access the Manage P&L page:

  1. Go to Reports > Profit & Loss > Manage P&L.manage p&l

 

Learn about P&L Order Details (Profit by Order Details) and P&L Order Summary (Profit by Order Summary).

See answers to frequently asked questions about reports.

Export P&L

In Sellercloud, you can export your P&L reports to an Excel file.

  1. Go to Reports > Profit & Loss > Manage P&L > Export Profit and Loss.
  2. Choose your Ship From Date and End Date.
  3. Input Order #s.
  4. Select your choice from the Missing Information dropdown menu.
  5. Check your choice for Order Information.
  6. Select your Channel from the dropdown menu. To include all channels, select ALL.
  7. Click Export Report. export profit and lossThis generates a request notification. Click on your Job # to view your queued job, or click the link sent to your email. job #
  8. When the job is done, on the Job Details page, go to Select Action > Choose Export to Excel > Go.export to excel

View P&L Metrics

To view P&L metrics, go to Reports > Manage P&L > Profit & Loss Metrics.

P & L metrics

This feature shows you the number and date of your Transactions To Generate, P&L Transactions To Generate (New), and P&L Transactions To Update.

Configure Non-Order Transaction Type List

You can update your non-order transaction type list here. When you select an item in the list, you are including that item’s cost in the profit calculation.

  1. Go to Reports > Profit & Loss Reports > Manage P&L > Non-Order Transaction Type List.
  2. Check which items you want to include in the profit calculation.
  3. Click Save.
  4. Optional: You will be prompted to update past transactions as well. Click Yes or No.

sellercloud yes or no manage profit and loss p&l in reports page

View Recent Settlements

To view Recent Settlements, go to Reports > Manage P&L > Recent Settlements.

This chart shows the most recent settlement reports per company channel and displays the Company, Channel, Settlement ID, date Imported On (into Sellercloud), State Date, End Date, Amount, and Currency.Recent Settlements

Import Partial Order Information

You now import from the Orders page, or click the link provided under Import Profit & Loss. This helpful page gives you the option to upload commission or payment-related information quickly and easily. All you need to do is upload your Order ID and the Commission Value or Payment Fee.
  1. Go to Reports > Profit & Loss Reports > Manage P&L > Import P&L.
  2. Click This option has been moved to here to be redirected to the new importing steps.import moved
  3. On the Orders Import Partial Info page, select Commission or Payment Fee from the Partial Info dropdown menu > Click Download Sample.
  4. Enter your information into the Excel spreadsheet > Save your updated spreadsheet.
  5. Click Choose File > Select your file > Click Import Order Partial Info.import partial info

The Payment Fee is shown as the Transaction Fee on the P&L tab of your Orders Details page.

Understanding the Manage P&L page

You can easily manage your Profit and Loss (P&L) reports from this page. This page lets you perform a number of different actions, such as:

  • Exporting P&L reports
  • Viewing P&L metrics
  • Configuring non-order transaction type list
  • Viewing recent settlements
  • Accessing the Import P&L page

To access the Manage P&L page:

  1. Go to Reports > Profit & Loss Reports > Manage P&L.

sellercloud profit and loss p&l orders import export

Learn about P&L Order Details (Profit by Order Details) and P&L Order Summary (Profit by Order Summary).

See answers to frequently asked questions about reports.

Exporting P&L

You can export your P&L reports to an Excel file.

  1. Go to Reports > Profit & Loss Reports > Manage P&L > Export Profit and Loss.
  2. Choose your Ship From Date and End Date.
  3. Input Order #s.
  4. Select your choice from the Missing Information dropdown menu.
  5. Check your choice for Order Information.
  6. Select your Channel from the dropdown menu. To include all channels, select ALL.
  7. Click Export Report. This generates a request notification. Click on your Job # to view your queued job, or click the link sent to your email.
  8. On your Job Details page, go to Select Action > choose Export to Excel > Go.

Viewing P&L metrics

You can view your P&L metrics. This features shows you the number and date of your Transactions To Generate, P&L Transactions To Generate (New), and P&L Transactions To Update.

Configuring non-order transaction type list

You can update your non-order transaction type list here. When you select an item in the list, you are including that item cost in the profit calculation.

  1. Go to Reports > Profit & Loss Reports > Manage P&L > Non-Order Transaction Type List.
  2. Check which items you want to include in the profit calculation.
  3. Click Save.
  4. Optional: You will be prompted to update past transactions as well. Click Yes or No.

sellercloud yes or no manage profit and loss p&l in reports page

Viewing recent settlements

This chart shows the most recent settlement reports per company channel and displays the Company, Channel, Settlement ID, date Imported On (into Sellercloud), State Date, End Date, Amount, and Currency.

Accessing the Import P&L page

The steps to edit P&Ls with a file import have changed. You now import from the Orders page, or click the link provided under Import Profit & Loss.
  1. Go to Reports > Profit & Loss Reports > Manage P&L > Import P&L.
  2. Click This option has been moved to here to be redirected to the new importing steps.

Importing partial order information

You can import partial order information into Sellercloud through the Orders Import Partial Info page. This is not located on the Manage P&L page; however, it will appear on the P&L report. This helpful page gives you the option to upload commission or payment-related information quickly and easily. All you need to do is upload your Order ID and the Commission Value or Payment Fee.

To access the Orders Import Partial Info page:

  1. Go to Orders > Import Orders Partial Info.
  2. Select Commission or Payment Fee from the Partial Info dropdown menu > Click Download Sample.
  3. Enter your information into the Excel spreadsheet > Save your updated spreadsheet.
  4. Click Choose File > Select your file > Click Import Order Partial Info.
The Payment Fee is shown as the Transaction Fee on the P&L tab of your Orders Details page.

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