Overview
In this article, you will learn about Sellercloud’s Sales Summary Report. This report shows a summary of sales made on specific dates for a specific channel, company, manufacturer, product type, or vendor.
You can see the following:
- Order Information: Name, Orders, and Units.
- Revenue: Subtotal, Grand Total, and Payment.
- Profit: Cash Profit, Accrual Profit, Cash Profit Margin, and Accrual Profit Margin.
- Costs: Items Cost, Item Cost Total, Gift Wrap Charge, Handling Fee, Total Fees, Insurance, Shipping Cost, Shipping Price, Shipping Discount, Tax, and Discounts.
- Refunds: Refunds, Adjustments, and Tax Refunds.
You can run this report automatically on a regular basis with Scheduled Tasks.
For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.
Access and Customize the Report
To use the report, follow these steps:
- Navigate to Reports > Sales > Sales Summary Report.
- Set up the Default and Custom filters to have the report show precisely what you need.
- Click Search. Each filter you apply gets highlighted in a different color. If a filter is gray or not displayed at all, it’s not active.
- To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
- Reorder columns by dragging them up or down in the list;
- Hide columns by clicking the Trash icons;
- Add columns by clicking Add column.
- To sort the data differently, use the Sort by menu.
- To save your filtering and sorting options, click Save view, type a Name and click Save.
- To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.
Filter and Column Definitions
Click the drop-downs below for filter and column descriptions.
| FILTER | DESCRIPTION |
|---|---|
| Company | Include only orders from one or more companies. |
| Channel | Include only orders from one or more sales channels. |
| Date Range | Select a preset time range from Yesterday to Last Year. |
| Date | Enter the Start and End dates. For a single date, choose the same Start and End date. |
| Date Type | Choose how to reflect orders and their associated activity:
|
| Summarize By | Choose how to summarize sales in the report. Your choice will determine the report’s first column. |
| FILTER | DESCRIPTION |
| Accounting Basis | Choose between:
|
| Brand | Include only products from one or more brands. |
| Company Groups | Include only products from one or more company groups. |
| Manufacturer | Include only products from one or more manufacturers. |
| Vendor | Include only products from one or more vendors. |
| Order # | Include only one or more specific orders by order number. |
| Product Groups | Include only products from one or more product groups. |
| Product Type | Include only products from one or more product types. |
| Purchaser | Include only products bought by a specific purchaser. |
| Settlement Status | Include only Amazon and FBA orders in one of two ways:
|
| Show Precise Item Cost | Show the precise item cost up to 4 decimal places. |
| COLUMN | DESCRIPTION |
| Channel | Shows the sales channel. |
| Orders | Shows the total number of orders. Only shown if you summarize by Channel or Company. |
| Units | Shows the number of units sold. |
| Subtotal | Shows the total amount of the items before any discounts, tax, shipping, etc. |
| Shipping Price | The amount paid for shipping the order. |
| Tax | The amount paid for tax on the order. Refunds on tax are also included. |
| Discounts | Shows the amount of any discounts applied to the order. |
| Grand Total | Shows the total amount of the order, calculated as such: (Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount). Note: Only shown if you set the Accounting Basis custom filter to Accrual. |
| Payment | Shows the actual amount the buyer paid (usually the same amount as Grand Total unless there is an underpayment or overpayment). Note: Only shown if you set the Accounting Basis custom filter to Cash. |
| Refunds | Shows the total refund amount from orders. Note: Only shown if you set the Accounting Basis custom filter to Cash. |
| Adjustments | Shows any positive or negative adjustment amounts to orders. |
| Items Cost | Shows the total amount paid to purchase all items, including refunds and other fees.
This amount is based on the item cost on the date of the order, and the calculation method selected in the client setting Order Profit & Loss Calculated Using. This setting lets you calculate by Average Cost, Site Cost, or Last Cost. To get more information, go to Order Item Cost Calculation. If the cost of an item on order is changed manually, follow these steps to have the updated cost reflected in the order’s profit and loss. |
| Total Fees | Shows the total sum of the following: shipping cost, commission (channel selling fee), transaction fees (PayPal processing fee), posting fees (eBay listing fee and Reverb bump fee, dropship fees, co-op fees, and tax payable. |
| Shipping Cost |
Shows the cost of outbound shipping. Includes refunds on shipping costs.
Enabling Predict shipping cost of an order in Client Settings will calculate an Estimated Shipping Cost based on the last 30 days. When the Shipping Cost field is marked with an E, this indicates the Estimated Shipping Cost is being shown. |
| Profit | Cash Profit or Accrual Profit, based on the Accounting Basis custom filter. |
| Profit Margin | Cash Profit Margin or Accrual Profit Margin, based on the Accounting Basis custom filter. |
| Gift Wrap Charge | Shows the amount paid for gift wrapping for the order. |
| Handling Fee | Shows the amount paid for handling the order. |
| Insurance | Shows the amount paid for order insurance. |
| Item Cost Total | Shows the total item cost, calculated as such: (Item Cost – Rebate) + Shipping Cost + Commission + Transaction Fee + Posting Fee + Dropship Fee + Co-Op Fee + Tax Payable). |
| Shipping Discount | Shows any discount applied to the shipping. |
| Tax Refunds | Shows refunds on order tax. |