Sales Reports

From the Administration Panel main menu, select Customers. A top menu bar appears and the Customers and Messaging page opens with customers listed. From the top menu bar, select Sales Reports. Sales Reports may also be opened by clicking on the Sales Reports icon,

, next to the Sales quick stats in the administration panel index page.

The filtered report data may be grouped and sorted to view the data from different perspectives.

The View and Edit buttons display the report in the browser, but different data and links appear in the right column. Download exports the report data in a .csv file.

View - Sales report is shown with date, order ID, products, amounts, customer and affiliate links.

Edit - Sales report is shown with date, order ID, products, amounts, customer and links to chargeback or reactivate and resend orders. In this mode, the last column has links to take action with each order.

A chargeback in AShop V creates a transaction equal and opposite to the original transaction. The reverse transaction is dated with todays date so that the sales reports can be reconciled with bank deposits. To Chargeback an order and the corresponding affiliate commissions, click on the Cancel Sale icon,

, next to each order record.

Receipts may be resent and download limits may be reset at the same time by clicking on the Reactivate icon.

Unpaid Orders will have a payment icon

and a send reminder icon

. Click the payment icon to mark the order as paid and optionally send a receipt for the payment. Click the reminder icon to send an email to the customer. A reminder message is automatically generated with the order reference number and a link to pay online through the shopping cart checkout. The message may be edited before sending.

Sales Office history: Payment receipts and reminder messages are saved in the Sales Office history for each customer. You will find an icon

in each customer's profile, which will open the Sales Office history for that customer.

When the Download button is selected, the sales report data is exported in a .csv file, which can be imported to Microsoft Excel. The fields are separated by a semicolon. To separate the data into columns, open the csv file in Excel. If the separator is not already set to semicolon, all of the data fields will appear in the first column. To separate the fields into columns within Excel, Select (highlight) the column that contains the data and then select Data > Text In Columns. Select delimited, then click Next and set the separator to semicolon. This process may be slightly different for each version of Excel.

A preliminary orderid is created each time a customer begins to add products to his/her cart. A preliminary order is saved in the database for each shopping session so that many customers may shop at the same time and also to enable more data to be processed for each order. Payment gateways limit the amount of data that can be passed through the payment process. Preliminary orders are used by the shopping cart to handle more order related data.

Note: When viewing sales reports for active paid and unpaid orders, the orderid reference numbers will have gaps in the sequence. This is normal because not all preliminary orders are completed.

Preliminary orders will accumulate in the database over time, which is why there is a Clear button. Clicking this button will remove all preliminary orders except the last 10 (since some of them could be orders that are currently being processed).

Failed orders are simply preliminary orders, which have not received a payment confirmation from the payment gateway. Unfortunately the Internet is not perfect. Connections, equipment, and software can fail for various sometimes unexplainable reasons. The shopping cart relies on the payment gateway to post a payment response to complete and activate each order. If the payment gateway has trouble at the time that the order is placed or the payment gateway response fails to reach the shopping cart, the payment may be captured by the payment gateway, but until a payment response is received the shopping cart will not send a store receipt and the order will not be recorded as paid in the shopping cart history..

The Incomplete/Failed Orders report provides a way to view preliminary orders to find one that failed, and then activate the order so that a store receipt will be sent and the order will be recorded in the shopping cart history. Payment is NOT submitted to any payment service during this process.

1.	From the Sales Report page, under Incomplete/Failed Orders, click Edit to show all of the preliminary orders.

2.	Find the preliminary order and click the Activate Order icon, , to open the Complete Preliminary Orders menu.

Select a payment option, verify the customer's shipping address and enter information as needed, and then click the Submit button to activate the order. Payment is recorded in AShop for the option selected so that the order appears in sales reports for Paid orders. The receipt, order notice, and fulfilment notice are sent in the same way as when normal orders are processed. For downloadable product orders, a link and password will be included. For key code products, the key code(s) will be included in the customer's receipt.