Sales Summary provides clear insights into the purchasing expenses associated with your products. It also displays the total number of products purchased at the retailer level through point of sale for the selected time period (Date Range):
By default, the table is sorted by Total Sales Dollars but can be reorganized using the other column headers - select the Store or Units Sold headers. The Total Sales Dollars column represents the sum of units sold multiplied by each product's wholesale cost.
Filtering
Use the search bar to find specific sales by product name, product category, vendor, or store number. Refine results by selecting particular products or stores from the Product or Store dropdown menus. View sales based on the time period in which they were posted using the Date Range filter.
The Group Data By filter organizes sales by store, product category, vendor, or individual product:
⚠️ The totals of the columns even when grouped are dependent on the selected time frame from Date Range.
- Group by Store to view the store ID, units sold (number of products scanned at checkout), and total sales dollars per location.
- Group by Vendor displays vendor names, units sold, purchasing costs per vendor, and the count of stores each vendor is authorized to deliver to.
- Group by Category to organize products by product category, view the units sold within each category, purchasing costs per category, and the number of stores authorized to carry the items in each category.
- Group by Product to view a list of all your products, UPCs, units sold, total purchasing costs per product, and the count of stores that sell each product.
Above the table, dynamic fields display totals for specific columns. The fields change based on what the table is grouped by (e.g., if grouped by Store, you will see a Total Stores field):
Use More Filters to further refine your results by Vendor, Category, and Date Type. The Sort By fields can organize the table by a specific column. If you'd like your current filters to appear each time you log in, toggle Save as default filter:
💡 Regarding Date Type, Post Date is the date when you receive payment for purchased products. Sale Date is when the product was scanned and purchased in store. These dates may be different.
Emailing or Exporting a Sales Summary
Send the data shown in the table, click Email in the top right corner of the screen. To download the data as a CSV file, select Export:
💡For larger data sets, it is recommended that the data be emailed rather than exported to prevent portal time-outs.
⚠️ When choosing Email, a CSV file of the data will be sent to the email address linked to your portal account.
