The Products Report in Shoply provides detailed insights into the sales of individual products. This report allows you to track product sales by displaying the product code, name, quantity sold, tax applied, cost, income generated, and net profit for each product. You can also view the total sales for all products at the bottom of the table. Additionally, the report offers filtering options based on specific products and date ranges, making it easier to analyze sales over a selected period.
What is the Products Report?
The Products Report is a comprehensive tool that shows all sales data for each product sold. It allows business owners to monitor the performance of individual products by breaking down the sales volume, associated tax, cost, revenue, and profit. This report is essential for understanding which products are contributing to the business's profitability and which ones might require attention.
Key Features of the Products Report
1. Product Sales Details – The report provides a breakdown of the sales for each product, showing the product code, name, quantity sold, tax applied, cost, and the income generated.
2. Net Profit Calculation – Each product's net profit is displayed, calculated based on the product's cost and the selling price.
3. Total Sales Summary – At the bottom of the table, you can view the total number of products sold, total tax, cost, income, and profit for all products combined.
4. Product and Date Filters – The report can be filtered by a specific product and a selected date range to analyze sales within a particular period.
5. Export and Search Options – You can export the report in various formats such as Excel, CSV, or PDF. Additionally, a search feature is available to locate specific product sales data quickly.
How to Access the Products Report
To access and review the Products Report in Shoply, follow these steps:
Steps to Access the Products Report
1. Navigate to Reports > Products Report.
2. The report will display a table with product details, including the product code, name, quantity sold, tax, cost, income, and profit for each product.
3. To view the total sales for all products, scroll to the bottom of the report where the totals are displayed.
Filtering Product Sales by Date or Product
The Products Report can be customized to show sales data for a specific product or a specific time range. This feature allows you to narrow down the report to view only the information you need.
Steps to Filter Product Sales
1. Click on Show/Hide Form to reveal the filter options.
2. Select the desired product from the dropdown menu and specify the start and end dates for the sales period.
3. Once your criteria are set, click Submit to filter the report accordingly.
Exporting the Products Report
Shoply allows you to export the Products Report for sharing or keeping records. The report can be exported in various formats to suit your needs.
Steps to Export the Products Report
1. Navigate to Reports > Products Report.
2. At the top right of the report, you will find export options labeled Copy, Excel, CSV, PDF, Columns.
3. Click on your preferred format to export the report, and it will be downloaded to your device.
Searching the Products Report
If you're looking for a specific product, Shoply offers a search function to easily find the product's sales data within the report.
Steps to Search the Products Report
1. Navigate to Reports > Products Report.
2. At the bottom of the report, you will find a search bar labeled Type & hit enter to search the table.
3. Enter the relevant product code or name and press Enter. The report will display the product's data based on your search.
The Products Report in Shoply is an essential tool for tracking individual product sales, analyzing revenue, and monitoring profitability. With features like detailed sales data, filtering, exporting, and searching, this report helps business owners make informed decisions regarding product performance. Use this guide to efficiently manage and analyze product sales data using the Products Report in Shoply.
