Profit, commission and configuration reports

Access and report periods

Warranty costs also require View costs. Starter-role defaults do not automatically grant commission rights; edit the role when staff need their own report.

Every tab reads the period and Store set in the Analytics title row: 7D, 30D, 90D or Custom, and All stores or one store. They stay as you switch tabs.

The app's top-bar location picker does not narrow these reports. Use the title row's Store instead.

Commission

Commission settings decide the earning trigger, basis and refund treatment. The report states that rule above the results, such as Earned when placed · Net merchandise, with Change to open the settings.

1. 1

   Step 1: Choose what to list

   Pick View by: Salesperson, Order, Product or Category. The list on the left shows each one's earned commission, with All salespeople (or all orders, products or categories) at the top.

   Search the list, or change Sort. A salesperson row shows their order count and current staff rate, or No rate set.

2. 2

   Step 2: Read the selected row

   Click a row. Its panel shows three figures:

   Figure	What it shows
   Credited sales	The person's share of sales in the period, after refunds.
   Earned	Commission earned in the period, with refunds taken back when the rule says so.
   Not earned yet	What open quotes from the period would earn.

   Earned lists each order with Customer, Placed, Share, Credited sales and Commission. Expand an order to see its items, with the code and rate each one earned at.

   Not earned yet lists quotes with Quote value and Would earn. It is a forecast: do not add it to earned commission when preparing a payment review.

   The staff rate under a person's name is today's rate. It is not proof that older earned lines used that rate, so check the items' own code and rate.

   Use the panel's ⋯ menu for Change commission rate or View staff member, and the arrows to step to the next person.

   

3. 3

   Step 3: Export it

   Export statement downloads the selected person's earned lines: order, customer, earned date, item, net, code, rate, share, credited sales, commission and any refund. On the Order, Product and Category views, Export downloads the selected row's orders.

   Export for payroll downloads one row per salesperson: email, role, staff rate, orders, credited sales before and after refunds, commission, earned, not earned yet and the basis.

   A person with View own commission sees only their own rows. If an export reaches its limit (500 salespeople, 2,000 orders or 5,000 lines), choose one store or a shorter period.

Profit

Profit considers orders placed during the period that are not cancelled. Days follow the shop's time zone.

1. 1

   Step 1: Choose a grouping

   Pick Group by: Product, Template, Category, Vendor, Store or Configuration. A summary beside it counts the groups, units and orders.

   Profit by day (or by week or month) stacks Net, Commission and Cost and freight for each day, with the Margin as a line.

2. 2

   Step 2: Read the table

   The table has Units, Selling price, Cost, Freight, Commission, Net and Margin, with an All row on top. Hover a heading for its definition. Click a heading to sort, search the groups, or expand a group to see its lines.

   Selling price is net merchandise after discounts and refunds, excluding tax, shipping and fees. Cost is the landed cost of the units sold, estimated until they are received; freight is shared out to the units on each purchase order.

   Commission is what was earned on these sales, less refunds taken back. Net = selling price − cost − freight − commission, and Margin is net as a share of the selling price.

   Review landed-cost methods before comparing a planned sale with one whose goods have been received and costed.

   

   A Missing cost badge flags a group with lines that have no cost recorded: their net counts the whole selling price. Use cost corrections to fix the underlying records before relying on the margin.

   Export in the title row downloads the chosen grouping. Its columns include lines without cost and whether cost was estimated.

Configurations

Configurations show the exact combinations customers bought: lines on the same template with exactly the same options.

Best-selling configurations, beside the Profit chart, ranks the top combinations. Rank by sorts them by Units, Revenue or Profit, and each shows its revenue and profit.

Click View all configurations to group the Profit table by Configuration. That table, its sorting and its export then work as for any other grouping.

Warranty

Warranty combines current claims, resolution timing, costs and coverage approaching its end, for the period and store in the title row.

Below the tiles, review Open claims by status and age, Products with the most claims and Costs and reimbursements by vendor.

Coverage ending in 90 days counts the units whose cover ends soon. Export CSV lists them with Customer, Product, Order and Coverage ends. Its export contains Customer, Product, Order and Coverage ends.

Use claim handling to act on a case. The report summarizes the records; it does not approve a claim or issue a refund.

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