Reports (Additional BackOffice Functions)
There are several report types available for a Reseller. To access them, click on the “Reports” button and choose from the tabs displayed in the left-hand navigation pane.
Some reports can be downloaded as a CSV (Comma Separated Values) file. Should you choose to download the report data as a CSV, click the Download CSV File button.
Reseller Commissions
A “Reseller Commissions” report displays the commission paid or owed to each Reseller for the time period searched. The report also itemizes the order numbers from which the commissions were earned, order close dates, order totals, total fees (commissions) per order, whether the commission is to be paid automatically or manually, and the associated salesperson Ids (if any).
Please keep in mind that a commission may not be paid automatically for a number of reasons: if the Platform Administrator prefers to distribute commissions by alternate means, if the Reseller’s merchant account information is incorrect or incomplete, if the Reseller does not have a merchant account setup, or if the applicable merchant account is set to “Inactive.”
Creating a Reseller Commissions’ Report
· Click the “Reports” button and select the “Reseller Commissions” tab from the left navigation pane.
· Click the drop-down arrow to display the date ranges available.
· Select a month/year combination from the drop-down menu provided, or determine your own date range by selecting, “By Date Entered.”
· If “By Date Entered” is selected, specify the Starting Date and Ending Date for the report.
· Click the “Report” button to generate the Reseller Commissions’ report for the designated time frame.
Sales Report
Sales Reports display sales data per period of time selected. Reports can be generated per month on the selected year. You can view two types of reports:
1) Sales by order for the selected month and year, or
2) Sales broken down by Associate for the selected month and year
Click the “Reports” button and select the “Sales Report” tab from the left navigation pane.
Order Aging Report
The “Order Aging Report” displays the orders by Vendor based on their age from time of order submission. The age breakdown includes 1 day, 2 to 3 days, or 4+ days old. The order number will display in the respective column: 1 day, 2 to 3 days, or Over 4 days.
Click an order number hyperlink on the “Order Aging Report” to display the orders’ details
Closed Orders Report
The Closed Orders Report displays the orders that have been closed within the specified time range.
Creating a Closed Orders Report
· Click the “Reports” button and select the “Closed Orders Report” tab from the left navigation pane.
· Click the drop-down arrow to display the date ranges available.
· Select a month/year combination from the drop-down menu provided, or determine your own date range by selecting, “By Date Entered.”
· If “By Date Entered” is selected, specify the Starting Date and Ending Date for the report.
· Click the “Report” button to generate the Closed Orders Report for the designated time frame.
Sales Tax Report
Sales Tax reports are generated based on the applicable payment merchant account. If your eStore does not utilize a payment merchant account, then this Sales Tax Report is not applicable to you. However, if you do maintain a payment merchant account that accepts full payment for all or some of the orders placed on your eStore, then this report does apply to you.
Creating a Sales Tax Report
· Click the “Reports” button and select the “Sales Tax Report” tab from the left navigation pane.
· Select a time period from the drop down menu or select By Date Entered to enter your own start and end dates.
· Select a payment merchant account using the drop down box.
The Sales Tax Report is broken down by State, County, City and Zip Code, and sub-totals and grand totals are calculated using the same breakdown. The date range for the report displays in the top left corner.
Custom Reports
Click on the “Reports” button and select the “Custom Reports” tab. Utilizing varied criteria, the Reseller can customize sales and order-related reports in this section. Reports can be built around three basic parameters – By Orders, By Customers and By Vendors.
All reports may be downloaded as a CSV (Comma Separated Value) file by clicking the “Download CSV File” button. Custom Reports may also have options for different CSV outputs: Order Summary or Item Detail.
Order Summary CSV provides totals for an order with one record (row) per order. Use this report to look at overall sales, sales by date, average order size, or other parameters based on the total order.
Item Detail CSV displays all product charges by item with all related tax and commission fees broken down as well. Use this report for in-depth analysis of sales of specific items, most purchased products, shipping charge comparisons, and other comprehensive analyses.
By Orders
Click the “Reports” button. From the left navigation pane, select the “Custom Reports” tab and then the “By Orders” sub-tab.
Running the Report
1) Click in the “Start Date” field, and then in the “End Date” field. Each date field has a calendar icon and automatically displays a drop-down calendar when clicked. Navigate to and select the desired Start Date and End Date respectively. Your selected dates will populate these fields upon selection.
2) Enter an “Order Nr” (Number) to search by a specific order, or leave this field blank to pull up all orders for the selected time period.
3) Click the “Order Status” drop-down arrow, and select either Open orders, Closed orders, or let it default to View All orders (which includes both Open and Closed orders).
4) Click the “Report” button, and all orders meeting the entered and selected criteria will populate the report screen. If the orders display on multiple pages, utilize the pagination field and arrow icons that display at the bottom of the list.
5) Click on any order number hyperlink to view the associated order details.
Download CSV File
Select the preferred “CSV file output” (Order Summary or Item Detail) and click the “Download CSV File” button. This will pull up all orders meeting the selected and entered criteria into a CSV spreadsheet file. You will be prompted to open the file in a spreadsheet program such as Excel.
Click the “Print” button to print the current page of listed orders displaying within the report screen. This will bring up your print dialog box to proceed with printing the order list.
By Customers
Click on the “Reports” button. Select the “Custom Reports” tab and then the “By Customers” sub-tab.
Running the Report
1) Click in the “Start Date” field, and then in the “End Date” field. Each date field has a calendar icon and automatically displays a drop-down calendar when clicked. Navigate to and select the desired Start Date and End Date respectively. Your selected dates will populate these fields upon selection.
2) Enter value(s) into the available fields (Name, Address, State, City, Zip, Email, and/or Phone) as desired to refine your order search criteria.
3) Click the “Order Status” drop-down arrow, and select either Open orders, Closed orders, or let it default to View All orders (which includes both Open and Closed orders).
4) Click the “Report” button, and all orders meeting the entered and selected criteria will populate the report screen. See sample below. If the orders display on multiple pages, utilize the pagination field and arrow icons that display at the bottom of the list.
5) Click on any order number hyperlink to view the associated order details.
Download CSV File
1) Chose CSV file output – Select from two available formats:
· Order Summary – abbreviated order itemization
· Item Detail – detailed order breakdown by each individual item, including all associated fields
2) Click the “Download CSV File” button to pull up all orders meeting the selected and entered criteria into a CSV spreadsheet file. You will be prompted to open the file in a spreadsheet program such as Excel.
Click the “Print” button to print the current page of listed orders displaying within the report screen. This will bring up your print dialog box to proceed with printing the order list.
By Vendors
Click the “Reports” button. From the left navigation pane, select the “Custom Reports” tab and then the “By Vendors” sub-tab.
Running the Report
1) Click in the “Start Date” field, and then in the “End Date” field. Each date field has a calendar icon and automatically displays a drop-down calendar when clicked. Navigate to and select the desired Start Date and End Date respectively. Your selected dates will populate these fields upon selection.
2) Enter a “Vendor Nr” (Number) to search by a specific Vendor, or leave this field blank to pull up all orders for the selected time period.
3) Click the “Order Status” drop-down arrow, and select either Open orders, Closed orders, or let it default to View All orders (which includes both Open and Closed orders).
4) Click the “Report” button, and all orders meeting the entered and selected criteria will populate the report screen. See sample below. If the orders display on multiple pages, utilize the pagination field and arrow icons that display at the bottom of the list.
5) Click on any order number hyperlink to view the associated order details.
Download CSV File
Click the “Download CSV File” button to pull up all orders meeting the selected and entered criteria into a CSV spreadsheet file. You will be prompted to open the file in a spreadsheet program such as Excel.
Click the “Print” button to print the current page of listed orders displaying within the report screen. This will bring up your print dialog box to proceed with printing the order list.
How to make an ACH payment
- Log into the Admin Portal with your credentials.
- Navigate to "Additional Back Office Functions" .
- In the Back Office, find familiar (Home, eStore Manager, Reports, Logout).
- Click the Down Arrow in the Blue Manage Platforms area to reveal the various Entities.
- Click on the "Reports" icon.
- Click "Build ACH Batch."
- Select "Group By" (e.g., Reseller).
- Set the cut-off date for the report.
- Click "Report" to generate the batch.
- Review all Resellers and their commission amounts.
- Check the box for validated entries on the left side.
- Click "Save Batch" to initiate payments.
- Monitor progress and find batch reports under the "Reports" section.