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Sales by customers & customer groups report and export

module Sales by customers & customer groups report and export

Ontwikkeld door Community developer
  • PrestaShop
    1.6.0.4 - 1.7.4.2
module - Importeren en Exporteren van data - Sales by customers & customer groups report and export - 1
module - Importeren en Exporteren van data - Sales by customers & customer groups report and export - 2
module - Importeren en Exporteren van data - Sales by customers & customer groups report and export - 3
module - Importeren en Exporteren van data - Sales by customers & customer groups report and export - 4
module - Importeren en Exporteren van data - Sales by customers & customer groups report and export - 5

Presentatie

Report of total sales by customers. Can be filtered by customer groups, date interval, order statuses, newsletter, opt-in.

Wat deze module u te bieden heeft

event_available

Productiviteit Maakt analyse van de activiteit in uw webshop mogelijk

Merchant can analyze sales by customers and groups, identify best customers or customer groups, or analyize sales by other parameters like date intervals or order statuses. Do you find it difficult to answer questions like: Which customers have cancelled orders this year? What is the total amount for all current orders with statuses "Awaiting bank wire payment", "Awaiting cach payment", "Awaiting Cash On Delivery validation and which customers made those orders? What were last year total sales to customers receiving my newsletter? This kind of information can be generated by this module with few simple clicks!

Kenmerk

The module makes it possible to generate report for sales by customers and customer groups by using several filter parameters. Report is displayed in browser, can be saved to PDF or exported to CSV. List of customers is generated by specifying search parameters. Search parameters are set by entering text values to search fields or selecting from predefined set of values.
Report with summed values is generated for the list. The list is exportable to PDF or CSV file.

LIST OF CUSTOMERS
Backoffice page 'Customer sales report' display list of your shops’s customers with following columns:
- ID
- first name
- last name
- email
- default group
- newsletter (yes/no)
- opt-in (yes/no)
- group (default group customer is member of)
- newsletter (yes/no)
- opt-in (yes/no)
- total tax excluded (total value of all products bought by a customer for selected period of time, if date filter is set and for selected order statuses, if status filter is set. See more details bellow)
- total tax included
- orders (number of all orders customer made for selected period of time and with selected order statuses, if date and status filters are set)
- edit button (clicking the button opens edit page for selected customer)
Note: If multiple currencies are in use at your shop, total values of products bought are converted to shop’s default currency. Conversion rate from the database table 'ORDERS' of your shop is used for the calculation.

ORDER DATE SELECTION
This form enables to you display customers that made orders within specified date range. Filter is set by selecting values from date picker form to input values for fields 'Orders from:' and 'Orders to':. Selected values are saved by clicking the button 'Filter by date' and used for further reports. To delete saved date filter, simply click to 'Orders from:' or 'Orders to' text field, delete the value and click 'Filter by date'.

ORDER STATUSES SELECTION
Order status pre-filter selection enables you to limit valid order statuses for the report.
For example, if you want to generate the report for all customer sales that match predefined criteria: 'Waiting for Bank Wire payment', 'Waiting for PayPal payment', 'Waiting for Cash on delivery', you can check these three statuses in the form 'Order Status' and click 'Save'. Now, only customers having orders matching checked statuses are listed.
If no status is selected, status filter is not applied. Thus, selecting no statuses has the same effect as selecting all statuses.
SEARCH FILTERS
The list of customers can be filtered to generate specific report. For example, you can generate report for all customers that assigned for newsletter and are members of specific group by selecting values in the header of the list of customers. It is also possible to quickly search for individual customers by entering text for customer’s fisrt name, second name or email to text fields in the header of the list.
REPORT
Bellow the list of customers, total sales are displayed. Those are summed values for total sales for all listed customers.
Summed values are displayed separately in two columns for values with tax excluded and tax included.
Total values displayed in report:
- Products (The sum of all values “total“ from the list of displayed customers)
- Shipping(Total sum of shipping costs made by listed customers)
- Wrapping(Total sum of wrapping costs made by listed customers. The display of wrapping can be disabled, see more details bellow)
- Discounts (The sum of all discounts for listed customers)
- Total (The sum of products, shipping, wrapping and discounts)

DOWNLOAD PDF
By clicking “Download PDF” button, a complete document including the list of customers and the report is generated. List of customers saved to PDF can contain maximum of 50 customers displayed as top customers. (see options bellow.)

EXPORT
By clicking export button on the tool bar, the list of customers is exported to CSV file. The exported file can be opened and edited in Excel document or Google docs sheet. In addition to columns listed in the browser, total shipping and wrapping costs are exported to CSV.

OPTIONS
- Display top customers in PDF report – Display 50 top customers (sorted by total values of sales) in PDF report. To display the list of top customers in PDF the same filters are applied as for the list of customer in the browser. Thus, showing the same list as in the browser, but only the top 50 customers.
- Display wrapping costs – If enabled, wrapping costs are displayed in browser and PDF report and exported to CSV

Vaak samen gekocht

Voeg "Sales by customers & customer groups report and export" toe aan uw winkelwagentje, samen met:

  • Iets wat vaak vergeten wordt, is de zoekmachineoptimalisatie van de afbeeldingen op productpagina’s, wat nochtans een zeer belangrijk element is voor de zichtbaarheid van e-commercewebsites op zoekmachines. De module SEO Images (Alt-tags) automatiseer het invullen van ALT-tags van afbeeldingen van uw producten met kwalitatief hoogstaande inhoud en zorgen dus voor een goede positionering van

    $7499
  • Beperk het aantal achtergelaten winkelmandjes in uw webwinkel door een melding toe te voegen aan het tabblad van de browser van uw klanten! Deze module kan in 30 seconden worden geïnstalleerd en geconfigureerd, en toont het aantal door uw klanten in het winkelmandje gelegde producten. Deze discrete maar efficiënte push herinnert uw gebruikers aan hun winkelmandje en zet hen aan om hun aanko

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Aanbeveling

To display PDF documents generated by the module, PDF reader software is needed, like Adobe Acrobat reader or othe compatible application.
To display reports exported to CSV, an application like Microsoft Excel or Open Office Excel is needed. Application must be configured to use "," for column delimiter.

Ondersteuning en updates

U profiteert automatisch van 3 maanden ondersteuning bij dit product.

Tot 90 dagen na de aankoop profiteert u van technische en functionele ondersteuning en van toegang tot beschikbare updates voor dit product.

Kies de optie Zen om 12 maanden lang te profiteren van een goed werkend product!

Met de optie Zen heeft u gedurende een jaar na aankoop toegang tot ALLE updates van het product. De ontwikkelaar van het product beantwoordt via de mail al uw technische en functionele vragen.

Wat is de optie Zen?

De optie Zen omvat twee services:

  • een onbeperkte aftersales-service tijdens de optieperiode;
  • toegang tot alle updates van dit product in deze periode.

De optie Zen is tegen een gunstige prijs beschikbaar op het moment van de aankoop van dit product, maar u kunt deze ook aanschaffen na aankoop, dit vanuit uw klantaccount. De optie is geldig tot een jaar na de aankoopdatum van uw product. Hoe vroeger u 'm koopt, hoe langer u ervan profiteert!

Wat omvat de Option Zen?

De optie Zen omvat:

  • antwoorden op vragen over het gebruik van de module/het thema;
  • oplossingen van technische problemen met de module/het thema;
  • toegang tot alle updates van de module/het thema.

Onderstaande diensten zijn niet inbegrepen in de optie Zen:

  • specifieke personalisering en ontwikkeling;
  • de installatie en update van de module/het thema:
  • het oplossen van problemen met de services van derde partijen, de hosting of de server, of met de software van PrestaShop.

Installatie

- upload the module to your PrestaShop online store
- In the back office navigate to Modules and Services
- under List of modules, navigate to 'Administration'
- find module named 'Customer sales report' and click install
After installation, new menu 'Customers' -> 'Customer sales report' is added to your back office. Click on the added menu to start using this module

Wat is er nieuw in versie 1.0.0(2018-06-11)

  • First version of the module

Over de ontwikkelaar

Community developer

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$3999

Voordelen:

  • 3 maanden gratis ondersteuning (Meer informatie)
  • Ontwikkeld door een Top Developer
  • Documentatie inbegrepen
  • Compatibiliteit v1.6.0.4 - v1.7.4.2

  • Versie 1.0.0 (2018-06-11)

  • Beschikbaar in het en

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