How do I see sales by vendor? (Store Admins)
Use the admin Vendor Sales report to compare sales and store earnings by vendor.
Open Reports, and under Vendors choose Vendor Sales. The report shows sales across your store vendor by vendor, with cards and charts for Gross Sales, Net Sales, Store Earnings and more. For a quick list, the Each vendor's sales this month tile opens People > Vendors sorted by sales.
Who this is for: Store admins.
These steps use the New Experience. If your menu looks different, click Switch to New Experience at the top of the page.
Quick view: sales this month by vendor
- Go to People > Vendors.
- Set Sort to Sales this month. The Sales this month column shows each vendor's total.
- Click View on a vendor for their own sales (Account > Sales).
Open the Vendor Sales report
- Go to Reports.
- Under Vendors, choose Vendor Sales.
- Set the Date Range at the top left.
Two views
The report has two views. Toggle between them with the switch near the top of the report.
- Store Overview - top performing vendors by sales, and top performing categories store wide. This helps you see which vendors perform best, and which categories are hot right now.
- Vendor Specific - pick a vendor from the drop-down to the right of the view switch. The drop-down shows vendors who had at least one sale in the selected date range. Choosing a vendor shows their statistics and filters the grid below to their transactions.
Using the grid
Scroll down past the cards and charts to the grid, where you can dig into a specific sale, item or settlement.
- Click Filter, Sort, and Choose Columns at the top of the grid to filter, group, sort or choose columns. The menu at the top of the pop-up explains each feature.
- Use the page and page-size menus below that button to move through the results.
Exporting
- Find the Export button and format drop-down at the top right of the page.
- Pick the format. CSV and Excel are recommended; PDF makes a printable or shareable document.
- Click Export.
Any filters you apply affect the exported data.
Troubleshooting
- The cards and charts didn't change when I filtered the grid. At this time, customizing the grid does not change the summary cards or graphs.
- A vendor is missing from the Vendor Specific drop-down. They had no sales in the selected date range. Widen the range.
- Reports gives an access error. The Reports page is for Administrators.
