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Completed

Item Sales by Vendor

Ryan Nicley 2 years ago in Backoffice updated 4 months ago 10

Working with a retail customer and they are asking for the item sales report to include the item vendor. It would be nice to be able to filter (at the top of the report) by vendor so they can run a sales report for a specific vendor to help them when placing orders with that vendor.

I wanted to bump this to see if anyone has seen it or can tell me how we can help this merchant. They are looking to be able to run an item sales report for any given date range and filter it by Vendor. They want to run the sales report by vendor to help them understand what they need to order from a particular vendor based on what they have sold.

Any updates on this? Or, when it the new back office rolling out. From what I heard on the call, I'm hoping there may be some new reporting options and features that might help this merchant. They are a wine store and order from their vendors (multiple) weekly. They really need a way to filter their sales by vendor to help the when creating their orders.

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Under review

Hi Ryan, 

The new UI is rolled out to Production and Beta testing is in progress, if you try on the New UI, can you share the feedback? 

In the Purchase order screen, you can filter by Vendor.

Image 239

https://simpletech.upos.io/newui/auth/login

That's great. I tried signing in using the link you sent, but it said I didn't have access. Also, they don't need to sort Purchase Orders by Vendor, although that is good, they need to run an item sales report by vendor.

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We will look into your request and update you Ryan.

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So I have spent some time using the new UI and I do like it a lot! Thanks for the changes.

However, coming back to this request. You mentioned above filtering by Vendor, but that's for Purchase Orders. What we need is a filter by Vendor for Menu Item sales report. The customer purchases from multiple vendors and needs to be able to filter her menu item sales to show the sales for a particular vendor. This will help her as she does her weekly orders and save her a lot of time.

I'm attaching an image to show what I mean.


We would greatly appreciate this option.

Image 269

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Really need this option for a merchant. Seems like it would be a good feature for any merchant that needs to order from multiple vendors. This would allow them to easily review sales from a specific vendor for a period of time so they could re-order accordingly. 

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Completed

Hi Ryan,

The New Retail item report has been implemented for the Retail store. The vendor filter and Vendor Column are added to the Report. 

Image 310

That's awesome! Thank you!!!

Thanks again for this report feature. The customer was very happy. We actually have an additional request.

Would it be possible to get an additional column added to the report to show show the COGS for each item as well? This would allow the customer a better way to monitor their costs and we would also want it to export the data when the customer exports the report to Excel or CSV.

Does that make sense?

Image 312