## Zoho Commerce Help Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/commerce/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Sales

This section consists of nine reports:

### Sales by Customer

This report gives you the summary of the number of invoices and the total invoice amount for every customer. Here’s how you can view this report:

*   Click **Reports** on the left sidebar.
*   Select **Sales by Customer** under _Sales_ from the General Reports tab.

Fields

Description

Name

The name of the customer.

Invoice Count

The total number of invoices (excluding the draft state invoices) for that customer.

Sales

The total amount of all invoices excluding tax.

Sales with Tax

The total amount of all invoices including tax.

Here’s how you can customise this report:

*   Click **More Customizations** present in the top right corner.

Fields

Description

Date Range

Choose from the existing date range or select a custom date range.

Compare with

Once you have chosen a date range, you will be able to compare with the previous date range. Mark the checkbox given below if you want the comparison to be from the newest to the oldest time period.

Number of period(s)

The report will be compared with the selected number of previous date ranges. If you have selected the date range as previous week and number of period(s) as 3, you’ll see the comparison between the previous three weeks.

Entities

Select the required modules.

Advanced Filters

You can add multiple conditions to filter out information as per your requirement.

**Show/Hide Columns**

This section of the customize report lets you select different fields under Available Columns. The fields that you select will be displayed under Selected Columns, and these are the fields that will be displayed in your report.

Fields

Description

Available Columns

This lists all the fields that can be added to the reports as columns

Selected Columns

This lists all the fields that are being displayed as columns

### Sales by Variant

This report contains the sales summary of all your product variants for the selected date range. Here’s how you can view this report:

*   Click **Reports** on the left sidebar.
*   Select **Sales by Variant** under _Sales_ from the General Reports tab.

Fields

Description

Item Name

The product and its variants are listed here

SKU

Stock Keeping Unit of the products

Quantity Sold

The number of product variants sold

Amount

The total amount received for all quantities sold

Average Price

The average price per product variant

Here’s how you can customise this report:

*   Click **More Customizations** present in the top right corner.

Fields

Description

Date Range

Choose from the existing date range or select a custom date range.

Group By

You can group by certain parameteres within the report.

Compare With

Once you’ve chosen a date range, you will be able to compare with previous date range. Mark the checkbox given below if you want the comparison to be from the newest to the oldest time.

Number of Year(s)

The report will be compared with the selected number of previous date ranges.

Advanced Filters

You can add multiple conditions to filter out information as per your requirement.

**Show/Hide Columns**

This section of customize report lets you select different fields under Available Columns. The fields that you select will be displayed under Selected Columns and these are the fields that will be displayed in your report.

Fields

Description

Available Columns

This lists all the fields that can be added to the reports as columns.

Selected Columns

This lists all the fields that are being displayed as columns.

### Order Fulfillment by Item

This report gives you a summary of the stock used for a product in different steps of the order fulfillment process for the selected time duration. Here’s how you can view this report:

*   Click **Reports** on the left sidebar.
*   Select **Order Fulfillment by Item** under _Sales_ from the General Reports tab.

Fields

Description

Item Name

The name of your product.

SKU

Stock Keeping Unit of your product.

Quantity Ordered

The total number of products ordered.

Cancelled

The total number of orders cancelled.

To be packed

The total number of orders that are invoiced and yet to be packaged.

To be shipped

The total number of orders that are packaged and yet to be shipped.

To be delivered

The total number of orders that are yet to be delivered.

To be invoiced

The total number of orders received that are yet to be invoiced.

Here’s how you can customise this report:

*   Click **Customize Report.**

**General**

You can run the report for the desired date range. Choose from the existing date range or select a custom date range.

### Sales Return History

This report summarizes the return and refund status of sales orders along with amount invoiced and amount refunded. Here’s how you can view this report:

*   Click **Reports** on the left sidebar.
*   Select **Sales by Variant** under _Sales_ from the General Reports tab.

Fields

Description

Date

Sales order creation date

Customer Name

Name of the customer associated with the sales order

Amount Invoiced

Amount invoiced for the sales order

Sales Return Date

Sales return creation date

RMA Number

Retainer invoice number created upon initiating the return process

Status

Sales return status

Receive Status

Status of order received

Refund Status

Amount refund status

Amount Refunded

The total amount refunded to the customer

Balance Amount

Amount yet to be refunded

Here’s how you can customise this report:

*   Click **Customize Report**.

**General**

You can run the report for the desired date range. Choose from the existing date range or select a custom date range.

### Sales by Category

This reports gives you a summary of the quantity of products sold based on categories. Here’s how you can view this report:

*   Click **Reports** on the left sidebar.
*   Select **Sales by Category** under _Sales_ from the General Reports tab.

Fields

Description

Categories

All the sold categories will be listed

Quantity Sold

The number of products sold under that category

Amount

Total amount for all sold quantities

Here’s how you can customise this report:

*   Click **Customize Report**.

**General**

You can run the report for the desired date range. Choose from the existing date range or select a custom date range.

### Sales by Items

This report gives you a summary of quantities sold for all products. To view this report:

*   Click **Reports** on the left sidebar.
*   Select **Sales by Products** under _Sales_ from the General Reports tab.

Fields

Description

Product

Name of the product

SKU

Stock Keeping Unit of the product

Quantity Sold

Total number of products sold

Total

Total amount for all the quantities of the product

Here’s how you can customise this report:

*   Click **Customize Report**.

**General**

You can run the report for the desired date range. Choose from the existing date range or select a custom date range.

### Sales by Orders

This report gives you a summary of all the orders received. Here’s how you can view this report:

*   Click **Reports** on the left sidebar.
*   Select **Sales by Orders** under _Sales_ from the General Reports tab.

Fields

Description

Date

Creation date of the sales order

Sub Total

Total amount excluding tax

Tax

Tax amount for the sales order

Shipping Charges

Shipping charges applied on orders

Total

Total amount inclusive of tax

Refund

Refund amount, if any.

You can also customise the date range and the aging summary.

### Packing History

Here’s how you can view this report:

*   Click **Reports** on the left sidebar.
*   Select **Sales by Orders** under _Sales_ from the General Reports tab.

Fields

Description

Date

The date of package creation.

Status

The status of the package. This includes shipped, not shipped, and delivered.

Tracking Number

Tracking number of the package assigned during the time of creation.

Quantity

Number of products in the package.

Here’s how you can customise this report:

*   Click **Customize Report**.

**General**

You can run the report for the desired date range. Choose from the existing date range or select a custom date range.

Fields

Description

Status

The status of your package.

Date Range

You can run the report for the desired date range. Choose from the existing date range or select a custom date range.