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Items Sales Report

We have two walk in in shops and and an online shop. The Online shop has its inventory linked to one of the walk in shops, so all orders go through this walk in shop. Is there a way on the item sales report when exported to break out the online sales from the attached walk in shop sales? 

 

Thanks

Coco Chemistry Ltd
Artisan Chocolatier
www.cocochemistry.co.uk
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Thanks for letting me know @doc_choc! I tried it again on my end here and I think we will need to select Display By > Source first before exporting the Details CSV. Would you mind checking if the Source field is populating for you in the CSV file? 

Tra | she/her
Community Program Manager, Square

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Hey @doc_choc, I think I got this to work, but let me know!

 

When export your Item Sales report, you should be able to choose Details CSV.

 

Screenshot 2021-05-24 at 11.59.39.png

 

 

Within this file, there's a column (usually at the end) that say Source. This will give you a breakdown of where the sales come from (Point of Sale app, Square Online, Virtual Terminal, etc.)

 

Screenshot 2021-05-24 at 11.55.44.png

 

If you're viewing the report on your Dashboard, you can also click Display By > Source. This will also show a breakdown of where the item sales come from.

 

Screenshot 2021-05-24 at 11.58.30.png

 

Tra | she/her
Community Program Manager, Square
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Tried this but can't see source in the exported report 😞

Coco Chemistry Ltd
Artisan Chocolatier
www.cocochemistry.co.uk
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Solution

Thanks for letting me know @doc_choc! I tried it again on my end here and I think we will need to select Display By > Source first before exporting the Details CSV. Would you mind checking if the Source field is populating for you in the CSV file? 

Tra | she/her
Community Program Manager, Square
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Yup that worked! Excellent thanks for helping out there!

Coco Chemistry Ltd
Artisan Chocolatier
www.cocochemistry.co.uk
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These are the columns we have in the export file, no source 😞

 

Item Qty Price Point Name SKU Modifiers Applied Product Sales Discounts Net Sales Tax Gross Sales Transaction ID Payment ID Device Name Notes Details Event Type Location Dining Option Customer ID Customer Name Customer Reference ID Unit Count GTIN

Coco Chemistry Ltd
Artisan Chocolatier
www.cocochemistry.co.uk
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