New Feature: Sales Report

This feature will allow merchants to generate the following reports straight from the Upmesh Seller Dashboard:

Ready Report

This report is now ready to be used!

• Packing List Report: Concise summary for packing purposes
  
  

Upcoming Reports

These reports will be made available soon.

• Fulfilment Report: Delivery details necessary for courier to pickup/dropoff parcels including name, address, contact number and goods description
• Quantity Sold Report: View a summary of products sold, cost and pricing
• Top Spender Report: Customer Totals sorted by top spenders (Based on dataset) 

Merchant can access this new feature in 2 ways:

1. From Seller Dashboard - Generate Report

We have added a new tab called “Generate Report” with the following interface:

2. From Seller Dashboard - Post Management

On the “Post Management” tab, there is a new active button called “Sales Report”. When this button is selected, the system will navigate to the main page of the “Generate Report” tab.

Note: The chosen post will be the default filter when generating the Sales Report.

How To Generate Packing List Report

1. Go to Upmesh Seller Dashboard > Click “Generate Report” tab > Select “Packing List Report” > Click “Next” button.

2. Select the filter at the filter box > Click “Ok” > Click “Generate Report” to proceed.

You can filter the report by:

• Date Range (Start Date & End Date)
• Post/Live Sessions (can select multiple post or live session from Facebook/Instagram)

Filter Logic (Important)

• Filter only by date range: will generate all paid orders (manual/catalogue/comment) at selected date range.
• Filter only by post / live session: will generate all paid orders from comments on selected posts.
• Filter by date range & post / live session: will generate all paid orders from comments on selected posts.

3. After the report is successfully generated, click the “Got it, thanks!” button > click “Download” to save on your device.

4. Open downloaded file on Excel.

Here’s the result of the Packing List Report:

This report will also have another sheet called “ Labels”. You can use it to print sticker labels for your package.

This will contain all the delivery labels for all orders in the report with the format below:

• Recipient: {Customer Name}
• Address: {Address 1 + Address 2 + Unit Number}
• Postal: {Postal Code}
• Contact: {Customer Phone Number}
• Delivery Notes: {Delivery Note Upon Checkout}