Zen Cart 360 Sales Reporting

I wanted to include direct deposits and other payments received outside my cart in my total sales reporting, as well as consolidate payments from one company made under different emails, so I created a mod to do this. You are welcome to use my work as a basis for your own if you want to do something similar. (Please note that you will need to work with a developer to do this.)

https://www.zen-cart.com/downloads.php?do=file&id=2218

The most up to date version of this code is on Github:
https://github.com/scottcwilson/zenc...ales_reporting

Questions about this plug-in:

I use a mobile POS system in the field that is connected with my PayPal, I want to add the cash transactions which were made at a festival I did in October, being that the card transactions are address in PayPal. Would it be correct that I can use the following instructions to adjust a CSV to import those cash transactions?

Quote:

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Importing Direct Deposits

To add new direct deposits to your database, use phpMyAdmin and import a CSV, with each deposit on one line. Here's a CSV showing a payment of $1,000 from Wiley Coyote of Acme Industries on Oct 1, 2018:

0,"2018-10-01","Acme","[email protected]",1000

Note that the date is in YYYY-MM-DD format, and the line starts with 0, - this is a placeholder for the deposit_id field. Be sure to check the "Update data when duplicate keys found on import (add ON DUPLICATE KEY UPDATE)" box in phpMyAdmin when you are uploading this csv.

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being that this is associate with an mobile app I could make the sales location the name of the customer, and give it a dummy email or use the company email for the cashier who completed the transaction using the location name, i.e. 0, "2018-10-14", "PPD Sales", "[email protected]", 60?

Will I need to make the "Master Customer" and the sub-customers 1st so that I know which ID to link?

> Would it be correct that I can use the following instructions to adjust a CSV to import those cash transactions?
Yes

> I could make the sales location the name of the customer, and give it a dummy email or use the company email for the cashier who completed the transaction...
Use whatever information you think will be useful for future reporting. In my case I did my best to get as close as I could to the actual customer name/email/etc. (although sometimes that data was long gone and I had to fake it).

I am having a problem connecting the transactions to a customer number. It just shows as Cust ID# N/A can that be solved by adding a space for the customer ID number to the db?

This means that email address has not placed a regular order in your cart; there may or may not be a customer record for that email address.

If there is a record in the customers table (just no orders), you can add code to admin/stats_customers.php below line 86 to add the id in.

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Originally Posted by swguy

This means that email address has not placed a regular order in your cart; there may or may not be a customer record for that email address.

If there is a record in the customers table (just no orders), you can add code to admin/stats_customers.php below line 86 to add the id in.

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So I just copied and replaced one of the other line and changed it to

Code:

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'customers_id' => $direct_query->fields['customer_id'],

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, will that work?

If you'd like to hire me to take care of this for you, please use the Contact Me button on my website.

Quote:

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Originally Posted by swguy

If you'd like to hire me to take care of this for you, please use the Contact Me button on my website.

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Perhaps not this but my Book plug-in. Quote me a price in a PM.