Monthly Sales and Tax Summary Report [support thread]

A report that displays a summary of monthly or daily totals:
gross income (order totals)
subtotals of all orders in the selected period
nontaxed sales subtotals
taxed sales subtotals
tax collected
shipping/handling charges
low order fees (if present)
gift vouchers (or other additional order total component, if present)

Straight forward installation.

1. Unzip to a temp directory and upload all files to your admin store directory.
(The files are already arranged and there are *no* overwrites)

TO RUN
===============
2. Go to Admin->Reports>Monthly Sales.

This mod can be found in the Downloads section of Admin Tools:
http://www.zen-cart.com/index.php?ma...oducts_id=1043


Skip

Skip, thanks for this wonderful mod addition.

Just a quick question: I have no problem getting the CSV files from the mod to work with FF, but IE (v6) chokes on them. Is this something on my system, or a known issue? I haven't had a chance to try it on another computer yet.

KMK

KMK

Have had no issues with IE that I know of. Tested again today with IE 6 and IE 7 and had no problems.

Skip

Thanks for the fast reply, Skip. Must be something on my [sometimes :blink:] screwy system then.

~KMK

I installed this and it looks to be just what I want. The summary page shows ok but whenever I click on the month, a total to drill down, print or invert, all i get is another copy of the summary page. Clicking on Save CSV just shows CSV string empty. I tried both FF and IE and it is the same in both.

A quick answer would be a bad upload of the files. Try reloading the files and see if that fixes it. If not what version of zen-cart, mysql, php are you running.

Skip

I honestly can't remember if it was this MOD or another that I recently installed in my latest ZC adventure, but one of them had an extra / in the URL it was using. I'm inclinded to think it might have been this one, because fixing it solved the problem I was having with the unintuative IE, if I remember correctly (I also believe this memory loss come-down is what they refer to as having been ZENNED after working on a big e-commerce site with too many customizations :wacko:).

View the source on the page, and see if that's what's happening to you as well.

~KMK

Skip, I deleted the code and reinstalled: same thing happened. I'm running:
ZenCart 1.3.8a
MySQL 5.0.18
PHP Version: 5.2.6 (Zend: 2.2.0)

The data presented is all correct so it is getting at the database ok.
I thought a php variable may need changing but no idea what.

Quote:

---

Originally Posted by nosnappyname

Skip, I deleted the code and reinstalled: same thing happened. I'm running:
ZenCart 1.3.8a
MySQL 5.0.18
PHP Version: 5.2.6 (Zend: 2.2.0)

The data presented is all correct so it is getting at the database ok.
I thought a php variable may need changing but no idea what.

---

Looked at the code and did find a typo for the print option.

I also noticed that a lot of the coding used an old time way of ending a if statement.
So I fix that but I am running
ZenCart 1.3.8a
MySQL 5.0.33
PHP Version: 5.2.5 (Zend: 2.2.0)
And it works so I have attached stats_monthly_sales.zip unzip and then replace /admin/stats_monthly_sales.php with this file.
Let me know if this fixed it, If so I will build a new mod file for download.

Skip

Skip, that second version acted the same as the first, but..... I found a number of notes that said: "$HTTP_GET_VARS[] Is IDENTICAL to $_GET, however, it is depreciated, and no longer in use in php 5 + (correct me if I am wrong). PHP advises you use $_GET, $_POST, $REQUEST.. etc for all your super global needs."

So I changed $HTTP_GET_VARS to $_GET and $HTTP_POST_VARS to $_POST everywhere in stats_monthly_sales.php and everything seemed to work fine. I guess something in my ISP's settings are tighter than yours.

Anyway, thanks and it really looks like a useful contribution.

Quote:

---

Originally Posted by nosnappyname

Skip, that second version acted the same as the first, but..... I found a number of notes that said: "$HTTP_GET_VARS[] Is IDENTICAL to $_GET, however, it is depreciated, and no longer in use in php 5 + (correct me if I am wrong). PHP advises you use $_GET, $_POST, $REQUEST.. etc for all your super global needs."

So I changed $HTTP_GET_VARS to $_GET and $HTTP_POST_VARS to $_POST everywhere in stats_monthly_sales.php and everything seemed to work fine. I guess something in my ISP's settings are tighter than yours.

Anyway, thanks and it really looks like a useful contribution.

---

Thanks nosnappyname for PHP 5.0 fix. I was asleep on that one.
I up loaded a new version 1.2 it should show up in a day or two.

Thanks again for the help:bigups:

Skip

has anyone had an issue with the status dropdown only having All Orders in it and none of the other statuses.

Quote:

---

Originally Posted by barco57

has anyone had an issue with the status dropdown only having All Orders in it and none of the other statuses.

---

'other statuses' what ones in particular are you asking about?

Skip

Well should the dropdown for status have more than all orders in it? I would think that it would list all of the statuses I use in the shop. We have orders pending, processing, shipped, downloaded and cancelled. Pending orders may sit for a while over the close of a quarter and I wouldn't want them to be picked up for a tax report. cancelled orders are kept in the cart because the accountant and the irs like to see consecutive order numbers with out breaks.....so the 2 statuses I want to pull reports on would be shipped and downloaded as those are the only ones completed and money (including tax) collected

This report is not setup for all that information. It gives the user the large picture of total sales and taxes.

I have not tried this Sales Report but it sounds like it might have what you are looking for.


Skip

Then I suppose the dropdown on the report page and shown in the attached image is legacy code......too bad. Though at least I don't have too many pending and cancelled I would need to make sure are excluded from the report when doing the paperwork....


We already use the other sales report heavily but it doesn't do taxes like this one does, well actually it does taxes but not as well as this one does

ok it definitely must be legacy code because the help popup in the report page has the following:

Quote:

---

Selecting report summary by status

To show the monthly or daily summary information for just one Order Status, select the status in the drop-down box at the upper right of the report screen. Depending on the store's setup for these values, there may be a status for "Pending" or "Shipped" for instance. Change this status and the report will be recalculated and displayed.

---

Now that I am on the same page as you are. Sorry it took me awhile to catchup.
The drop down order status works.
What ever order status display in the admin home page will be in the drop down plus All Orders.
Orders
Pending:
Processing:
Delivered:
Pending PayPal Notification:
etc.

I am running zc 1.3.8 php 5.0 mysql 5.0 and have no issues.

This link example of selecting pending give us status=1 that is the value that is searched in the orders_status table a very simple query.
/stats_monthly_sales.php?status=1&selected_box=reports

There was a version update to 1.2 that fixed some issues with php 5.0 that some where having.

Skip

Hmmmm......I have this loaded on several carts (1.3.8a, 1.3.6, 1.3.7) and the report displays fine except for the dropdown is not populated with any other status except "All Orders" on all of the installs....very weird

Try this work around in the url location address bar add the status string.

This is what you should have for All
stats_monthly_sales.php?status=&selected_box=reports

For pending try
stats_monthly_sales.php?status=1&selected_box=reports

For Processing try
stats_monthly_sales.php?status=2&selected_box=reports

For Shipped try
stats_monthly_sales.php?status=3&selected_box=reports

This will just bypass the drop down

I wonder if the other report mod is using the same 'orders_status_array'?

Skip

well doing that does provide an end around to the fact the dropdown isn't populating but on clients site I can hear the whining already....I have one client with 12 statuses......not that he needs all of them but who am I to tell him any different......

Well it looks like there is a conflict in the code.
I have changed the drop down code in this file let me know if it works.

Skip,
the code that was in the file did not work properly,

However im sure Barco will send you the corrected file....

Ok here is what we have and works like a champ

Thanks for the help I need to get better at looking at code.

Skip

Which one of these would be the latest file to download? The one in the original post (was it updated) or one of the others? Thank you!

The one in my post is just one of the files that needed to be adjusted. I don't know if the whole module is being updated or not.

Verision 1.3 has barco57 update
http://www.zen-cart.com/index.php?ma...oducts_id=1043

Thank you to both of you! Wish me luck installing it :)

This seems like a great module, I love modules that don't make you edit any of the files. One problem, I'm getting inaccurate tax totals.

I'm guessing this is because I'm using the local sales tax module
http://www.zen-cart.com/index.php?ma...roducts_id=623


for example;
I have 3 local taxes and a state tax that gets collected.

My "total" for the month is $3.90 on the main report page

When I click that total to get a detailed report, I see my local taxes;
(// entry for popup display of tax detail
// show=ot_tax )

0.08 - local
0.04 - local
0.07 - local
5.97 - state

So I'm not sure where the $3.90 total is coming from, it looks like the query is selecting only the standard sales tax.
around line 446
// Retrieve totals for products that are NOT zero VAT rated
I'm not sure how to setup the correct query for this at the moment.

I'm using this for tax tracking for now;
http://www.zen-cart.com/index.php?ma...roducts_id=768

I have not had the need to use local sales tax module. So I have no test bed setup.
In time I will most likely need to add that mod because you know the gov needs more money. So I will be working on it.

To bad you can't back bill the gov for all the add bookkeeping you need to do.
Say a 10% collection fee :D

I just wanted to say thank you. This is exactly what we needed!

Hi,

I don't know if I'm asking this in the correct topic. If not, I apologize and please direct me to the right topic. :oops:

I want to keep track of the product cost( the price I pay for) and the price I sell it for, so that I can keep track of Revenue. So, in addition to the sales reports, I was wondering if this module have revenue reports.

I had thought this is what the NET and GROSS prices are for while adding the products, but after some research it turns out they are for taxing products.

I'm thinking maybe the Product Cost has to be added while I'm adding the products... so this might be the wrong topic. But, maybe this module could include a feature where I could put in a product's cost(price I paid for).

Thanks much in advance!
ITF :bigups:

Quote:

---

Originally Posted by IronTank

Hi,

I'm thinking maybe the Product Cost has to be added while I'm adding the products... so this might be the wrong topic. But, maybe this module could include a feature where I could put in a product's cost(price I paid for).

Thanks much in advance!
ITF :bigups:

---

Because the data comes from the orders and orders_total tables for this mod there is no way that it could report on product cost.

I think you are looking for something more like this.
http://www.zen-cart.com/index.php?ma...roducts_id=278

Skip

Hi Skip,

that looks like what I need! Thanks so much for pointing it out to me! :bigups:


ITF

This module is THE BEST MODULE on the whole of the Zen Site........

Thanks for your time creating it....

I have 2 small sugestions to turn it from a GREAT MODULE to an EVEN GREATER MODULE....

2 more columns.....

number of orders (in the month)
Average order value (for that month)

this will help the site owner see visitor growth and trend growth too.

Will happily beta test on some very large sites that your script is running on and creating great reports.

Do you have a paypal link for donations?

Marc

marcps
Thank you for the compliment. My work load at this time does not allow me to do any enhancements. In time I will get back to this and add some of the items suggested.

Skip

Quote:

---

Originally Posted by skipwater

Because the data comes from the orders and orders_total tables for this mod there is no way that it could report on product cost.

I think you are looking for something more like this.
http://www.zen-cart.com/index.php?ma...roducts_id=278

Skip

---

I'm looking for the same as IronTank, adding a cost field.
I'll look into the link.

But, it is possible to add 'Payment Fees' on your Monthly Report?
(1) Basically, we would like a column for our Paypal fees listed.
(2) Can we select "Year" ? Right now 2008 & 2009 are listed.

Btw Skip... I agree with everyone else here, great mod.

-Jim

Quote:

---

Jim
But, it is possible to add 'Payment Fees' on your Monthly Report?
(1) Basically, we would like a column for our Paypal fees listed.
(2) Can we select "Year" ? Right now 2008 & 2009 are listed.

---

To my knowledge there is no where in ZC that Payment Fees are stored. So at this point I can't report them.

The years that you see/active are the available dates in your data base. As time passes the years will just be added to the list. I have not considered only showing one year at a time.

I use the report as a comparison against last years numbers with the detailed month information showing all past years month numbers.
This gives you a time line with plus or minus dollars per day on sales.

Skip

In the paypal table in the mc_fee field is where my paypal fees are stored on my ipn transactions

Quote:

---

Originally Posted by barco57

In the paypal table in the mc_fee field is where my paypal fees are stored on my ipn transactions

---

Thanks for the info never needed to use paypal.
With 2.0 coming out this mod will need a rewrite so at that time I am hoping to add a few new functions.

Skip

Hi Skip - thanks for a great add-on! I wanted to ask, is it possible to add in a the Payment Fee into the report? We use PayPal and it would be great to get an idea of their fees. I see them on the order page, but did not know if I started poking around, if it was even possible to modify your add-on to include that and before I started, want to consult with you.
Let me know your thoughts when you can and if you have the time. I am already grateful for this contribution and do not wish to burden you. Thank you. Joe

PayPal has a stored value that can be use. As You can see barco57 posted.

If you have the time your welcome to add and improve the report.

It is always nice to see that people are willing to give back to the community.

in my report where it displays "Gift Vouchers" amount, it is actually showing my shipping insurance. how do i change the text to read "shipping insurance"?

thanks

Quote:

---

Originally Posted by ams30gts

in my report where it displays "Gift Vouchers" amount, it is actually showing my shipping insurance. how do i change the text to read "shipping insurance"?

thanks

---

Edit file admin/includes/languages/english/stats_monthly_sales.php
around line 47 you will find:

Code:

---

define('TABLE_HEADING_OTHER', 'Gift<br> Vouchers');  // could be any other extra class value

---

Change to:

Code:

---

define('TABLE_HEADING_OTHER', 'Shipping<br>Insurance');

---

Skip

Quote:

---

Originally Posted by skipwater

Edit file admin/includes/languages/english/stats_monthly_sales.php
around line 47 you will find:

Code:

---

define('TABLE_HEADING_OTHER', 'Gift<br> Vouchers');  // could be any other extra class value

---

Change to:

Code:

---

define('TABLE_HEADING_OTHER', 'Shipping<br>Insurance');

---

Skip

---

thanks worked perfect

don't know what i could have done wrong. i copied everything over to the corresponding directory, and when i load reports/monthly sales it gives me a 404 Not Found error. :I

Quote:

---

Originally Posted by mooomers

don't know what i could have done wrong. i copied everything over to the corresponding directory, and when i load reports/monthly sales it gives me a 404 Not Found error. :I

---

Double check where you copied the files to and that you copied all the files. The file not found is one or two things. a. The file is not where it belongs. b. The file was never copied to where it belongs.

Skip

weird.. i double checked and tripple checked on my ftp server and the files are there in the corresponding directories. this is driving me crazy. i must be missing something somewhere!

Quote:

---

Originally Posted by mooomers

weird.. i double checked and tripple checked on my ftp server and the files are there in the corresponding directories. this is driving me crazy. i must be missing something somewhere!

---

What is the file name the url is calling that is giving you the 404 error?

Skip

Hi Skip,
the link is
http://www.yabycosmetics.com/admin/s...thly_sales.php

The first thing you need to do is rename your admin and install the new patch http://www.zen-cart.com/forum/showthread.php?t=130161.
You also should subscribe to the Zen Cart Release Announcements so you can keep up with patches.

As for the 404 that is the correct file name.

But at this time I think it is more important that you up date your site first. and then get back to this.

Skip

i changed the permission to 644 and now it all seems good!

i'm now trying to figure out the admin security patch situation. Thanks for letting me know abt this!

i do have a question about the report though, some columns addup and some don't seem to..

using this one line as an example:

Code:

---

Month        Year        Gross Income        Product sales        Nontaxed sales        Taxed sales        Taxes collected        Shipping & Handling        Tax on shipping        Gift Vouchers

Jul        2007          1394.07            1278            827.35            450.65              49.58          138.83                      1.3            73.64

---

product sale + taxes and shipping - discounts doesn't add up to the gross. am i missing something?


thx.

Quote:

---

Originally Posted by mooomers

i do have a question about the report though, some columns addup and some don't seem to..

using this one line as an example:

Code:

---

Month        Year        Gross Income        Product sales        Nontaxed sales        Taxed sales        Taxes collected        Shipping & Handling        Tax on shipping        Gift Vouchers

Jul        2007          1394.07            1278            827.35            450.65              49.58          138.83                      1.3            73.64

---

product sale + taxes and shipping - discounts doesn't add up to the gross. am i missing something?


thx.

---

Now you want me to be a accountant:(

Belive it or not that infomation is correct:

gross income = 1394.07
product sold = 1278.00
-------------------------------
difference = 116.07

non tax items = 827.35
tax items = 450.65
------------------------------
total = 1278.00 same as product sold

Taxes collected = 49.58
shipping = 138.83
ship taxes = 1.30
----------------------------------
tax ship total = 189.71

So we have a difference in gross monies and product sales

tax ship total = 189.71
difference = 116.07
--------------------------
Gift Vouchers 73.64

You now have a balance of $0.00

Don't make be do that again:no:

Skip

oh duh i posted an example that worked out!! but thank you for showing me the calculations anyway!!

so some of the lines come out with a difference of a dollar and some, like this year's ytd is already off by about $75.

i'm just very confused why some rows don't add up.

I uploaded all the files.....includes to the includes file .

Uploaded Stats_monthly_sales php to admin file.

I do not have a box at the bottom of admin reports to run the report.

What did I miss ?

www.centraltrailer.com

Thanks,
Martin

You have this file
admin/includes/boxes/extra_boxes/stats_monthly_sales_reports_dhtml.php ?

Did you rename your admin?

Skip

That file is in the includes file as you listed.

My admin is cart.

Any other ideas ?

Martin

Quote:

---

Originally Posted by Martin Smith

That file is in the includes file as you listed.

My admin is cart.

Any other ideas ?

Martin

---

OK your zen cart store root is centraltrailer.com/cart but that is not your admin folder.

The file should be centraltrailer.com/cart/admin/includes/boxes/extra_boxes/stats_monthly_sales_reports_dhtml.php.

But you should have renamed your admin folder per- new patch http://www.zen-cart.com/forum/showthread.php?t=130161.

If so the path would be what ever you changed admin too.
centraltrailer.com/cart/??????/includes/boxes/extra_boxes/stats_monthly_sales_reports_dhtml.php

Skip

I finally got everything loaded to the correct place and it works great.

Thanks for the help. Everyone should be using this mod.

Martin

Great contribution, thank you.
I was wondering if there is any easy way to limit this report by Zone. Ideally I would like to have three separate reports, one for each tax zone that I need to support.
Any help/ideas would be greatly appreciated.

Quote:

---

Originally Posted by medmonds

Great contribution, thank you.
I was wondering if there is any easy way to limit this report by Zone. Ideally I would like to have three separate reports, one for each tax zone that I need to support.
Any help/ideas would be greatly appreciated.

---

See if this will work for you:

Admin->Localization->Orders Status
Create as may statuses as you need for you zones i.e. Zone 1, Zone 2 name them something that would help you understand what they represent.

Next when you update a customer's order you select the Status: Zone from the drop down that the order would belong to.

Now when you run Monthly Sales/Tax Summary Report you would select from the Status drop down the Zone you want the report of.

Skip

Hi Skip,
That's a good suggestion, thank you.
I was hoping that I could set three separate reports so that in my admin panel I could access: NY tax, NJ tax, Ct tax reports. Each report would be identical but would only display the results for that Zone. I don't necessarily want to rely on manually assigning zones to each order in order to filter the results.

Any other suggestions?

Thank you!

What you want can be done by writing some sql code and adding it to the report mod. Maybe when a rewrite for zc 2.0 is done that can be added.

Hi Skip,
Thanks for the lovely mod.
I am into a different situation with the mod. I installed the mod and when I select the Tool->Monthly Sales it list me the data. So far so good. Now when I change the status using the drop down menu, the results get updated.

But when I try to see a report of specific month from the listed or try print, Invert, Help or Save CSV I get "The webpage cannot be found".

I have identified the issue, please let me know where I need to make changes in order to get it working.

The url in address bar -
for month drill down - http://shop.chikkistore.com/shop/<admin folder>/stats_monthly_sales.php?&month=9&year=2009

which is incorrect instead it should be http://shop.chikkistore.com/<admin folder>/stats_monthly_sales.php?&month=9&year=2009

extra "shop" folder name needs to be removed from the url generated.

Please let me know as where I need to make the change to get the modified URL.

Thanks again for the mod....
Ruturaj.

I would love to have the number of orders included on the report. Is there an easy way to do that?

Quote:

---

Originally Posted by anita

I would love to have the number of orders included on the report. Is there an easy way to do that?

---

Short answer NO

Yes the order records are counted in the sql query's but they are not used. Code would have to be written to display the information.

Skip

Hi Skip,
I am using your contribution to run monthly sales/tax reports, however I want to limit access to who can see this report.

The Admin Profiles contribution allows me to limit who can see it, but unfortunately I still see "Monthly Sales" as a menu item. So Admin Profiles is turning off access to view the report, but not turning off the actual menu item.

Is there any way to make sure that this report/menu item can be easily controlled through the Admin Profiles?

Any insight or advice would be much appreciated.

Best wishes,
Marta

Kuroi has given a great how to in the readme file for Admin Profiles contribution to do what you are looking for. Read his updating box files (a step-by-step guide).txt that is in the zip file. And the report box file that needs to be edited is stats_monthly_sales_reports_dhtml.php.

Skip

Super, thank you! That worked perfectly.

Hi Skip,
Thank you for the quick reply. That worked!

I have one more question for you, if I may take one more minute of your time.

We do not charge tax on shipping and have two main shipping options: FedEx shipping and Store Pickup (free). On the FedEx side, the Tax Class is set to "none".
However, our Monthly Sales report seems to show tax being collected for shipping. The amount is usually very small - a total shipping tax collected of .01 to .05 in any given month. I cannot seem to figure out where this amount is coming from and wondered if you might have a suggestion about how to troubleshoot this issue and eliminate shipping tax.

I really appreciate your insight!

Best wishes,
Marta

Quote:

---

Originally Posted by medmonds

Hi Skip,

We do not charge tax on shipping and have two main shipping options: FedEx shipping and Store Pickup (free). On the FedEx side, the Tax Class is set to "none".
However, our Monthly Sales report seems to show tax being collected for shipping. The amount is usually very small - a total shipping tax collected of .01 to .05 in any given month. I cannot seem to figure out where this amount is coming from and wondered if you might have a suggestion about how to troubleshoot this issue and eliminate shipping tax.

I really appreciate your insight!

Best wishes,
Marta

---

The best thing I can suggest is to look at the raw data in orders_total table and see how the fedex shipping mod is placing the data into the records. in the class field you will see ot_tax and ot_shipping. I don't run the fedex ship mod so I have no data to look at.

Skip

Skip,
Thank you for your quick response. Thank you for the suggestions. I will post back when I find something.

Best wishes,
Marta

Ok, so I checked the table as you suggested and notice that the FedEx shipping rate has a class of ot_shipping. What does this mean? Can I modify the class so that no tax is charged?

Thanks again,
Marta

Has anyone noticed strange things in their report where the day's shipping is $0, but the tax on shipping was a positive value?

Code:

---

Gross Income  Product sales  Nontaxed sales  Taxed sales  Taxes collected  Shipping & Handling  Tax on shipping
112.62        107.25              0.00            107.25      5.36            0.00                0.01

---

Quote:

---

Originally Posted by mooomers

Has anyone noticed strange things in their report where the day's shipping is $0, but the tax on shipping was a positive value?

Code:

---

Gross Income  Product sales  Nontaxed sales  Taxed sales  Taxes collected  Shipping & Handling  Tax on shipping
112.62        107.25              0.00            107.25      5.36            0.00                0.01

---

---

Tax values are stored with 4 decmial places $0.0000.
If value is = to or greater then 0.0050 it will add 0.01 to tax but if the value is < less then 0.0050 it will not add any value to tax.

Which is the correct way in calculating taxes for each transaction.

In your example product sales are $107.25 and your sales tax was $5.36.

So it looks like you have a 5% sales tax?
5% of $107.25 = $5.3625

But wait your Gross Income is $112.62
$112.62 - 107.25 = $5.37 that leaves $0.01 that showed up in ship tax.

My best guess is that you had more the one order on that day and each order had a tax value of 0.0049 or less, that when summed the 0.0049's became 0.01.

I hope that helped to explain very low out of place values.

Skip

HI, I've upload the folder to my server, however, there is always a Internal server problem 500 shows up when I click the" monthly sales report" in ZenCart admin site. Please HELP ME!!!:(

Quote:

---

Originally Posted by goldiegao

HI, I've upload the folder to my server, however, there is always a Internal server problem 500 shows up when I click the" monthly sales report" in ZenCart admin site. Please HELP ME!!!:(

---

After unzipping the mods zip file to a temp area on your local computer and then renaming the admin folder to match the name of the admin folder that you are using on your web server.

That is when you then uploaded the files?

Skip

Hi,

I have duplicated my core files into another site and this mod is amongst them, I would like to know If I can zero the figures for the new business.

Can it be done in anyway or is it an overwrite of the mod with.

Cheers

RR

Quote:

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Originally Posted by Renz

Hi,

I have duplicated my core files into another site and this mod is amongst them, I would like to know If I can zero the figures for the new business.

Can it be done in anyway or is it an overwrite of the mod with.

Cheers

RR

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The report data comes from the orders and orders_total tables of your database. So if your new business site started with a clean database there should be no values.

Skip

Hello,
I have this mod installed that figures out profit:
http://www.zen-cart.com/index.php?ma...roducts_id=278

Any way you can take a look and see if it is possilble to add a profit column to your mod? It'd be great to show Tax collected, Gross Sales, and Gross Profit all on the same page, separated by Month and Year like you have.

Great mod, btw!

Quote:

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Originally Posted by JoeZ

Hello,
I have this mod installed that figures out profit:
http://www.zen-cart.com/index.php?ma...roducts_id=278

Any way you can take a look and see if it is possilble to add a profit column to your mod? It'd be great to show Tax collected, Gross Sales, and Gross Profit all on the same page, separated by Month and Year like you have.

Great mod, btw!

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With ZC 2.0 coming out and the profit mod over writing core files. Adding this option is not something that I want to do.
Can it be done YES.

Skip

Does anyone know if this works with 1.3.9 and PHP 5.3?

Quote:

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Originally Posted by anita

Does anyone know if this works with 1.3.9 and PHP 5.3?

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Yes all 1.3.x and php 5.3

Skip

I'm sure I'm missing something really obvious as I'm relatively new to Zen Cart. I've installed the files for this addon but their not showing up under the reports menu.

I have successfully installed a couple of shipping modules, COWOA so I'm not quite that green... but green enough apparently.

I did put them in their respective folders in the admin file on my server.

I'm running 1.3.9h

I've spent more than a couple of hours looking for a thread. Thanks for any help,
David

Quote:

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Originally Posted by dkeil

I'm sure I'm missing something really obvious as I'm relatively new to Zen Cart. I've installed the files for this addon but their not showing up under the reports menu.

I have successfully installed a couple of shipping modules, COWOA so I'm not quite that green... but green enough apparently.

I did put them in their respective folders in the admin file on my server.

I'm running 1.3.9h

I've spent more than a couple of hours looking for a thread. Thanks for any help,
David

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It sounds like you have not renamed the mods admin folder to match the admin folder that you are using on your site.

Double check that the mods files where uploaded to there correct folders.

Skip

Thank you Skip,

I'm still wrapping my head around the file structure. I haven't renamed my folders, except for my template. So I assumed that the files would go in the admin folder and structure on the server. But because of your post I took a closer look at the actual address of my admin section and realized I wasn't looking at my admin directory but instead my manage directory. Moved the files and of course, they showed up in my admin section.

Thanks,
David

Hi, like the mod so far, however, I have two tax classes for the netherlands, one at 6% and the other at 19%. Both tax classes are installed properly (they work fine when items are sold) however when using your mod I only see a total tax collected. When I click on the "tax" number to get the details I get something like this:

2010/12

: 1,658.50



Only showing the amount but not listing the tax classes. Also, this number is considerable lower than the actual taxes collected (the number I clicked on). I really would love this to work so I can stop paying the tax office 19% on things I charged only 6% for! Can you direct me on where to look for the error? Does this have something to do with the mod? I imagine I have overlooked something...

I am using 1.3.9f

Any help would be greatly appriciated.

Cheers,
jeff

Quote:

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Originally Posted by jcun45

Hi, like the mod so far, however, I have two tax classes for the netherlands, one at 6% and the other at 19%. Both tax classes are installed properly (they work fine when items are sold) however when using your mod I only see a total tax collected. When I click on the "tax" number to get the details I get something like this:

2010/12 : 1,658.50

Only showing the amount but not listing the tax classes. Also, this number is considerable lower than the actual taxes collected (the number I clicked on). I really would love this to work so I can stop paying the tax office 19% on things I charged only 6% for! Can you direct me on where to look for the error? Does this have something to do with the mod? I imagine I have overlooked something...

I am using 1.3.9f

Any help would be greatly appriciated.

Cheers,
jeff

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Look at your
table orders_total

Code:

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orders_total_id ... orders_id .. title .................... text .......... value ... class ....... sort_order
67  ............... 20050 ...... Sub-Total: ............... $30.00 ........ 30.0000 . ot_subtotal . 1
68  ............... 20050 ...... UPS (1 x 26.4lbs) (Ground) $13.01 ........ 13.0100 . ot_shipping . 2
69  ............... 20050 ...... TAX 4.5%: ...............  $1.35 .........  1.3500 . ot_tax ...... 3
70  ............... 20050 ...... Total: ................... <b>$44.36</b> . 44.3600 . ot_total .... 4

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How are you storing the %6 tax and the 19% tax is there another class? And if so what is its name.

If you look in admin/stats_monthly_sales.php you will find queries getting the class info and you most likely have a class name unknown to this mod.

Skip

Thanks for the response, I have sorted it out actually. For my international customers I simply never installed the order-total tax module as I had the prices displayed in the e-shop to include the tax to keep things simple and to keep checkout a bit cleaner...who wants to know they're paying tax right? However, their final invoice did include the tax info regardless.

So, for anyone with a similar problem in the future, I had to first install the tax module in the admin, simple enough, and then go to the admin/configuration/my store and make sure split tax lines was set to "true" as I am using multiple tax rates. Pretty basic I know but thanks for the Mod, this is really helpful!

Cheers,
jeff

Oh, and by the way, i would not have figured that out if you hadn't told me to look at my tables and see what was going on there! So thanks for that!

jeff

Quote:

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Originally Posted by jcun45

Oh, and by the way, i would not have figured that out if you hadn't told me to look at my tables and see what was going on there! So thanks for that!

jeff

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Glad to help

Skip

Hello, I do have one more question about this Mod. I am using Ollacart Point of Sale in my shop. Your mod works great with e-shop orders but with Ollacart I only get one tax amount. Looking at the the database tables in "order total" I only see ":" then one amount for sales tax. This is also the only thing I see in the tax area when I look at the actual order invoice in Zencart. However, the in-store recepts have "Sales Tax" as the field, but the two seperate tax classes are simply added and the total is given. Your mod would obviously be a lot more useful if the invoices in Zencart from the in-store orders (using Ollacart) would list the 6% and 19% seperately like my e-shop orders do.

I understand that this is not your problem as it is apparently an Ollacart issue but it is a big problem for me as I am paying the tax man more than I need to.

Since Ollacart does read the different tax rates with no problem and calculates them during checkout, can you think of an easy way to get this to work with the invoices in Zencart? Is this something you could handle for a fee?

I understand if you don't feel like dealing with this, just thought I would ask.

Cheers,
jeff

Jeff

I understand your issue, with this report mod it can only read what is in the database.
I have not done any updates to this mod because of 2.0 coming out (within the next year or two) and I think that the ZC core code will take into account VAT tax because the USA is going to have it. So there will be multiple tax classes for each item.

Skip

Hi everybody.

I wanted to get the paypal fee calculated in this amazing mod. So instead of waiting for the 2.0, you can replace this line (line 378):

PHP Code:

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$sales_query_raw = "SELECT sum(ot.value) gross_sales, monthname(o.date_purchased) row_month, year(o.date_purchased) row_year, month(o.date_purchased) i_month, dayofmonth(o.date_purchased) row_day  from " . TABLE_ORDERS . " o left join " . TABLE_ORDERS_TOTAL . " ot on (o.orders_id = ot.orders_id) WHERE "; 


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by this one:

PHP Code:

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$sales_query_raw = "SELECT sum(p.mc_gross - p.mc_fee) gross_sales, monthname(o.date_purchased) row_month, year(o.date_purchased) row_year, month(o.date_purchased) i_month, dayofmonth(o.date_purchased) row_day  from " . TABLE_ORDERS . " o INNER JOIN paypal p ON (o.orders_id = p.order_id) left join " . TABLE_ORDERS_TOTAL . " ot on (o.orders_id = ot.orders_id) WHERE "; 


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It will change yout gross income row and include the paypal fees. And it takes care of the paypal currency exchange rates as all of the values are taken from the paypal table.

I know it's not the best way to do it for most of you as you may still want to get the gross value, but as i only use paypal, this is perfect for me.

Sorry... forget that. There is a problem with the currencies and even the dates.
The paypal table stores the gross amount in the original currency. So the calculation i made is mixing currencies. You could use the settle amount, but it is at 0 if the currency is the default one. The mod is a little more complicated than just replacing this line.

Sorry...

First of all, I wish to thank everybody who has posted here and other places in the Zen Cart support threads. Most of my issues were resolved simply by reading the threads and solutions to common problems. I now believe I have a not-so-common issue.

Basically, it seems that Gross sales and tax are incorrect when a coupon is involved. I picked a day I only did a single sale and a coupon was used. in the report it looks like this:
http://www.vacstechservices.com/issue/report.png

But the invoice looks like this:
http://www.vacstechservices.com/issue/invoice.png

You may notice that the product sales total in the report ($109.98) does not actually equal the product sales (subtotal - coupons & discounts [$98.98]). My logic is that total product sales should be total price associated with product sales, not gross price _before_ discount. I'm not sure if this is a bug or the intended behavior of the mod but when reporting to state governments for sales tax they only care about your actual product sales, not what you would have sold had the coupon been omitted so this is why I think it is a bug.

The more important thing is the tax calculation which I think is an obvious bug. When a coupon is used, the report shows a higher tax burden then what is actually collected. For example, the report shows the tax burden on this sale to be $8.80, when in fact the tax collected on the invoice is $7.92. When I do the math I can determine that subtotal [$109.98] - coupon [$11.00] * tax percentage [$0.08] = $7.92, so the invoice is accurate. Essentially, the tax collected field is certainly wrong.

As it turns out, I have been reporting a higher income and paying a higher tax burden for no reason... As I don't see anyone else with this issue (I have been searching for quite some time, so I am very sorry if I missed something) I think maybe I have configured something incorrectly... Perhaps someone can shed some light into my Dilemma and help me resolve this?

I appreciate anything that will help!

oh, and I am using v1.3.9c

hello, I am using v1.3.9h and uploaded the files to there
respective directories but "Admin->Reports>Monthly Sales" menu choice isn't there !

I have noticed you have being working on it the last days! so is there something what wents wrong ?

regards, Cees