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  1. #1
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    Default 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
    Last edited by swguy; 21 Oct 2018 at 09:41 PM.
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
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  2. #2
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    Default Re: Zen Cart 360 Sales 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?

    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","Wiley.Coyote@acme.com",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.
    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", "CStewart@PPDposipos.com", 60?

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

  3. #3
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    Default Re: Zen Cart 360 Sales Reporting

    > 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).
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
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  4. #4
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    Default Re: Zen Cart 360 Sales Reporting

    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?

  5. #5
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    Default Re: Zen Cart 360 Sales Reporting

    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.
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Contributions: Quantity Discounts, Better Together, SMS on Sale, Gift Wrap at Checkout, and more.

  6. #6
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    Default Re: Zen Cart 360 Sales Reporting

    Quote Originally Posted by swguy View Post
    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.
    So I just copied and replaced one of the other line and changed it to
    Code:
    'customers_id' => $direct_query->fields['customer_id'],
    , will that work?

  7. #7
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    Default Re: Zen Cart 360 Sales Reporting

    If you'd like to hire me to take care of this for you, please use the Contact Me button on my website.
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Contributions: Quantity Discounts, Better Together, SMS on Sale, Gift Wrap at Checkout, and more.

  8. #8
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    Default Re: Zen Cart 360 Sales Reporting

    Quote Originally Posted by swguy View Post
    If you'd like to hire me to take care of this for you, please use the Contact Me button on my website.
    Perhaps not this but my Book plug-in. Quote me a price in a PM.

 

 

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