Monthly Sales and Tax Summary Report [support thread]

[jcun45]

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

[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

[skipwater]

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

Glad to help

Skip

[jcun45]

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

[skipwater]

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

[thysm00]

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):

$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 "; 

by this one:

$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 "; 

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.

[thysm00]

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...

[nholovacs]

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!

[nholovacs]

oh, and I am using v1.3.9c

[ceesdk]

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