Monthly Sales and Tax Summary Report [support thread]

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.

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?

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

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?

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  	

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?

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!!!:(

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