How can I accurately report custom sales from POS?

[andyknorr]

Hi,

I'm trying to get a report on all Custom Sales from POS, by filtering on Product title = "Custom sale".

I don't seem to be getting all of the sales through though.

Has anyone else had any success with reporting on their custom sales from POS?

Thanks in advance,

Andy

[CloudlabSam]

Hi there - it might help if you included a screenshot fo what you are seeing.

[andyknorr · Accepted solution]

I spoke to online support - they advised using the standard sales by product report, setting the filter to product id of n/a and product vendor of n/a - this worked perfectly. Thanks to all who made suggestions.

[thefourthplace]

Where do I find this report? I don't see one my that name under Analytics -> Reports

[andyknorr]

Reports Screen

[thefourthplace]

Either there's something wrong, or that report requires a plan I don't have. (I have Shopify POS Pro.)

[andyknorr]

I'd try talking to support - they will be able to sort it out for you as I think we are on similar plans.

[TealTX]

The "Sales by Product" report has been removed by Shopify - still unclear as to why - and replaced by a much less helpful report.  Use the following guide to quickly create your own export of Custom Sale entries for your staff.

Go to "Orders" page
Use the search filters to filter specific days, etc
Use "Export" button
Select the "50+ orders matching your search option"
(It will either instantly download or send you an unhelpful message that the export will be emailed to you once the systems get the data compiled - more the orders, more the wait)

Open exported file with MS Excel
Use the "Data" menu option at top
Hit the "Filter" funnel to make each column searchable
Find the "Lineitem sku" column, use the drop down menu for it.
Un-check the "Select All" option, scroll to bottom, check the "(Blanks)" item.

In just 9-10 "easy" steps, you can now approximate the original "Sales by Product" report.

You can now sort the data however you like to find what you are looking for. We use this report to quickly go through orders entered with "custom sale" items over the past day or week.

[BetterReports-D]

Hi @andyknorr,

Ciara here from Better Reports—just wanted to introduce you to our app, Better Reports, which could be a great solution for your reporting needs!

With Better Reports, you can create a report showing sales by custom product. We can show the product and variant names that were entered at your POS.

In addition to custom reports, Better Reports offers over 80 pre-built reports designed for common merchant needs, with options to schedule reports for automated delivery to your email or Google Drive, or export in CSV, Excel, HTML, or PDF format.

I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to set this up for you.

What do you think?