Author Topic: VM Sales Reports  (Read 1066 times)

dylanphelan

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VM Sales Reports
« on: May 31, 2021, 17:21:43 pm »
Any recommendations for an extension that improves reporting functionality in Virtuemart?

I am registering for VAT and need to be able to generate better reports.

I am not sure what exactly my accountant needs, but it sounds like I will have to provide a report every 2 months, including invoice numbers with corresponding order totals and customer details.

The existing report feature allows you to list monthly sales by order, it then gives you the total with each order number, but it doesn't include the invoice number or customer details.

I bought "virtuemart advanced reports' many years ago and continuously had problems with it. I see there are a few different websites advertising reporting extensions now.

I need to be able to export this data to CSV.


dylanphelan

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Re: VM Sales Reports
« Reply #1 on: May 31, 2021, 17:29:14 pm »
Anyone used the extension from Total Apps?

Just a little hesitant to buy another reporting extension after the bad experience I had last time.

GJC Web Design

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Re: VM Sales Reports
« Reply #2 on: May 31, 2021, 19:04:18 pm »
If u just require a csv export then a relatively simple script can do this
GJC Web Design
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Jumbo!

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Re: VM Sales Reports
« Reply #3 on: May 31, 2021, 20:58:49 pm »
You can take a look at "Reporter for VirtueMart" - https://www.virtueplanet.com/extensions/vm-reporter

Invoice number column will be available in the next update which will be released very soon.

Jörgen

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Re: VM Sales Reports
« Reply #4 on: May 31, 2021, 22:18:00 pm »
I have bought the reporter for Virtuemarts. There are some issues when using hidden categories and some inconsistensies when a product belongs to more than one category. But overall a nice extension.
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Jumbo!

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Re: VM Sales Reports
« Reply #5 on: June 01, 2021, 08:13:37 am »
I have bought the reporter for Virtuemarts. There are some issues when using hidden categories and some inconsistensies when a product belongs to more than one category. But overall a nice extension.
Jörgen @ Kreativ Fotografi

Hi Jörgen, thanks for your inputs. Please post the exact problems in the support forum of the extension (https://www.virtueplanet.com/forum/vm-reporter-virtuemart-reporting-tool) so that we can fix them in the next update.

dylanphelan

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Re: VM Sales Reports
« Reply #6 on: June 03, 2021, 12:16:37 pm »
yes, need CSV exports.

order and invoice numbers, customer names,  etc. I looked at the DB, wondered if i can export directly, but i don't see all the required info on the invoice table.

wonder if CSV improved can do this.

dylanphelan

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Re: VM Sales Reports
« Reply #7 on: June 03, 2021, 12:19:24 pm »
You can take a look at "Reporter for VirtueMart" - https://www.virtueplanet.com/extensions/vm-reporter

Invoice number column will be available in the next update which will be released very soon.

Many of my products belong to more than one category.

Although when I require sales reports for tax purposes, I wouldn't need the category to be exported.

Jörgen

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Re: VM Sales Reports
« Reply #8 on: June 03, 2021, 12:24:24 pm »
You can of course do this with sql queries and csv improved can do this. Setting up these tasks will take some time. Reporter will do this quicker for You. Excluding columns is no problem for reports. It is easy to cutomize.

It is all up to You :)

Jörgen @ Kreativ Fotografi
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dylanphelan

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Re: VM Sales Reports
« Reply #9 on: June 08, 2021, 11:05:51 am »
You can take a look at "Reporter for VirtueMart" - https://www.virtueplanet.com/extensions/vm-reporter

Invoice number column will be available in the next update which will be released very soon.

Is the invoice number column available yet?
The extension won't help with VAT / TAX returns without this.

Jumbo!

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Re: VM Sales Reports
« Reply #10 on: June 08, 2021, 22:31:24 pm »
You can take a look at "Reporter for VirtueMart" - https://www.virtueplanet.com/extensions/vm-reporter

Invoice number column will be available in the next update which will be released very soon.

Is the invoice number column available yet?
The extension won't help with VAT / TAX returns without this.

The update will be released this week. We are also adding an inventory reporting system to the component in this update.

dylanphelan

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Re: VM Sales Reports
« Reply #11 on: June 09, 2021, 10:13:01 am »
You can take a look at "Reporter for VirtueMart" - https://www.virtueplanet.com/extensions/vm-reporter

Invoice number column will be available in the next update which will be released very soon.

Is the invoice number column available yet?
The extension won't help with VAT / TAX returns without this.

The update will be released this week. We are also adding an inventory reporting system to the component in this update.

Ok. I need to send my accountant a report urgently.
If you can let me know when this update is available, then I will purchase the extension.

Am a little surprised that invoice numbers haven't been included in sales reports in the past.
I may just generate the report with orders numbers for now... see if that is accepted.

Jumbo!

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Re: VM Sales Reports
« Reply #12 on: June 10, 2021, 16:47:53 pm »
You can take a look at "Reporter for VirtueMart" - https://www.virtueplanet.com/extensions/vm-reporter

Invoice number column will be available in the next update which will be released very soon.

Is the invoice number column available yet?
The extension won't help with VAT / TAX returns without this.

The update will be released this week. We are also adding an inventory reporting system to the component in this update.

Ok. I need to send my accountant a report urgently.
If you can let me know when this update is available, then I will purchase the extension.

Am a little surprised that invoice numbers haven't been included in sales reports in the past.
I may just generate the report with orders numbers for now... see if that is accepted.

Reporter for VirtueMart v2.8 has been released. This update includes the Invoice Number plugin. We have added the Inventory Status report option in this update. You can also download the inventory reports in CSV format. We have also added the ability to include child products of the selected products, selected categories and selected manufacturers in the report's template settings. This should resolve the hidden category issue.

dylanphelan

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Re: VM Sales Reports
« Reply #13 on: June 10, 2021, 19:03:46 pm »
Quote
Reporter for VirtueMart v2.8 has been released. This update includes the Invoice Number plugin

Great, will purchase tomorrow.