sales order report extension

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Sales Order Report by Payment Type

Version 1.1.0

USER GUIDE

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Table of Content

1 INTRODUCTION.................................................................................................................... 1.1 Description...................................................................................................................... 1.2 Features........................................................................................................................... 1.3 Demo..............................................................................................................................

2 HOW TO SET UP................................................................................................................... 2.1 How to get Sales Order Report by Payment Type.......................................................... 2.2 Process for Installing Sales Order Report by Payment Type..........................................

3 How To Use............................................................................................................................ 3.1 General Setting............................................................................................................... 3.2 Filters Option................................................................................................................. 3.3 Export Report.................................................................................................................



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1. INTRODUCTION

1.1 Description:

Sales order report extension by payment type helps to generate order report by

Filtering orders payment method wise. In Default Magento there is a facility to

generate report but not by payment method wise. This extension add an extra

feature to generate report and allows Store owner to sort out order by Payment

method. From this you can analyse the customers payment mode considered

most of the time to purchase the order.

Here you can generate your report Year wise, Month wise, Day wise as per your

need. And also at the same time you can select the payment method for which

you want to generate the report. All the payment types will be available which

the customer had selected to pay the orders.

In this extension you can generate the report for all orders at a time or there is

also an option to select any particular status of order(for ex. Processing, on hold,

Completed and so on) and report will be generated for that specific order. After

generating the report there is also an option to export it.

1.2 Features: Easy installation, configuration and use Will generate sales report by payment method at the backend Allows installing or uninstalling without affecting any existing Magento features Provides options to filter report payment method wise Supports all Magento versions



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1.3 Demo: To check Demo please follow given:

Backend: http://www.oscprofessionals.com/demo/magento/site- management/index.php/imabackend/sales_order/index/key/bb2af16e64748033c13008738b292e80/

User: OscpSalesOrderReport

Password: password123



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2. HOW TO SET UP: 2.1 How to get Sales Order Report by Payment Type: To get sales order report by payment method you can Contact: [email protected] For payment you can

Pay Pal Id: [email protected] Once it all done we will contact you and will provide you all related files.

2.2 Process for Installing Sales Order Report:

After Downloading the module, please unzip it.

Use Ftp client (such as filezilla, cuteFTP etc) to copy or upload all folder

of unzipped file into your Magento site root folder. This will not

overwrite any existing files, just add new files to the folder structure.

After uploading is done, log in to your Magento administration panel to

refresh cache. Go to System --> Cache Management. Select all cachesand take action Refresh then submit.

In your Magento backend, please access

System-->Configuration-->Advanced-->Advanced--> Oscprofessionals_SalesOrderReport You can see the "Oscprofessionals_SalesOrderReport tab, if it is installed properly.



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3) HOW TO USE:

3.1.General Setting:

Go to Admin-->Reports-->Sales-->Orders Here from Reports you will have to select sales and than Order to generate

report.



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3.2. Filters Option:



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Here different filters are provided:

Match period to: Here you can create the real time without refreshing by selecting order updated date.

Period: Here you can mention whether report data should be day wise, month wise or Year wise. And also mention specific time span of that.

Order Status: Here you can select whether you want report for all orders or for any specific order that you can select from there.

Empty Rows: Here if you want all the dates to be mentioned when no data is to be displayed it will show empty row for that.

Show Actual Values: To display actual values of the order or not. By Payment Type: Here you can select the payment options. That is you want to show report for all or some specific payment type.



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For All payment type:



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For Cash On Delivery Type:

After entering all the information in the filter data you have to click on show report

and the report will be generated below.



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3.3 Export Report: Here you can Export the Report that is generated by selecting one of the option from that.



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The Report will be display like this after Exporting to CSV



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Thank you!If you have any Queries or Feature Suggestions,

please contact us at:

http://www.oscprofessionals.com/contact-us/Skype : osc_supportEmail : [email protected]

Call Us : 09225237076

Your feedback is always welcome!


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