In the ANALYTICS module, we have several metrics to see the performance of the wholesale business and to have a control over the customers and the different transactions that have been made with them.
Requirements to be able to visualize the metrics for your wholesale business:
It is important to check that we have the role of OWNER, STORE MANAGER or WAREHOUSE MANAGER.
We must have created products. We can see how to create a product in the section How to create a product.
It is recommended that you have created the categories and subcategories. We can see how to create them in the section Create and edit categories and subcategories.
Steps to visualize performance metrics:
Go to the WHOLESALER section, within the ANALYTICS section.
Once inside the section, at the top left, we find an icon with THREE DOTS. If we click on the three dots, a drop-down menu appears, through which we can choose which channels we want to display (if we want analytics on the warehouse, the store or all channels).
Just below the main drop-down menu, we can see another drop-down menu, which allows us to filter by seasons.
Once the filters we are interested in have been applied, we see a table where we can see the different customers and their respective open, ordered and sent sales, as well as the invoices and payments related to these sales.
Finally, the last rows show the total sales for each of the columns in the table, as well as the returns made and a "final total", which takes into account both the sales and the returns made.