Table of Contents
- Why Order Items report is important
- What questions this summary can answer
- Reports similar to Order Items
- Key columns for the summary
Why Order Items report is important
The summary shows the breakdown of sales and revenue in terms of particular items. Default output displays the product name and its variant.
It is a useful way to look at sales in addition to the direct Orders Detail summary.
A store manager can add columns such as the number of orders, net quantity, gross sales, discounts, refunds, taxes, and net sales if necessary. The default configuration of this report offers general data on item sales.
The information is offered by displaying such columns as the total quantity sold and the total amount of revenue.
If necessary, a store manager can add columns such as number of orders, net quantity, gross sales, discounts, refunds, taxes, net sales.
By using filters, the data can be more representative of the store manager’s needs. For example, you can sort the output by the number of orders. Such information can be useful for inventory planning and marketing purposes.
What questions summary on order items can answer
This type of summary groups every item sold in a store into a single output table. Along with the product name and product variant name it presents a store manager with the shopper’s name, purchased quantity and total amount. Use it to get a detailed breakdown of sold items.
The data displayed in this document can be used to answer such questions as:
- what product variants have most/least sales over the specified time period
- what are the top-selling products in your store? Get information on the worst selling items within the specified period.
- what customers purchase specific products with the highest total amount
- what products are most often requested for return
- how much refund is made for particular products
- what is the gross profit for particular product variants
- what are the COGS per product
- how to get a gross margin in percent per product variant
Expand this list of answers you may get on your sales by using additional data columns and data filters.
Key sales indicators in a report
Get the sales data for each catalog product using the Advanced Reports app. Utilize it to be informed on key sales metrics of the product variants. Expand this summary with additional columns to get a detailed view.
For example, you can see each item's available inventory and sales velocity to avoid the out-of-stock situation. Additionally, get info on the date of the last order.
Track the number of orders, gross profit and margin, total amount, returns and refunds within the specified time range. When configured by default for each product, this summary output displays such data as:
- Order ID number
- Order processing date
- Name of the customer who made a purchase
- Purchased product and product variant name
- Sales data on quantity and amount
Use these columns to glance at the current financial and fulfillment statuses for each order within the selected dates and compare them with other periods.
Reports similar to Order items
The sales data can be tracked from other scopes to bring the clearest representation of the financial and inventory flows in the store.
Store managers are not limited by the app’s default configuration, they can modify the summary more than by the date. The executive staff can generate the summary using data factors they consider most relevant for a particular moment. The app will pull from the store database all the required data to present it in a way that is easy to understand.
In conjunction with the order items, a store manager can often use such summaries as:
- Orders Detail. Orders detail is one of the most frequently used reports to get a picture of what is going on with orders in a store.
- Product orders and returns. Simplifies highlighting of best-selling products and products with the highest return rate.
- Orders with Amount > 1000. Contains orders with an amount over 1000 in the store currency. The report can display output for any other amount.
- Fulfillment over time. It makes it easy to track orders by their fulfilled, shipped and delivered status over a specific time range.
- Paid Orders. Contains orders with paid status for a certain period.
Key columns for order items
Typically this summary consists of such columns as:
- ORDERS Name
- ORDERS Processed At
- CUSTOMERS Name
- ORDER ITEMS Product Name
- ORDER ITEMS Variant Name
- ORDER ITEMS Total Quantity
- ORDER ITEMS Total Amount
A store manager has full control over the summary they generate. They are totally free to exclude any existing columns or add more. Simply choose available columns from the list.
Variations of order items report
Using filters and sorting options, you can get answers to several specific questions regarding orders. Here are some examples of the report variations.
How to see the total gross profit for orders
You can easily know the gross profit each ordered item has brought. This value depicts a sum of money made after subtracting the sales costs.
The value for ORDERS Total Gross Profit column is calculated through the Net amount and COGS columns.
[ORDERS Total Gross Profit] = [ORDERS Net amount] – [ORDERS COGS]
How to see the fees for Shopify
Shopify makes profits from stores by taking a commission for their orders. The orders detail report offers its variation that displays this fee in the column ORDERS Shopify Fees.
The value of this column is calculated as follows:
[ORDERS Shopify Fees] = [ORDERS Net amount] × 0.029 + 0.30
How to see the Shopify payouts
Merchants can receive payouts for orders through a Shopify Payouts system if Shopify Payments is enabled.
[ORDERS Shopify Payout] = [ORDERS Net amount] - [ORDERS Shopify Fees]
Cost of Goods Sold (COGS)
The term “Cost of goods sold (COGS)” stands for the direct cost of making sales. It includes expenses required for making the sale, for example, personnel salary. Use the Orders COGS to get this data column.
How to see the total cost of ordered items
The total cost of ordered items in the order is calculated as:
[ORDER ITEMS Total Cost] = [ORDER ITEMS Quantity] × [INVENTORY ITEMS Cost]
How to see what type of customer has placed the order
A store can have both new and recurring customers, the latter being preferable. Merchants can easily see what types of customers buy in their stores within the ORDERS Customer Type column.
In case the date of the customer’s first order is equal to the order processing date, then the customer is considered a first-time buyer. Otherwise, they are assigned to a Returning type. If the report cannot detect the customer ID, it will display the Unknown value.
How to get the total shipping price for a partial item
For each order, get the shipping price calculation :
[ORDER ITEMS Total Shipping Price] = [ORDERS Shipping Price] ÷ [ORDER FACTS Quantity] × [ORDER ITEMS Quantity]
How to get total sales for orders
Get the sum of total sales calculated as:
[ORDERS Total Sales] = [ORDERS Net Sales] + [ORDERS Shipping] + [ORDERS Tax]
The ORDERS Net Sales is obtained as:
[ORDERS Net Sales] = [ORDERS Gross Amount] - [ORDERS Discounts] - [REFUNDS Returns]
The ORDERS Shipping is obtained as:
[ORDERS Shipping] = [ORDERS Shipping amount] - [ORDER ADJUSTMENTS Total Shipping Amount]
The ORDERS Shipping is obtained as:
[ORDERS Tax] = [ORDERS Taxes] – [REFUND ITEMS Total Tax Amount]