Sales Overview Download Guide


Get Started

It's easy to filter your Sales Overview to view your payment details. You can filter the Sales Overview to view the details for any month. Let's take a look at the steps to view the details for the October 15, 2012 payment date in Microsoft Excel.

Steps

  • 1. Download your Sales Overview Download (xls). Remember you need to be logged in to download your Sales Overview XLS!
  • 2. Open the Sales Overview XLS with Microsoft Excel.
  • 3. Select row 3. Make sure the row is selected!

    Select Row 3
  • 4. Select 'Data' from the menu bar and select 'Filter'. Make sure that row 3 is still selected!

    Select Data
  • 5. Find column 'K' titled 'Production Status', select the filter drop-down, and only select 'Shipped'.

    Select Shipped
  • 6. Find column 'R' titled 'Payment Date', select the filter drop-down, and only select '2012-10-15'.

    Select Payment Date
  • 7. Select all values in column 'M' titled 'Markup (VAT Excluded)'. The sum here will be equal to the sub-total of your Payment Invoice. The sum here is $284.31

    Select Payment Markup
  • 8. Select the Markup Invoice Overview worksheet.
  • 9. Find the Markup Date that corresponds with the payment date. In our example it is 2012-10-15.

    Select Markup Date
  • 10. Subtract column 'E' title 'Markup Fee (VAT Excluded)' from the sum of 'Markup (VAT Excluded)'. 284.31-9.95 = 274.36

    Subtract Col E
  • 11. Add column 'C' titled 'Total Markup VAT' to the amount you calculated in step 10. 274.36+57.62 = 331.98

    Add Col C
  • 12. The amount calculated in step 11 should match column 'G' for the row associated with the 2012-10-15 'Markup Date'. This is the amount you were paid for all sales from 2012-09-15 to 2012-10-14.

    Calc Match

Download Order Overview .xls (note: you must be logged in)

FAQ

Q: Why do I have to hover over the cells? Can't I just use SUM()?
A: Unfortunately, Excel's SUM() feature ignores any filters you've applied. This causes the SUM'd amount to include any Cancelled orders that were placed, and thus gives you an inaccurate number.

Q: Will this work with LibreOffice/Google Docs or another spreadsheet program?
A: It should. The steps may be different, however, as we haven't run through the same process in other office applications.

Q: After going through the steps you outlined above, my payment numbers still don't match!!
A: If you're still having issues, please Contact Customer Service.

Q: How come 'Total Markup Vat', 'Markup Earned', 'Markup Fee (VAT Excluded)', and 'Markup Fee (VAT Included)' are not available in the Sales Overview sheet?
A: We're currently working on making these columns available in the Sales Overview sheet, we appreciate you hanging in there with us!

Q: Why are all of your screenshots taken on a Mac? PC FTW!!
A: Some of us use Mac's, some PC's! No need to hate.