Reports based on specific criteria

Hi,

One of our clients needs to have the following for their online shopping cart:

It is an online shopping cart for employees to order office needs, and each item will have a price. The items are coming from different suppliers/brands. Employees from different facilities throughout the states (US) can order any office items.

1. Products & reports: each item needs to have a name of the supplier/brand name (about 20+ different suppliers/brands) b/c daily reports will be based on the number of items from different suppliers. This way, the manager will know how many items are coming from each supplier - let say 20 items from supplier A and 15 from supplier B, etc. Can you have this kind of setup?

2. Payment: no payment checkout is needed since it is for internal use (thank you for providing the solution to bypass this step!).

3. Orders & reports:
A- mailing address: since we are skipping the checkout process, can we still add a mailing address to the person who placed the order when they click submit?

B- is there a filter to run reports based on # of orders with $ amount for each state? Let say I want to see a total amount of orders for Virginia state.

C- when we have 10 orders in the system, can we print them all at once using a clean layout like pdf instead of exporting them to csv format? I know that we can select pdf when clicking on print one order at a time.

We currently have the free version, but I think we would need an advanced one - please advise which package would be best for the above specs. Let me know if any of the above is unclear.

Thanks so much in advance for your help!

Jenny

Thank you very much for your quick response, Nicolas!! Very much appreciated.

I have been working on it and was not be able to do what was suggested on item #1. Though, I was able to set up a custom field for Supplier name and can view it at front-end. As for running reports, how can I run a report by pulling all the suppliers with the items ordered. For instance, supplier A has 10 items, supplier B has 15 items, and so forth. Please advise. Thank you very much in advance for your help!

Jenny

Hi Jenny,

Actually filtering by custom fields is not yet possible in the report tool. The easiest to do what you want is to create one unpublished category for each Supplier you have and add your items to the corresponding category. Once you did it, you just have to make and add these categories to the filter field. You can also set the compare option to "categories" and your categories will be displayed separately.

Hi Eliot,

Thank you for your quick response! I have been working on it by adding one unpublished category (supplier name A) and published category (computers/printers). When looking at the report, I need to see all products ordered from supplier name A and the quantity for each, but it does seam to work.

Here is what was done:
- added a product category (computers/printers) & a supplier name A. Each product, I have assigned (product category / Computers/Printers & product category / Cummins-Allison) under Products/Categories. I do the same for others.
- setup a customized report with the following
. Current report name: Items by supplier - Name A
. Display: Display Type: Listing | Date Type: Created, this month
. Type: Products
. Filters/categories: supplier name A
. Options: n/a
. Specific Options: Displayed information: sales & Ordering: Best

With the above setup, I can't see the data on dashboard. Please advise.

Also, I have been placing dummy orders. I was able to delete those, but the reporting seems to take all orders into account. Is another option I need to do in order to erase everything? Needs to start from fresh when it goes live.

Thanks,
Jenny

Hi Jenny,

It seems we still had some issues with the report tools. Please find attach a new version of the widget.php
Just replace the old file with this one in in administrator\components\com_hikashop\classes and tell me if it solve your problem.
If it doesn't, could you post a screenshot of your report configuration?

Hi Eliot, Thank you for your quick reply and solution. Yes, I installed the latest widget.php file you sent and I now can see the "orders" column. But the report still shows incorrect data. Please see attached screenshot of the report.

Please note that I have done several dummy orders (testing) and have deleted them all except one. Report 1: # of orders and Report 2: Items by supplier.

On report 1: it shows 1 order for September (both are from the same supplier)
- Printer Ribbon, Carton of 6 Bi-Color Black and Red Ribbons 122-0265-00, $30.00 (price per unit), 5 (qty), $150.00 (total)
- Printer Paper, 3 in. Wide, Two Ply Paper, Carton of 6 Rolls 122-0351-06, $20.00 (price per unit), 10 (qty), $200.00 (total)

On report 2: I should see the above items with the following info:
- Product name (Printer Ribbon & Printer Paper)
- Orders column: 5 & 10
- Total column: 150 & 200
Well, it actual shows the same product twice, wrong # of orders, and incorrect total amount. Those numbers seem to be cumulative from all the dummy orders I have placed so far??

Please advise.
Thank you!
Jenny

Hi Nicolas, Just updated the latest wiget you sent and it is still posting different numbers. I think it is cumulative since we first started placing orders through the system maybe. Should I modify the order numbers to something else? Not sure why it is not displaying what I need. Here is a screenshot of the report (list of orders for the month) and Item by supplier (one specific supplier) setup. Please advise.

Thanks so much!
Jenny

ok, will do ... thanks!
jenny

Hi there,

We just found and fixed the issue.
For anyone having the same problem, here is a fixed version of the widget.php file. Just replace the old one with this one in administrator\components\com_hikashop\classes

Hi Eliot,

Just checked the reports "items by supplier" and I can see the right items under the right supplier! Thank you!

One more thing, if I am not mistaken, somehow the total $ amount doesn't add up?? For instance, if I want to see ALL orders & All items from each supplier (there are 2 suppliers in the system now), the total $ amount if off - Like I said before, it looks like it is adding all the orders from the beginning including dummy orders, which I have already deleted them. Please advice. Same log in info if you need to log in into the system.

Thank you so much again for your help and continuous hard work on this issue!

Jenny

Eliot, will send you a private message for the report calls "items by supplier". We can see the items and suppliers, but the numbers don't add up. Thanks!

Hi Eliot, just sent you a private message. Attached are the hikashop_order_product file and print screen.

Thank you,
Jenny

Hi jenny,

I made some fix but since I can't access to your database I'm not sure it fully effective.
Could you take a look and tell me if the stats are correct?

Hi Eliot,

Thank you for the fix! Everything looks good for now. Will let you know if there is any unusual behavior.

Also, I have the following notes right above the dashboard (please see attached). Please advise.

Thanks so much for your help!
Jenny

Hi,

I think that you forgot the attachment

Woups! My bad, I forget to delete some debugging stuff.
Fixed