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Transaction 1.4 - User Guide and FAQScreenshots - More DetailsProduct panel The Product panel has two main functions. It is not only the location for adding, modifying, and deleting all of the products you sell on your online store but also the place for editing user-defined smart lists. You can create or select a smart list and add products to it defining the ratio or units if necessary. The product list is made of the following columns:
Customer panel This panel is at the same time the place for searching for a given customer and the location for adding, modifying, and deleting all of the customers you sell to on your online store as well. Note that customers are automatically created when adding new transactions. The check boxes placed on each entry lets you subscribe or un-subscribe a customer from your newsletters. Transaction panel The Transaction Editor panel is one of the most commonly used features of the application. This is the place for adding, modifying, and deleting all of the transactions you generate in your online store. Note that you will likely import your transactions rather than adding them manually. The panel also allows to perform advanced queries in order to find a given record matching specified criteria. Expenses panel The Expense panel is where you add, edit, and delete all of the expenses related to your online store. It is not a simple list of spending but as with the product panel you can easily assign a cost to a given product with a ratio and an amortization. By default all the list of expenses will be applied to the 'All Products' list. If you create a new list however, you can assign individual costs with a given ratio and amortization. Amortization Actually it would have been very easy to create reports and charts resting expenses per month to sales per month but most of the time a marketing expense is like an investment, you may pay for a banner in advance but it will generate results during months so why not splitting the cost into this same number of months? That is what amortization are all about. You pay $1000 for a marketing campaign and you split that cost into 12 months so charts and reports will be adjusted to rest part of the expense during all the period. By default the value is 1, that is 1 month. Use 6 for 6 months, 12 for 12 months and so on. Ratio The Ratio let you assign part of the expense amount to a product or a list of products. Some expenses are global and will affect products differently. You can fro example assign '1/3' or '30%' of an expense to a product. Report panel Sales Report The Sales report gives you a detail summary of the performances of a product or a group of products: All the information you always wanted is finally available:
Country Ranking Report The Country Ranking report gives you a quick figure of your sales ranking by country. Units, Sales, Sales Ratio, Refunds, Chargebacks and Refund Ratio. This report is created using the 'Country' field of each transaction. By default the country ISO code is used. Transaction can also work with the standard names however in the case you are not using either the ISO codes nor the official names you can also customize that report using the 'Components/Definitions/Country List.txt' definition file on Mac OS X or the 'Countries.txt' file located in the Transaction application folder on Windows. Just add country names variations on the right line using semicolon delimiters. Product Ranking Report Similarly to the Country Ranking, the Product Ranking report gives you a quick figure of your sales ranking by product. Units, Sales, Sales Ratio, Refunds, Chargebacks and Refund Ratio. It is performed by default using both individual Products and Lists but a pull-down menu lets you also create that report using Products or Lists only. When creating the report with default settings Lists appear underlined so you can easily identify them. Chart panel Charting is the best way for tracking your sales. It helps you to visually analyze your products performance and determine how close you're to keeping within your goals. Charting can be done to analyze a single product or a user-defined smart list. You can think of it as an extension of the report because it also serves to identify areas where improvements could be made and the impact of your advertising campaigns or price updates. You have the choice between 10 types of Charts, Sales, Expenses, Profit, Units, Refunds, Chargebacks, Growth, Sales Ratio, Earning per unit and Price/Sales ratio.
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