Order Cost Basis

Order Cost Basis Summary

Click the Orders module which will open the Order List. From there, click on the small gray graph icon that will redirect to the Order Cost Basis page showing total profit, total revenue, total cost, total vat, and total discount.

Image 1: Click the small gray graph icon on Order List that will redirect to the Order Cost Basis page.

Cost Basis Summary Section

For Order Cost Basis, the Pick a Range or range filtering option is disabled, because Orders do not have multiple cost basis. Clicking the small gray graph icon from Order List will redirect you to Order Cost Basis page. On the top left of the page is an Order profile box with basic customer information and Order cost basis summary showing total profit, total revenue, total cost, total vat, total tax, and total discount of the selected Order. Below shows the Order date, ordered Product, line item ID, quantity, cost, discount, revenue, profit, tax, vat, and currency.

Image 2: Order Cost Basis shows Customer profile, Order Cost Basis summary and detailed Order breakdown.

Cost Basis Search and Range Selection

The Order Cost Basis page also have a Search button with a dropdown menu with four options of Order, Customer, Product, and Product Batch on the top right. Clicking each of these options will bring cost basis summary results of Order, Customer, Product, and Product Batch whichever is selected. For example, to search and find an Order’s Cost Basis result, select Order from the dropdown and type the Customer’s name in the Search box which will bring in the selected Order’s Cost Basis result. In this way, the Shop Owner can search for any Order’s Cost Basis result.

Image 3: Range Filtering option is disabled for Orders, select an option to view their Cost Basis result.

Image 4: Select Order from dropdown and type Customer’s name in Search box to view their Cost Basis result.