MX Merchant Ideas

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Have quarterly product sales reports or customized sales reports

This was a feature that was on the MX Merchant 4 and was CRITICAL to pay my quarterly sales taxes. It would also be helpful to customize the dates so I can see what sales I had each month (or week) and separate product sales from services.  I loved this feature on the old one and would love to have it back!  

  • Guest
  • Apr 12 2017
  • Already exists
  • Apr 12, 2017

    Admin Response

    Thank you for your feedback! We have some great news! This feature already exists in the new version of MX Merchant but is associated with the MX Retail app. If you haven't already, you will need to install this app to enable inventory management which is what the Product Sales report uses in order to provide you with this information. 

    Once the Retail app has been installed, under reports you will see the Product Sales Report. When you click on the report it will show you a summary of the products sold within the time period you have selected within the filter as well as a full list detailing each time a product was sold from your inventory. 

    You also mentioned that you are in need of a report for your taxes. This can also be found once the invoice app or retail app have been installed. The tax report gives you a breakdown by tax rate for the time period selected. 

    I have attached a screenshot of the product sales report to help as well as a screenshot of the filter so you can see where to set your custom date range as well as the tax report.

    I hope this helps! 

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