In the Profit Statement does not consider the margin if there was a return in the process
Good afternoon,
Faced with the problem that in the "Profit Report" in the processes where the return was not calculated: Product cost, Sale for the amount, Margin, Rejection for the amount.
Example of one process from the report: https://owwa.crm-onebox.com/admin/customorder/order/14929/edit/
Warehouse movement in progress: https://owwa.crm-onebox.com/admin/customorder/order/14929/storage/
Screenshot:
It can be seen from the screen that in the process a sale was made in the amount of 3473 UAH. and a refund in the amount of UAH 66, but this is not included in the report and we do not see the general situation.
Link to the return report for the month of May: https://owwa.crm-onebox.com/admin/shop/storage/report/sales/?filterdate=dateclos... 1&statusid%5B%5D=326&statusid%5B%5D=366&statusid%5B%5D=309&statusid%5B%5D=355&statusid%5B%5D=348&statusid%5B%5D=3
Original question is available on version: ru
Faced with the problem that in the "Profit Report" in the processes where the return was not calculated: Product cost, Sale for the amount, Margin, Rejection for the amount.
Example of one process from the report: https://owwa.crm-onebox.com/admin/customorder/order/14929/edit/
Warehouse movement in progress: https://owwa.crm-onebox.com/admin/customorder/order/14929/storage/
Screenshot:
It can be seen from the screen that in the process a sale was made in the amount of 3473 UAH. and a refund in the amount of UAH 66, but this is not included in the report and we do not see the general situation.
Link to the return report for the month of May: https://owwa.crm-onebox.com/admin/shop/storage/report/sales/?filterdate=dateclos... 1&statusid%5B%5D=326&statusid%5B%5D=366&statusid%5B%5D=309&statusid%5B%5D=355&statusid%5B%5D=348&statusid%5B%5D=3
Answers:
The problem is that the process is not considered shipped.
Try using the appropriate "Ship Process" action on the process step to mark it as shipped.
Try using the appropriate "Ship Process" action on the process step to mark it as shipped.
27.05.2021, 16:15
Original comment available on version: ru
Maxim, added this action into three stages: Completed, There is a return, Refund the amount. But it doesn’t help anyway, on the screen you can see that it counts only the margin of the process, the rest of the fields are empty.
Stage settings screen Completed:
Report screenshot:
Process: https://owwa.crm-onebox.com/admin/customorder/order/14929/edit/
Report: https://owwa.crm-onebox.com/admin/shop/storage/report/sales/?filterdate=dateclos... %5B%5D=366&statusid%5B%5D=309&statusid%5B%5D=355&statusid%5B%5D=348&statusid%5B%5D=361&ok=%D0%A4%D0%B8%D0%BB%D1%8C%D1% 82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C
Stage settings screen Completed:
Report screenshot:
Process: https://owwa.crm-onebox.com/admin/customorder/order/14929/edit/
Report: https://owwa.crm-onebox.com/admin/shop/storage/report/sales/?filterdate=dateclos... %5B%5D=366&statusid%5B%5D=309&statusid%5B%5D=355&statusid%5B%5D=348&statusid%5B%5D=361&ok=%D0%A4%D0%B8%D0%BB%D1%8C%D1% 82%D1%80%D0%BE%D0%B2%D0%B0%D1%82%D1%8C
28.05.2021, 12:55
Original comment available on version: ru
The action is triggered when the transition to the stage - did you have a transition to the stage after you specified the actions?
It's just that if a return is made after that, then the process is no longer considered shipped
It's just that if a return is made after that, then the process is no longer considered shipped
28.05.2021, 15:52
Original comment available on version: ru
Maxim, yes, of course, he went through the stage 3-4 times and checked after 1 hour.
28.05.2021, 16:40
Original comment available on version: ru
We made changes to the report logic - did you need it that way?
31.05.2021, 14:32
Original comment available on version: ru
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