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Export Delivery-Based Sales Summary Sheet (Excel)

Overview​

This feature aggregates sales amounts and quantities based on delivery notes and exports the data as an Excel (XLSX) format file.

Purpose​

By exporting sales summary data based on delivery notes in Excel format, you can check the sales status by buyer, product, and SKU, and use it for sales analysis and trend understanding.

Based on the exported data, it can be used for decisions that lead to sales contributions, such as reviewing sales strategies and optimizing product configurations.

Feature Description​

Data export types​

When exporting data, specify one of the following six aggregation types.

  • Monthly sales sheet by buyer on delivery notes: Aggregates the delivery/return quantity, delivery/return amount, and gross profit for each buyer in the specified period. Exports the total for the specified period and the aggregation for each month.
  • Sales summary sheet by buyer on delivery notes: Aggregates the delivery/return quantity, sales/return amount, and gross profit for each buyer in the specified period.
  • Monthly sales sheet by product based on delivery notes: Aggregates the delivery/return quantity, sales/return amount, and gross profit for each product in the specified period. Exports the total for the specified period and the aggregation for each month.
  • Sales summary sheet by product on delivery notes: Aggregates the delivery/return quantity, sales/return amount, and gross profit for each product in the specified period.
  • Monthly sales sheet by SKU based on delivery notes: Aggregates the delivery/return quantity, sales/return amount, and gross profit for each SKU in the specified period. Exports the total for the specified period and the aggregation for each month.
  • Sales summary sheet by SKU on delivery notes: Aggregates the delivery/return quantity, sales/return amount, and gross profit for each SKU in the specified period.

Data extraction conditions​

As data extraction conditions, you can specify the target currency and period filter.

  • Target currency: Currency options that can be specified are available from the settings enabled in Core Preferences.
  • Date Range Filter: The scheduled delivery date of the delivery note data is referred to with the highest priority. For delivery notes where the scheduled delivery date is not registered, the issue date (data creation date) of the delivery note is referred to.

How to specify what to export​

The way you specify what to export depends on the selected data export type.

For the following data export types, specify the buyer to export.

  • Monthly sales sheet by buyer on delivery notes
  • Sales summary sheet by buyer on delivery notes

For the following data export types, specify the product to export.

  • Monthly sales sheet by product based on delivery notes
  • Sales summary sheet by product on delivery notes
  • Monthly sales sheet by SKU based on delivery notes
  • Sales summary sheet by SKU on delivery notes

Instructions​

Opening the data export screen​

  1. Select the Data Export menu.
  2. Click the Delivery / Sales.
  3. Click the Data Export tab.
    *It is opened by default.

How to fill in the form​

Selecting the data export type​

  1. From Data Export Type, select the format you want to export from the pull-down menu.

    • Monthly sales sheet by buyer on delivery notes
    • Sales summary sheet by buyer on delivery notes
    • Monthly sales sheet by product based on delivery notes
    • Sales summary sheet by product on delivery notes
    • Monthly sales sheet by SKU based on delivery notes
    • Sales summary sheet by SKU on delivery notes

Specifying data extraction conditions​

  1. Target currency
    Select the currency to export from the pull-down menu.

  2. Date Range filter
    Specify the target period of the delivery note data.

    • Enter the start date and end date.
    • The date can be specified with the calendar icon.

Specifying what to export - For monthly sales trend sheets and sales summary sheets by buyer​

Specify the buyer to export.

  1. Select target buyers
    Select the buyer for whom data export is to be performed by checking the checkbox.

    • You can narrow down buyers by entering conditions in Search Buyers.
    • To select all buyers that match the search criteria, click Select All.
    • To uncheck all, click Remove All Selections.

Specifying what to export - For monthly sales trend sheets and sales summary sheets by product/SKU​

Specify the product to export.

  1. Select target products
    Select the product for which data export is to be performed by checking the checkbox.

    • You can narrow down products by entering conditions in Search Products.
    • To select all products that match the search criteria, click Select All.
    • To uncheck all, click Remove All Selections.

Downloading the export file​

After confirming the input contents, click the Download button.

If the process is successful, the Excel file will be downloaded directly.

Important Notes​

Handling of non-billable delivery notes​

The export data also includes Non-billable delivery notes.

Currently, you cannot exclude non-billable delivery notes or export only non-billable delivery notes.