How do I navigate the Sales Record page in ShopStats.ai?

Learn how to use the Sales Record page to view and manage detailed information about your sales, including associated products, expenses, and time tracking.

1. Accessing the Sales Record Page

• Log in to your ShopStats.ai account.
• Navigate to the "Sales" section.
• Click on a specific sale to open its Sales Record page.

Overview of the Sales Record Page

The page is organized into multiple tabs, each dedicated to specific elements of the sale. You will find tabs labeled Overview, Products, Expenses, and Time, allowing for easy navigation and focused insights.

Sales Overview Card

The Sales Overview card provides a summary of the sale:

• View key sale details such as sale date, customer information, and total amount.
• See a breakdown of the sale value, including discounts and fees.
• View shipping and payment information.
• Check the sale status and any associated coupon codes.
• If applicable, view details about the product variation sold.

Products Card

The Products card shows information about the products included in this sale:

• View a list of products associated with the sale.
• See details such as product name, quantity, and price.
• Add or remove product associations.
• Access individual product records by clicking on the product name.

Expenses Card

The Expenses card helps you track and manage expenses related to the sale:

• View a list of expenses associated with the sale.
• See expense details such as expense name, amount, and date.
• Add or remove expense associations.
• Access individual expense records for more details.

Time Card

The Time card allows you to track time spent on this sale:

• Add manual time entries or use a stopwatch to track time in real-time.
• View a list of time entries associated with the sale.
• See time entry details such as duration, hourly rate, and total cost.
• Edit or delete existing time entries.
• View a summary of time spent and associated costs for this sale.

Sidebar Information

• You can toggle the sidebar visibility using an arrow icon.
• You can edit information in the Sale Record sidebar simply by selecting the field you would like to edit and typing in the changes. When you have finished editing select "Save" at the bottom of the sidebar.

Remember, the Sales Record page is a powerful tool for managing your sale information holistically. By keeping all sections up-to-date, you'll have a clear picture of your sale performance, associated costs, and resource allocation.

If you need help understanding any specific section or feature on the Sales Record page, don't hesitate to contact our support team for assistance.