OFN User Guide
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  • Welcome to the OFN User Guide
  • Local OFN organisations and contacts
  • Where does my business fit in OFN?
  • Quick Start Guides
    • Hub
    • Shop
    • Profile
    • Digital Farmer's Markets
  • Features
    • Register and Create an Enterprise Account
    • Dashboard
    • Enterprise profile
      • Package / profile types
      • Enterprise Settings
      • Create or connect with your supplying producers
      • Making a producer profile searchable by product category
      • Enterprise Permissions
      • Change Profile Managers/Owners
    • Products
      • Add products
      • Product variants
      • Product properties
      • Pricing meat & other 'complete' products of unknown weight
      • Inventory tool
      • Group Buy - for bulk ordering
      • Product and Inventory import
    • Shopfront
      • Shipping Methods
      • Payment Methods
      • Enterprise Fees
      • Order cycles
        • Order Cycles (for Hubs)
        • Order Cycles (for Shops)
        • Opening more than one order cycle
        • Permissions in multi-enterprise order cycles
      • Customer management and conditional displays/prices
        • Customer Management
        • Tags and Tag Rules
      • Vouchers
      • Private shopfront
      • White Label shopfront
      • Display only shopfront
    • Orders
      • Manage Orders
      • Create orders manually
      • Refunds and Adjusting Payments
    • Subscriptions
      • Configuration
      • Subscriptions - Creating & Managing orders
      • Subscriptions - the customer's perspective
      • Subscriptions - FAQs
    • Reports
      • General tips
      • Order Reports
      • Reports for Bulk Order Management
      • Reports for Hub Management
      • Packing Reports
      • Payment Reports
      • Tax Reports
      • OFN Invoices
      • Xero Invoices
    • Groups
      • Create and manage a Group page
    • API
  • Hub management tips
    • How To's
      • Delete an Enterprise
      • Soft Close an Order Cycle
      • Open your Shop on 'Preview'
      • Customise your shop appearance
      • Take orders on Credit
      • Vouchers v. tags
      • Early Shopping 'Hour' for Priority Groups
      • Discounted/Free Delivery for Vulnerable Customers
      • Cash/EFTs for trusted customers only
      • Reward your volunteers
      • Running a Social Media Promotion
      • How to Create Gift Vouchers
    • Marketing Tips
    • Social Media
  • Complementary software and tools
    • Newsletters & Promotional Emails
    • Accounting and Invoicing Packages
      • Paying suppliers with ABA files (Australia)
    • API
  • Frequently Asked Questions
  • Glossary of OFN Terms
  • Shopping with Open Food Network
    • About Open Food Network
    • How to find an online food shop near you
    • Shopping and Placing an Order
    • The people & businesses who make your food
    • Your OFN account
    • Subscription Orders
    • Frequently Asked Questions
  • Feedback
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Sur cette page
  • Order Cycle Management
  • Product Management
  • Customer Management
  • Enterprise Fees
  • Data
Exporter en PDF
  1. Features
  2. Reports

Reports for Hub Management

Order Cycle, Product, Customer and Enterprise Fee Management reports

PrécédentReports for Bulk Order ManagementSuivantPacking Reports

On this page you can find more information about reports listed in the following sections:

Order Cycle Management

There are two reports in the Order Cycle Management section: Payment Methods and Delivery Report.

A Customer's Balance (ie. the sum of monies paid and owed across all orders they have placed with your food enterprise) is listed in both the Payment Method and Delivery reports. These are a good place to see at a glance if a customer is running up a big debt.

At a glance, the data contained in these reports can be summarised:

Payment Method

Delivery Report

Customer name

Y

Y

Customer phone no

Y

Y

Customer email

Y

N

Hub

Y

Y

Shipping Method

Y

Y

Delivery Address*

N

Y

Shipping Category**

N

Y

Payment Method

Y

Y

Order Notes

N

Y

Order Total

Y

Y

Customer Balance

Y

Y

*Delivery Address is either the hub/distributor address (for pick up) or an address submitted by the customer (for delivery)

**Shipping Category = default, frozen, refrigerated

Product Management

Under Products & Inventory you will find three reports which are useful if you wish to review items stocked by your hub from different producers.

The All Products and Inventory reports differ only in that the latter (Inventory) contains only data for products with stock levels greater than zero.

The data they contain for each product is:

  • Supplier name and city/suburb of supplier's address

  • Product name, variant name and SKU

  • Product property and category (taxon)

  • Price

  • Group buy unit quantity (if applicable)

  • Stock levels (by selecting 'In Stock' from the Columns dropdown)

Below is an example of the All Products Report:

The Lettuce Share report gives more details about each product: It's name, variant name (listed under 'Description'), unit (g, l, item name etc), pack size (ie. for a product of '500g tomatoes' the unit = g, pack size = 500), price, tax included in cost, producer properties (not product properties) and product category (taxon).

Customer Management

You can use this report to view the number of orders placed by a customer per order cycle- particularly useful if someone orders more than once but wants to collect everything in one box.

Enterprise Fees

The Enterprise Fee Summary report is used to summarise the amounts of fees that were charged, and to whom.

The report can be filtered by Shopfront (Hub), Producer and Order Cycle, as well as Fee Names and Shipping and Payment methods.

Example 1: a Hub adds a mark up fee of 18% to selected suppliers. These fees are added in the 'Incoming' section of the order cycle.

Example 2: a Hub charges a transport fee which they pay to a Producer for picking up produce from other farmers and bringing it into the Hub. This fee is calculated as a percentage on every product in the order cycle. They can use the Enterprise Fee Summary report to calculate how much to pay that Producer for transport in each Order Cycle.

Data

The data which found in an Enterprise Fee Summary Report includes:

  • Fee type (Enterprise fee types are admin, packing, transport, fundraising, sales), name and tax rate of the fee.

  • Customer name

  • Where in the order cycle the fee is placed (incoming/outgoing products or order cycle coordinator fee)

  • Name of enterprise who set the fee ('Fee Calc on Transfer though')

  • Total value of enterprise fee collected for the sale of the line item.

Enterprises can set up to identify and control allocation of costs / prices for different purposes. These fees enable price transparency to customers when they visit your shopfront.

Enterprise Fees
Order Cycle Management
Products & Inventory
Customers
Enterprise Fee Management
Payment Method report
Delivery Methods
All Products Report
Lettuce Share report
Enterprise Fee Summary Report