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
      • Private 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
      • Order Reports
      • Reports for Hub Management
      • Packing Reports
      • Payment and Tax Reports
      • Reports for Bulk Order Management
    • Groups
      • Create and manage a Group page
  • Hub management tips
    • How To's
      • Delete an Enterprise
      • Early Shopping 'Hour' for Priority Groups
      • Discounted/Free Delivery for Vulnerable Customers
      • Reward your volunteers
      • Open your Shop on 'Preview'
      • Soft Close an Order Cycle
      • Cash/EFTs for trusted customers only
      • 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)
  • Trouble shooting
  • 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/grow your food!
    • Your OFN account
    • Regular Automated Orders
    • Frequently Asked Questions
  • Feedback
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On this page
  • Order Cycle Management
  • Product Management
  • Customer Management
  • Mailing List
  • Addresses
  • Enterprise Fees
  • Data
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  1. Features
  2. Reports

Reports for Hub Management

Order Cycle, Product, Customer and Enterprise Fee Management reports

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)

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

Mailing List

The mailing list report shows the names and email addresses of customers who have placed orders in your shopfront. This report can help you contact customers who have purchased items from your shopfront. For example, you may need to notify a customer (or set of customers) if a product they bought is not available or if you are unable (say, due to illness) make the delivery schedule they requested.

See below for an example of the Mailing List Report:

Addresses

The Addresses report includes Customer contact details, Hub and Shipping Method, and can be filtered by Order Cycle, Shopfront (Distributor) and Supplier.

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 Shop includes a 2% fundraising fee on every order. They can use the Enterprise Fee Summary report to identify the total funds raised within a particular 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.

Example 3: a Hub includes a fee to show customers the amount they pay to Open Food Network for their use of the platform. This fee is calculated as a percentage of all orders placed. The below screenshot is an example of this scenario:

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.

PreviousOrder ReportsNextPacking Reports

Last updated 2 years ago

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
Payment Method report
Delivery Methods
All Products Report
Lettuce Share report
Enterprise Fee Summary Report
Enterprise Fee Summary Report for a specified Fee (Open Food Network Fee)