Manage sales
View and manage sales data for products and seminars.
The Manage sales page allows you to filter and view data by order, product, or instructor.
*To access this page, select Manage sales from the side menu.
Required
Customization options, EC options, management role of eCommerce manager
By order
01. Select By order tab
Navigate to the Manage sales page and select the By order tab.
02. Search orders
Use the search fields at the top of the screen to filter orders by status, payment method, and other criteria.
03. Order list
Orders matching your search criteria are displayed at the bottom of the screen.
The following information is available for each order:
▼ Order ID
Displays the unique identification number for the order.
▼Order date
Displays the date the order was placed.
▼ Purchaser info
Displays the buyer's name, user ID, and email address.
If a receipt has been issued, the issuance date and time will also appear.
Address, Account, Receipt, or Receipt (Reissue) to view detailed information for each item.
*Japan only
Order details
Displays the following product/seminar information:
・ Product/seminar name
・ Product/seminar code
・Usage start date
・ Usage end date and time
・ Unit price
・Quantity
・ Subtotal
・Profit distribution *Displayed only if stakeholders are configured
・Ticket number *Displayed only for ticketed seminars
Click the icon to the right of subtotal to modify the purchase price and usage start date.
For proxy purchases, click Assign user to open a pop-up window and select the learner who will receive the purchased items.
*For more details, refer to Purchase product on behalf learners.
▼ Coupons used
Displays the following details if a coupon was applied to the order:
・ Coupon name (discount rate)
・ Coupon code
▼ Total amount
Displays the final total amount for the order.
▼ Commissions
Displays any applicable processing fees.
▼ Payment method
Displays the payment method used.
▼ Status
Displays the current order status. Click the status name to edit it.
▼ Payment date
Displays the date the payment was received.
▼ Cancellation date
Displays the date the order was canceled (if applicable).
▼ Last updated
Displays the date and time the order was last modified.
▼ Comments
Click the icon to view or enter comments for the order.
04. Create CSV
Click Create CSV to export the currently displayed order list into a CSV file.
05. Manage and download receipts
In the search fields, select Issued under the Issue receipt.
The list will update to show only orders with issued receipts.
Click Download receipts in bulk to download all receipts at once.
By product
01. Open the Sales Management (By Product) screen.
On the "Sales Management" screen, open the "By Product" tab.
02. Search orders
Use the search fields at the top of the screen to filter orders by status, payment method, and other criteria.
03. Order list
Orders matching your search criteria are displayed at the bottom of the screen.
The following information is available for each order:
▼ Order ID
Displays the unique identification number for the order.
Order details
Displays the following product/seminar information:
・ Product/seminar name
・ Product/seminar code
・Usage start date
・ Usage end date and time
・ Unit price
・Quantity
・ Subtotal
・Profit distribution *Displayed only if stakeholders are configured
・Ticket number *Displayed only for ticketed seminars
▼ Coupons used
Displays the following details if a coupon was applied to the order:
・ Coupon name (discount rate)
・ Coupon code
▼Order date
Displays the date the order was placed.
▼ Purchaser info
Displays the buyer's name, user ID, and email address.
▼ Payment method
Displays the payment method used.
▼ Status
Displays the current order status. Click the status name to edit it.
▼ Payment date
Displays the date the payment was received.
▼ Cancellation date
Displays the date the order was canceled (if applicable).
▼ Last updated
Displays the date and time the order was last modified.
04. Create CSV
Click Create CSV to export the currently displayed order list into a CSV file.
By Instructor
01. Open the Sales Management (By Product) screen.
On the "Sales Management" screen, open the "By Instructor" tab.
02. Search orders
At the top of the screen is a search field that allows you to narrow down your order by status or instructor.
03. Order list
Orders matching your search criteria are displayed at the bottom of the screen.
The following information is available for each order:
▼ Order ID
Displays the unique identification number for the order.
▼ Instructor Name/Identification Code
If an instructor associated with the product/seminar has been set up, the name and identification code of that instructor will be displayed.
Order details
Displays the following product/seminar information:
・ Product/seminar name
・ Product/seminar code
・ Unit price
・Quantity
・ Subtotal
▼ Coupons used
Displays the following details if a coupon was applied to the order:
・ Coupon name (discount rate)
・ Coupon code
▼ Profit distribution ratio (%)
The distribution of earnings to the instructor is displayed.
▼ Projected distribution amount
The amount will be displayed by multiplying the "Subtotal" by the "Profit Distribution Ratio.
*Settlement fees and other charges are not included and may differ from the amount paid for implementation.
▼Order date
Displays the date the order was placed.
▼ Payment date
Displays the date the payment was received.
▼ Status
Displays the current order status. Click the status name to edit it.
04. Create CSV
Click Create CSV to export the currently displayed order list into a CSV file.