Log in to your Workspace account and click Track Sales in the main navigation. This opens the Workspace Sales Tracker, with detailed information about your shopping cart sales.
Note: this window shows your retail sales in Workspace. To view your own wholesale transactions in Workspace, click Account in the Workspace navigation, then select Account Transactions.
The Sales Tracker includes a transaction listing showing customer details, sale value, tax charged and payment received for every sale. The listing also shows the wholesale cost (including tax) of any related Queensberry purchases.
Over time a chart will build up above the transaction list comparing your monthly sales over the last year with the same month a year ago.
HOW TO USE THE SALES TRACKER
- The sales tracker shows your customers' original purchases, and these can change! For example an order might be modified or cancelled by you or your customer. Workspace treats all sales as final and cannot account for these changes, which may suggest that you need to refund cash to your customer or ask for an extra payment.
- Click here to see the wholesale transactions, including any changes, and check progress on your orders.
- Workspace does not know the wholesale cost of any third party products and services you may sell. You will need to calculate these costs separately.
- All retail sales are made by you, with Workspace acting solely as your agent. It is your responsibility to account for tax on your sales.
1. Apply filters: You can search for transactions for a specific time period (e.g. the month of August), or for a particular event, image gallery or "package" (if you offer those).
2. Export data for your accounting software or GST/VAT return: After filtering the data to display just the relevant period, click Export CSV to export the transaction listing. Tax charged by you (on the retail sale) and to you (on Queensberry wholesale purchases) are in separate columns.
3. Check which products have sold: A summary of products sold appears beneath the transaction listing, including the quantity and the sale value.
4. Search for a transaction: Enter a customer's email for a list of their transactions.
5. View transaction details: Click on a transaction listing to open a pop-up showing the transaction line items.
7. Print a client invoice: Click on the transaction listing to display a printable PDF copy of the client's invoice. (You can export multiple invoices on the Charged Transactions page.)
8. Check image cropping: Click on the transaction listing to check how the images were cropped in that order.
9. Check the estimated "profit" on your sales: This is the last column in the transaction listing. You can see the total value at the bottom of the listing. How your "Profit" is calculated.