Sales by Vendor report (Food Court)

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Send Sales by Vendor report automatically to registered vendors

Learn how to send Sales by Vendor daily and monthly reports to your vendors’ registered email addresses automatically.

The Sales by Vendor report can be configured to automatically isend email reports to designated recipients. You have the option to:

Send a comprehensive report containing data for all vendors.
Send individual reports, each focusing on a specific vendor’s performance.

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Important: You must set up the Sales by Vendor custom report to configure it to send automatically.

Configure automatic Sales by Vendor report preferences

To send Sales by Vendor reports automatically to registered email addresses periodically, follow the steps below:

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Note: Setting up automatic email reports is only available on the Merchant Portal.

Log in to the Merchant Portal.
On the left panel, click on Report Settings.
Select Custom Report Sales by Vendor.
To schedule Sales by Vendor inclusive of all vendors’ sales for automatic sending, enable your preferred reporting scheme :
- Enable Daily Report: Sends a daily report of the vendor’s sales data for the day.
  - If you select this option, click on the Trigger drop-down list and select when the report will be generated.
- Enable Monthly Report: Sends a monthly report of the vendor’s sales data for the month.
To exclude the data of deleted vendors in reports, turn on Exclude Deleted Vendors .
Under “Email List,” enter the email addresses of the recipients of automatic Sales by Vendor reports. Then, choose the language in which the report will be sent. Click on + Add Email to add more recipients.
Note: Email addresses added here will receive Sales by Vendor reports of all included vendors.
To send vendor-specific Sales by Vendor email reports, under “Vendor List,” click on Edit next to the vendor.
1. Turn on Enable . Then, enable add the email addresses.
2. Enable your preferred reports:
  - Enable Daily Report: Sends a daily report of the vendor’s sales data for the day.
  - Enable Monthly Report: Sends a monthly report of the vendor’s sales data for the month.
3. Next to “Email List,” enter the email addresses of the recipients of automatic Sales by Vendor reports. Then, choose the language in which the report will be sent. Click on + Add Email to add more recipients.
4. At the lower right, click on Save.
Once all the necessary settings have been configured, at the top right, click on Save to confirm.