We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.
Resource | Link |
Supplier Sales Report |
Overview
The Supplier Sales report helps you evaluate how your vendors are performing. It shows retail sales grouped by supplier, including quantity sold, discounts, refunds, and margin, so you can see which vendor relationships are driving the most revenue and profitability.
Use this report to track supplier performance, monitor discount and refund patterns by vendor, and evaluate margin to identify high-performing or underperforming suppliers. It's useful for inventory and purchasing decisions, since you can compare sold quantity against inventory on hand to spot turnover and restocking needs, and inform your next purchasing or negotiation conversation with a specific vendor.
What this report is best used for
Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.
Use cases | Description | Example questions this report helps answer |
Supplier performance tracking | Measure total net sales, gross sales, and product quantities by supplier to assess contribution and profitability. |
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Discount and refund analysis | Track discounts and refunds applied to supplier products to identify pricing strategy effectiveness and refund patterns. |
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Profitability and margin monitoring | Evaluate gross margin and margin percentage for each supplier to identify high-margin or underperforming suppliers. |
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Inventory and fulfillment assessment | Track sold quantities and inventory on hand to understand supplier product turnover and restocking needs. |
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Category and brand insights | Compare performance of brands or product categories under each supplier to understand assortment strength. |
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Prerequisites
Prerequisites
Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.
Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Financials reporting > Sales - Self or Everyone
If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
You’ll only see data for assigned locations
Row-level access may further limit visible data
If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, you must have suppliers set up and assigned to products.
Default report configuration
See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.
Group By (default)
The default fields the report is grouped by when you first open it.
Field name | Definition | Example | Filter? |
Product Supplier Name | The name of the supplier or vendor of the product, if provided. | Bumble & Bumble | Yes |
Columns (default)
The default columns displayed when you first open the report.
Field name | Definition | Example | Filter? |
Retail Product Quantity Sold | The number of product units sold. | 2 | Yes |
Retail Sale Amount | Retail product sales in dollars before discounts, refunds and tax. | $15.00 | No |
Retail Discount | Discount amount on retail product sales in dollars. | -$10.00 | No |
Retail refund amount | Total refunded retail product sales in dollars, excluding tax. | $2.00 | No |
Retail net amount | Retail product sales in dollars, excluding tax, after discounts and refunds. | $15.00 | No |
Retail net amount Per Order | Average retail product sales per order in dollars. | $15.00 | No |
Customizable fields
Customizable fields
Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.
Field name | Definition | Example | Filter? |
Product Supplier Name | The name of the supplier or vendor of the product, if provided. | Bumble & Bumble | Yes |
Retail Product Quantity Sold | The number of product units sold. | 2 | Yes |
Retail Sale Amount | Retail product sales in dollars before discounts, refunds and tax. | $15.00 | No |
Retail Discount | Discount amount on retail product sales in dollars. | -$10.00 | No |
Retail refund amount | Total refunded retail product sales in dollars, excluding tax. | $2.00 | No |
Retail net amount | Retail product sales in dollars, excluding tax, after discounts and refunds. | $15.00 | No |
Retail net amount Per Order | Average retail product sales per order in dollars. | $15.00 | No |
Order Date | The calendar date on which the sale occurred (local time). | Dec 10, 2025 | Yes |
Location group | The location group the business location is associated with, if applicable. | West Coast | Yes |
Location Name | The name of the business location where the sale occurred. | Joshua Tree | Yes |
Product Category Name | The name of the category the product belongs to. | Shampoo | Yes |
Product Brand Name | The name of the brand associated with the product. | AVEDA | Yes |
Staff Name | Full name of the staff member associated with the product sale. | Anaiya Seals | Yes |
Product Name | The display name of the product as shown to users. | BK Skin Toning Agent 500ml | Yes |
Location External ID | Identifier for the location from an external system, if provided by the business. | 27310A | No |
Location ID | Unique identifier of the business location. | 2c91d997-4184-4e06-a534-ac96a27dceff | No |
Product ID | Unique identifier of the product. | e1c18183-b95f-459c-861e-5413b45cd72c | No |
Product Size | The size attribute of the product, if provided. | 12-pack | No |
Product Color | The color attribute of the product, if provided. | Blue | Yes |
Is Product Active | Flag indicating whether the product is active (true = active). | TRUE | Yes |
Product SKU | The Stock Keeping Unit used to track the product in inventory. | ANT-SMO-12OZ-VNL | No |
Current Unit Price | The current retail price of the product in dollars. | $45.55 | No |
Current Unit Cost | The current cost to the business per unit of the product in dollars. | $20.00 | No |
Staff ID | Unique identifier for the staff member associated with the product sale. | 2c91d997-4184-4e06-a534-ac96a27dceff | No |
Was Product Discounted | Flag indicating whether a discount was applied to the product (true = discounted). | TRUE | Yes |
Retail Sales Tax | Total tax amount collected on retail product sales in dollars. | $15.00 | No |
Retail Collected Amount | The total amount collected from the client for retail product purchases in dollars. Calculated as retail net amount plus retail tax amount. | $15.00 | No |
Retail Margin % | The margin from product sales as a percentage of total product sales, before commissions , using sale-time price, sale-time cost, and applied discounts. | 66.40% | Yes |
Retail Margin | The margin in dollars form product sales before commissions and overhead, using sale-time price, sale-time cost, and applied discounts. | $1,249,525.98 | No |
Retail Product Client Count | The number of distinct clients who purchased the product. | 1 | No |
Retail Product Refunds Count | The number of refund line items for retail products. | 5 | Yes |
Inventory On Hand | The current quantity of product units available on hand as of the date the report is run. | -57,223 | No |
Location Tags | Location tags associated with the business location, if available. | Medium Volume, High Volume, Strip Mall, test | Yes |
Order tag | Order tag associated with the order, if applicable. | LOYAL CLIENT | Yes |
Client tag | Client tag associated with the purchasing client, if applicable. | MEMBER | Yes |
Supplier email | The email for the supplier. | No | |
Supplier phone | The phone number for the supplier. | 2125550001 | No |
Supplier website | The website of the supplier. | No | |
Supplier notes | Any internal notes or comments about the supplier. | Go through all the product lines & then check out | No |
Product barcode | The barcode associated with the product, if available. | 112234 | No |
Line item ID | Unique identifier for the sale line item. | 815017e9-044b-5d6d-8d7f-78c115139d3e | No |
Report Caveats
There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.
Caveats | Details and Impact |
Products without a supplier are excluded | If a product has no supplier assigned, its sales are filtered out of this report entirely. Supplier totals will not sum to your full retail sales; assign suppliers in the catalog to close the gap. |
This report covers retail products only | Services, memberships, packages, and other item types are not included. All measures are retail-scoped. |
Current Unit Price and Current Unit Cost are today's values | These show the product's present price and cost at the location, not what applied at sale time. They will differ from historical rows after a price or cost change. |
Inventory On Hand is as of right now | Inventory reflects the quantity on hand when the report is run, regardless of the date filter. Negative values indicate uncorrected inventory adjustments, not returns. |
Use Case Example Configurations
Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.
Use case | Description | How to configure the report |
Supplier performance tracking | Measure total net sales, gross sales, and product quantities by supplier to assess contribution and profitability. |
|
Discount and refund analysis | Track discounts and refunds applied to supplier products to identify pricing strategy effectiveness and refund patterns. |
|
Profitability and margin monitoring | Evaluate gross margin and margin percentage for each supplier to identify high-margin or underperforming suppliers. |
|
Inventory and fulfillment assessment | Track sold quantities and inventory on hand to understand supplier product turnover and restocking needs. |
|
Category and brand insights | Compare performance of brands or product categories under each supplier to understand assortment strength. |
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