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Monthly sales comparison


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Posted

I work in consignment. Does Loyverse have a feature that allows me to identify items that haven’t sold in a month or to analyze which items have the slowest sales? This would help us decide whether to continue stocking those items or stop getting supplies.

Posted

Hello @Laurence

Unfortunately, we don’t have the specific feature in Loyverse which can help you with this request. However, there’s a workaround solution that I can share with you. This workaround uses spreadsheets.

 

  • First, filter the sales report by items for the desired month period.
  • Export the filtered report so the data on the file will only contain reports for that month.
  • Then, export your complete item list from Loyverse.
  • Open both files, and copy the list of sold items from the sales report file.
  • Paste the copied list into a new column in the item list file.
  • To compare the information, use a special spreadsheet formula:
    • =COUNTIF(B:B, A1) > 0 
      • Replace B:B with the column containing the sold items.
      • Replace A1 with the cell containing the item name from your item list.
  • Filter the items to determine which item names haven’t sold for a month.

This formula will return TRUE for items that were sold and FALSE for items that weren’t sold. With this, you can determine whether to continue stocking such items or stop getting supplies.

 

Here’s an example of how you can use the formula: monthlyreportscorrect.thumb.gif.9909627b58280d48af741250f0f2c9d3.gif

  • Like 2
  • 1 month later...
Posted
On 1/23/2025 at 8:07 PM, Hanna said:

Hello @Laurence

Unfortunately, we don’t have the specific feature in Loyverse which can help you with this request. However, there’s a workaround solution that I can share with you. This workaround uses spreadsheets.

 

  • First, filter the sales report by items for the desired month period.
  • Export the filtered report so the data on the file will only contain reports for that month.
  • Then, export your complete item list from Loyverse.
  • Open both files, and copy the list of sold items from the sales report file.
  • Paste the copied list into a new column in the item list file.
  • To compare the information, use a special spreadsheet formula:
    • =COUNTIF(B:B, A1) > 0 
      • Replace B:B with the column containing the sold items.
      • Replace A1 with the cell containing the item name from your item list.
  • Filter the items to determine which item names haven’t sold for a month.

This formula will return TRUE for items that were sold and FALSE for items that weren’t sold. With this, you can determine whether to continue stocking such items or stop getting supplies.

 

Here’s an example of how you can use the formula: monthlyreportscorrect.thumb.gif.9909627b58280d48af741250f0f2c9d3.gif

Hey Hanna!

I would love to chat and discuss advanced inventory management. But im having a hard time using English, can we speak Filipino? Available po ba kayo? Medyo nahihirapan kami sa composite items and need ng help mag-set up  thank you!

Posted

Hello @CBMNL!

In this case, please contact us via live chat from your Back Office so we can help you with your specific questions or post your questions on the Advanced Inventory section from Loyverse town ( https://loyverse.town/forum/27-advanced-inventory/ ). However, we can only support you in the English language at the moment. 

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