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360 Sales Reporting for Zen Cart

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Relevance: Zen Cart™ 1.5.4 and above

Current Version: 1.0

Support Thread: Zen Cart 360 Sales Reporting Support Thread

Cost: Free, but donation appreciated

Installation Difficulty: Difficult

Installation Instructions: See README.md in zipfile

Location: Zen Cart Plugins, under Admin Tools

Download: Zen Cart 360 Sales Reporting in Plugins


Overview:


For many Zen Cart users, the Best Customers report (Admin->Reports->Customer Orders-Total) gives sufficient data, especially when my Lifetime Customer Value modification is added. However, it does not handle the following situations:
  • Transactions which occur outside of the store (direct bank transfers and sales prior to the store being set up).
  • Business Accounts which have multiple payers: if john@bigcorp.com and judy@bigcorp.com both make payments, it's not immediately clear what the total value of the BigCorp account is.

360 Sales Reporting addresses both of these needs in the following way:
  • Customer records are amended with a new field to identify a master customer id. In this way, customers can be grouped.
  • Two tables are provided to handle both direct deposits by customers and customer transactions which occur outside the store.

Full documentation is provided in the Github Repo for Zen Cart 360 Sales Reporting.