Sales Dashboard and Reports

How to view the wholesale sales dashboard

Navigate to WordPress Admin Dashboard → Wholesale → Dashboard.

Sales summary for B2B & B2C orders

In the Sales Summary (B2B) – (B2C) tab, we can see a few statistics and their visual representation in the form of a Graph.

B2B sales amount for wholesale orders

This section represents the total amount received by wholesale customers through wholesale orders (B2B).

B2C sales amount for retail orders

This section represents the total amount received by retail customers through retail orders (B2C).

Refund amount for wholesale orders

This section represents the total amount refunded on the wholesale orders.

Wholesale order count

This section represents the total number of wholesale orders.

Wholesale customer count

This section represents the total number of wholesale customers.

Data graph and filters

The purple lines highlight the B2B sale summary data, and the orange lines highlight the B2C sale summary data on the graph.

We can also filter the sale summary data by clicking on the B2B box and B2C box.

We can also filter the sale summary data from the dropdown menu present on the top right side of the graph.

Today filter

When the Today filter is selected, the graph shows the total amount on the Y-axis and Time (hrs) on the X-Axis.

Last 7 Days filter

When the Last 7 Days filter is selected, the graph shows the total amount on the Y-axis and the Date (date of the last 7 days) on the X-Axis.

Last 31 Days filter

When the Last 31 Days filter is selected, the graph shows the total amount on the Y-axis and the Date (date of the last 31 days) on the X-Axis.

Annual filter

When the Annual filter is selected, the graph shows the total amount on the Y-axis and the annual dates on the X-Axis.

Custom filter

When the Custom filter is selected, the graph shows the total amount on the Y-axis and the Date (date of the last 31 days) on the X-Axis.

Set your customized dates and see the sales summary data that occurred between those dates on the graph.

New Registrations Approval Needed

• In the New Registrations Approval Needed tab, we can see all the registrations received via the Wholesale Registration Form “shortcode: [wwp_registration_form].”
• The Administration can view the Name, Email, User Role, and Status of the user who applied for registrations from the dashboard.
• The Administration can also Approve or Reject those registrations from the dashboard.

• On the right side of the New Registrations Approval Needed tab, we can see the Total Wholesale Users, Pending Request, and Reject Request.

• Click on the View All Request button at the bottom of the New Registrations Approval Needed tab.

• Once done, it will redirect us to the Requests page.

Recent Wholesale Orders

• We can only view all wholesale orders from the dashboard in the Recent Wholesale Orders tab.
• The Administration can view the Order Number, Date, Status, and Total of each order.

• Click on the View All Request button at the bottom of the New Registrations Approval Needed tab.

• Once done, it will redirect us to the Orders page.