cost & reports

Cost & Reports for WooCommerce 3.4.6

on April 29, 2024

$6.50

Add cost of goods, adjust margins, prices, and stock through bulk edits. Leverage reports to monitor your store’s profitability and financial health.

  • Detailed Profit Insights: Dive deep into your financial data with detailed insights at both product and variation levels, ensuring every decision is informed by precise profitability metrics.
  • Streamlined Bulk Operations: Effortlessly manage and update costs, prices, profit margins, and stock levels, saving time and reducing errors.
  • Advanced Pricing and Reporting: Automatically calculate and display retail values and profit margins. Gain access to comprehensive sales reports.

Streamline Financial Management with Cost & Reports

Enhance your WooCommerce store’s financial oversight with Cost & Reports, a powerful tool designed for comprehensive profitability analysis and efficient inventory management. This essential plugin not only allows you to add purchase prices, costs, and cost of goods directly to your products and variations but also empowers you with advanced reporting capabilities to monitor and maximize your stores profits.

Key Features and Benefits:

Unique Financial Fields: Adds special fields like purchase price and cost of goods directly to products for precise profit calculations. In the bulk editor, manage additional details like general costs, shipping costs, and markup.
In-depth Profit and Revenue Control: Adjust purchase prices and manage costs efficiently. Use our intuitive table editor for bulk updates on prices, stock levels, and profit margins.
Dynamic Pricing and Profit Calculation: Set retail prices automatically, incorporating VAT for improved accuracy in pricing and profit margins.

Detailed Reporting Features:

  • Orders Report (Tab): Get a complete overview of all orders with the ability to filter by customer and date range, making it easy to track sales and analyze trends.
  • Product Report (Tab): An expanded view from the Orders Report where every item purchased is listed, providing a detailed breakdown of sales per product.
  • Customer Reports (Tab): Delve deeper into customer interactions with detailed reports on orders, showcasing essential data such as Company, Email, Phone, Shipping, Totals, Tax, Number of Items, Currency, Country, City, and Payment Method.

Visual Profit Indicators: Quickly spot profitable and less profitable items with color-coded markers.
Export Capabilities: Download your data for further analysis in formats like CSV or XLSX.
Enhanced Compatibility: Integrates smoothly with various WooCommerce extensions for a seamless operation.

Cost & Reports powerful table editor empowers you to efficiently update and manage vital product information in bulk. Easily modify purchase price, cost, shipping cost, cost of goods, Markup, Price, and Stock with a few clicks. Cost & Reports automatically suggests accurate prices based on item costs and markups.

The table editor let you:

  • Display individual and total cost values, retail values, and profits for enhanced financial visibility.
  • Effortlessly search and filter data using multiple options, including a convenient range filter for numeric columns.NEW
  • Customize your view by showing or hiding ID and SKU information.
  • Sort data seamlessly by column, enabling swift data analysis.
  • Highlights your on-sale items with a striking gold-colored border in the price column.
  • Export data to CSV files, compatible with MS Excel or Apple Numbers, or export the entire table as a .xlsx file.

Easy Access to Bulk Functions!

Did you know that Cost & Reports offers bulk functions for most of its columns? This means that you can make changes across multiple rows with just a few clicks.

For example, let’s say you want to increase the “other cost” value by 10 for all products. Simply type 10 in the input field, select “increase fixed amount,” and watch as Cost & Reports adds 10 to every row. Our plugin then adds this value to the cost of goods and suggests a new price for each product.

If you’re happy with the new prices, just click the “save all” button, and the changes will be applied to your selected products. But what if your new price comes out to a number like 12.37, and you want to round it to a cleaner price like 12.40? No problem! Cost & Reports offers a round function that adjusts the price to your preferred value. The markup is then automatically adjusted to match your new price.

Add cost and purchase price from product page

On the product page or on every variation of the product you can add purchase price and cost of goods. Cost & Reports offers a bulk editor function that enables you to quickly make changes across multiple products and variations. Whether you want to update purchase prices or costs of goods, the editor makes it easy to do so in just a few clicks.

Prices and cost / profit calculations

As a merchant, it’s important to have control over your product pricing, including adjustments for VAT. With Cost & Reports, you can easily adjust prices to include VAT and convert them to regular prices without any extra work.

The extension offers the option to select “Regular price inc. VAT,” which automatically converts the price to regular price ex. VAT in the New price column. This feature allows you to set up selling prices like $19.90 (inc. VAT) with ease.

In addition to this feature, you can also select regular price ex. VAT (the default) and choose between displaying the current price of your products in inc. VAT or ex. VAT. If a product is ON SALE, the price field will be highlighted with a gold-colored border.

With Cost & Reports, pricing your products has never been easier. The plugin automatically calculates the value at cost, retail value, and profit for you. If the price includes VAT, the values will be displayed in dark blue, while ex. VAT prices are displayed in black.

Range Filter

Cost & Reports advanced range filter allows you to effortlessly refine and narrow down your search based on various key metrics. Whether you’re focusing on purchase price, cost, shipping cost, cost of goods, Markup, Price, stock, value at cost, retail value, or profit, our intuitive select dropdown box enables seamless switching between filters.

Simply select the desired filter, specify the range, and let Cost & Reports do the rest. Instantly explore data within specific thresholds to identify trends, make informed decisions, and optimize your store’s performance. And if you want to start fresh, the reset button clears the filter and brings you back to the complete dataset.

Reports per Order

This report view shows all sales in a date range, set your own range using the date selectors or use the predefined ranges. In the table, you will find order ID (links to the order page), customer, role, date, status, quantity of items, profit, cost of goods, net sales and taxes for the selected period. On the right side of the table you find the key values and averages from the period. Color indicators in the table for high and low profit are also included, these can be easily adjusted in the settings. Use the “search in rows” to filter the reports, filter in order id, customer, role and date. The role and company column (option in settings) is added to support role-based extensions like Roles & Rules B2B.

Customer Filter

Unlock advanced analytics in your WooCommerce store with the newly integrated customer filter feature in Cost & Reports. This powerful tool enhances your ability to dissect store data through a versatile and user-friendly multi-select filter that displays customers by name and role. Now you can easily search and select multiple customers to include in your reports, enabling targeted analysis that is as broad or as specific as your business needs dictate.

Key Features & Benefits:

  • Comprehensive Customer Insights: The filter allows for a detailed look at individual customer activities by integrating their name and role directly into the selection process. This makes it easier to identify purchasing patterns or tailor marketing strategies to specific segments.
  • Seamless Integration with Date Ranges: Combine the customer filter with custom date ranges to analyze specific periods for precise revenue tracking. This integration ensures that you can measure the impact of marketing campaigns or seasonal changes on customer behavior.
  • Dynamic Reporting Across Tabs: Whether you’re viewing orders, products, or customer behaviors, the selected customer filters apply consistently across all report tabs. This continuity provides a seamless analytical experience, allowing for holistic or segmented views of store performance.
  • Enhanced Export Functionality: When you need to dive deeper or share your findings, the customer filter selection accompanies the data when exporting reports to CSV files. This feature ensures that all relevant insights are retained and accurately represented in your downloads, making it easy to present data or conduct further analysis externally.

Report per Product/Variation

The products view has the same features for selecting date ranges and the download .csv button. This table starting by showing averages then order id, category (link to edit products in category), product/variation name, SKU, quantity, price (when purchased), net sale and profit (including percent). Sort the columns as you like. On the right side of the table is a top products in period based on quantity and profit. And other key values and averages from the selected period.

Reports by Customer

This report is set up so you can get some more information about the orders by customers. Here you will easy find the name, company, e.mail and phone if you need to contact the customer or want to export this information. In addition you find shipping, order total, total tax, items purchased, currency, country and the payment method. Use the row filter to sum up values for a customer or a company.

This report is set up so you can get some more information about the orders by customers. Here you will easy find the name, company, e.mail and phone if you need to contact the customer or want to export this information. In addition you find shipping, order total, total tax, items purchased, currency, country and the payment method. Use the row filter to sum up values for a customer or a company.

Row search and automatic calculations

Use the “search in rows” filter to get your selection of products/variations in the Products report. You can use order id, category, product and SKU when you want to filter in your product reports. When you filter you the plugin automatically update averages, best sellers, totals and more so you easy can se your gross sales and profit for your selection.

Live reports

The reports now give you an automatic counter for new orders, you also have the option to update the reports automatically (option in settings). You can use this view, for example, as a live report and see the numbers and sold products updated throughout the day.

History Added To Order Items

When customers purchase your products, Cost & Reports will add cost of goods and purchase price to each order line. This means that you will be able to see and edit what you bought the item for and cost of goods when you sold your products. This means that historically correct profits will be shown in the extension reports. (Cost of goods and purchase price on order items is for internal use)

Export Reports

There are two buttons for export Download (.csv) and Export table. The first one gets all your data from the database, the Export table will just export what you see in the table. This means that you can filter and sort, and when your selection is OK, just click export and you get a .xlsx file. This opens in MS Excel and Apple Numbers. Below image shows the export result.

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Product Information

  • Price
    :

    $6.50

  • Compatible With
    :

    Bulk Category Editor, Bulk Table Editor, Cost of Goods, Pick List, Roles & Rules B2B, Woo Subscriptions, WooCommerce Order Status Manager

  • Version
    :

    v3.4.6

  • Last Updated
    :

    April 29, 2024