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How to add sales data to your Reporting
How to add sales data to your Reporting

How to add the sales data you need to use the reporting feature in Pickler.

Daan van Hal avatar
Written by Daan van Hal
Updated over a week ago

Pickler's Reporting feature enables you to make impact reports of total sales volumes. Here's how to add the necessary sales data to create your first customer report.

1. Go to 'Reporting' in your top menu.

2. Check if the products you're using in your reporting are inventory products in Pickler.

(If they're not, you won't get any results.)

3. Click on 'import sales data'.

4. Download the Excel template in the right corner (image below) and fill out the required data.

5. Match columns of your file to those in Pickler. If you use the excel template, this is matched correctly already.

6. Filter on product type or customer to create a specific report.

7. Export your results via PDF or Excel.

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