Vendor Sales Report Overview

Overview:

All of DocuPet’s partners and any third-party vendors of their choosing may be provided access to DocuPet’s secure Reporting Application.

If you see this symbol when in the reporting page it means you have “Vendor Reports” access. This means that you have the ability to view sales and remittance reports for your assigned vendor which can be useful for daily reconciliation. Vendor Sales Reports show sales made by any Vendor you have been assigned access to, which could include DocuPet, your company, or a third party such as a shelter. You may also be given access, to see only your own transactions. 

How To:

1. From your DocuPet Dashboard to access your reporting you will need to click “Reports”.

2. Once here, highlight the  “Vendor Reports” Icon.

3. When you highlight the Vendor symbol you will see the option to click “Sales Report”.

4. You will then see your Municipality pre-selected or the option to select your “Municipality”.

5. Then you will select the “Vendor” (if you have multiple assigned to you) and then the “Date Range” you are looking for data on.

6. This will load a summary view of all License Product Sales. Columns include unit sales and revenue totals divided into columns showing DocuPet, Vendor and totals.

7. The “Processed by Vendor” column shows totals inclusive of all Vendors in the report.

8. By clicking on the “Processed by Vendor” heading, it will open a number of additional columns where the unit sales and revenue totals are summarized by Payment Types that have been made available to the listed Vendor.

• Payment types could include “Cash”, “Check”, or “Credit Card”. 

9. This is beneficial if you are a Vendor and you are searching for a single day as it will allow you to do daily reconciliations by payment type.

10. By clicking on the “Licenses” row arrow reveals a breakdown of the above by License Product type.

11. License Product types could include , “Altered Dog”, “Altered Dog - Senior Citizen”, “Late Fee”, “Replacement Tag”, etc.

12. To view a detailed breakdown of all transactions by License Product type, you can click on the License Product name and a listing of each transaction of that product type made by the Vendor in that date range will now be revealed. This will include:

• Order date
• Pet Owner Name
• Unique Pet Owner ID (DocuPet ID), Pet Name
• Product Type
• Order Amount
• Payment Method
• Vendor Name
• Jurisdiction and Administrator Name (the person, if any, who processed the Order) will appear as columns.

13. The Pet Owner ID column includes a clickable field that will navigate the user directly to the Pet Owner Record.

14. All of the report views can also be downloaded as PDF files. And detailed transaction reports can also be downloaded as formatted .xls files.