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Ni WooCommerce Sales Report By User Role

Ni WooCommerce Sales Report By User Role

由Anzar Ahmed
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描述

Ni WooCommerce Sales Report By User Role links every WooCommerce order to a sales agent (salesperson) and shows how much each agent sells. Choose any WordPress user role as your sales team, assign an agent on the order screen, and get a sales dashboard, a product-wise sales report and a sales agent report — all filtered by date period and agent.

It is built for stores that sell through sales representatives, field agents, resellers, phone or in-store staff, and for anyone who needs a simple WooCommerce sales report by user, by salesperson or by user role.

Accurate sales figures

  • Net of refunds – partial and full refunds are subtracted from sales totals, quantities sold, line totals and tax.
  • Paid orders only – reports count orders with the status Processing, On hold or Completed. Pending, Failed, Cancelled and Refunded orders are excluded.
  • Your time zone – “Today”, “Yesterday”, “This year” and other periods follow the time zone set in WordPress Settings.

Key features

  • Sales dashboard – total, this year, this month, this week and today sales, plus order counts.
  • Today’s sales analysis – orders, sales, products sold, discount and tax for the current day.
  • Recent orders – the 10 latest orders with customer, country, status and net order total.
  • Sales product report – product-wise sales with quantity, line tax and line total, filtered by sales agent.
  • Sales agent report – order count and net sales total per agent.
  • Date filters – Today, Yesterday, Last 7 days, Last 10 days, Last 15 days, Last 30 days, This year and Last year.
  • Assign sales agents to orders – a “Select Sales Agent” box on the order edit screen.
  • Sales Agent column in the WooCommerce orders list.
  • Choose the agent role – use any existing role or the included Ni Sales Agent role.

WooCommerce HPOS compatible

The plugin is fully compatible with WooCommerce High-Performance Order Storage (HPOS) and with the legacy WordPress posts storage, including compatibility (sync) mode. Reports read the active order tables directly with optimised SQL, so they stay fast on large stores, and the sales agent is stored as standard WooCommerce order meta.

Secure

Reports and settings are available only to administrators, requests are protected with nonces, user input in database queries is validated and prepared, and report output is escaped.

For developers

  • ni_sales_agent_report_order_statuses – filter the order statuses included in reports (default: wc-processing, wc-on-hold, wc-completed).
  • ni_sales_agent_report_columns, nisabur_sales_product_report_columns and nisabur_sales_product_report_data – customise report columns and rows.

Need more reports?

Get Ni WooCommerce Sales Agent and Sales Commission for agent commission reports, CSV export of all reports and a separate login for sales agents.

Disclaimer

It is not responsible for any harm or wrong doing this Plugin may cause. Users are fully responsible for their own use. This Plugin is to be used WITHOUT warranty.

螢幕截圖

Create a sales agent user with the Ni Sales Agent role.
Create a sales agent user with the Ni Sales Agent role.
Select the sales agent user role in the User Role Report settings.
Select the sales agent user role in the User Role Report settings.
Assign a sales agent on the WooCommerce order edit screen.
Assign a sales agent on the WooCommerce order edit screen.
Sales dashboard with total, yearly, monthly, weekly and today sales.
Sales dashboard with total, yearly, monthly, weekly and today sales.
Recent orders list on the dashboard.
Recent orders list on the dashboard.
Sales product report filtered by period and sales agent.
Sales product report filtered by period and sales agent.
Sales agent report with order count and net sales per agent.
Sales agent report with order count and net sales per agent.

安裝

  1. In WordPress go to Plugins > Add New, search for “Ni WooCommerce Sales Report By User Role”, then install and activate it. You can also upload the plugin folder to /wp-content/plugins/.
  2. Make sure WooCommerce is installed and active.
  3. Open the User Role Report menu.
  4. Go to User Role Report > Setting and select the user role of your sales agents, for example Ni Sales Agent.
  5. Go to Users > Add New and create your sales agents with that role. Fill in the first and last name — they are shown in the reports.
  6. Edit an order, choose the agent in the Select Sales Agent box and update the order.
  7. Open the Dashboard, Sales Product Report or Agent Report.

常見問題

Is the plugin compatible with WooCommerce HPOS?

Yes. It declares HPOS compatibility and works with High-Performance Order Storage, legacy post storage and compatibility (sync) mode. When you update from an older version on an HPOS store, existing sales agent assignments are copied to the HPOS order meta table automatically the first time an administrator opens the WordPress admin.

Which orders are included in the reports?

Orders with the status Processing, On hold or Completed. Developers can change the list with the ni_sales_agent_report_order_statuses filter.

Are refunds subtracted?

Yes. Refunds reduce the sales total, the agent total, quantities sold, line totals and tax. A refund is counted against the date of the original order.

How do I assign a sales agent to an order?

Open the order in WooCommerce, select the agent in the Select Sales Agent box and update the order. The agent then appears in the orders list and in all reports.

Can I use my own user role for sales agents?

Yes. Select any role under User Role Report > Setting. Only users with that role are listed as agents.

Why is an agent missing from the dropdown?

The user must have the role selected in the settings. First and last names are shown, so add them to the user profile.

Which dates and time zone are used?

Order dates are shown and filtered in the time zone set under Settings > General.

Where can I get help?

Use the support tab on WordPress.org or email support@naziinfotech.com.

Do you customize this plugin?

Yes, we can customize the plugin and build custom reports for your requirements.

評價

Does what it say

2018年9月30日
I give it 5 stars, as it does what it say's, reports showing up and i can add agents to invoice. as in support ask for, what would be a nice futue, is to add the client permanent to a client. but thanks, as it is it helps.
閱讀全部1個評價

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修改日誌

version 2.2.0 – 04-October-2026

  • Tested: Compatible With WordPress 7.1.2
  • Tested: Compatible With WooCommerce 11.1.2
  • Tested: PHP 7.4 and PHP 8.2
  • Fixed: HPOS – the sales agent is now saved as WooCommerce order meta (wc_orders_meta on HPOS stores, postmeta on legacy stores), so it is no longer lost when HPOS compatibility (sync) mode is enabled.
  • Fixed: HPOS – existing sales agent assignments are copied to the HPOS order meta table once after updating.
  • Fixed: HPOS – agent filter and agent report read the correct order meta table for the active storage.
  • Fixed: HPOS – Sales Agent column added to the HPOS orders list.
  • Fixed: HPOS – recent orders showed the phone number instead of the email address.
  • Fixed: HPOS – orders without a billing address were missing from the recent orders list and product report.
  • Fixed: Order dates and date filters now use the WordPress time zone in both HPOS and legacy storage.
  • Fixed: The saved sales agent was not preselected on the legacy order edit screen and was reset when the order was updated.
  • Changed: Reports include only Processing, On hold and Completed orders.
  • Changed: Refunds are subtracted from sales totals, agent totals, quantities sold, line totals and tax.
  • Changed: Fully refunded order lines are removed from the sales product report.
  • Added: ni_sales_agent_report_order_statuses filter for the order statuses used in reports.
  • Security: Report AJAX requests require administrator access and a nonce.
  • Security: Settings are saved only by administrators with a valid nonce, and only valid roles are accepted.
  • Security: Sales agent IDs are validated and all user input in SQL is prepared.
  • Security: Report output is escaped.
  • Improved: Multisite-safe user table names.
  • Improved: PHP 8 warnings fixed.
  • Improved: New responsive admin design for the dashboard and reports; the plugin CSS no longer affects other admin tables.
  • Improved: Order links open the correct order screen in HPOS and legacy storage.

version 2.1.2 -15-October-2024

  • Tested: Compatible With WooCommerce 9.3.3
  • Tested: Compatible With WordPress 6.6.2

version 2.1.1 -20-August-2024

  • Tested: Compatible With WooCommerce 9.1.4
  • Tested: Compatible With WordPress 6.6.1
  • Tested: High-Performance Order Storage (HPOS)

version 2.1.0 -23-November-2023

  • Tested: Compatible With WooCommerce 8.3.1
  • Tested: Compatible With WordPress 6.4.1

version 2.0.9 -13-February-2023

  • Tested: Compatible With WooCommerce 7.6.1
  • Tested: Compatible With WordPress 6.2

version 2.0.8 -13-February-2023

  • Tested: Compatible With WooCommerce 7.4.0
  • Tested: Compatible With WordPress 6.1.1

version 2.0.7 -11-November-2022

  • Tested: Compatible With WooCommerce 7.0.1
  • Tested: Compatible With WordPress 6.1

version 2.0.6 -08-September-2022

  • Tested: Compatible With WooCommerce 6.8.2
  • Tested: Compatible With WordPress 6.0.2

version 2.0.5 -07-August-2022

  • Tested: Compatible With WooCommerce 6.7.0
  • Tested: Compatible With WordPress 6.0.1

version 2.0.4 -01-June-2022

  • Tested: Compatible With WooCommerce 6.5.1
  • Tested: Compatible With WordPress 6.0

version 2.0.3 -26-March-2022

  • Tested: Compatible With WooCommerce 6.3.1
  • Tested: Compatible With WordPress 5.9.2

version 2.0.2 -14-January-2022

  • Tested: Compatible With WooCommerce 6.1.0
  • Tested: Compatible With WordPress 5.8.3
  • Added: Added new hook

version 2.0.1 -21-December-2021

  • Tested: Compatible With WooCommerce 6.0.0
  • Tested: Compatible With WordPress 5.8.2

version 2.0.0 -03-October-2021

  • Tested: Compatible With WooCommerce 5.7.1
  • Tested: Compatible With WordPress 5.8.1

version 1.9.9 -13-Aug-2021

  • Tested: Compatible With WooCommerce 5.5.2
  • Tested: Compatible With WordPress 5.8

version 1.9.8 -07-July-2021

  • Update: Update UI issue

version 1.9.7 -01-July-2021

  • Tested: Compatible With WooCommerce 5.4.1
  • Tested: Compatible With WordPress 5.7.2

version 1.9.6 -08-April-2021

  • Added: Added Last 15 days

version 1.9.5 -16-March-2021

  • Tested: Compatible With WooCommerce 5.1.0
  • Tested: Compatible With WordPress 5.7

version 1.9.4 -11-February-2021

  • Tested: Compatible With WooCommerce 5.0.0

version 1.9.3 -23-December-2020

  • Tested: Compatible With WooCommerce 4.8.0
  • Tested: Compatible With WordPress 5.6

version 1.9.2 -28-October-2020

  • Tested: Compatible With WooCommerce 4.6.1
  • Tested: Compatible With WordPress 5.5.1

version 1.9.1 -16-August-2020

  • Tested: Compatible With WooCommerce 4.3.3
  • Tested: Compatible With WordPress 5.5

version 1.9.0 -26-June-2020

  • Tested: Compatible With WooCommerce 4.2.2
  • Tested: Compatible With WordPress 5.4.2
  • Added: Display Sales agent name in order list

version 1.8.0 -30-April-2020

  • Tested: Compatible With WooCommerce 4.0.1
  • Tested: Compatible With WordPress 5.4.1

version 1.7.9 -30-April-2020

  • Tested: Compatible With WooCommerce 4.0.1
  • Tested: Compatible With WordPress 5.4.1

version 1.7.8 -24-February-2020

  • Tested: Compatible With WooCommerce 3.8.1
  • Tested: Compatible With WordPress 5.3.2
  • Added: Last Year Filter

version 1.7.7 -20-January-2019

  • Tested: Compatible With WooCommerce 3.8.1
  • Tested: Compatible With WordPress 5.3.2

version 1.7.6 -15-November-2019

  • Tested: Compatible With WordPress 5.3

version 1.7.5 -10-November-2019

  • Tested: Compatible With WooCommerce 3.8.0
  • Tested: Compatible With WordPress 5.2.4

version 1.7.4 -24-September-2019

  • Tested: Compatible With WordPress 5.2.3
  • Added: Added New Hook

version 1.7.3 -04-September-2019

  • Tested: Compatible With WooCommerce 3.7.0
  • Added: Added New Hook

version 1.7.2 -27-July-2019

  • Tested: Compatible With WooCommerce 3.6.5
  • Tested: Compatible With WordPress 5.2.2

version 1.7.1 -09-May-2019

  • Tested: Compatible With WooCommerce 3.6.2
  • Tested: Compatible With WordPress 5.2
  • Added: Added New Hook

version 1.7.0 -16-April-2019

  • Tested: Compatible With WooCommerce 3.5.8
  • Tested: Compatible With WordPress 5.1.1

version 1.6.0 -03-March-2019

  • Tested: Compatible With WooCommerce 3.5.5
  • Tested: Compatible With WordPress 5.1

version 1.5.9 -11-February-2019

  • Tested: Compatible With WooCommerce 3.5.4
  • Tested: Compatible With WordPress 5.0.3

version 1.5.8 -01-December-2019

  • Tested: Compatible With WooCommerce 3.5.3
  • Tested: Compatible With WordPress 5.0.2

version 1.5.7 -14-November-2018

  • Tested: Compatible With WooCommerce 3.5.1

version 1.5.6 -21-October-2018

  • Tested: Compatible With WooCommerce 3.4.7
  • Tested: Compatible With WordPress 4.9.8

version 1.5.5 -30-June-2018

  • Tested: Compatible With WooCommerce 3.4.4

version 1.5.3 -28-May-2018

  • Tested: Compatible With WooCommerce 3.4.0
  • Added: Product name columns

version 1.5.2 -19-May-2018

  • Tested: Compatible With WooCommerce 3.3.5
  • Tested: Compatible With WordPress 4.9.6

version 1.5.1 -02-April-2018

  • Tested: Compatible With WooCommerce 3.3.4

version 1.5 -08-March-2018

  • Tested: Compatible With WordPress 4.9.4
  • Tested: Compatible With WooCommerce 3.2.5
  • Added: Sales Agent Report

version 1.4 -28-November-2017

  • Tested: Compatible With WordPress 4.9
  • Tested: Compatible With WooCommerce 3.2.5

version 1.3 -04-November-2017

  • Tested: Compatible With WordPress 4.8.3
  • Tested: Compatible With Woocommerce 3.2.3

version 1.2 -09-September -2017

  • Tested: Compatible With WordPress 4.8.1
  • Tested: Compatible With Woocommerce 3.1.2

version 1.1 – 07-April -2017

  • Tested: Compatible With WordPress 4.7.3
  • Tested: Compatible With Woocommerce 3.0.0

version 1.0 09-January-2017

  • Initial release

其它

評分

5 out of 5 stars.

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