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Sales & Transactions

Record sales, see your totals, and fix mistakes across every way you sell.

Overview

A transaction is saved each time you record a sale, change consignment stock, or place an order. It holds the products, prices and totals. You'll see transactions on product pages, retailer pages and event logs, and all of them on the Sales Dashboard.

Sales is part of every plan. Selling to a retailer (Consignment Sale and Wholesale Sale) needs the Retail plan.

Sales Dashboard

Go to Sales > Sales Dashboard in the sidebar. Only business admins can open it. Four cards at the top add up your sales:

  • Gross revenue is what your sales came to before any commission or discount came off.
  • Net revenue is what you kept after commission and discounts. Example: a $100 sale through a shop that takes 40% shows $100 gross and $60 net.
  • COGS is what the products you sold cost you to make.
  • Profit is net revenue minus COGS.

Below the cards is a table of every sale:

  • It shows the same Gross revenue and Net revenue for each sale. When they differ, the gap is the commission or discount.
  • Use From and To to pick dates. From starts at January 1, so you see this year so far. Leave To blank to include everything after From. The cards update to match.
  • Dates follow your own time zone. A sale at 8 pm shows on that day, and Today means your today.
  • The Payment column shows whether you've been paid. Use the Payment filter to see only sales Awaiting Payment. The cards update to match.
  • To open a sale, use the row menu and pick View Details.

Importing online orders

If your Shopify shop is connected, click Import from Shopify at the top of the Sales Dashboard to bring your online orders in as sales. See Shopify Syncing for more.

Assigning sales to an event log

You can count existing sales (like Shopify orders from a show) toward an event log's sales and profit.

  1. Check the box on each sale. The box at the top picks every sale on the page. To pick everything that matches your dates or filters, use Select all matching.
  2. Click Assign to Event in the table toolbar.
  3. Pick the event, then one of its logs, and apply.

The sales are now event sales on that log. You can move them to another log anytime, and both logs' totals update.

Marking sales as paid

When a shop pays you for sales you logged as Awaiting Payment, mark them paid. Shops often pay for several sales at once, so you can do them together:

  1. On the Sales Dashboard, set the Payment filter to Awaiting Payment.
  2. Check the box on each sale the shop paid for.
  3. Click Mark as paid in the table toolbar.
  4. Check the Date paid (it starts at today), then click Mark as paid.
  • For one sale, pick Mark as paid from its row menu, or click Mark as paid on its details page.
  • Got the rest of a 50% Deposit sale? Mark it paid the same way. To find them, set the Payment filter to 50% Deposit.
  • Only the payment changes. Commission and stock stay as they were.
  • The details page shows the Date Paid, so you can see how long each shop takes to pay.
  • Picked the wrong sale? Undo it on the Change History tab.
  • Using an AI assistant? Ask it to mark a shop's sales paid, like "Willow & Co paid for September."

Recording sales

You can start a sale from a few places:

  • Sales > New Sale in the sidebar. Pick Consignment Sale, Wholesale Sale, Event Sale or Online Sale.
  • A retailer's row menu or page: Add Sales (or Add Order to start an order)
  • An event log: + Add Sales
  • An empty Sales page: Record your first sale

Then, in the cart:

  1. Search for a product and add it. Set the quantity and price.
  2. For products with variants, pick the variant. Or check Show Variants to list each variant on its own row.
  3. Check the statement, then submit.

You can do all of this with a keyboard. Type in the product search, use the arrow keys to move through the list, and press Enter to pick one. Press Escape to close the list. Stock counts say Out of stock or Below zero in words, so you don't have to rely on the color.

Consignment stock

For consignment shops, AMS keeps track of how much of your stock is at each shop. This is separate from recording sales.

  1. Open the retailer.
  2. Go to the Consignment Stock tab.
  3. Click Adjust Inventory.
  4. Add the products and how many you're dropping off or taking back, then submit.

The Consignment Stock tab lists everything at that shop, with quantities, prices and the total stock value.

Transaction details

Pick View Details on any sale to open its page. The top shows the kind of sale, whether it's paid, and labels like Return or Voided. A sale still awaiting payment, or with a 50% Deposit, has a Mark as paid button.

Financial summary

  • Cards show Gross Total, Net Total, COGS and Profit.
  • Consignment and wholesale sales also show the rate and the commission or discount.
  • Profit shows in green when you made money and red when you lost money.

Line items

  • Each product shows its quantity, price, adjustments, gross and net.
  • Click a product name to open that product.
  • Variants show their name and SKU.
  • Consignment and wholesale sales also show a Rate column.
  • Totals are at the bottom.

Voiding a transaction

Entered something by mistake? A business admin can void it from its details page: click Void Transaction and add a reason. A voided transaction:

  • Shows a red "VOIDED" label
  • Puts any consignment stock back the way it was
  • Stops counting toward event log totals, sales totals and goal estimates

Changed your mind? Click Restore Transaction to count it again. Stock changes are put back too.

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