Volume Discount Report
- Loyd James (Unlicensed)
- Chris Torigian
Volume Discount Report
The Volume Discount Report offers a comprehensive analysis of volume discounts applied during a specified reporting period. This report helps businesses assess the effectiveness of their volume discount strategies and their impact on sales and customer purchasing behavior.
Navigation
Operations → Reporting → Financial → Volume Discount
Report Structure
This report is organized into four distinct tabs, each providing a unique perspective on your volume discount data:
Tab 1: By Item: Details volume discounts applied to individual items, focusing on item-specific metrics.
Tab 2: By Customer Profile Email: Tracks volume discounts by customer, linking discounts directly to their email addresses.
Tab 3: By Order: Provides discount details for each order, including specific item and pricing information.
Tab 4: By Item By Order: Offers a comprehensive overview by combining both item- and order-level discount data.
Columns
Tab 1: By Item
Item ID: The unique identifier for the item.
Description: A description of the item.
Quantity: The total quantity of the item sold with volume discounts applied.
Discount: The total discount amount applied to the item.
Tab 2: By Customer Profile Email
Email: The customer's email address.
Item ID: The unique identifier for the item.
Description: A description of the item.
Quantity: The quantity of the item purchased by the customer with volume discounts applied.
Discount: The discount amount applied to the customer's purchase of the item.
Tab 3: By Order
Order ID: The unique identifier for the order.
Item ID: The unique identifier for the item.
Description: A description of the item.
Quantity: The quantity of the item included in the order.
Actual Unit: The actual price per unit after the discount was applied.
List Unit: The original price per unit before any discounts.
Discount: The discount amount applied to the item within that specific order.
Tab 4: By Item By Order
This tab combines all columns from the other tabs, providing a complete overview that includes Item ID, Description, Quantity, Discount, Email, Order ID, Actual Unit, and List Unit for a truly comprehensive analysis.
Purpose and Usage
This report is a powerful tool for optimizing your pricing and promotional strategies:
Item Performance: The By Item tab helps you analyze which specific items benefit most from volume discounts.
Customer Behavior: The By Customer Profile Email tab identifies customer purchasing patterns and the impact of discounts on their buying habits.
Order-Level Insights: The By Order tab provides detailed insights into individual orders, allowing you to compare actual versus list prices and assess the direct effects of discounts.
Holistic Analysis: The By Item By Order tab offers a complete view by combining item, customer, and order data for in-depth analysis.
This report is ideal for e-commerce managers and marketing teams who want to refine their discount strategies, evaluate customer engagement, and maximize sales efficiency.
Generate Report
Click the Generate Report button once you have finished entering the Date Range and any optional settings. If the report date range is short, you may see the report generated and available immediately. If not, you may receive a Report Pickup notice (see below). The following is an example of the Coupon Usage Report with very short date range settings. This particular report is comprised of a three tab worksheet. Each Tab name is identified at the bottom of the worksheet.
Tab #1 - By Item
Tab #2 - By Customer Profile Email
Tab #3 - By Order
Tab #4 - By Item by Order
Report Pickup
If a report that you've created covers a large date range you can expect some wait time. You'll be notified by email if there is a delay and will be told that you can obtain the report in the Report Pickup area. If a smaller date range, the report may download immediately.
Click here for more about the Report Pickup.