Inventory Manager and Sales Tracker are linked, so you only record a stockist sale once.
Mark a shipment paid
In the shipments table, click the shipment's Unpaid badge. It turns to Paid, and a message confirms how much was added to Sales Tracker. You can also tick Paid in the shipment's edit window and save.
When a shipment is marked paid for the first time:
- Each book line becomes a sale in Sales Tracker, under the Physical Store platform.
- The amount is Qty × Payout/copy for that line.
- The sale records the format and the location as the store name, and the pen name if the shipment has one.
- The sale is dated to the month you marked it paid, not the month it shipped.
- It appears in Sales Tracker as one import, named after the location, for example "Downtown Books shipment".
Click Undo in the message straight away if you clicked by mistake.
Mark a shipment unpaid again
Click the Paid badge to switch it back to Unpaid. The sales it created are removed from Sales Tracker, and the message says "Marked as unpaid — removed from Sales Tracker". This way an unpaid shipment never leaves revenue behind.
Edit a shipment that's already paid
If you correct a paid shipment (for example the quantity, the payout per copy, or the location), the matching sales in Sales Tracker are updated to match. They keep their original date.
Things to keep in mind
- Don't log stockist sales in Sales Tracker as well, or they'll be counted twice.
- Sales from shipments are recorded in US dollars.
- If you want to delete a shipment that's been paid, switch it to Unpaid first so its sale is taken out of Sales Tracker, then delete it.