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Packaging reporting

Utilizing the sales statistics or custom fields you can gather data for packaging reporting.

As part of the new extended producer responsibility, it has become mandatory to report how much packaging is being used.
Depending on your needs, this can be done either by extracting data from the Sales Statistics or by using Custom Fields.

Table of Contents

Sales Statistics

If your reporting can be based on the number of items sold within a period (e.g. wine bottles or other products where the packaging is identical), you can extract data directly from the sales statistics.

How to do it:

  1. Go to Reporting → Sales Statistics

  2. Select the desired period (from/to date)

  3. Under Based on, select Product

  4. Click Download sheet in the upper right corner and choose the format XLSX or CSV

    • We recommend XLSX, as the formatting is preserved best in Excel

The result is an overview of all products sold in this period, based on posted sales invoices.

If some of your products have different packaging, or are not covered by the reporting, they must either be sorted into the correct material category or removed from the file.

Custom Fields and Invoice Lines

Note: This function uses custom fields, which require a Rackbeat Premium subscription.

If your products vary in weight or packaging material (e.g. plastic, glass, or cardboard), you can add this information using custom fields.

Once the fields are created, they will appear in the export of invoice lines, allowing you to see how much of each material has been sold.

How to create custom fields for material categories:

  1. Hover over your company name in the top right corner, and go to Company Settings

  2. Under General Settings, go to the Fields tab

  3. Create a new field under Product/Product Fields of type Text Field – one field for each material (e.g. plastic, glass, cardboard)

Enter the weight of the material:

  1. Go to Products → Products

  2. Fill in the weight in the new fields

The weight from the field will now be included in the export of customer invoice lines, from which you can create a sum for each field in Excel.

Exporting Invoice Lines

  1. Go to Sales → Invoices

  2. Use the filter to select the period (from/to date)

  3. Sort by Archived in the top right corner, so only posted/sent invoices are shown

  4. Once the search is set up, go to Export, and select Customer Invoice Lines

  5. Choose the desired headers, or click Select All at the bottom

  6. Click Export to download the file

In Excel, you can now sum the columns for the custom fields and thereby get a complete overview of packaging sold, broken down by material.

In Excel, you can now sum the columns for the custom fields and thereby get a complete overview of packaging sold, broken down by material – as shown in the example with the "plastic in kg" column.

Remember: here you need to multiply the quantity by the value in the material column.

How SUMPRODUCT works:

  • The function multiplies the two (or more) columns row by row

  • Then it adds up the results into one total number

Example:

=SUMPRODUCT((E2:E3;F2:F3)

  • E2:E3 = the column with the quantities
  • F2:F3 = the column with the material weight

This way, you’ll get the total amount of packaging (e.g., total kilograms of plastic) sold across the selected rows.

Remember to do this for each category of material.