- Reports
- Sales Reports
- Orders by Customer
Orders By Customer
This report will allow you to view sales for a specific customer based on customer number and/or Last Name. You will be able to view a customers order history for a specific date range, as well as the total value of those orders.
Running The Report: Learn where to find the report and how to run it. Learn More >
Orders By Customer CSV: Learn what columns are included in the Orders By Customer Report. Learn More >
Running The Report
1. Go to Reports > Sales > Orders by Customer.
2. Enter the customer informaiton you wish to report on.
3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report. Learn More >
4. Click Export to queue your report for download. It will be emailed to you when ready. You can also Save As or click Actions > Schedule to schedule your report to generate on a recurring basis (Plus only). Learn More >
You can access the the Sales by Customer Report by navigating to Reports > Sales > Orders By Customer
We have several parameters you can use to get the most accurate Sales by Customer report you can:
- Select the Type of Order it is (Admin panel/Website/POS/Tasting Room etc)
- Enter a Customer #
- Enter a Customer's last name
- From Date
- To Date
- Vendor - Which vendor do you want to sort by? Vin65? Other?
Reports export in .CSV format.
Orders By Customer CSV
Here are the definitions of what will populate in the default Orders by Customer report:
| Order Number | The number assigned to an order in the admin panel. |
|---|---|
| Alt Order Number | The order number for an order passed into Vin65 from another system (RMS, Amazon, Etc). This will only populate for orders passed to Vin65 through webservices and cannot be manually added to an order. |
| Status | What the status of the order is. (Completed/Quarantined/Cancelled/Pending) |
| Type | What type of order it was. (Website/ClubOrder/AdminPanel) |
| Submitted Date | The date they ordered. (MM/DD/YYYY) |
| Submitted Time | Time the order was placed. (12:00am/12:00pm) |
| Completed Date | The date the order was completed. (MM/DD/YYYY) |
| Completed Time | Time the order was completed. (12:00am/12:00pm) |
| Cust # | The number assigned to the customer in the admin panel. |
| Bill Birth Date | Birthdate of the customer that is being billed. (MM/DD/YYYY) |
| Bill First Name | First name of the customer that is being billed. |
| Bill Last Name | Last name of the customer that is being billed. |
| Bill Company | Company name of the customer that is being billed. |
| Bill Address | Address of the customer that is being billed. |
| Bill Address 2 | The second address of the customer that is being billed. |
| Bill City | City that the customer being billed lives in. |
| Bill State | State that the customer being billed lives in. (XX) Ex: California - CA |
| Bill Zip | Zip code/Postal of the customer that is being billed. |
| Bill Phone | Phone number of the customer that is being billed. |
| Bill Email | Email address of the customer that is being billed. |
| Pickup | Is the order for pickup? (YES/NO) |
| Pickup Location | The address of the Pickup Location. |
| Pickup Location Code | The internal code you set for the Pickup Location. |
| Ship Birth Date | Birthdate of the customer that the order is being shipped to. (MM/DD/YYYY) |
| Ship First Name | First name of the customer that the order is being shipped to. |
| Ship Last Name | Last name of the customer that the order is being shipped to. |
| Ship Company | Company name of the customer that the order is being shipped to. |
| Ship Address | Address of the customer that the order is being shipped to. |
| Ship Address 2 | The second address of the customer that the order is being shipped to. |
| Ship City | City that the customer lives in that the order is being shipped to. |
| Ship State | State that the customer lives in where the order is being shipped to. (XX) Ex: California - CA |
| Ship Zip | Zip code/Postal of the customer that the order is being shipped to. |
| Ship Phone | Phone number of the customer that the order is being shipped to. |
| Ship Email | Email address of the customer that the order is being shipped to. |
| Subtotal | Subtotal of the order, before taxes and shipping/handling. |
| Deposit | If there is a bottle deposit on product(s) *(Canadian customers only) |
| Shipping | Total amount of shipping. |
| Handling | Total amount of handling. |
| Taxes | Total amount of tax. |
| Custom Taxes | Total customized tax field. 1 |
| Tip | Tip amount in the transaction. |
| Total | Total of sale including tax, shipping/handling. |
| Total After Tips | The total amount after tips have been included in the total. |
| Gift Card | The amount that was used on the gift card. |
| Points |
The balance of funds remaining to be paid for the order after the value of a gift card has been applied. Order Total - Gift Card Amount = Balance for order. Note: gift cards may be setup to only apply to the product value and not taxes or shipping. You may need to take this into account when reviewing the Balance value. |
| Sales Associate | If there is a sales associate assigned to the order. |
| Sales Attributes | The category or method that applies to your order. See Sales Attribute Documentation. |
| Source | If you are using source codes to tag orders. |
| Payment Type | The type of payment that was used to place the order. (Cash/CreditCard/Check) |
| Card Type | The type of card used for the transaction. (Visa/MasterCard/AmericanExpress/Discovery) |
| Card Number | The number of the card used for the transaction. (XXXX XXXX XXXX 5454) This is encrypted, only the last 4 numbers will be visible. |
| Expiry Month | The month that the card expires. (MM) |
| Expiry Year | The year that the card expires. (YYYY) |
| Order Notes | Notes made by the customer or admin in regards to the order (ex. Special Instructions) |
| Gift Message | Message written by customer to go along with order. |
| Is NonTaxable | Is the order Nontaxable – (Yes/No) |
| Wholesale # | The Wholesale number of the customer. |
| Club | The Club the customer belongs to. |
| Club Shipment | If there is a Club Shipment name for this purchase. |
| Corporate Batch # | The corporate batch number for this purchase. |
| Transaction Type | If there is a specific transaction type that should be recorded other than a standard purchase. (Ex: Refund) |