Allocation Transactions

This report allows you to generate a report on all your allocation transactions (orders). This report displays: Order Date/Number, Customer information; Name/Number, Order Qty & Price. The Transaction report also allows you to view a total of: products sold, total unit prices, and the total extended price.

Here are the available search parameters:

Allocation All Allocations/Select an Allocation
SKU Type in a particular SKU or leave blank
From Date-To Date Date range of the report.

Reports export in .CSV format.

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Here are the definitions of what will appear in the Allocation Report:

Allocation Name Name of the Allocation.
Order Date Date the order was placed.
Order Number Order number of the order.
Customer Number The customer number of the allocation member.
First Name First name of the allocation member.
Last Name Last name of the allocation member.
Product SKU SKU of the products assigned to the allocation.
Product Name Name of the products assigned to the allocation.
Quantity Quantity purchased in the order.
Unit Price Prices per unit of the SKU.
Extended Price Total price of the quantity purchased in each row.

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