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- Sales Reports
- POS Order Detail
POS Order Detail (BETA)
This report allows you to view your transactions based on POS Profile. It's a great report for reviewing the values provided to you in your POS End of Day Report. The values displaying in the POS End of Day Report are totals and can be broken up into individual transactions using this Report.
Running The Report: Learn where to find the report and how to run it. Learn More >
POS Order Detail CSV: Learn what columns are included in the Order or Ship/Pickup Date report. Learn More >
Running The Report
1. Go to Reports > Sales > POS Order Detail.
2. Enter the date range 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 >
Orders by Ship/Pickup Date CSV
Below are the columns that are in the default report.
| Website | The website the purchase originated from. |
|---|---|
| Order Number | The number assigned to an order by the admin panel. |
| 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. |
| Contact Status | Automatic tracking flag that is attached to customers/contacts to give you a better idea of what sort of customer the person is. |
| Pickup | Is the order for pickup? (YES/NO) |
| Pickup Location | The address of the Pickup Location. |
| 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. |
| Total | Total of sale including tax, shipping/handling. |
| Tip | The Tips amount for that transaction. |
| Total After Tips | The total amount after tips have been included in the total. |
| Sales Associate | If there is a sales associate assigned to the order. |