- Old Reports
- Sales
- Sales Summary
Sales Summary
This page documents an older/sunset version of our reporting tools - for documentation on the latest version click here.
This report allows you to view a summary of your sales between specific date ranges. The report lists the Date (per day), Order type, Number of Orders for each type, total dollar amounts for each type, as well as a daily total.
We have several parameters you can use to get the most accurate Sales Summary report:
- From Date
- To Date
- Select the Type of Order it is (Admin panel/Website/POS/Tasting Room etc)
- Status of the order (Completed/Pending/Cancelled etc)
- If it's in an Allocation
Reports export in .CSV format.
You can access the Sales Summary Report by navigating to Reports > Sales > Sales Summary
Here are the definitions of what will populate in your Sales Summary report:
| Date | Date the order was placed. (MM/DD/YYYY) |
|---|---|
| Website | The website the order took place on. |
| Type | Type of order. (Website/ClubOrder/AdminPanel) |
| Count | The number of orders. |
| Sub Total | The sub total of the order before tax, shipping etc. |
| Deposit | If there is a bottle deposit on product(s) *(Canadian customers only) |
| Shipping | Total amount of shipping. |
| Handling | Total amount of handling. |
| Tax | Total amount of tax. |
| Total | Total of sale including tax, shipping, handling. |