Orders By Customer

Updated on 29 Mar 2023
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This report will allow you to view sales for a specific customer based on customer number and Last Name. You can view a customer's order history for a particular date range and the total value of those orders.

Running The Report

1. Go to Reports > Sales > Orders by Customer.

2. Enter the customer information you wish to report on.

3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report.

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 regularly.

You can access the Sales by Customer Report by navigating to Reports > Sales > Orders By Customer

You can use several parameters 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 are exported in a 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 web services and cannot be manually added to an order.
Status	What is the status of the order is. (Completed/Quarantined/Cancelled/Pending)
Type	What type of order was it? (Website/ClubOrder/AdminPanel)
Submitted Date	The date they ordered. (MM/DD/YY)
Submitted Time	Time the order was placed. (12:00 am/12:00 pm)
Completed Date	The date the order was completed. (MM/DD/YY)
Completed Time	Time the order was completed. (12:00 am/12:00 pm)
Cust #	The number assigned to the customer in the admin panel.
Bill Birth Date	Birthdate of the customer that is being billed. (MM/DD/YY)
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	A 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 to whom the order is being shipped. (MM/DD/YY)
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 to whom the order is being shipped.
Ship Address	Address of the customer that the order is being shipped.
Ship Address 2	The second address of the customer that the order is being shipped to.
Ship City	A city that the customer lives in that the order is being shipped to.
Ship State	State that the customer lives 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 to whom the order is being shipped.
Ship Email	Email address of the customer that the order is being shipped.
Subtotal	Subtotal of the order, before taxes and shipping/handling.
Deposit	If there is a bottle deposit on the product(s) *(Canadian customers only)
Shipping	The total amount of shipping.
Handling	The total amount of handling.
Taxes	The 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 has been included in the total.
Gift Card	The amount that was used on the gift card.
Points	The Balance of funds remaining is 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 set up 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.
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 four digits 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 regarding the order (ex., Special Instructions)
Gift Message	A message customer wrote a message to go along with the 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)

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Orders by Ship/Pickup Date