Order Detail
- 10 Jan 2024
- 6 Minutes to read
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Order Detail
- Updated on 10 Jan 2024
- 6 Minutes to read
- Print
- DarkLight
- PDF
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This is the most comprehensive of all your sales reports and is the renamed version of Sales Detail X. This report will allow you to view the specific details of each order between particular date ranges. This report is often the best option when exporting orders from the WineDirect platform.
1. Go to Reports > Sales > Order Detail. This report is also available under the Financial category.
2. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report.
3. 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.
We have several parameters you can use to get the most accurate Order Detail report:
- Select the Type of Order it is (Admin panel/Website/POS/Tasting Room etc.)
- From Date
- To Date
- Show if Bundle and Sub SKUs, Bundle Only, or Individual SKUs only.
- Search specific SKU number
- Status of the order (Completed/Pending/Cancelled etc.)
- Shipping Status (No Status/Shipped/Picked up)
- This is the status marked off on the Shipping tab. It is primarily used by customers who are self-fulfilling.
Order Detail includes extended data. So if you have three wines that are $10 to ship each and total $30 in shipping, the comprehensive report will show $10 - or extrapolate the tax price and shipping and handling per line item.
Reports are exported in a CSV format.
Reporting on CRV
The only way to report on the CRV is to add the 'CRV Amount' column to the Order Details Report. In the exported CSV report, create a new column and multiply each line's CRV Amount and Quantity Sold together. Add all amounts together in this column to find the Total CRV Collected.
IMPORTANT NOTE: Total amounts of other report types correctly account for CRV collected, but no row or column indicates a CRV amount. WineDirect is working diligently to release, as soon as possible, the ability to report on CRV Collection and add CRV analytics to other report types.
Definitions of Order Details Reports
| Website | The website the purchase originated from. |
|---|---|
| Order Number | The number assigned to an order in the admin panel. |
| Alt Order Number | The order number for an order passed into WineDirect from another system (RMS, Amazon, etc.). This will only populate for orders passed to WineDirect 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 | The time that the order was submitted |
| Completed Date | The date the order was completed. (MM/DD/YY) |
| Completed Time | The time that the order was completed |
| Shipping Hold Until | The date customer would like the order to be held and shipped. (MM/DD/YY) |
| Shipping Hold Until | The date customer would pick up the order to be stored and shipped. (MM/DD/YY) |
| Shipping Hold Reason | The reason the customer would like the order had. |
| Requested Delivery On | The date the delivery was requested on. |
| Customer Number | The customer number for the billing customer. |
| Bill Birth Date | Birthdate of the customer that is being billed. (MM/DD/YY) |
| Bill Name | Full name of the customer that is being billed. Written as LASTNAME, FIRSTNAME. |
| 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 | The 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 | Let you know who this person is:
|
| 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. |
| Total | Total of sale including tax, shipping/handling. |
| Sales Associate | If there is a sales associate assigned to the order. |
| Sales Attributes | The category or method that applies to your order. |
| 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. |
| Source | If you are using source codes to tag orders. |
| Sent to Fulfillment | The date that your order was sent off to fulfillment. |
| Ship Date | The date the order is physically shipped [Future Ship Date]. (MM/DD/YY) |
| Tracking Number | The tracking number that was assigned to your order, if it has one. |
| Pickup Date | The date that the order was picked up. |
| Picked Up By | The name of the individual who picked up the order, if available. |
| Shipment Count | The number of club shipments that this customer has received. |
| Transaction Type | If there is a specific transaction type that should be recorded other than a standard purchase. |
| Order Notes | Notes made by the customer or admin regarding the order (ex., Special Instructions) |
| Gift Message | A customer wrote a message to go along with the order. |
| Is Order Non-Taxable | Is the order Non-taxable – (Yes/No) |
| Wholesale # | The Wholesale number of the customer. |
| Guest count | The combined total of the Club and nonclub members logged for this order when using Restaurant POS features. |
| Club Guest count | The total number of club members logged for this order when using Restaurant POS features. |
| Nonclub Guest count | The total number of nonclub members logged for this order when using Restaurant POS features. |
| Quantity | The quantity purchased. |
| Product Type | The type of product that was sold. (Wine/ProductBundle/EventTicket/GiftCard/etc). |
| Department | The department that the product is assigned to.
|
| Department Code | The code that is assigned to the department. |
| Sub Department | The sub-department that the product is assigned to.
|
| Sub Department Code | The code that is assigned to the sub-department. |
| Inventory Pool | The pool the inventory belongs to. |
| Product Title | The title of the product. |
| Product Brand | The brand assigned to the product. |
| Product SKU | The number assigned to the product |
| Supplier | The inventory supplier. |
| Reorder SKU | This SKU is used only internally for your reports. This does not appear online. This field appears in Drilldown Properties for all types of products. |
| Original Item Price | The original Price of the product. |
| Ext Original Item Price | The Price of the product counts in the quantity sold. |
| Item Price | The Price per unit for the SKU being sold. (Quantity) |
| Item Discount | The difference between the Original Item Price and the Item Price. |
| Ext Item Price | The total price of SKUs, counting in quantity and discounts. |
| Item Weight | The weight of the product. |
| Cost Of Good | The cost of the good of the product. |
| Is Product Non-Taxable | Is the SKU being purchased Taxable or Non-Taxable? (Yes/No) |
| Is Price Override | Is the Price set for this SKU a Price Override? (Yes/No) |
| 1st Promotion | If they add a promo code, it only tracks the first Promotion. |
| Last Modified Date | The date of the last time this order was modified. |
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