Orders By Customer
  • 29 Mar 2023
  • 4 Minutes to read
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Orders By Customer

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Article summary

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 NumberThe number assigned to an order in the admin panel.
Alt Order NumberThe 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.
StatusWhat is the status of the order is. (Completed/Quarantined/Cancelled/Pending)
TypeWhat type of order was it? (Website/ClubOrder/AdminPanel)
Submitted DateThe date they ordered. (MM/DD/YY)
Submitted TimeTime the order was placed. (12:00 am/12:00 pm)
Completed DateThe date the order was completed. (MM/DD/YY)
Completed TimeTime the order was completed. (12:00 am/12:00 pm)
Cust #The number assigned to the customer in the admin panel.
Bill Birth DateBirthdate of the customer that is being billed. (MM/DD/YY)
Bill First NameFirst name of the customer that is being billed.
Bill Last NameLast name of the customer that is being billed.
Bill CompanyCompany name of the customer that is being billed.
Bill AddressAddress of the customer that is being billed.
Bill Address 2The second address of the customer that is being billed.
Bill CityA city that the customer being billed lives in.
Bill StateState that the customer being billed lives in. (XX) Ex: California - CA
Bill ZipZip code/Postal of the customer that is being billed.
Bill PhonePhone number of the customer that is being billed.
Bill EmailEmail address of the customer that is being billed.
PickupIs the order for pickup? (YES/NO)
Pickup LocationThe address of the Pickup Location.
Pickup Location CodeThe internal code you set for the Pickup Location.
Ship Birth DateBirthdate of the customer to whom the order is being shipped. (MM/DD/YY)
Ship First NameFirst name of the customer that the order is being shipped to.
Ship Last NameLast name of the customer that the order is being shipped to.
Ship CompanyCompany name of the customer to whom the order is being shipped.
Ship AddressAddress of the customer that the order is being shipped.
Ship Address 2The second address of the customer that the order is being shipped to.
Ship CityA city that the customer lives in that the order is being shipped to.
Ship StateState that the customer lives where the order is being shipped to. (XX) Ex: California - CA
Ship ZipZip code/Postal of the customer that the order is being shipped to.
Ship PhonePhone number of the customer to whom the order is being shipped.
Ship EmailEmail address of the customer that the order is being shipped.
SubtotalSubtotal of the order, before taxes and shipping/handling.
DepositIf there is a bottle deposit on the product(s) *(Canadian customers only)
ShippingThe total amount of shipping.
HandlingThe total amount of handling.
TaxesThe total amount of tax.
Custom TaxesTotal customized tax field. 1
TipTip amount in the transaction.
TotalTotal of sale including tax, shipping/handling.
Total After TipsThe total amount after tips has been included in the total.
Gift CardThe 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 AssociateIf there is a sales associate assigned to the order.
Sales AttributesThe category or method that applies to your order.
SourceIf you are using source codes to tag orders.
Payment TypeThe type of payment that was used to place the order. (Cash/CreditCard/Check)
Card TypeThe type of card used for the transaction. (Visa/MasterCard/AmericanExpress/Discovery)
Card NumberThe number of the card used for the transaction. (XXXX XXXX XXXX 5454) This is encrypted; only the last four digits will be visible.
Expiry MonthThe month that the card expires. (MM)
Expiry YearThe year that the card expires. (YYYY)
Order NotesNotes made by the customer or admin regarding the order (ex., Special Instructions)
Gift MessageA message customer wrote a message to go along with the order.
Is NonTaxableIs the order Nontaxable – (Yes/No)
Wholesale #The Wholesale number of the customer.
ClubThe Club, the customer, belongs to.
Club ShipmentIf there is a Club Shipment name for this purchase.
Corporate Batch #The corporate batch number for this purchase.
Transaction TypeIf there is a specific transaction type that should be recorded other than a standard purchase. (Ex: Refund)



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