POS Order Detail (BETA)
- 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
POS Order Detail (BETA)
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
Article Summary
Share feedback
Thanks for sharing your feedback!
This Report allows you to view your transactions based on your POS Profile. It's an excellent report for reviewing the values provided to you in your POS End-of-Day Report. The POS End of Day Report values are totaled and can be broken into individual transactions using this 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.
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.
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 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. |
| Contact Status | An automatic tracking flag attached to customers/contacts gives 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 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. |
| Tip | The Tips amount for that transaction. |
| Total After Tips | The total amount after tips has been included in the total. |
| Sales Associate | If there is a sales associate assigned to the order. |
Was this article helpful?
