From the Organization Level, select Reports > Orders to open the Order Reports screen.
Select the type of report you want to download, then use the calendar icons to set the parameters for your report, then click the View () icon to view the report.
Click Download to generate an Excel spreadsheet.
Order reports available at the Organization Level include:
- Order Summary - Order summary by date range includes user and order information.
- Order Details - Order detail uses Order Date within the date range and includes user, order, supplier and line item information.
- Order Status - Order status by date range includes order status information.
Order Status
Order Status Report is the highest level report for orders. The report will display basic order information:
- Order Number
- Store ID and Name
- Customer Name and User ID
- Product SKU, ID and Name
- Payment Gateway
- Order Status and Order Status Date
- Quantity - Ordered and Shipped
- Shipping Method
Order Summary
Order Summary Report is the next level for orders reports. This report will include the Order Status Report data as well as the following information:
- Order Number and Date
- Store ID and Name
- Store Mode
- Payment Info:
- Payment Gateway
- Paid Date
- Order Totals
- Promo Code and Amount
- Points Used
- Sales Tax
- Customer Info
- Shipping and Billing Address
- Shipping
- Amount
- Method
Order Details
The Order Details Report is the most details order report. This report will include the data from the Order Status and Order Summary reports as well as the following information:
- Order Number and Date
- Store ID and Name
- Store Mode when order was placed
- Product Info:
- Product Options
- Product Price
- Setup Fee
- Customer SKU
- Supplier SKU
- Line Item Total and Quantity
- Payment Info:
- Payment Gateway
- Paid Date
- Order Totals
- Promo Code and Amount
- Points Used
- Sales Tax
- Customer Info
- Shipping and Billing Address
- Shipping
- Amount
- Method
- Tracking Number
Updated
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