All Sales report

This article explains the features and functionality available on the All Sales report page. This page allows users to search, filter, and review sales transactions effectively. Below is a detailed breakdown of the components on this page.

The All Sales page includes various search functionalities, allowing users to search for orders using order details, customer details, or retailer details. To look up a customer's order, go to Admin > Orders > All Sales. There are various fields that can be used to search for an order, outlined in detail below.

Buttons and actions

• Search: Use the search bar to search sales records based on the applied filters. The results are displayed in the table below.
• Reset: Clears the search and filter criteria, returning the page to its default state.

Filters available

Filters are provided to help narrow down sales transactions based on specific attributes. Use the dropdowns and fields to apply filters. Below are the available options:

• Order Details
  • Order #: Search using the order number. Note that multiple orders from different sellers may share the same order number but will have different invoice numbers.
  • Invoice #: Refers to searching via the invoice number.
  • Order Status: Use this to search for orders at various stages of the payment process:
    • New: Orders sorted from newest to oldest, including orders awaiting payment.
    • Complete: All finalized orders.
    • Payment in Progress: Orders where payment details are being entered but not yet completed. These may move to "Abandoned" if not finalized.
    • Partial Payment Failed: Orders where a partial payment method was used but failed.
    • Abandoned: Orders abandoned at checkout before payment was completed, even if other fields (shipping/billing address, name, email, etc.) were filled in.
  • Invoice Status: Use this to search for invoices at various stages of the payment and shipping process:
    • Awaiting Payment: Payment process has started but is not yet complete (e.g., waiting on third-party processors).
    • Paid: Payment has been completed.
    • Sent: The seller has dispatched the order.
    • Ready: For "Click and Collect" orders, items are ready for collection.
    • Collected: For "Click and Collect" orders, items have been collected.
    • Cancelled: Orders canceled by the customer or retailer before dispatch.
  • Date Filters:
    • Created Date From / To: Search for orders created within a specific timeframe, including orders awaiting payment.
    • Completed Date From / To: Search for orders completed within a certain timeframe (does not include orders awaiting payment).
    • Paid Date From / To: Search for orders that were paid within a certain timeframe.
    • Remitted Date From / To: Use this field to search for invoices remitted within a specific timeframe, useful for accounting purposes to track remittances.
  • Delivery Type: Filter by delivery type: "Buy Online," "Click and Collect" (if enabled), and "No Dispatch."
• Customer Details
  • First Name / Surname: Search using the customer’s first or last name.
  • Phone Number: Filter based on the customer’s phone number.
  • IP Address: Search by the IP address associated with the order.
  • Email Address: Filter orders by the customer's email address.
• Retailer Details
  • Retailer Name: Search for orders from a specific retailer.
  • Account Manager: Filter by the account manager assigned to the transaction.
  • Sales Agent: Search by the sales agent responsible for the sale.

Viewing Results

Once you've searched using one or more fields, all relevant invoices will appear in a list format. You can scroll across to view additional details on orders, including customer, retailer, and transaction information. Additionally, invoices can be exported to a CSV file by entering your email address and selecting Email results.

Customizing the table columns

At the bottom of the page, you’ll find a table displaying sales data. You can customize the information shown in the table by clicking the “Show / hide table columns” button. This opens a popup window where you can check or uncheck columns to display.

Available table columns

Below is a comprehensive list of available columns to display in the All Sales report. Each row in the table corresponds to an order and provides quick access to essential information and actions.