Point of Sale Solution Back Office Orders Report
Description
What's in this article?
Orders Report
The Orders report displays all closed orders within a selected date range. Custom date ranges can be set or preset ranges are available for selection (today, last 7 days, last 30 days, etc.). The display can be filtered by searching any of the fields defined in the definition table below. After running your report, you can easily download it to keep for your own records. This helps your business better understand order activity during different seasons and identify order patterns.
Only completed (closed) orders will populate within the search results. Any orders with unpaid or overdue status will appear in your sent invoices.
| Order Details | Description |
|---|---|
| Date | Date the order was made |
| Customer Name | Name of the customer |
| Employee | Employee who processed the order |
| Type | Order type (walk-in, dine-in, online, subscription, etc.) |
| Order # | Order number assigned |
| Total amount($) | Total Dollar Amount of the order |
| Discount($) | Discount applied to the order |
| Tax ($) | Sales tax applied to the order |
| Tips($) | Tips applied to the order |
| Payments | Payment type (card, cash, EBT, etc.) |
| Paid amount($) | Dollar amount customer actually paid for the order |
To run and download orders report
- In the Point of Sale Solution Back Office, select Location Reports > Financial > Orders.
- Choose desired report ranges and filters:
- Preset date range: Click the Select date range field and select from the preset ranges listed in the dropdown.
- Custom date range: Click the Select date range field and select Custom Range. From the populated calendars, select a start and end date. Click Apply.
- Filter details: Click on the Search field and type in your desired keyword (Cash, Walk In, $20, etc.).
- Click Run Report.
- Click Download.
Customer Orders Details
Under Customer Details, you can review your customer's order history and search for additional order details. From there, you can click on the order to expand and view the full order details like special notes added, customer email, items within the order, and order status (open/closed).
To view customer order details
- In the Point of Sale Solution Back Office select Customers > Customers for a general view of customer order entries.
- Identify your desired customer from the Manage Customer entries and click on the view icon under Actions.
- Under the Order section of Customer Details, identify your desired order and click the view icon under the Action.
