new
improved
Sales Report Update
We have added additional fields to our Sales Report to help collect more detailed information when shoppers are paying with a Gift Certificate or a form of payment that does not collect billing details. You will see the following additional fields added to the report:
- Sales Report has been renamed to Transaction Report
Store Checkout
- Customer First Name (Pulled from Order Details Step or User Account Profile)
- Customer Last Name (Pulled from Order Details Step or User Account Profile)
- Customer Email (Pulled from Order Details Step or User Account Profile)
- Company Name
- Customer Phone
Proposal
- Customer First Name
- Customer Last Name
- Customer Email
- Company Name (if applicable)
- Customer Phone (if applicable)
Additional Fields
- PO Number
- Assignee
- Custom Checkout Field Label 1-4
- Custom Checkout Field Value 1-4
- Customer Tax Exempt
- Customer Tax Exempt Reason
- Decoration Price Total
- Decoration Setup Price Total
- Personalization Price Total
- Product Cost Total
- Product Price Total
- Profit
- Billing Email (Collected for ACH transactions)
