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Report Writer Data Dictionary (3)

Field definitions for the sales report bases from the Report Center - Part 3

Report Data Dictionary (3)

Definitions for fields in product and sales base reports in the Report Builder.

Reports:
Products Report
Sales Detailed Report
Sales Summary Report

Don't see the report you're looking for? Check Report Writer Data Dictionary (1) for member reports or Report Writer Data Dictionary (2)

Products

Appellation | Appellation listed for the product on Wine tab in the product profile. *

  • Bottle Size
  • Bottle size listed for the product on Wine tab in the product profile. (750ml, 1.5L, 2 bottle pack, etc.)
  • Bottle Weight
  • Bottle weight listed for the product on Wine tab in the product profile.
  • Brand
  • Brand listed for the product on Wine tab in the product profile. *
  • Cost of Goods
  • Cost of goods per bottle sold, as listed for the product in the Wine tab on the product profile.
  • Cost of Goods (Case)
  • Cost of goods per case sold, as listed for the product in the Wine tab on the product profile.
  • Inventory - Available
  • Inventory available for this product, as listed on the Inventory tab in the product profile.
  • Inventory - Pending in Carts
  • Inventory currently pending in customer shopping carts for this product, as listed on the Inventory tab in the product profile.
  • Max per Order
  • Maximum bottles available per order, as listed on Wine tab in the product profile.
  • Min per Order
  • Minimum bottles available per order, as listed on Wine tab in the product profile.
  • Number of Bottles per Case
  • Number of bottles in a case, as listed for the product in the Wine tab on the product profile.
  • Price per Bottle
  • Price charged for wine bottle, as listed for the product in the Wine tab on the product profile.
  • Price per Case
  • Price charged for wine case, as listed for the product in the Wine tab on the product profile.
  • Price per Product
  • Price charged for non-wine product, as listed for the product in the Wine tab on the product profile.
  • Product is Active?
  • Is this product active? (yes/no)
  • Product Short Name
  • Short name for the product listed on Wine tab in the product profile.
  • Product Name
  • Name for the product listed on Wine tab in the product profile.
  • Product Type
  • Product Type (First Party Wine, First Party Product, Collateral, Kit, etc.)
  • Product SKU
  • Product SKU
  • Region
  • Region listed for the product on Wine tab in the product profile. *
  • Sell as Bottle?
  • Is this product sold by the bottle? (yes/no)
  • Sell as Case?
  • Is this product sold by the bottle? (yes/no)
  • Taxable?
  • Is this product taxable? (yes/no)
  • Varietal
  • Varietal listed for the product on Wine tab in the product profile. *
  • Vintage
  • Vintage listed for the product on Wine tab in the product profile.
  • Vineyard Designation
  • Vineyard designation listed for the product on Wine tab in the product profile.
  • Wine Type
  • Wine type listed for the product on Wine tab in the product profile.
  • Note:
  • * Appellation, brand, region, and varietal lists can be customized and added under Products >> Product Attributes.


Sales Detailed

21? | Indicated that the purchaser of the order is 21 years of age. (yes/no)

  • Affiliate
  • Affiliate name
  • Affiliate Code
  • Affiliate code
  • Affiliate Commission
  • Affiliate commission
  • Allocation?
  • Is this an allocation order? (yes/no)
  • AltAccountNumber
  • This is the Account Number that comes from another system (typically this is the RMS account number). It's used for matching common account numbers between our system and another. This field is not viewable in the member record.
  • AltMemberID
  • This is the Member ID that comes from another system (typically this is the RMS customer ID). It's used for matching common ID's between our system and another. This field is not viewable in the member record.
  • AmountPaidByGiftCertificate
  • Amount paid by gift certificate
  • BillingAddress
  • Order billing address
  • BillingAddress2
  • Order billing address 2
  • BillingBirthDate
  • Order billing birth date
  • BillingCity
  • Order billing city
  • BillingCompany
  • Order billing company
  • BillingCountry
  • Order billing country
  • BillingEmail
  • Order billing email
  • BillingFirstName
  • Order billing first name
  • BillingLastName
  • Order billing last name
  • BillingPhone
  • Order billing phone
  • BillingPhone2
  • Order billing phone 2
  • BillingProvince
  • Order billing province
  • BillingState
  • Order billing state
  • BillingZipCode
  • Order billing zip code
  • BottleCount
  • Bottle count for given unit. This will be the number of bottles in a case for products ordered by the case.
  • BottleSize
  • Bottle size (750ml, 1.5L, 2 bottle pack, etc.)
  • Case?
  • Was wine purchased in 'case' increments? (yes/no)
  • CharityName
  • If donations are enabled, the charity name
  • ClubBatchNumber
  • Club batch number
  • ClubMemberIsActive?
  • Is member an active club member? (yes/no)
  • ClubOrder?
  • Was this order part of a club batch? (yes/no)
  • CostPerBottle
  • This pulls from the 'Cost of Goods Sold/Bottle' field on the Wine tab of the product profile
  • CostPerCase
  • This pulls from the 'Cost of Goods Sold/Case' field on the Wine tab of the product profile
  • CreditCardType
  • Type of credit card used on order
  • CustomizedHandlingPrice
  • Customized handling charges
  • CustomizedPrice
  • Customized product price
  • CustomOrderCheckboxEnabled?
  • Is the custom order checkbox enabled (yes/no)?
  • CustomOrderCheckboxName
  • Name of custom order checkbox
  • Discount
  • Discount (dollars saved)
  • Donation
  • Dollars donated
  • DonationActive?
  • Is this an active donation? (yes/no)
  • DonationCustomPrice
  • Custom donation price
  • DonationMessage
  • Donation message
  • DonationName
  • Name of donation
  • DonationPriceEditable?
  • Is the donation price editable? (yes/no)
  • DonationPricePrecentage?
  • Is the donation a percentage of the order subtotal? (yes/no)
  • DonationText
  • Donation text
  • ExtendedHandlingPrice
  • This is the price offered to the customer for shipping on this order (adjusted handling price).
  • ExtendedShippingPrice
  • This is the price offered to the customer for shipping on this order (adjusted shipping price).
  • Freight
  • Shipping charges on order
  • GiftMessage
  • Order gift message
  • MemberType
  • Lists all member types selected on Member Type tab of member record
  • NetOrderTotal
  • Order total less refunds
  • OrderCustomCheckboxChecked?
  • Is the custom order checkbox checked (yes/no)?
  • OrderDateAdded
  • Date order was created
  • OrderDateCompleted
  • Date order was moved to a completed status
  • OrderDateModified
  • Last date order was edited.
  • OrderName
  • For TabletPOS orders, the name on the order
  • OrderNotes
  • Consumer facing order notes (not the internal order notes found on the Notes tab of orders)
  • OrderNumber
  • Order number
  • OrderNumberPrefix
  • Order number prefix (RMS, RSV)
  • OrderStatus
  • Order status (Complete, Pending, Cancelled, etc.)
  • OrderTaxableHandling
  • Order taxable handling ($)
  • OrderTotal
  • Order total (subtotal + tax + freight + handling) this is the amount the member was charged
  • OrderType
  • Order type (Club, Admin, Allocation, etc.)
  • OriginalPrice
  • Original product price
  • POSCashierName
  • Point of sale cashier name
  • POSRegisterNumber
  • Point of sale register number
  • PriceIsPerBottle
  • This is the per bottle price
  • Product Category
  • This indicates the category from which the product was added to the order. This field will only
    return a value for orders originating on the website.
  • ProductKITName
  • Kit name
  • ProductKITSKU
  • Kit SKU
  • ProductName
  • Product name
  • ProductSKU
  • Product SKU
  • ProductType
  • Type of product (first party wine, first party product, kit, etc.)
  • PromoCode
  • List of promo codes applied to order
  • PromoName
  • Names of promos applied to order
  • Quantity
  • Number of units ordered (bottles or cases)
  • Refund
  • Refund amount
  • RefundDate
  • Date of refund
  • RefundedBy
  • Admin user that refund was created by
  • RefundOrderNumber
  • Refund order number
    (This indicates that it is the first refund against an order (R1), the     second (R2), etc.)
  • RefundReason
  • Reason for reason
  • SalesAssociate
  • Sales associate assigned to order
  • SalesTax
  • Sales tax
  • ShipCompliantFulfillmentStatus
  • Ship Compliant fulfillment status
  • ShipCompliantStatusCheckedDate
  • Date order was last checked with Ship Compliant
  • ShipDate
  • Ship Date
  • ShipDateActual
  • Date order actually shipped
  • ShippingAddress
  • Order shipping address
  • ShippingAddress2
  • Order shipping address 2
  • ShippingBirthDate
  • Order shipping birth date
  • ShippingCity
  • Order shipping city
  • ShippingCode
  • Shipping code as specified in the shipping type
  • ShippingCompany
  • Company listed as part of member shipping address
  • ShippingCountry
  • Order shipping country
  • ShippingDiscount
  • Discount (dollars saved) on shipping
  • ShippingEmail
  • Order shipping email
  • ShippingFirstName
  • Order shipping first name
  • ShippingLastName
  • Order shipping last name
  • ShippingPhone
  • Order shipping phone
  • ShippingPhone2
  • Order shipping phone 2
  • ShippingPriceCustomized
  • Customized freight charges
  • ShippingPriceOrginal
  • Original freight charges
  • ShippingProvince
  • Order shipping province
  • ShippingState
  • Order shipping state
  • ShippingType
  • Shipping type selected for order
  • ShippingZipCode
  • Order shipping zip code
  • ShipTrackingNumber
  • Tracking number for shipment
  • SoldPrice
  • the per unit price at which the products were sold
  • Source Code-Member
  • Member source code
  • SourceCode-Order
  • Order source code
  • SubTotal
  • Order subtotal
  • TaxableProduct?
  • Is this a taxable product? (yes/no)
  • TaxFree?
  • This pulls from the "Is Taxable" flag in the product profile.
    "NO" indicates that this product IS NOT     "tax free" aka taxable. Most products are going to be taxable, the exception would be things like line item shipping or food products.
  • TenderType
  • Type of payment, (credit card, cash, check, etc.)
  • TransactionID
  • Transaction ID for credit card transaction (provided by payment gateway)
  • Units
  • This is the actual number of bottles sold whether they were added to the cart as individual bottles or cases.
  • Volume
  • Indicates the bottle size or volume of wine products.
  • WillCall?
  • Is this a will call order? (yes/no)
  • WillCallLocation
  • Will call location as specified in the Company field of the Will Call shipping type
  • WillCallPickedUp?
  • Is the 'picked up' check box marked for this order? (yes/no)
  • Wine Vintage
  • Wine vintage as set in the product profile
  • WineBrand
  • Wine brand as set in the product profile



Sales Summary

21? | Indicated that the purchaser of the order is 21 years of age.(yes/no)

  • ActiveClubMember?
  • Does this members have a status of ACTIVE in a club? (yes/no)
  • Affiliate
  • Affiliate name
  • AffiliateCode
  • Affiliate code
  • AffiliateCommission
  • Affiliate commission
  • AltAccountNumber
  • This is the Account Number that comes from another system (typically this is the RMS account number). It's used for matching common account numbers between our system and another. This field is not viewable in the member record.
  • AltMemberID
  • This is the Member ID that comes from another system (typically this is the RMS customer ID). It's used for matching common ID's between our system and another. This field is not viewable in the member record.
  • BillingAddress
  • Order billing address
  • BillingAddress2
  • Order billing address 2
  • BillingBirthdate
  • Order billing birth date
  • BillingCity
  • Order billing city
  • BillingCompany
  • Order billing company
  • BillingCountry
  • Order billing country
  • BillingEmail
  • Order billing email
  • BillingFirstName
  • Order billing first name
  • BillingLastName
  • Order billing last name
  • BillingPhone
  • Order billing phone
  • BillingPhone2
  • Order billing phone 2
  • BillingProvince
  • Order billing province
  • BillingState
  • Order billing state
  • BillingZipCode
  • Order billing zip code
  • CharityName
  • If donations are enabled, the charity name
  • ClubBatch
  • Club batch name
  • ClubBatchNumber
  • Club batch number
  • ClubLevel
  • Club level name
  • CreditCardType
  • Type of credit card (Visa, Master Card,etc.)
  • CustomOrderCheckBoxChecked?
  • Is the custom order check box (found in under the Settings in the admin panel) checked for this order?
  • CustomOrderCheckBoxName
  • Name of custom order check box
  • DateComplianceChecked
  • Date compliance was checked
  • DateComplianceCommitted
  • Date order was committed to Ship Compliant
  • Donation
  • Dollars donated
  • GiftMessage
  • Order gift message
  • MemberType
  • Lists all member types selected on Member Type tab of member record
  • Order Status
  • Order status (Complete, Pending, Cancelled, etc)
  • OrderDateAdded
  • Date order was created
  • OrderDateCompleted
  • Date order was moved into a completed status
  • OrderDateModified
  • Last date order was edited.
  • OrderName
  • For TabletPOS orders, the name on the order
  • OrderNotes
  • Consumer facing order notes (not the internal order notes found on the Notes tab of orders)
  • OrderNumber
  • Order number
  • OrderNumberPrefix
  • Order number prefix (RMS, RSV)
  • OrderShipping
  • Shipping charges on order
  • OrderSubtotal
  • Order subtotal
  • OrderTaxableHandling
  • Taxable handling charged on order
  • OrderTaxes
  • Taxes charged on order
  • OrderTotal
  • Order total (subtotal + tax + freight + handling) this is the amount the member was charged
  • OrderType
  • Order type indicates the module in which the order was completed (Club, Admin, Allocation, etc.)
  • OrderTypeOriginal
  • Order type indicates the original source of the order (Club, MobilePOS, etc.)
  • POSCashierName
  • Point of sale cashier name
  • POSRegisterNumber
  • Point of sale register number
  • PromoCode
  • List of promo codes applied to order
  • PromoName
  • Names of promos applied to order
  • RefundDate
  • Date of refund
  • Refunded?
  • Was this order refunded? (yes/no)
  • RefundedBy
  • Admin user that created the refund
  • RefundOrderNumber
  • Refund order number
    (This indicates that it is the first refund against an order (R1), the     second (R2), etc.)
  • RefundReason
  • Reason for reason
  • SalesAssociate
  • Sales associate assigned to order
  • ShipCarrier
  • Shipping option assigned to order
  • ShipCompliantFulfillmentStatus
  • This indicates the status of the order in regards to the process of sending it to the fulfillment house (Accepted, Exception, Not Checked, etc.)
  • ShipCompliantShipmentStatus
  • This indicates the status of the shipment according to Ship Compliant (SentToFulfillment, Shipped, Delivered)
  • ShipCompliantStatusCheckedDate
  • Date order was last checked with Ship Compliant
  • ShipDate
  • Order ship date
  • ShippingAddress
  • Order shipping address
  • ShippingAddress2
  • Order shipping address 2
  • ShippingBirthdate
  • Order shipping birth date
  • ShippingCity
  • Order shipping city
  • ShippingCompany
  • Company listed as part of member shipping address
  • ShippingCountry
  • Order shipping country
  • ShippingEmail
  • Order shipping email
  • ShippingFirstName
  • Order shipping first name
  • ShippingLastName
  • Order shipping last name
  • ShippingPhone
  • Order shipping phone
  • ShippingPhone2
  • Order shipping phone 2
  • ShippingProvince
  • Order shipping province
  • ShippingState
  • Order shipping state
  • ShippingZipCode
  • Order shipping zip code
  • ShipTrackingNumber
  • Tracking number for shipment
  • Source Code-Member
  • Member source code as found on the main tab of the member profile
  • SourceCode-Order
  • Order source code as entered in the Source Code field when the order was created and displayed on the Summary tab of the order
  • TaxFree?
  • This pulls from the "Is Taxable" flag in the product profile.
    "NO" indicates that this product IS NOT     "tax free" aka taxable. Most products are going to be taxable, the exception would be things like line item shipping or food products.
  • TenderType
  • Type of payment (credit card, cash, check,etc.)
  • TransactionID
  • Transaction ID for credit card transaction (provided by payment gateway)
  • WillCall?
  • Is this a will call order? (yes/no)
  • WillCallPickedUp?
  • Is the 'picked up' check box marked for this order? (yes/no)