Use Filters on the Orders screen to narrow the list to the orders you need. Everything on the Orders screen follows your filters: the list, the Total Order Amount tile, Export and Detailed Summary. So filter first, then export or run the report.
How to filter orders
Go to Orders.
Click Filters on the right.
Choose the options you need. Each one is described below.
The list updates. Your filters show as labels above the list. Click the × on a label to remove that filter.
When you open Orders, the Paid and Ready for Shipping / Pick Up filters are already on. Remove them to see all orders.
Filter options
Show orders for: the time period. Choose Today, Previous Day, Last 7 Days, This Month, Last Month, This Year, This Financial Year, Last Financial Year, A Custom Date Range or A Custom Payment Date Range. The last option in Show orders for is your company name, which lets you filter by a deposit. See "How to reconcile a WithWine deposit with your orders".
with status: Paid, Partially Paid, Unpaid or Cancelled Orders.
with fulfillment status & delivery method: shipping or pick up, and whether the order is ready, delayed or already shipped or picked up. Use the on date to choose the day.
via channel: one or more channels, for example Web, Club Runs, Phone/Back Office Orders, Venues/POS, Consumer App, Import, Wholesale, Sample, Gift, Donation, Tasting, Staff, Trade Worker or Event. When you choose Club Runs you can pick a club. When you choose Venues/POS you can pick a venue.
paid using: one or more payment types, for example WithWine - Card Not Present (online and phone card payments), WithWine - Card Present (card reader payments), Cash, Invoice or Balance / Credit.
using coupon: any coupon, no coupon, or one coupon code.
with products: orders that include certain products. Choose All products matching, any or none, then search for the products.
with tags: orders with certain order tags.
processed by: the staff member who took the order, or the customer for online orders.
and have a task and and customer managed by: orders with tasks, or customers with a certain account manager.
with integration / shipping label and other statuses: orders with or without shipping labels, and whether the labels are in a manifest.
Shipping country and state, pick up location, and whether a pick up reminder was sent.
Find special kinds of orders with Additional Statuses
Type in Additional Statuses to choose:
Only Orders for a Gift Recipient: orders marked as a gift.
Only Invoice Orders: orders paid, or still to be paid, by invoice.
Only "For Review" Orders: orders on hold for review. See "How to put an order on hold for review".
Only Draft Orders: orders that were started but not completed. For example, a sale on the Vintner POS that didn't finish because the internet dropped out. See "Why doesn't my deposit match my orders?".
Examples
All club orders last month: Show orders for > Last Month, via channel > Club Runs.
Cellar door card sales this week: Last 7 Days, via channel > Venues/POS, paid using > WithWine - Card Present.
Everyone who used a coupon this financial year: This Financial Year, using coupon > Any Coupon.