The Orders CSV has one row per order. The Order Items CSV has one row per product line in each order. Both downloads come from the Export tile on the Orders screen and follow your filters.
Use the Orders CSV to add up money: sales, discounts, tax, fees and deposits. Use the Order Items CSV to add up products: how many of each wine you sold and what each wine earned.
How to download them
Go to Orders and filter the list to the orders you want. See "How to find orders using filters".
Click the arrow on the Export tile.
Under Default, choose Orders CSV or Orders Items CSV.
The file downloads. Each file holds up to 500 orders. If you have more, WithWine downloads them in pages.
The Orders CSV: one row per order
Each row is one order. The Product column lists everything in the order in one cell, for example "Barossa Valley Shiraz x6, Barossa Valley Grenache Rosé x6".
The Orders CSV includes:
Order details: OrderNumber, OrderDate, Channel, Status, FulfillmentStatus, PaymentStatus, RevisedByOrderNumber, IsForReview, DeliveryDate.
Customer and delivery details: name, address, Email, Phone, BusinessName, DeliveryInstructions, DateOfBirth.
Totals: OrderTotalProductQty, OrderTotalSaleGross (before discounts), OrderTotalSaleNet (what the customer paid), Delivery, OrderSurchargeTotal, Tips and OrderTotalTax.
Discounts split by type: OrderTotalManualDiscount, OrderTotalSalesDiscount, OrderTotalBulkDiscount (pack prices), OrderTotalClubDiscount and OrderTotalCouponDiscount.
Club details: ClubName, LifetimeClubOrderCount, ClubRunName, ClubSignUpProcessedByName and ClubOrderProcessedByName.
Staff: OrderProcessedByName, AccountManagerName, AccountManagerEmail.
Payment: TransactionType, TransactionAmounts, PaymentTransactionId, PaymentGiftCardCodes, PaymentGiftCardAmounts.
Fees and deposits: Fees (WithWine fees for the order), FeeSurcharges and DepositAmount (what's paid into your bank account for the order).
The Order Items CSV: one row per product
Each row is one product line in an order. An order with 3 different products has 3 rows.
The Order Items CSV includes:
Product details: ItemQuantity, ItemDescription, ItemSku, ItemProductType, ItemProductGroup, ItemWineType.
Product money: ItemFullPrice (price of one), ItemTotalPriceGross (before discounts), ItemDiscountAmount and ItemDiscountType (for example "In any pack" or "Club"), ItemManualDiscountAmount and ItemTotalPriceNet (after discounts).
Venue and ReportingList.
The order's details and totals, repeated on every row of the order.
Example: one club order in each file
Order #24458944 is a club order with 6 Shiraz and 6 Rosé. The customer paid $337.80.
In the Orders CSV, order #24458944 is one row: OrderTotalSaleGross 438.00, OrderTotalBulkDiscount 75.00, OrderTotalClubDiscount 25.20, OrderTotalSaleNet 337.80, Fees 10.10, DepositAmount 327.70.
In the Order Items CSV, order #24458944 is three rows:
Shiraz: 6 × $45 = $270, less $75 "In any pack" = $195.
Rosé: 6 × $28 = $168, less $25.20 "Club" = $142.80.
The club line: 1 × $0.
The ItemTotalPriceNet values add up to $337.80, the order total.
Don't add up order totals in the Order Items CSV
In the Order Items CSV, order-level columns such as OrderTotalSaleNet, Fees and DepositAmount repeat on every row of the order. If you add them up, an order with 3 products is counted 3 times.
To total sales, fees or deposits, use the Orders CSV.
To total sales in the Order Items CSV, add up ItemTotalPriceNet instead.
Which file to use
Reconciling payments, fees or deposits: Orders CSV.
Finding out how many bottles of each wine you sold: Order Items CSV.
Discounts by type (club, coupon, pack): Orders CSV.
Sales by wine type or SKU: Order Items CSV.
A mailing or shipping list with one line per order: Orders CSV.
For a quick summary without a spreadsheet, use Detailed Summary instead. See "How to use the Detailed Summary".