Detailed Summary on the Orders screen is a one-click management report. It sums up the orders in your list by channel, staff member, payment type, category, product, coupon, tag and WithWine fees. For date periods, Detailed Summary also compares each figure with the same period last year.
Detailed Summary follows your filters. Filter the Orders screen to the orders you want to report on, then open Detailed Summary.
How to run the Detailed Summary
Go to Orders.
Click Filters and choose the period, for example Show orders for > Last Month. Remove any filters you don't want, such as Paid and Ready for Shipping / Pick Up. See "How to find orders using filters".
Click the arrow on Detailed Summary.
Choose All for the whole report, or choose one section, for example By Channel.
The Orders Summary pop-up opens. Sections load one at a time.
To save the report, click Export. A file called Detailed Order Summary.csv downloads.
Click Close when you're done.
The top of the report
The top of the Orders Summary shows what you filtered by, for example "Summary filtered by Date: This Month", and the Report period covered. For a date period, the report also shows the period it's compared with, which is the same dates last year.
The columns are:
Refund Count and Sales Count: how many refunds and sales make up each line.
% Change beside the counts: the change in the count compared with the same period last year.
Debit and Credit: money out (discounts, refunds, fees) and money in (sales).
% Change beside the amounts: the change in the amount compared with the same period last year.
The comparison columns only show when you filter by a date period. They don't show when you filter by a deposit.
The sections of the report
Orders: the number of orders and their total, and tips.
By Channel: sales for each channel, for example Club Runs, Phone/Back Office Orders, and each cellar door venue.
By Staff Member (Sales): sales for each staff member who processed orders. Online orders and club charges show as (Customer).
By Staff Member (Tips): tips for each staff member.
By Payment Type: money taken by each payment type, for example WithWine - Card Not Present, WithWine - Card Present, Cash, Balance / Credit, Invoice (Paid) and Invoice (Unpaid).
By Category: full retail value of bottles, mixes, other products and clubs, then each kind of discount taken off (Less: Any Pack Discounts, Less: Club Member Discounts, Less: Coupon Discounts, Less: Manual Discounts), then shipping and tips. The lines add up to the order total.
By Line Item: each product, with the quantity sold and the amount after discounts.
By Coupon Code: orders and sales for each coupon code, and No Coupon Codes.
By Reporting List: sales for each product list set up as a reporting list. This section is empty if you don't have any reporting lists.
By Order Tag: sales for each order tag.
By Customer Tag: sales for each customer tag. An order counts under every tag the customer has, so these lines can add up to more than the total.
By Transaction Fee: WithWine fees, shown as WithWine Fees (inc Sales Tax), with the number of transactions and the total fee.
How to read the By Category section
The By Category section shows where your discounts went. For example, for one month:
Bottles Full Retail Value: $5,221.00
Other Products Full Retail Value: $135.00
Less: Any Pack Discounts: $180.00
Less: Club Member Discounts: $180.80
Less: Coupon Discounts: $18.60
Shipping: $85.00
Total: $5,061.60
So in that month, discounts cost $379.40 compared with full retail price.
Reports you can run with Detailed Summary
Monthly sales report: Last Month, Detailed Summary > All. Compare each channel with the same month last year.
Cellar door staff performance: Last 7 Days, via channel > Venues/POS, Detailed Summary > By Staff Member (Sales).
End of day cash-up: Today, via channel > Venues/POS, Detailed Summary > By Payment Type.
Club run summary: via channel > Club Runs and choose the club, Detailed Summary > By Line Item to see the bottles sent.
Coupon results: Detailed Summary > By Coupon Code.
Fees for your accountant: Last Month, Detailed Summary > By Transaction Fee.
Checking a deposit: filter by the deposit, then Detailed Summary > All. See "How to reconcile a WithWine deposit with your orders".
Troubleshooting
A section says there was a problem loading it. Click Retry loading. Sections load one at a time, so give the report a moment. If the section still doesn't load, message WithWine support in the chat.
The totals look too low. Check your filters. The Paid and Ready for Shipping / Pick Up filters are on when you open Orders, so remove them for a full sales report.
There's no % Change column. % Change only shows when you filter by a date period.