Sales Transactions

View detailed sales information.

Parameters

Start Date: start date of sales in range

Group By: select how you'd like to group the sales transactions

Show Trans w/o Cust Info: select true to see all sales transactions; otherwise, select false to see only transactions that have a guest associated with the sales transaction

Use Guest: In cases where a guest is associated with a sales transaction, select which guest associated with the transaction to view.  There can be a guest on the purchase (Purchase Guest) and a guest to whom the purchase is assigned (Recipient Guest), such as guest memberships where a parent makes the purchase, but assigns the guest membership to a child.  This field allows you to decide which guest's information you want to return in the results.

Group By: select the column by which the report should be grouped for summaries

Guest Search: optionally filter the Guest (first 100 shown) parameter for a smaller dropdown list

Sold Employee Search: optionally filter the Sold Employee (first 100 shown) parameter for a smaller dropdown list

Product Search: optionally filter the Product (first 100 shown) parameter for a smaller dropdown list

Account: filter the results to specific accounting code(s)

Transaction Source Category: filter the results to specific transaction source categories.  

  • Online: sales made through a customer-facing portal such as the eCommerce portal, guest portal, rental portal, or event portal.
  • On-Site: sales made through the employee portal
  • Unrecorded: sales where the transaction source was not recorded for whatever reason.  If you find results in this selection, please email a screenshot of the parameters you used to produce that result to support@aluvii.com.

End Date: end date of sales in range

Columns to Show: select the columns that will be visible in the results

Location: location to which the sale is attributed

Item Category: filter results by specific product category(ies)

Guest (first 100 shown): filter results by specific guest(s)

Sold Employee (first 100 shown): filter results by specific employees who processed the sale transaction

Product (first 100 shown): filter results by specific products

Account Category: filter results by accounting code category

Show Sessions on Deferred Basis: yes to report sessions on accrual basis (session revenue is recognized when the session occurs); otherwise, no to report sessions on a cash basis (session revenue is recognized when the session is sold).

Fields

Name: name of the item selected in Group By parameter

Trans Id: unique transactionId

Transaction Date: date of sale

Transaction Time: time of sale

Order Id: unique orderId

Guest Name: guest name associated with the sale transaction

Email: guest primary email associated with the sale transaction

Phone: guest primary phone associated with the sale transaction

Street Address 1: guest primary street address line 1 associated with the sale transaction

Street Address 2: guest primary street address line 2 associated with the sale transaction

City: guest primary city associated with the sale transaction

State: guest primary state associated with the sale transaction

Zip Code: guest primary postal code associated with the sale transaction

Employee Name: name of employee that processed the sale transaction

Register: register name through which the sale transaction was processed

Till Start Date: start date time of the till used to process the sales transaction

Till End Date: end date time of the till used to process the sales transaction

Product Name: name of product sold

Event/Session Start Date Time: event/session start date time

Item Category: category of the item sold

Account Code: accounting code of the item sold

Account Category: accounting code category of the item sold

Gross Sales: sales amount before discounts

Discount: discount amount 

Refunds: refund amount

Net Qty: quantity of item sold

Net Sales: net sales price after discounts and before sales taxes

Tax Amount: sales tax amount charged

Line Total: Net Sales + Tax Amount for that sales transaction record

Transaction Source: name of Aluvii portal through which the sales transaction originated

Tran Source Category: see Transaction Source Category in parameters section of this article

Base Product Type: item type such as product, assignment, gift card, etc.

Product Object Type: time of item object

Location: location associated to the sales record

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