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Club Reports
Inventory Reports
Marketing Reports
POS Reports
Sales by Order Edit
Sales by Club Level
Sales by State
Sales by Product Type
Sales by Product
Sales by Discount
Sales by Payment Type
Event Sales
Sales By Customer Type
Sales By Tax
Master Sales Report
Glossary of Headers Across All Reports
ORDER DATE - The date an order is created. (Whether or not the order fails payment)
ORDER NUMBER - Unique identifier for each order placed
ORDER TYPE - The channel from which the order was placed with the following options: E-commerce, Wine Club, Manual Order, POS
TOTAL PRICE- The price of an order after any Tax, Discounts, Shipping/Handling, and Tips have been applied.
SUBTOTAL - The price of an order before any Tax, Discounts, Shipping/Handling, and Tips have been applied.
SALES TAX- The amount of sales tax collected on an order excluding CRV.
CRV- The amount of CRV tax collected on an order. To learn more about CRV please click here.
TOTAL TAX - Sales Tax + CRV Tax
TOTAL DISCOUNTS- Any discount(s) applied that are NOT part of a wine club discount.
WINE CLUB DISCOUNTS- Any discount(s) applied that are received for being part of a wine club. (ex: Their automatic discount for being part of a club)
SHIPPING PRICE - The cost of shipping for a particular order based on either automatic or manual rates setup in Corksy
HANDLING FEE - Additional fee setup by the winery to account for any handling expenses incurred. Note that these are not customer facing, and simply added to the cost of shipping on the front end. We separate in reporting for a full breakdown.
TOTAL LITERS - The total number of Liters of wine in a particular order. Useful for end of month reporting to local state.
TIPS - Any gratuity added by the customer
FULLFILLMENT STATUS - The status of an order either Fulfilled (Shipped or Picked up) or Unfulfilled (NOT Shipped or Picked up)
PAYMENT TYPE - How the order was paid with the following options:
-CARD (a credit card on file or entered manually)
-SCANNER (paid for on a supported payment terminal)
-CASH (paid for with cash)
CLUB NAME - The wine club name a winery enters at club creation (Ex: Gold/Silver/Bronze Club)
PRODUCT TYPE - A category a product can fall under with the following options:
1. Wine 2. Food 3.Merchandise 4.Other 5.BundlePRODUCT NAME - The name given to a certain product by the winery
(Ex: Corksy Cabernet Sauvignon)VARIANT NAME - Used for differentiating the same (or similar) product by size/color/weight etc. (Ex: 750ml, 1.5L, Large, Red, etc.)
SKU - Stock Keeping Unit: A number (usually alphanumeric) that the winery assigns to each unique product (Ex: 09CKCH)
DISCOUNT NAME - The name assigned to a discount for identifying purposes (Ex: 2024 Holiday Discount)
DISCOUNT CODE - The actual code to be entered to receive a discount (Ex: SAVE15)
DISCOUNT NAME - The name given to a discount as a unique identifier
BOOKING DATE - The date of booking or reservation
EVENT NAME - The name given to the event as a unique identifier
EVENT PRICE - The cost of the booking or reservation
NUMBER OF SALES - Total number of times the event has been purchased
CUSTOMER TYPE - Breakdown of 3 different types of customers
1. First time customers - Customers who have not made a purchase before2. Returning Customers - Customers who have made 1 or more purchases
3. Wine Club Members - Customer who has made a purchase while a member of a wine club
STATE/STATE CODE - Two letter state code that follows standard USPS code
Filtering Reports (Before Exporting)
In both the "Sales by Order" and "Sales By Order Edit" reports. You are able to filter by the "ORDER TYPE" (E-commerce, Wine Club, Manual Order, POS). Simply click the button highlighted below to get a live view of the order type, or filter first, and then export for more detailed results:
Exporting Reports
Every report in Corksy is exportable by hitting the "Export" button in the top right corner when you open a report. Exporting reports is an essential feature for effectively analyzing and utilizing your data. By exporting reports in an XLSX format, you can seamlessly open them in tools like Excel or Google Sheets. These programs provide powerful options for sorting, filtering, and manipulating your data to uncover valuable insights. Whether you’re using reporting to refine your marketing strategies, set competitive discounts, or manage your accounting records, having the flexibility to work with your data in these tools ensures you can draw actionable conclusions and make data-driven decisions with confidence.