Prerequisites to Setup & Use Storefront
Have an active merchant account.
For a detailed walkthrough of setting up your Storefront, please visit this Knowledge Base article.
Why it Matters
Storefront purchases, along with other invoices, are conveniently listed in the Sales List. To effectively differentiate and track Storefront orders requiring fulfillment, we recommend setting up a daily scheduled report. This will allow for easy and efficient monitoring of these purchases.
Steps to Build Report
Access Reports
Click “Create” > “Build Analysis” > Select the dataset “Invoice Detail” to begin.
Select the following data sets to report on: Invoice Date, Invoice Number, Transaction Type, Served By, Location, Customer, Invoice Status, Line Item Type, Line Item Account, Line Item Name, Line Item Description, Line Item Note, Quantity, Rate, Discount, Taxes, Total Costs, Total Payment, and Purchase Source
Click “Build”
Once the report has been built, rearrange the columns so you can easily view the customer's name, invoice number, and purchase source.
To filter by Storefront purchases, click “Filter” and filter the column “Purchase Source” with the comparison = to “Storefront”.
Best practices
Group the columns “Customers” and “Invoice Number” to easily view the invoices by Customer and view what products were purchased together in the same invoice.
Filter the column “Line Item Type” to filter out taxes and payment, for a cleaner view of the products purchased.
Filter the column “Invoice Date” to view purchases within a specific time frame.
Once the report has been filtered appropriately, click “Add to Visual Library” and add a title.
Go back to your Reports page and access “My Visualizations”. Click “Options” next to the report you have created and click “Schedule”. Set up the recipients of the report, how often it should be sent (daily is recommended), and at what time you would like the report to run and send.
