PRO (WA): Sales/Fulfillment Report Breakdowns

Updated 1 hour ago by Cultivera Team

Sales Reports in Cultivera

There are multiple reports within Cultivera to reference Sales data. This article is intended to give an in-depth breakdown of the different sales reports that can be exported from Sales > Order Summary and Fulfillment > Transfer Outbound.

Sales > Order Summary > "Export Summary to Excel"

The "Export Summary to Excel" report downloads a spreadsheet with 1 row per manifest. Below is a breakdown of the columns within this report and where this data is pulled from in your system:

• Order # - this is simply the Order # of any orders exported
• Submitted By - this is based on the 'SubmittedBy' user assigned to the order (this can be found/edited on the Sales > Orders > Order Details page)
• Submitted Date - this is based on the 'SubmittedDate' assigned to the order (this can be found/edited on the Sales > Orders > Order Details page)
• Client - this is the license/location assigned to the order as the recipient of the transfer
• City - this is based on the "City" added to the client account for the client assigned to the order (this can be found/edited on the Sales > Accounts > Account Details page)
• Status - this is the current "order status" for the order in your system
• Est. Delivery Date - this is based on the "Est. Delivery Date" set for the order on the Sales > Orders > Order Details page
• Transfer Date - this is the date the order was "Released" in your system
• Order Total - this reflects the order total after discounts have been applied (credits and charges are not included in this total)
• Manifested Date - this is the date the order was manifested in your system
• Charges - this reflects any charges applied to the order
• Credits - this reflects any credits applied to the order
• Grand Total - this reflects the order total after discounts have been applied and also includes any credits or charges applied to the order on the Sales > Order Details page

Sales > Order Summary > "Export Details to Excel"

The "Export Summary to Excel" report downloads a spreadsheet with 1 row per line item. Below is a breakdown of the columns within this report and where this data is pulled from in your system:

• Order # - this is simply the Order # of any orders exported
• SKU - this is the SKU associated with the product (this can be found on the Product Details page)
• Product - this represents the product of the line item on the order
• Product Line - this represents the Product Line assigned to the product of the line item on the order
• Sub Product Line - this represents the Sub-Product Line assigned to the product of the line item on the order
• Strain - this represents the Strain assigned to the product of the line item on the order
• Unallocated -
• Units - this represents the number of units ordered for the line item
• Discounted Unit Price -
• Line Total -
• Total Discount -
• Base Unit Price -
• Discount -
• Sample -
• Submitted By -
• Assigned To -
• Submitted Date -
• Client -
• License # -
• City -
• Status -
• Manifest Reference # -
• Manifested Date -
• Invoiced -
• Invoiced By -
• Release Transaction # -
• Transfer Date -
• Package Size -
• Package Size Value -
• Barcode -
• Estimated Delivery Date -

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