Orders By Customer
Written by Edi Sipkas
Updated at June 19th, 2025
Table of Contents
This report will allow you to view sales for a specific customer based on customer number and Last Name. You can view a customer's order history for a particular date range and the total value of those orders.
1. Go to Reports > Sales > Orders by Customer.
2. Enter the customer information you wish to report on.
3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report.
4. Click Export to queue your report for download. It will be emailed to you when ready. You can also Save As or click Actions > Schedule to schedule your report to generate regularly.
You can access the Sales by Customer Report by navigating to Reports > Sales > Orders By Customer
You can use several parameters to get the most accurate Sales by Customer report. You can:
- Select the Type of Order it is (Admin panel/Website/POS/Tasting Room etc.)
- Enter a Customer #
- Enter a Customer's last name
- From Date
- To Date
- Vendor - Which vendor do you want to sort by? Vin65? Other?
Reports are exported in a CSV format.
Orders By Customer CSV
Here are the definitions of what will populate in the default Orders by Customer report:
| Order Number | The number assigned to an order in the admin panel. |
|---|---|
| Alt Order Number | The order number for an order passed into Vin65 from another system (RMS, Amazon, Etc). This will only populate for orders passed to Vin65 through web services and cannot be manually added to an order. |
| Status | What is the status of the order is. (Completed/Quarantined/Cancelled/Pending) |
| Type | What type of order was it? (Website/ClubOrder/AdminPanel) |
| Submitted Date | The date they ordered. (MM/DD/YY) |
| Submitted Time | Time the order was placed. (12:00 am/12:00 pm) |
| Completed Date | The date the order was completed. (MM/DD/YY) |
| Completed Time | Time the order was completed. (12:00 am/12:00 pm) |
| Cust # | The number assigned to the customer in the admin panel. |
| Bill Birth Date | Birthdate of the customer that is being billed. (MM/DD/YY) |
| Bill First Name | First name of the customer that is being billed. |
| Bill Last Name | Last name of the customer that is being billed. |
| Bill Company | Company name of the customer that is being billed. |
| Bill Address | Address of the customer that is being billed. |
| Bill Address 2 | The second address of the customer that is being billed. |
| Bill City | A city that the customer being billed lives in. |
| Bill State | State that the customer being billed lives in. (XX) Ex: California - CA |
| Bill Zip | Zip code/Postal of the customer that is being billed. |
| Bill Phone | Phone number of the customer that is being billed. |
| Bill Email | Email address of the customer that is being billed. |
| Pickup | Is the order for pickup? (YES/NO) |
| Pickup Location | The address of the Pickup Location. |
| Pickup Location Code | The internal code you set for the Pickup Location. |
| Ship Birth Date | Birthdate of the customer to whom the order is being shipped. (MM/DD/YY) |
| Ship First Name | First name of the customer that the order is being shipped to. |
| Ship Last Name | Last name of the customer that the order is being shipped to. |
| Ship Company | Company name of the customer to whom the order is being shipped. |
| Ship Address | Address of the customer that the order is being shipped. |
| Ship Address 2 | The second address of the customer that the order is being shipped to. |
| Ship City | A city that the customer lives in that the order is being shipped to. |
| Ship State | State that the customer lives where the order is being shipped to. (XX) Ex: California - CA |
| Ship Zip | Zip code/Postal of the customer that the order is being shipped to. |
| Ship Phone | Phone number of the customer to whom the order is being shipped. |
| Ship Email | Email address of the customer that the order is being shipped. |
| Subtotal | Subtotal of the order, before taxes and shipping/handling. |
| Deposit | If there is a bottle deposit on the product(s) *(Canadian customers only) |
| Shipping | The total amount of shipping. |
| Handling | The total amount of handling. |
| Taxes | The total amount of tax. |
| Custom Taxes | Total customized tax field. 1 |
| Tip | Tip amount in the transaction. |
| Total | Total of sale including tax, shipping/handling. |
| Total After Tips | The total amount after tips has been included in the total. |
| Gift Card | The amount that was used on the gift card. |
| Points |
The Balance of funds remaining is to be paid for the order after the value of a gift card has been applied—order Total - Gift Card Amount = Balance for order. Note: gift cards may be set up to only apply to the product value and not taxes or shipping. You may need to take this into account when reviewing the Balance value. |
| Sales Associate | If there is a sales associate assigned to the order. |
| Sales Attributes | The category or method that applies to your order. |
| Source | If you are using source codes to tag orders. |
| Payment Type | The type of payment that was used to place the order. (Cash/CreditCard/Check) |
| Card Type | The type of card used for the transaction. (Visa/MasterCard/AmericanExpress/Discovery) |
| Card Number | The number of the card used for the transaction. (XXXX XXXX XXXX 5454) This is encrypted; only the last four digits will be visible. |
| Expiry Month | The month that the card expires. (MM) |
| Expiry Year | The year that the card expires. (YYYY) |
| Order Notes | Notes made by the customer or admin regarding the order (ex., Special Instructions) |
| Gift Message | A message customer wrote a message to go along with the order. |
| Is NonTaxable | Is the order Nontaxable – (Yes/No) |
| Wholesale # | The Wholesale number of the customer. |
| Club | The Club, the customer, belongs to. |
| Club Shipment | If there is a Club Shipment name for this purchase. |
| Corporate Batch # | The corporate batch number for this purchase. |
| Transaction Type | If there is a specific transaction type that should be recorded other than a standard purchase. (Ex: Refund) |