All Sales Overview

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All Sales is a list under Sales tab that shows all product purchasing that were done in the IntelliCart. Seats assignment is also shown in this report. This differs from Invoices report by the ability to review sale details (such as amount paid, discounts applied, etc.) and to do a refund if required.

 

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  1. Search - Search sales by order ID number, customer name, or product name.

  2. Status filter - Filter sales by their status.

  3. Date filter - Filter sales by the date when the product was purchased.

  4. Billing Type filter - Filter sales by the billing type customers selected when purchasing (subscription/regular).

  5. Export - Select the file format (CSV / Excel) to download the All Sales list.

  6. Order ID - The ID number of the order in IntelliCart.

  7. Customer - User's First and Last Name as entered in the LMS system who bought a product.

  8. Products - Product Name(s) as entered that was bought by user.

  9. Paid On - Date when the product was bought by user.

  10. Amount - The actual amount user paid for the product (including all taxes, discounts and coupons).

  11. Total - The total price for the purchased product.

  12. Discount - The amount of discount that was applied during purchasing.

  13. Coupons - The coupon code that was applied during purchasing.

  14. Taxes - The amount of taxes that was applied during purchasing.

  15. Refunded - The amount of refund.

  16. Status - Current status of the order.

  17. Quantity - The number of products that were purchased in the order (e.g., the number of purchased seats).

  18. Billing Type - Product billing type that was selected for purchasing (subscription/regular).

  19. Payment Type - Payment type that was selected for purchasing.

  20. Notes - The note user added to the order when purchased. NOTE: Adding notes is available only with shipping.

  21. Refund - Refund user payments if required. Read more about refunding in the Refund - Application article above.

  22. Delete - Delete order from the sales list if needed.

Frequently Asked Questions:

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