Sorting Orders

Need help? Please give a detailed explanation of your problem.
Abell1775
Posts: 5
Joined: Fri May 06, 2016 11:07 am
Website: www.drnuzum.com

Sorting Orders

Postby Abell1775 » Mon Jun 06, 2016 10:09 am

Is there another way to sort our orders by state other than printing out an entire list from excel?

Thanks.
User avatar
Paige
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Sorting Orders

Postby Paige » Mon Jun 06, 2016 11:20 am

At this time there is not a way to do this, however what a wonderful suggestion!

Can you explain further what you are trying to accomplish so we can meet your needs in the future?
Abell1775
Posts: 5
Joined: Fri May 06, 2016 11:07 am
Website: www.drnuzum.com

Re: Sorting Orders

Postby Abell1775 » Mon Jun 06, 2016 12:17 pm

We are trying to find all the orders and print the invoices that are from Idaho for tax reasons.

Could you please add Idaho sales tax (6%) to the system, as our customers have not been charged and need to be for tax purposes?

Thanks.
User avatar
Paige
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Sorting Orders

Postby Paige » Tue Jun 07, 2016 9:47 am

Thank you for explaining your needs, we do in fact have a report like what you're looking for! It can be found under Reports > Accounting > Sales Tax Liability, this report shows all orders and thee state they are to be taxed to.

To setup a taxes for Idaho:

  1. go to Store > Tax Rates
  2. under "Select" choose "state"
  3. for "Tax Rate" type in .06
  4. under "State" choose "ID"
  5. click "Save"
  6. click "Offline" on the tax rate to turn on auto tax calculations
Desiree1775
Posts: 48
Joined: Tue Nov 24, 2015 3:14 pm
Website: www.drnuzum.com

Re: Sorting Orders

Postby Desiree1775 » Tue Jun 07, 2016 11:10 am

Thank you for the information.
Desiree1775
Posts: 48
Joined: Tue Nov 24, 2015 3:14 pm
Website: www.drnuzum.com

Re: Sorting Orders

Postby Desiree1775 » Tue Jun 07, 2016 11:12 am

Can we print the customer addresses for this year through excel and if so what is the procedure?
User avatar
Paige
Support Team
Posts: 461
Joined: Fri Feb 24, 2012 3:41 am
Website: www.allprowebtools.com
Location: Fort Collins, CO
Contact:

Re: Sorting Orders

Postby Paige » Tue Jun 07, 2016 11:58 am

At the top right of Reports > Accounting > Sales Tax Liability there is a download button, if you click this it will export the data into a csv you can open in Microsoft Excel.

Sales Tax Liability   Sarah s Flower Shop.png
Sales Tax Liability Sarah s Flower Shop.png (28.96 KiB) Viewed 6184 times


For the entire years worth of orders be sure to check the date range at the top of AllProWebTools, so that is set to the year you wish to report on.
Desiree1775
Posts: 48
Joined: Tue Nov 24, 2015 3:14 pm
Website: www.drnuzum.com

Re: Sorting Orders

Postby Desiree1775 » Tue Jun 14, 2016 1:36 pm

Thanks you for the information.
Desiree1775
Posts: 48
Joined: Tue Nov 24, 2015 3:14 pm
Website: www.drnuzum.com

Customer Sales Address List

Postby Desiree1775 » Thu Jun 16, 2016 11:24 am

I need to print all the sales of customers with their address from June 2015 till now. I am looking for Idaho sales, for tax purposes. I printed the sales tax liability info but it does not show all customers or Idaho.
User avatar
JohnB
Support Team
Posts: 1026
Joined: Wed Nov 04, 2015 3:57 pm
Website: www.allprowebtools.com

Re: Sorting Orders

Postby JohnB » Thu Jun 16, 2016 12:41 pm

Perhaps if you go to Store->View Orders, there is a button titled Download Orders CSV. Make sure the date selector at the top right is set to the correct date range, and you can download a spreadsheet of all the orders in that date range.

If this is not what you need, could you give me some more details on exactly what information you need other than the address for each individual order?

Return to “Help / How to use AllProWebTools”



Who is online

Users browsing this forum: No registered users and 4 guests

cron