Unpaid orders - wholesale

This article will describe and explain the report named "Unpaid orders - wholesale"

TABLE OF CONTENTS

• Report Intent
• Data sources
• Deep dive

Report Intent

Unpaid orders - wholesale is intended to display a list of orders that have not been marked as "paid" within the wholesale system. 

Data sources

Unpaid orders - wholesale is built using orders from Leaflink. If you do not have a Leaflink integration setup, this report will show "No data". 

To setup a Leaflink integration, view this article (linked article)

Deep dive

Unpaid orders - wholesale is a table report showing a list of orders from Leaflink. The orders list is filtered to only show orders that:

• Are not in the cancelled, combined, rejected, or draft states
• Have the "Paid" attribute set to "False"

The table has the following columns. Each column is a field from Leaflink, some of them have been renamed. On the left is the Appature column name, on the right is the Leaflink field name:

• Order:  "Short ID"
• Ordered:  "Created on" date 
• Shipped:  "Ship date" 
• Customer: "Customer name" 
• Sales rep: "Sales rep name"
• Total: "Total amount"
• Payment balance: "Payment balance"

The report does no other special calculations. If your organization does not mark orders as paid in Leaflink, then you will likely see a large list of orders, potentially all of your orders. This does not mean they have not been paid, only that they have not been marked "paid" in Leaflink.