The Incoming Order Report is a list of transactions initiated by consumers, included canceled or completed transactions.
In order to optimize our reporting, reports over a 2-week period will no longer be shown in our UI. Any reports over a 2-week period will be auto-generated and sent to the email you are logged in with.
- To access these generated reports in BLAZE, navigate to Data Export > Generated, you will find a list of generated reports you can easily download.
The Incoming Order report can be accessed by navigating to Data Export > Transaction. It will be located in the list of reports.
The following is a list of all the types of data you will get in this report, and what they all mean.
- Consumer: Full name of the customer as listed in their BLAZE member profile.
- Date: Date and time that the order was received in BLAZE.
- Employee: The employee who processed the transaction.
- Order Status: Status of the order in BLAZE (EX: Placed, Accepted, Completed, Canceled, Declined).
- Transaction Number: The unique ID for each transaction generated in BLAZE. A transaction can be a Sale, Refund, Reconciliation, or a Transfer.
- Order Type: Type of order being processed (EX: Pickup, Delivery, Special).
- Trans Type: The type of transaction being processed. A transaction can be a Sale, Refund, Reconciliation, or a Transfer.
- Trans Status: The current status of the transaction as found in BLAZE. The status can be In Progress, Hold, or Completed.
- Consumer Tax Type: There are three consumer tax types in BLAZE Retail: Adult Use, Medicinal MMIC, and Medicinal Third Party. Each consumer type can have a different tax rate if the tax settings are configured for complex taxes.
- COGS: COGS stands for Cost of Goods Sold. To calculate this, BLAZE uses the batch COG on a unit level and applies it to the quantity being purchased by the customer to get COGS. This does not include excise tax, excise tax is a separate line item.
- Retail Value: Retail value is the price the consumer pays BEFORE any discounts, loyalty points, promotions, and / or taxes have been applied.
- Discounts: Total of discounts applied before taxes.
- Pre AL excise Tax: Total of excise pre-taxes applied for AL (Arms Length) sales.
NOTE: The vendor of the product determines whether AL or NAL excise tax is applied. - Pre NAL excise Tax: Total of excise pre-taxes applied for NAL (Non-Arms Length) sales.
NOTE: The vendor of the product determines whether AL or NAL excise tax is applied. - Post AL Excise Tax: Total of excise post-taxes applied for AL (Arms Length) sales.
NOTE: The vendor of the product determines whether AL or NAL excise tax is applied. - Post NAL Excise Tax: Total of excise post-taxes applied for NAL (Non-Arms Length) sales.
NOTE: The vendor of the product determines whether AL or NAL excise tax is applied. - Post Display City Tax: Total of city post-taxes applied.
- Post Display County Tax: Total of county post-taxes applied.
- Post Display State Tax: Total of state post-taxes applied.
- Post Display Federal Tax: Total of federal post-taxes applied.
- Total Tax: Total of all applied post-taxes.
- Delivery Fees: Total of Delivery Fees applied to sales for the specified day (Global Settings > Current Shop Settings > Fees & Minimums).
- Credit Card Fees: Total Credit Card fees applied to sales for the specified day (Global Settings > Current Shop Settings > Fees & Minimums).
- Cashless ATM Fees: Total of Cashless ATM fees applied to sales for the specified day (Global Settings > Current Shop Settings > Fees & Minimums).
- After-Tax Discount: Total of discounts added after taxes have been applied.
- Gross Receipt: The sum total of all of your sales including taxes and fees, but not including discounts.
- Terminal: Terminal name that processed the transaction.
- Payment Type: The payment type used to process the transaction (EX: Cash, Check, Credit, Store Credit, Cashless ATM.)
- Promotion(s): Any promotions applied to the sale.
- Marketing Source: Marketing source of the member as listed on their BLAZE member profile.