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Novi Product Purchases
Novi Product Purchases

View the purchase details of a specific product all in one place: Purchaser, Order Type & Status, Quantity, Price Paid & Discount, and more!

Melanie Dupont avatar
Written by Melanie Dupont
Updated over a week ago

For admins who want to see more information about the sales of an Ecommerce product, the Purchases tab within a product provides order details. 

To view this data, go to Ecommerce > Products > click on the product's Name (or the Edit link in the Action column). This will open the product in a full page view with multiple tabs. This article explains the Purchases tab.


Please Note: Subscription renewals will not show in the Purchases list because they are not new orders.

Quick Links:


Product Purchases

Each product in Novi has the following information available by default on the Purchases tab:

Order #

The Order # represents the entire order that contained this particular product (i.e. line item). Clicking the Order # will open the order in a pop-up modal (same as clicking the "Edit Order" link in the Action column). The order may or may not include other products.

Within the pop-up modal, admins can edit the Order Status, Email, Phone, and Purchaser Information. There's also a summary of the order information, a button to view the related transaction, and a link to the Audit Log for this order.

Order Date

The date the order was created. The list can also be filtered by a date range.

Order Type

The source of the product purchase. This column is also available as a filter.

  • Placed by Admin - order placed on the backend

  • Store - order placed on the frontend website

  • Event Add-on - purchased along with an event ticket

  • Membership Add-on - purchased while joining

  • Connected App - order created by an incoming API feed

Order Status

The current status of the order. Orders that require fulfillment will be listed as "Open" until an admin updates the status to "Fulfilled" (or the order is canceled*). This column is also available as a filter.

  • Fulfilled

  • Open

Orders that do not have fulfillment turned on are marked as Fulfilled by default.

*If an order is canceled, this field will no longer be displayed on the Fulfillment tab of the order.

Purchaser

Information about the user who placed the order - name, parent company, phone, email, billing address, membership status, expiration date.

  1. If the user was logged in, their name will be linked to their member record. 

  2. If they were not logged in, they will be listed as a Novi Guest and are not linked to any record. If a guest (non-logged in user) company data needs to be collected, update Association Settings > QuickBooks to check Guest Checkout Requires Parent Member Name)

    1. Guest purchasers are not included in Novi Groups because they have no record in the database.

Payment Status

This column shows if the transaction is an Invoice or a Sales Receipt, and whether it is Paid or Unpaid. Clicking on the transaction will open the Product Invoice or the Sales Receipt in a modal.

The purchaser’s name will be on the invoice in the "message displayed on invoice" section, so the billable party knows who made the purchase.

Within the pop-up modal, a button displays to receive payment on invoices, email or print the transaction, and a link to the Audit Log.

Quantity

The quantity purchased by the purchaser for the particular product. Note that the order may have other products as well, which would not be included here.

Price Paid

The amount charged for the product. Note that this is the cost for a quantity of 1 and will not change based on the quantity in the order.

Discount

The amount deducted from the Price Paid, based on the use of a promo code.

Net Amount

The amount paid after any discounts were deducted from the original price multiplied by the quantity bought by the purchaser.

Additional information can be brought into view using List Views.


Additional Options on the Purchases Tab

Batch Action

Use the batch action button at the top of the list to cancel multiple orders in bulk. Note that this will not issue a refund. Learn more about canceling orders.

Search & Filter

Use the search box at the top of the Purchases list to filter by:

  • Order #

  • Purchaser

  • Related Event

Use the Filter drop-down to filter the Purchases list by:

  • Order Type

  • Order Status

  • Date

  • Use the printer icon to print or save the list as a PDF file.

  • Use the excel icon to export the list as a CSV file.

Gear Icon

Use the gear icon (next to the print & export icons) to determine the number of rows displayed on each page, and to enable or disable display columns. For a complete list of available columns see: Available Columns in List Views & Exports.

Some of the data in this list is displayed as a hyperlink so admins can click to those items on the backend. Tip: Open these links in new tabs so you don't lose your filters.

  • To view a specific product, click on a specific Product name from to open the product details

  • To view a specific order, click on the Order # or the Edit link in the Action column

  • To open a transaction, click on the Invoice or Sales Receipt in the Payment Status column

  • In the Purchaser column, click on the Purchaser's Name or the Purchaser's Parent Company (if applicable) to open the corresponding member record

  • If the Order Type is an event add-on, click the Related Event link to open the event on the backend

Totals

At the bottom of the Purchases list, admins can see totals for the following columns:

  • Quantity

  • Discount

  • Net Amount

Important Note: The totals only reflect what's in Novi. Final accounting reports should be pulled from QuickBooks Online.


Reviewing Purchases from Event Product Add-Ons

If the product is available as a product add-on for a specific event, review its purchase details by following these steps:

  1. Go to the event in the backend and select the Add-ons tab.

  2. Three columns displaying sales information includes:

    • # Sold

      • Shows the total number of this product sold for the event.

    • $ Sold

      • Displays the total revenue from this product for the event, excluding canceled orders.

    • Sales Detail

      • Opens a new browser tab with the product detail page, specifically filtered to show only the purchases associated with this event. The filter will automatically set the Order Type to Event Add-on and Related Event to [Your Event].


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