Customer orders fulfilled by an Affiliate are located in the Brokerage tab and are intentionally separated from regular customer orders.
This article provides an overview of the Transaction History page for Affiliate-linked orders.
The report displays Affiliate-linked customer orders and sales, as well as Vendor Requests and Rebates.
1. Click Menu.
2. Click Brokerage.
3. Click Transaction History.
4. Open the Filter By dropdown to choose various date categories.
5. Choose between Expected Date, Finalized Date, Original Expected Date, Created On and Created or Updated.
6. Click the funnel icon to choose other filters.
7. Choose your filters from the drop down menu or the toggle bars.
8. Click Apply Filters once done.
9. Click the date field to change the report's date range.
10. Select a preset date range from the list or use the calendar to choose a custom date range.
11. The report will now show all the transactions within the chosen date range.
The data is split into Customer/Vendor information, Affiliate information and Financial Performance columns.
12. Click the Search field to search for a company number or transaction number.
13. Click print icon to print the report.
14. Click the Export data button to export the report. Choose between CSV or MS Excel format.
15. Click the eye icon to switch between the compressed and detailed versions of the report.
16. The detailed version of the report will show more information, such as trailer numbers and purchase order numbers.
17. To view the details of a transaction, click on the selected order.
18. The slide-out window provides an overview of the transaction. To view the full details, click Review.
19. Click Close to return to the report.
20. The KPI section provides an overview of the report, including Total Pallets, Total Revenue, Total Expenses, Profit, and other key metrics. The totals reflect all pages combined within the selected date range.
TIP: If the KPIs are not visible, click the Toggle KPIs button.
