New Sales By Order Reports

🍷 Introducing the New Sales by Order Reports — Your Sales Data, Crystal Clear. Sales by Order reports have been replaced with the Sales by Order Edit reports to give you insights into every detail and transaction.

Every edit. Every refund. Every timestamp. All in one place.

We’re excited to announce two updated reports rolling out to all Corksy wineries: Sales by Order (Edit) and Sales by Order (Edit) by SKU. These reports were built to make the full story of every order easier than ever to read — the original sale, and every change that follows.

Orders evolve — a bottle swapped out at the tasting room, a club shipment adjusted, a partial refund issued days after the sale. These reports lay all of that out clearly, line by line, so your reports read exactly the way your business actually ran.

See Every Edit, On the Day It Happened

The heart of these reports: edits and refunds appear as their own rows, with their own timestamps, tied back to the original order.

When an order is edited, the report shows a new line using the original order number plus an edit suffix (-1, -2, and so on). Negative amounts indicate a refund or removed item. Here’s a simple example of how it reads:

Your daily totals reflect exactly what happened on that day — the original sale on July 1, the refund on July 2 — so end-of-day reconciliation, deposits, and accounting tie out cleanly and effortlessly.

On the by SKU version, every edit is broken down to the product level, so you can see precisely which bottle was refunded, swapped, or added:

One glance and you know: the customer swapped the Red Blend for the Tempranillo. The note column even carries your team’s comments on why.

New Unified Columns Across Both Reports

Both reports share one consistent, unified column structure — so Order-level and SKU-level exports speak the same language and are easy to work with side by side. We’ve also added the fields you’ve been asking for:

• Payment Gateway Transaction ID — match any order directly to your payment processor for effortless reconciliation and refund tracing.
• Order Note — payment notes and general order notes travel with every row, so context is never lost.
• Created At & Last Modified Date — know exactly when an order was created and when it was last touched.
• Transaction Status & Transaction Amount — see Purchase vs. Refund and the exact amount captured by the gateway.
• Compliance Status & Compliance Number — DTC compliance results right in the report.
• Logged In User & Sales Associate — full accountability for who rang the sale and who gets credit.

Smarter Bundle Reporting — Down to the Individual SKU

Bundles appear on these reports broken out into their individual component SKUs, giving you clear product-level visibility into exactly what left your inventory.

Here’s how it works:

• Bundle pricing is proportionally distributed across each SKU in the bundle, based on each product’s share of the bundle value.
• Discounts are distributed proportionally across the component SKUs the same way.
• Taxes are distributed proportionally across the component SKUs the same way.
• Refunds on bundles are also distributed proportionally — so if a bundle is refunded or edited, each SKU line reflects its fair share of the adjustment.

For example, a $90 three-bottle bundle shows as three individual SKU lines with their proportional share of the price, tax, and any later refunds:

The payoff: SKU-level sales, depletion, bundle SKUs sold, and margin numbers you can read at a glance — bundle revenue is already allocated across products for you, with zero manual math for inventory or accounting.

Built-In Column Definitions — Right in Your Export

Every column, defined in plain English. Every Excel export includes a “Report Definitions” tab with clear definitions for every single column — right there whenever you need a quick reference. Here’s the full list:

Order Info

Product

Financials

Customer

Shipping

Billing

System

⚠️ Important: Legacy Reports Version

With the new reports live, we will be deprecating and removing the legacy Sales by Order and Sales by Order by SKU reports and will be replaced with the new version with the Edits Version. The separate edit report has been moved to the Sales by Order and Sales by Order by SKU report. The new reports include everything the old ones did — plus edit tracking, gateway IDs, notes, and unified columns — so we encourage you to switch over now and update any saved workflows, bookmarks, or accounting processes before the cutover.

What you need to do:

1. Start running Sales by Order and Sales by Order by SKU for your daily and monthly reporting today. If you used Sales by Order Edit or Sales by Order Edit by SKU, now just use the Sales by Order and Sales by Order by SKU report. It’s the same data.
2. Update any spreadsheets or imports that reference the old column layout to the new unified structure (definitions are on the second tab of every export).
3. If you previously tracked bundles as single line items, note that bundles appear on these reports as their component SKUs, with pricing, tax, and refunds distributed proportionally — adjust any bundle-level rollups accordingly.

Why We Built This

We wanted reconciliation to take minutes, not hours. The Edit reports show the full life of every order — the sale, the edits, the refunds — each on its own timestamped line, so your reports, your processor statements, and your accounting all read from the same page.

The result: reports that are easier to read, easier to trust, and easier to hand to your bookkeeper.

The new reports are available now under Reports in your Corksy dashboard. Questions? Reach out to our support team — we’re happy to walk you through your first reconciliation with the new format.

Happy reporting! 🥂

— The Corksy Team