Sales Order Source View

This is the top node in a sales order query and contains information about the actual order itself. Contains information found on the overall constituent record and on the Personal Info tab, such as the amount of the overall order, sales method, refund status, etc.

Commonly Used Fields

• Amount

• Comments

• Email or Zip Code

• Lookup ID (order number preceded by "8-")

• Transaction Date (date only) or Order Complete Date (date and time)

• Receipt Option

• Refund Status and Refund Status Text

• Sales Method Type

• Sales Order Status

• Tax Exempt Information

Pulls the information about the address associated with a sales order. For example, the address the patron entered during their online transaction, even if it's not their primary address.

Commonly Used Fields

• Address/Address

• Address/City

• Address/State or Address/State Abbreviation

• Address/Zip

• Address/Primary Address (would be a Yes or No field to indicate if this address is primary or not)

Pulls details about the application user that processed the order in Altru. For example, use this when you need to see the name of the user that processed the order.

Commonly Used Fields

• Application User/Display Name

Pulls details about the constituent who is listed as the patron on the order. You can also expand this node to drill down further into details about that constituent.

Commonly Used Fields

• Constituent/Lookup ID

• Constituent/Name

• Constituent/First Name

• Constituent/Last/Organization/Group/Household Name (Last Name)

• Constituent/Title

• Constituent/Member/Membership/Status (Membership Status)

• Constituent/Member/Membership/Level (Membership Level)

Pulls the information about the email address associated with the sales order. For example, the email address the patron entered during their online transaction, even if it's not their primary email.

Commonly Used Fields

• Email address/Email address

• Email address/Email address type

• Email address/Primary email address (would be a Yes or No field to indicate if this email address is primary or not)

Pulls details about any notes that were added to the Documentation tab of the order or added via the Comments field on an online donation form.

Commonly Used Fields

• Notes/Notes

• Notes/Title

• Notes/Type

• Notes/Date Entered

Pulls the information about the phone number associated with the sales order. For example, the phone number a patron entered during their online transaction, even it's not their primary phone number.

Commonly Used Fields

• Phone/Number

• Phone/Phone type

• Phone/Primary phone number (would be a Yes or No field to indicate if this phone number is primary or not)

Pulls information about refunds made from a sales order, such as the refund method or which items were part of the refund.

Note: Use this field when pulling refund details about an entire order.

Commonly Used Fields

• Refunds/Amount

• Refunds/Comment

• Refunds/Date

• Refunds/Time

• Refunds/Refund Item/Description

• Refunds/Refund Item/Total (Amount Refunded)

• Refunds/Refund Item/Quantity (Number of Items Refunded)

Pulls information about a group sales reservation.

Note: Includes the same nodes as a reservation query.

Commonly Used Fields

• Reservation/Arrival Date

• Reservation/Arrival time

• Reservation/Name

• Reservation/Important Notes

Pulls information about what was purchased on a sales order.

Note: This is the most frequently used node when building a sales order query and you will often expand and drill further to find more details about specific items on the order.

Commonly Used Fields

• Sales Order Item/Description

• Sales Order Item/Net Amount

• Sales Order Item/Quantity

• Sales Order Item/Type (Type indicates if the item was a Ticket, Merchandise Item, Tax, Discount)