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Reports & Analytics in Bold Cashier

Laurel
Laurel
  • Updated

Bold Cashier uses its own checkout to process your customer's orders. Because of this, the app has its own section for managing both abandoned carts and orders generated by Bold Cashier.

This article outlines how to manage your orders and abandoned carts in Bold Cashier.

 


 

You can search for an order using the order number or customer's email address:

Search Bar Example

If an order cannot be located using the search functionality, you can use the app's search filters below the search bar:

Search Filters

  • Date Range - Allows you to set a start and end date for when the order was created or imported into your store.
  • Payment Status - Allows you to filter orders based on a payment status. For example, only orders that have a status of Paid or Pending can be shown, while all other statuses are hidden.
  • Fulfillment Status - Allows you to filter orders that are either fulfilled, partially fulfilled (if multiple products were added into the order), or unfulfilled. 
  • Created in Shopify - Allows you to filter orders that were either created in Shopify (usually successful orders), or orders that were not generated in Shopify (failed orders).

After entering an order number, email address, or using one of the search filters, selecting the blue search icon will display orders based on the search filters used:

Order Results

All search results will display the following:

  • Order date
  • Shopify Order ID
  • Customer's email address
  • Payment status
  • Fulfillment status
  • Order total

The Actions ellipsis allows you to capture payments, fulfill orders, and refund orders.

To view an order's full summary, select the Actions ellipses, then View order details. If the transaction has failed, you can select transaction details to view more information about the transaction, including payment gateway data from the failed transaction.

Note: Full payment gateway data for failed transactions depends on the payment gateway and is not available for every payment gateway.

 


 

Order management

When a customer makes a purchase while Cashier is enabled, the order will be created in both the Shopify admin and Bold Cashier. All orders are located in Bold Cashier under Orders > All Orders.

When an order fails to be created, only a record of the order and its error message will be made in Bold Cashier.

 


 

Abandoned cart management

When a customer reaches the Bold Cashier checkout and adds a name or email address, then closes the checkout, the customer's abandoned checkout is recorded in Bold Cashier under Orders > Abandoned Carts.

The following details are recorded in Bold Cashier when a cart is abandoned:

  • The date the customer last made a change at in the checkout.
  • The customer's name and email address.
  • A direct link to the customer's abandoned checkout.
  • A status of whether an automated email has been sent to the customer or not.
  • A time stamp when the abandoned email was sent.

Abandoned carts can be filtered by date to help you identify which customers are leaving the checkout and when. To apply a date filter, simply add a start date and an end date under Orders > Abandoned Carts, and click Filter Dates.

Start & End Date Filter

To export a CSV file of the abandoned cart report from Bold Cashier, click the Export Table button next to the search filter.

Export Button