🔐 Required Role Permissions: Customers
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Customers is essentially a database of your customers’ contact information gathered from bookings made by or for the customer, or manually added customers using the Ventrata dashboard interface.
Default Columns
Customer First Name - first (and middle) name of the customer
Customer Last Name - last (family) name of the customer
Customer Email - a valid email address
Customer Mobile - a valid phone number, it is recommended to use international format
Orders - count of orders made under the customer’s name
Sales - total value of all sales under the customer’s name
📗 TIP
Columns can be easily filtered by pressing the arrow next to the column title.
Actions
The action bar between the navigation bar and the orders table enables you to perform a number of additional functions.
Search bar - filter the customers table, using any of parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches > Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches
📗 TIP
To learn more about saved searches, read our article Working with Saved Searches.
Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple lines and press to apply an action on your selection; options include
Bulk Action | Description |
Archive | remove selected customers from the customers table; press the Restore button to restore archived customers |
Show Columns - press to add new columns, or remove existing ones from your current view
📗 TIP
The list of columns which can be added is listed at the end of this article, under Generate Report.
Export - export the customers table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the customers table
📗 TIP
To learn more about reports, read our article Working with Charts and Reports.
Report function | Description |
Total | sum of values |
Minimum | the lowest value |
Maximum | the highest value |
Average | the sum of values included in the report divided by their count |
Count | number of the selected parameter |
Available Columns
Column | Description |
Orders | count of orders made under the customer’s name |
Sales | total value of all sales under the customer’s name |
Shift ID | unique shift identifier |
Order Notes | notes entered in the checkout form |
Order Reference | 8-character alphanumeric string beginning with the number symbol (#) located in the top right corner on the booking level |
Voucher | name of the reseller voucher |
Voucher Code | code of reseller voucher used during the sale |
Voucher Bill Gap | YES / NO; used with sequential voucher numbers: if a voucher number does not follow the sequence (1, 2, 3, 4, and then 9 comes in), the system automatically creates bookings with voucher numbers that fill the gap between the last and newest booking (5, 6, 7 and 8 - called ‘bill gap vouchers’) to be able to invoice the reseller on the skipped vouchers as they will have been sold (common with physical booklets of vouchers) |
Reconciled | indicates whether payments in the transaction are matching |
Channel | the source of the sale (Terminal, Web Checkout, Backoffice, Direct API, Concierge, Sales Kiosk, custom channels) |
Order Destination | if destinations are set, the destination in which the sale was made |
Reseller | name of the reseller who made the sale |
Registry | name of registry to register orders in an external system in real time |
Registry Data | a reference assigned to the order from an external system |
Reseller Code | code assigned to a reseller |
Checkout | name of the checkout through which the order was made |
Portal | name of the sales portal through which the order was made |
Reseller Destination | destination to which a reseller is assigned to |
Reseller Manager | name of the person assigned to a reseller; you can splice revenue from resellers and pin it by manager |
Reseller Band | name of the reseller band a reseller is assigned to |
Reseller Channel | name of the channel a reseller is assigned to |
Connection | name of the connection |
Connection Partner | name of the connection partner (reseller) |
Checkout Channel | type of channel assigned to the web checkout |
Reseller Billing Account Code | custom code used for ERP integrations like SAP |
Reseller Billing Customer Code | custom code used for ERP integrations like SAP |
Reseller Billing City | city where the reseller resides used for billing and invoicing purposes |
Reseller Billing Address | full address of the reseller for billing and invoicing purposes |
Reseller Invoice Date Field | specifies whether a reseller is invoiced on the travel, booking or redemption date |
Reseller Tags | tags assigned to a reseller; used for filtering |
Reseller Tax Registered | indicates whether a reseller is tax registered; if a reseller is tax registered, net tax is calculated using the wholesale price (net tax = tax on wholesale); if a reseller is not registered, net tax is calculated using the retail price (net tax = tax on retail) |
Reseller FX | the conversion rate against the reseller’s currency |
Reseller Allow Top-ups | indicates whether a reseller is allowed to receive credit top-up; credit is used when a reseller, usually a concierge, accepts cash payments instead of using the payment gateway, which can be a liability for the operation |
Supplier FX | the conversion rate against the supplier’s currency |
Direct Sale | indicates whether sales where made by your sellers, from your website or kiosk; indirect sales are made by resellers, both concierge or via API |
Referrer | URL of a web referrer |
Agent | name of an agent working for the reseller |
Shift Seller | name of the seller selling through a terminal, who started the shift |
Shift Cashier | name of the cashier selling through the backoffice or concierge portal |
Shift Location | name of the terminal location |
Shift Location Tags | tags associated with the location |
Seller | name of a seller; this seller can be different than the shift seller, see ‘Shift Seller’ above. You can assign a promoter, where street sellers are not allowed to sell directly to customers but can bring them to the terminal or box office to finish the sale. |
Seller Billing Account Code | code assigned to a seller for billing purposes |
Seller Tags | tags associated with the seller |
User | name of a user who made sales using a password (manager, finance staff, etc.) |
Location | name of the location where the sale was made from |
Location Channel | name of the channel which was used to make the sale at the location |
Outlet | name of the reseller outlet; outlets can be thought of as chains that can be assigned to a reseller |
Email Receipt | indicates whether an email receipt was sent to the customer |
Source | name of the source where the sale was made from |
Settlement | type of settlement method: Direct - the full amount was paid to you, Voucher - you need to settle the payment with a 3rd party, Deposit - a deposit was paid in the course of the transaction, Wholesale - the reseller paid you the wholesale price, Deferred - there is a balance remaining on the order |
Customer | customer full name |
Customer Contact | a summary of a customer’s contact information (full name, email address, phone number) |
Customer Tags | custom tags assigned to a customer, used for filtering |
Customer Salutation | preferred form of address for the customer, for example, Mr., Mrs. or Ms. |
Customer Full Name | customer's complete name; may include their first, middle and last name(s) |
Customer First Name | customer’s first name; may include a middle name if applicable |
Customer Last Name | customer’s last name; may consist of one or more family names |
Customer Company | organisation where the customer is currently employed |
Customer Department | department within the customer's place of employment |
Customer Title | position or role held by the customer within their company |
Customer Email | customer’s email address |
Customer Mobile | customer’s mobile phone number |
Customer Age | customer’s age |
Customer Language | customer’s preferred language for communication |
Customer Country | customer’s country of residence |
Customer Address | street name and number of the customer’s address |
Customer City | the city in which the customer resides |
Customer State | state (as in the USA or Mexico) or province (as in Canada or Switzerland) where the customer lives |
Customer Postal Code | ZIP or postal code corresponding to the customer's address |
Customer Notes | customer notes included at checkout |
Customer Tax ID | customer’s tax identification number |
Customer Tax Office | tax office where the customer files or reports their taxes |
Customer Marketing | indicates whether the customer subscribed to receive marketing communication from your company |
Imported | indicates whether a booking was imported |
Test | indicates whether a booking is a test booking |
IP Address | if a customer made an order through the web checkout, their IP address is shown |
User Agent | browser information if a sale comes through the web checkout |
Delivery Method | delivery method of tickets (via email, sms, QR code, scan digital wallet, print tickets, do nothing) |
Currency | currency used to sell a product |
Transferred | indicates whether funds have arrived in the operation’s account |
Terminal | name of the terminal where the sale was made from |
ID | unique alphanumeric string identifying a booking |
Cancelled on ID | ID of the shift when a booking was cancelled |
Cancelled By | name of the seller who made the cancellation |
Invoice ID | reseller invoice ID |
Invoice | reseller invoice reference, consists of reseller code or name and invoice number |
Invoice Status | state of reseller invoice (void, draft, confirmed, overdue, paid) |
Operator Invoice ID | - |
Operator Invoice | - |
Has Operator Invoice | indicates whether an operator invoice was issued |
Booking Reference | 8-character alphanumeric string located between the travel date and booking total information near the top on the booking level |
Booking Barcode | unique string generated for a booking |
Booking Alias | unique string generated for a booking made with an operator |
Supplier Reference | - |
Reseller Reference | - |
Status | indicates the state of a booking, see Bookings - Status column |
Label | unique flag associated with a booking |
Product | name of your product |
Product Destination | destination associated with the product |
Product Operator | name of the product operator |
Product Code | custom code of the product |
Product Billing Account Code | custom code for reporting purposes |
Product FX | if you use different currencies, this is the conversion rate for the product |
Product Tags | custom tags assigned to a product, used for filtering |
Cancellation Reason | reason selected from the options offered in the drop-down field during booking cancellation |
Cancellation Notes | reason provided as additional information pertaining to booking cancellation |
Promotion | discount assigned to the sale of a booking |
Promotion Code | custom code assigned to a promotion |
Promotion Tags | custom tags assigned to a promotion, used for filtering |
Combination | starting product that lead to a combination discount sale |
Has Combination | indicates whether the order contains combinations (cross-sell products) |
Combination Booking | the reference number of the starting product |
Package Product | product consisting of more than one include (product) |
Package Product Code | custom code assigned to a package |
Package Option | name of an option in a package |
Package Option Code | custom code assigned to a package option |
Package Travel Date | the nearest travel date of one of the includes in the package |
Option | variant of the product (for example, 24-hour tour, 48-hour tour) |
Option Code | custom code assigned to an option |
Hotel | name of the hotel selected during booking |
Has Voucher File | indicates whether an image of the voucher is attached to the booking |
Has Duplicates | indicates whether a duplicate booking was made; where a booking already exists in the database (for example, an API-connected product or pre-printed voucher) but a voucher was introduced manually, thereby creating a booking with the same reference number, the system marks the latter booking as a duplicate |
Has Purchases | indicates whether an item was purchased with the booking |
Has Allocations | indicates whether the product contains allocations |
Has Reclaims | indicates whether the reseller invoice has been adjusted |
Has Extra Upgrades | indicates whether the booking contains extras |
Has Resources Allocated | indicates whether the booking has resource assigned to it |
Purchases | name of item purchased |
Has Waivers | indicates whether the booking includes any waivers |
Waiver | name of the waiver included in the booking |
Waivers Complete | indicates whether all waivers attached (if any) to the booking have been signed by the customer |
Pickup Requested | indicates whether the customer requested to be picked up for the tour |
Pickup Dispatch Driver | name of the driver assigned to the pickup |
Pickup Zone | name of the zone where pickup point is located |
Pickup Time | exact time when pickup is available for the tour |
Pickup Point | name of pickup point |
Pickup Route | path the pickup takes |
Pickup Notes | additional information included in the booking pertaining to pickup |
Pickup Address | address of pickup point |
Pickup Telephone | phone number of a contact managing / guiding pickup |
Custom Pickup | name of pickup; this can be a pickup that is not assigned to the booking route but is listed in the pickup list |
Backend Connected | indicates whether the booking is API connected |
Backend Error | indicates whether there was an API connection failure |
Backend Error Message | description of API connection failure |
3rd Party Products | indicates whether 3rd party product |
OCTO UUID | unique reseller identifier used as an API authentication token |
Allow Voucher | indicates whether a group ticket is allowed |
Allow Tickets | indicates whether individual tickets are allowed |
Checked In | indicates whether the customer checked in |
Upsold | indicates whether the booking was changed to a more expensive offering |
Upsold From | name of the product the customer initially requested before being upsold, see above |
Dropoff Requested | indicates whether the customer requested to be dropped off after the tour |
Dropoff Point | name of dropoff point |
Dropoff Time | time when customer is dropped off at dropoff point |
Dropoff Date | date when customer is dropped off at dropoff point |
Dropoff Instructions | information pertaining to dropoff point |
Tour Time | time when the tour starts |
Tour Group | name of the tour group the booking is assigned to |
Duration | length of the tour in hours |
Same Day | indicates whether the travel date is same as the booking date |
Travel Date | date when the tour takes place |
Booking Date | date when the product was purchased |
Booking Time | time when the product was purchased |
Valid From | voucher validity start date |
Expires On | voucher validity end date |
Redemption Date | date when the booking was redeemed |
Redemption Time | time when the booking was redeemed |
Redemption Location | virtual or physical location where the tickets were redeemed |
Confirmation Date | date of order confirmation |
Confirmation Time | time of order confirmation |
Cancellation Date | date of order cancellation |
Cancellation Time | time of order cancellation |
Supplier Booking Date | date when the booking was made by the supplier |
Supplier Booking Time | time when the booking was made by the supplier |
Supplier Redemption Date | date when the booking was redeemed by the supplier |
Supplier Redemption Time | time when the booking was redeemed by the supplier |
Supplier Confirmation Date | date when the booking was confirmed by the supplier |
Supplier Confirmation Time | time when the booking was confirmed by the supplier |
Supplier Cancellation Time | date when the booking was cancelled by the supplier |
Supplier Cancellation Time | time when the booking was cancelled by the supplier |
Confirmed | indicates whether the booking was successfully processed |
Booking Type | indicates the type of product purchased, see Booking Type |
Private Notes | notes on a booking made on the backend; these are not viewable by the concierge or customer |
Public Notes | notes on a booking that can be viewed by everyone |
Pickup Notes | notes on a booking pertaining to pickups |
Enable Charity Roundup | indicates whether charity roundup was enabled on the product |
Open Dated | indicates whether a booking is open-dated, i.e. can be used anytime in the validity period set on the product |
Skip Feedback Email | indicates whether the option to skip feedback email was selected |
Visitor Fingerprint | if a value is displayed, a visitor used fingerprint identification to pay for the order (if implemented) |
Question | displays the answers to questions associated with the booking |