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
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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
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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
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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
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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 | how the customer wishes to be addressed, for example, Mr., Mrs. or Ms. |
Customer Full Name | same as ‘Customer’, see above, but the customer name is typed without spaces |
Customer First Name | customer’s first name |
Customer Last Name | customer’s last name |
Customer Company | customer’s company |
Customer Department | the department in which the customer works at their company |
Customer Title | customer’s work title at their company |
Customer Email | customer’s email address |
Customer Mobile | customer’s phone number |
Customer Age | customer’s age |
Customer Language | customer’s preferred language |
Customer Country | customer’s country of residence |
Customer Address | customer’s address (street name and number) |
Customer City | customer’s address (city) |
Customer State | customer’s address (state) |
Customer Postal Code | customer’s address (postal code) |
Customer Notes | customer notes included at checkout |
Customer Tax ID | customer’s tax identification number |
Customer Tax Office | tax office to which the customer belongs |
Customer Marketing | indicates whether the customer subscribed to receive marketing communication |
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 |