Order History Export: How to Download Orders vs. Items

As of September 23, 2020, BentoBox users can choose to export orders at the Order-level or Item-level for all of the following: 

• Pickup, delivery, and/or dine-in orders

• Catering orders

• Gift card orders

• Tickets

• Merchandise Store

Once you click “Export,” you decide on your export format and choose your local time zone:

Exporting by Orders (new functionality)

Use this when you want to see things like totals or averages for revenue, total tips, etc. across orders. You can also use this export customer data like phone number for remarketing, as well as reporting on promo code redemption amounts by day, week, or month. 

Exporting by Items (existing functionality)

Use this when you want to use a pivot table to sum up total sales or revenue by menu item. You can also use this to see how many items each customer purchased. Or to find the average number of items purchased per order. 

If your order export is small enough, we will download the csv file directly for you. If it’s above a certain amount of data, we’ll email you the download once it’s ready! 

You’ll get an email with a subject line like this: 

The email will contain an attachment that has a .csv file with your export. 

Now, you can easily sum up order totals to see your sales for the day. 

Go to Online Ordering > Order History and then select the location(s), fulfillment type(s), order dates, and status(es) you’re interested in. Then, click “Export.”

More information on online ordering exports here

Exports now include new fields including:

Order-level Export

• Customer phone number: You could use these to re-market to diners with a low-cost SMS campaign. 

• Third party offset: How much of the Door-to-Door delivery fee your restaurant covers per order. By default, this will be set to $0 if you don’t cover any of the diner delivery fee).

• Order discount: How much money your restaurant covered if a promo was applied. 

• Order promo: The text field that was entered to redeem a promo for the order (i.e. 20OFF)

Item-level Export

• Discount: How much of a discount was applied to each specific item. For example, if the discount on the order was 10% and 5 items were ordered, it would be 10% * order total / # items ordered. Or if the discount was $5, it would be: (order total minus $5) / # items ordered. 

Go to Orders in the STORE section of BentoBox. You can filter to the order dates, type(s) of order, status(es), and location(s) you’re interested in. Then, click “Export.”

Once you’ve set your filters and click to “Export,” you’ll see the option to select order-level or Item-level. If you choose “Orders,” every row in your spreadsheet will contain one order.

Exports now include new fields including:

• Customer phone number: You could use these to re-market to diners with a low-cost SMS campaign. 

• Order discount: How much money your restaurant covered if a promo was applied. 

• Order promo: The text field that was entered to redeem a promo for the order (i.e. 20OFF)

More information on eCommerce exports here

• View your total revenue across orders (sum total “order_total” column in your export).

• See order volume by summing rows in spreadsheet (Set time period before exporting).

• Calculate your total tips for the day, week, month. 

• Sum your delivery fees for the month (if you use Door-to-Door delivery).

Get the numbers you need faster. Now, you can see details for an order as one (1) row in a spreadsheet. Plus, you get new fields in your spreadsheet and can select your time zone. 

• Less time in spreadsheets. 

• Fewer pivot tables.

• More data at your fingertips.

Try it out! Log in to BentoBox and go to Orders > Export or Online Ordering > Order History.