Storable CRM and Collections Knowledge Base

Merchandise Transaction Summary

Storable CRM

The Merchandise Transaction Summary Report provides data on move-ins with available merchandise. If your organization has merchandise for move-ins enabled, data from this report is associated with the Merchandise tab during move-ins.

Note: You will only see this report if you have Merchandise move-in enabled for your organization.

Merchandise Transaction Summary

  • Location - Location where the merchandise was sold.

  • Sale Date - Date of the sale.

  • Sold By - Agent/Employee who sold the merchandise to a lead.

  • Customer Name - First and last name of the lead who bought merchandise.

  • Tenant ID - Tenant ID of the customer.

  • Payment Method - How the customer paid for the merchandise (credit card, check, or cash).

  • Merch Item Subtotal - Cost of merchandise, before tax.

  • Merch Item Tax - Tax added to the merchandise cost.

  • Merch Item Total - Grand total of merchandise and tax.


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