KPI Data Fields | SMRT Systems Help Center

General Definitions:

Return(ed) = Order pick up or delivery, i.e. returned to customer

Agent = Source of sale, corresponding to a store, route, or group

Types of KPIs:

Notes/Issues

Assigned to - Employee issue is assigned to
Type
Category
Sub Category
Message - Message Content
Created Date
Issue Due Date
Resolved Date
Resolved / Closed - Is issue resolved?
Has Photo
Customer
Customer Agent
Order Agent
Sale ID - Order Number
#Room / #Ref - Customer Extra Information Field like room number / invoice number
Item Brand
Guest Name
Item Type
Payment Setting
Item Fabrics
Item Barcode
Item Colors

Alterations

Alteration Type
Alteration Note
Agent
Sale ID - Order Number
Assigned To
Payment Setting
Alt Created By
Alt Completed By
Sold By - Employee who detailed item
Customer ID
Customer
Piece Count
Before Discount Amount
Discount Amount
Alteration Created - Date
Alteration Completed - Date
Sale Created - Date
Sale Ready Date
Due Date
Production Due Date
Paid Date
Item Type
Item Barcode
Item Brand
Colors

Customers

Customer ID
Full Name
First Name
Last Name
Company
Is Active
Cell Phone
Home Phone
Email
Billing Email
Billing Address - Street
Billing Address - Apt/Suite
Billing Address -ZIP
Billing Address - City
Billing Address - State
Delivery Address - Street
Delivery Address - Apt./Suite
Delivery Address - ZIP
Delivery Address - City
Delivery Address - State
Date When Added to Route
Route Stop Number
Register Date - Signup date, not necessarily first visit date
Register Location
Registered By - Employee
First Visit Date
First Visit Amount
Second Visit Date
Second Visit Amount
Third Visit Date
Third Visit Amount
Fourth Visit Date
Fourth Visit Amount
Fifth Visit Date
Fifth Visit Amount
First Return Date
First Return Amount
Second Return Date
Second Return Amount
Third Return Date
Third Return Amount
Fourth Return Date
Fourth Return Amount
Fifth Return Date
Fifth Return Amount
Last Visit Date
Agent
Delivery Preference - Account Delivery Setting, ex: Regular or Will Call
Route
Group
Billing Account - Account that this customer's orders are billed to
Delivery Account - Account that this customer's orders are delivered with
Paid with Master Account - Yes/No, is this customer billed to another master account?
Promotion - Permanent customer promotion set up in customer profile
Payment Setting
Total Spending - Total spending all time
Monthly Spending - Avg per month, using all time spending
Number of Orders- All time
Number of Pieces - All time
Current Balance - Statement customers only, the balance that has NOT been billed
30 Balance - 1-30 balance based on billed date for statement customers, and order A/R date for POS and autopay customer
60 Balance - 31-60 balance *same dates as above*
90 Balance - 61-90 balance *same dates as above*
91+ Balance - 91+ balance *same dates as above*
Total A/R - Total of all above A/R balances
Due Balance - Total of all above A/R balances EXCEPT for "current"
Net Balance - Total A/R Balance minus Credit Balance
Credit Balance - Total available to use credits on account
Send Emails - Account set to receive emails, yes/no
Send Texts - Account set to receive texts, yes/no
Tax Exempt
Apply Upcharges - Do upcharges apply to this account, yes/no
Has Card on File - Yes/no
Credit Card Status - Active/Decline/Expired
Spending Demographic - Almost No Spending / Low Spenders / Average Spenders / Good Spenders / Top Spenders (each 20% of the customer base, ex. Almost No Spending is 0-20th percentile)
Locker Customer - Is locker customer? Yes/no
Frequency (weeks) - Average visit time in weeks, ex. if a customer averages a visit a month, frequency = 4 weeks
Lost (weeks) - Customer flagged as Lost once they have no visit for 2x their Frequency (above). This displays in weeks how long a customer was lost
Spending Percentile
Aging Inventory - Days since earliest order that is ready to be picked up was readied
Referral Source - Optional field in the system, if enabled creates a custom list of options for referral source
2018 Sales - Customer sales total for 2018
2019 Sales - Customer sales total for 2019

Deliveries

Route
Customer ID
Customer
Delivery Preference
Delivery Instructions - Instructions that customer can add while scheduling online
Cleaning Instructions - Instructions that customer can add while scheduling online
Address Type - Billing/Home/Other
Address
ZIP Code
City
State
Vehicle - Vehicle assigned to the driver's phone
Locker Barcode
Delivery Status - Scheduled / Completed / Missed / Cancelled / Deleted
Date Created
Driver
Created By
Cancelled By

Gift Cards

Transaction Reference - Transaction reference number
GiftCard - Gift card barcode
GiftCard Creation Date
Transaction Amount
Transaction Date
Transaction Operation - Redeemed / Sold
Transaction Source
Transaction Staff Name
Transaction Station Name
Transaction Store Name
Customer ID
Customer Name
Customer Agent ID
Customer Agent

Orders

ID - Sale ID / Order #
Customer ID
Customer
Customer First Name
Customer Last Name
Customer Email
Customer Phone
Customer Company Name
Customer Delivery Preference
Paid with Master Account
Address Type
Address
Apt./Suite
ZIP Code
City
State
Billing Account
Delivery Account
Agent
Associated Store(s) - Main Agent that this Agent is associated with, if set
Payment Setting
Created By
Return Location
Extra Identifier - ID / Room order field
External Barcode
Status - Order Status
Piece Count
Price
Paid Amount (inc. Deposits) - Any payment, prepayment, or deposit amount linked to this order
Discounted Amount
Before Discount Amount
Total Tax
Taxable Amount - $ amount of order that can be taxed, if only certain departments are taxable
Promotion
Created
Due Date
Production Date
Detailed Date
Assembly Date
Returned Date
Ready Date - Corresponds with time when last part of order is RACKED, which is when the order is marked as READY and goes into A/R
Paid Date
Deleted Date
Payment Method
Paid By - Employee
Promotion Added By - Employee
Promotion Added Date
Financial Department(s) - Departments the order is comprised of, could be multiple
Group - Group customer belongs
Notes

Items

Sale ID - Order number
Customer
Customer Email
Customer Phone
Billing Account ID
Agent
Payment Setting
Associated Store(s)
Created By
Return Location
Piece Count
Lot Status
Item Status
Price
Applied Tax
Discounted Amount
Before Discount Amount
Before Tax Amount
Taxable Amount
Non Taxable Amount
Up Charge Amount
Down Charge Amount
Item Base Price
Created
Due Date
Production Date
Detailed Date
Order Assembly Date
Returned Date
Ready Date
Paid Date
#Room/#Ref
Guest Name
Classification - Item or surcharge? Surcharges populate Item KPIs as their own line item
Item Type
Brand
Item Description
Special Cares
Colors
Fabrics
Pattern
Detailed by
Pressed by
Assembled by
Removed by
Returned by
Production Value
Financial Department
Barcode
Is New - First time barcoding item
Category
Item Assembly Date
Item Pressing Date
Item Removal Date
Item Detail Date
Item Spotting Date
Item Repair Date
Ticket Finished Date
Item Bagged Date
Item Pickup Date
Item Deliver Date
Item Return Date
Last Location Label
Last Location Barcode
Last Racked by
Last Racked Store
Racked on Ticket
Last Racked on Date
Tax Zone
Surcharge Name