Understanding the Order Summary Report

The Order Summary provides an unreconciled financial breakdown of all orders placed during a given period, based on order date.

This report allows you to

• Preview order details before monthly reconciled reports are available.
• Calculate estimated practice revenue within a given date range.
• Compare estimated revenue over multiple date ranges.

Report Data

The Order Summary Report includes the following data:

Corporate Only Fields:

Practice ID	Practice ID Number
Practice Name	Practice Name

Order Details:

Order Number	Client-facing order number
Order Date	Date the order was placed
Order Origin	Placed by the Client, the Practice, or Covetrus Support
Order Method	Placed via Web or Autoship
Client Payment Method	Client credit card type

Order Item Details:

Product Autoship Status:	Indicates if Autoship is active
Autoship Next Order Date	If active, when next Autoship order will place
Order Ship State	State the order shipped to
Order Ship Method	Shipping method for each line item
Order Ship Date	Date item shipped
Order Reship	Indicates if item was reshipped (no charge) by Covetrus Support
Product Quantity	Quantity of packages ordered (i.e. 2x 6-pack = “2”)
Line Item Status	Current fulfillment/shipping status for item
Client Product Revenue	Client retail cost, excluding promos, handling, tax, and fees
Shipping Fee	Shipping charge for each line item
Handling Fee	Handling charge for compounded items
Fulfillment Fee	Surcharge for increased fuel, material, and labor costs
Client Sales Tax	Retail Sales Tax collected from client on the product/item
Client Discount	Discounts, rebates, coupons applied to items (these may be sponsored by Covetrus, the manufacturer, or the practice)
Client Total	Total amount paid by client
Practice Product Cost	Product cost to practice (includes rebates, discounts, or promotions offered by manufacturer or retailer)
Practice Regular Cost	Standard product cost to practice (without any rebates, discounts, or promotions offered by manufacturer or retailer)
Practice Discount	Discount the practice receives off of the product cost = Practice Regular Cost – Practice Product Cost
Practice Sponsored Discount	Discount offered by practices to their employees or clients
Practice Service Fee	Service fee paid by practice
Practice Sales Tax Collected	Wholesales tax collected from the practice on the product/item
Merchant Fee	Credit card processing fee
Practice Total	Total cost to the practice = (Practice Product Cost x Item Quantity) + Practice Sales Tax Collected + Practice Service Fee + Merchant Fee – Practice Sponsored Discount
Net Deposit	Estimated** net deposit delivered to the practice from Covetrus **Because the data is not reconciled, this is an estimated amount and is subject to change.

Client/Patient Details:

Client Name	Client first and last name
Client Email	Client email address
Patient Name	Patient name
Patient Species	Patient species
Client Selected Vet	Primary veterinarian listed on patient profile

 Product Details:

SKU	Covetrus SKU # for purchased product
Product Name	Purchased product
Brand	Product brand
Manufacturer	Product manufacturer
Treatment Category	Disease Management, Acute Care, Preventative, Supplement, or Diet
Product Category	Detailed product category (i.e. Ophthalmic, Allergy, Antibiotic/Fungal/Bacterial)

 Associated Prescription/Authorization Details:

Legal Category	Prescription, Over the Counter, or Approved Over the Counter
Rx Authorizing Vet Name	Name of veterinarian on prescription or authorization
Rx Entered By	Veterinarian, delegate, or pharmacist who entered the prescription/authorization
Rx Method	Where the prescription/authorization was entered: E-Prescribe, Fax, Mail, Phone, or PIMS_Rx
Rx Origin	Practice (ProScript), Competitive (Rx Came from Outside Pharmacy checked), Pet Owner Pending (Client Request), or Practice Renewal

Note: Custom Reports are pulled on demand and are not reconciled. For financially reconciled data, please see your standard Monthly Reports.