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Where Do I Find My Retail Customers' Orders?
Where Do I Find My Retail Customers' Orders?

Keep track of your customers who aren't PC's in your Rodan and Fields business

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Written by PULSE
Updated over a week ago

This article will guide you on how to find your Retail Customers’ orders in PULSE by Penny.

PULSE by Penny has two Reports that will provide you with the information you are looking for:

  • Orders Contributing to My PV

  • Orders Contributing to My Level 1 PV


How to find my Retail Orders

  1. Go to the Reporting section

  2. Scroll down to Orders and select one of the two reports:

    1. Orders Contributing to My PV

    2. Orders Contributing to My Level 1 PV

  3. On the mobile app, select More then Reporting

  4. On the web version, select Reporting

  5. Select the Period you wish to review (please note this will always be set to 'Current Month.')

  6. Select the Order Type metric and click on Add Filter.

  7. Select Retail Order.

And that's it! The app will display a list of your retail orders inside any of these reports.

Please note: it is normal not to be able to see your retail orders contact's profile card since they haven't been added to the app. The good news is you have an overview of the order details that includes tracking information, items, shipping, billing and contact information.


Manually add retail orders using the "tasks" feature

It would be helpful to your workflow to manually add tasks to the retail customers' profiles when they order. Why? You can make these tasks act as your customer's past order history. Here's how:

  1. Opening the Contacts page

  2. Search the name of the contact in the top right search bar

  3. Once the profile card is open, click on "Activity"

  4. Click the "Task" icon.

  5. From there, you can add a task for that same day or a past-date by clicking the box labeled "Previously Completed".

  6. Choose a date using the calendar picker (you can backdate pretty far)

  7. Click "Add Task".

  8. In the "notes" section, you can notate their order details and whatever other relevant details you choose.

Hot Tip: And the best part is, whether you work from the Daily, your Prospecting page, or add a task manually, each task you complete will count towards your Daily completes.


Create a Custom List to see all your retail customers

  1. Tag all your retail customers under a custom tag, such as " Retail Customer"

  2. Select More, then "Custom Lists" and create a campaign

  3. Under "tags" input your retail customers' tag. Now, you should see all your retail customers generate in the "People included" section.


The product images shown are for illustration purposes only and may not be an exact representation of the product.

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