The Pull List, also known as the Load List, summarizes products ordered and their quantities for one or more events. It helps suppliers prepare inventory and deliveries, with flexible grouping options and statistics showing how many exhibitors ordered from each revenue type.
Description
The Pull List provides a consolidated view of products ordered for an event, including the total quantity ordered for each product.
The report also provides statistics for each revenue type, including the number of exhibitors who ordered products from that category.
Although the Pull List is most commonly generated for a single event, you can select multiple events to combine their product quantities into one report.
Results can be grouped by department, location, or pavilion, making the report useful for preparing inventory, organizing loads, and planning deliveries.
Important Report Warnings
The Pull List may display two types of warnings in red at the top of the report. These warnings help identify information that could affect product quantities or delivery preparation.
Bundle Products
If orders for the selected events contain bundles and Include Bundle Parents is set to No, the report displays a warning.
Depending on how bundles are configured, excluding bundle parent products may omit important product counts. Review this setting to ensure the report includes the quantities needed for your operation.
Outstanding Shopping Carts
If contacts associated with the selected events have items remaining in their shopping carts, the report displays a warning.
To see which contacts have outstanding shopping carts and what those carts contain, change Show Shopping Cart Details from No to Yes.
The report will then display the individual contacts and their shopping cart contents at the top of the report.
Example Warnings
Report Example
Available Filters
Use the following filters to select events, control the products and orders included, and customize how the report is organized.
| Field Name | Available Values | Default |
|---|---|---|
| Event(s) | Choose one or more events to include in the report | None |
| Status(es) | Payment Pending Confirmed Closed |
All statuses |
| Group By | Department Location Then Department Pavilion None |
Department |
| Delivery Start | Any date | Beginning of time |
| Delivery End | Any date | End of time |
| Order Start Date | Any date | Beginning of time |
| Order End Date | Any date | Current date/time |
| Order Modify Start Date/Time | Any date | Beginning of time |
| Item Modify Start Date/Time | Any date | Current date/time |
| Revenue Type(s) | All revenue types defined in the system | All |
| Page Break Between Departments | No Yes |
No |
| Customer Type(s) | Exhibitor EAC Show Organizer Other customer types defined in the system |
All |
| Print Product Codes | No Yes |
No |
| Include Bundle Parents | No Yes |
No |
| Suppliers | Any active supplier for the store | All |
| Show Shopping Cart Details | No Yes |
No |
| Use Numeric Code as Weight | No Yes |
No |
Filter Details
Event(s): Selects the events whose product quantities are included in the report. You can select a single event or combine multiple events into one consolidated Pull List. No events are selected by default.
Status(es): Determines which order statuses are included. The available statuses are Payment Pending, Confirmed, and Closed. All statuses are selected by default.
Group By: Controls how products and quantities are organized in the report.
- Department: Groups products by department. This is the default selection.
- Location Then Department: Groups results first by location and then by department.
- Pavilion: Groups results by pavilion.
- None: Displays results without additional grouping.
Delivery Start and Delivery End: Define the delivery date range for items included in the report. By default, the range extends from the beginning of time through the end of time, allowing all delivery dates.
Order Start Date and Order End Date: Define the order date range used to select orders for the report. By default, the range extends from the beginning of time through the current date and time.
Order Modify Start Date/Time: Specifies the earliest order modification date and time to consider. The default is Beginning of time.
Item Modify Start Date/Time: Specifies an item modification date and time used when selecting report data. The documented default is Current date/time.
Revenue Type(s): Allows you to limit the report to selected revenue types. All revenue types defined in the system are included by default.
Page Break Between Departments: Determines whether each department begins on a separate printed page. Select Yes to insert page breaks. No is selected by default.
Customer Type(s): Allows you to limit the report to selected customer types, including Exhibitor, EAC, Show Organizer, and other customer types defined in the system. All are included by default.
Print Product Codes: Determines whether product codes appear alongside product information. No is selected by default.
Include Bundle Parents: Determines whether parent products from bundles are included in the report. No is selected by default.
If the selected events contain bundles and this option is set to No, a warning appears at the top of the report. Review this option carefully because excluding bundle parents may affect the product quantities displayed.
Suppliers: Allows you to limit the report to selected active suppliers within the store. All suppliers are included by default.
Show Shopping Cart Details: Determines whether outstanding shopping cart information is displayed. No is selected by default.
When set to Yes, the report displays contacts with outstanding shopping carts and the contents of those carts at the top of the report. This can help identify potential additional product demand before preparing inventory and deliveries.
Use Numeric Code as Weight: Provides an option to use numeric product codes as weight values in the report. No is selected by default. This option should be used only when numeric codes are configured appropriately for the intended purpose.
Tip: Before using the Pull List to prepare inventory, review any warnings at the top of the report. If bundles are used, verify the Include Bundle Parents setting. Enable Show Shopping Cart Details to identify outstanding carts that may affect anticipated product demand.
For delivery preparation, consider grouping by Location Then Department or Pavilion to organize product quantities according to where they will be needed.
Sample Report
Open the Pull List PDF to see an example of the finished report.