Order Status Report

Go to Reports → Transaction Reports → Order Status

Order Status Report allows users to track and monitor the progress of online orders and orders from other sources. The report typically includes various fields of information related to the order, enabling customers and administrators to quickly access relevant details.

Criteria Selections for Sales By Customer

Make entries in the following fields to determine report output:

• Start Date: Enter the starting date you want to include in the report.

• End Date: Enter the ending date you want to include in the report.

• Transaction Number: Users can now search for specific orders using the transaction number.
• Order Status: Users can filter orders based on specific order status.
• Order Source: Users can filter orders based on their source. The supported order sources include retailcloud Online, Shopify, TIKT, Breakaway, QSR, Bar Tab, Stark Exo, Yinzcam, Tapin2, Suite, and Bigcommerce.

Note:

The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month)

Details

Here is the description of each field in the Order Status Report:

1. Order ID: A unique identification number assigned to each order.
2. Order Source: Indicates the channel or platform through which the order was placed, such as retailcloud Online, Tikt, Shopify, BigCommerce, Phone Order, QSR, etc
3. Order Date & Time: The date and time when the order was placed by the customer.
4. Customer Name: The name of the customer who placed the order.
5. Shipping Address: The address where the order will be shipped to.
6. Location Type: Specifies the location type (e.g., Store)
7. Location: The specific location where the order originated or where it will be delivered. (Store Name)
8. Register ID: The specific register or point-of-sale terminal where the order was processed.
9. Event: To view all event details, including the start and end dates, and location, ensuring full visibility of transaction data linked to specific events.
10. External Order Ref: A reference number provided by the customer or an external system, if applicable. (e.g., Order ID from Shopify)
11. Receipt #: The unique identifier or reference number associated with the order receipt or invoice.
12. Order Status: Indicates the current status of the order, such as Initiated, Sent for Processing, Ready, Delivered, Shipped, Delivered, or Canceled.
13. Payment Status: Specifies the status of the payment for the order, such as Paid, Unpaid.
14. Item count: The total number of items included in the order.
15. Comments: Additional notes or comments related to the order, such as special instructions or requests.
16. Metadata: Additional data or information associated with the order, which can be used for tracking or reporting purposes.

By providing this information in a concise and organized manner, the Order Status Report enables customers to stay informed about their orders and helps businesses streamline order management processes.

Add or Remove Columns

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, and you can save the edited report and reopen it later.

1. Open a report.

2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

Filter your Reports

You can filter reports to narrow down the information that is shown by default. For example, you can add a filter to show only sales for a specific Location, Order Source, Status, etc. 

You can also add or remove columns in your reports. Any filters or edits that you apply are temporary.

1. Open a report.

2. Click Filters.

3. Select a Column

4. From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.

5. In the filter box, type any value that you want to filter by.

   If you want to filter Store by a value that is "Store 1", and/or "Store 2" then select the operator Contains Store 1 AND/OR Contains Store 2

Printing Reports

Users have the option to print reports on Console, 

1. Navigate to Reports and select the report

2. Select the Date Range that you wish to get the report for.

3. Select filters that are necessary for your report. 

   Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 

4. Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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