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Orders details and sale order export

Orders details and sale order export

While working on the dashboards we identified multiple data points which are currently not visible on the orders listing page and in the sale order report export from the Eshopbox workspace.

The purpose of this doc is to identify such data points and confirm the below:

  • Where the data point will be visible on the workspace?

  • Is search allowed with the data point?

  • Is a filter required with the data point?

  • Is required in the sale order report and if yes what will be the column name and possible value?

List of data points:

Figma link: https://tinyurl.com/yhapc97n

Dashboard

Logic

Data point

View on workspace

Search

Filter

Filter condition

Export (Column name if required)

Export placement

Dashboard

Logic

Data point

View on workspace

Search

Filter

Filter condition

Export (Column name if required)

Export placement

On-time handover BRD

  • If RTS time < 12 noon, the estimated handover date will be the same day

  • If RTS time > 12 noon, the estimated handover date will be the next day

Estimated handover date

  • Show under orders tab.

    • Estimated handover date: 10 Apr, 2023

  • On hover of status when (Ready to ship)

Not required

More filters

  • Estimated handover date

  • Condition: is/is between/today/yesterday/last 7 days/last 30 days/this month/last month)

 

Estimated handover date

Before order handover on

 

 

On time handover

  • On hover of status when (Ready to ship)

Not required

More filters

  • On time handover

  • Condition: (is/is not)

  • Values: (Late/Overdue/On time/Exception)

    • Multi-select

On time handover

After order handover on

 

 

First handover attempt

 

Not required

More filters

  • First handover attempt

  • Condition: is/is between/today/yesterday/last 7 days/last 30 days/this month/last month)

First handover attempt

After On time handover

 

 

Handover attempts

 

Not required

More filters

  • Handover attempts

  • Condition: (is/is not)

  • Values: 1, 2, 3, 4, 5 and more

    • Multi select

Handover attempts

After First handover attempt

Exception rate BRD

  • Estimated return pick-up date

    • Return request created/approved < 12 noon, the estimated pick-up date will be the same day

    • Return request created/approved > 12 noon, the estimated pick-up date will be the next day

    Configure the time (12 noon) at the courier account level.

Estimated return pick up date

  • Show under returns tab

  • On hover of status

Not required

More filters

  • Estimated return pick up date

  • Condition: is/is between/today/yesterday/last 7 days/last 30 days/this month/last month)

 

Estimated return pick up date

Already available in export by the name of Expected return pickup date

Multiple dashboards

 

Forward shipping service

Show a tag next to courier partner

Not required

More filters

  • Forward shipping service

  • Condition: (is/is not)

  • Values: Express, Standard, Priority, Self

    • Multi select

  • Forward shipping service

After Forward shipping provider

 

 

Reverse shipping service

Show a tag next to courier partner

Not required

More filters

  • Reverse shipping service

  • Condition: (is/is not)

  • Values: Express, Standard, Priority, Self

    • Multi select

  • Reverse shipping service

After Reverse shipping provider

Multiple dashboards

 

Doorstep QC status

Show under return tab

Not required

More filters

  • Doorstep QC

  • Condition: (is/is not)

  • Values: Approved, Rejected

Doorstep QC status

After Return tracking ID

 

 

Doorstep QC rejection reason

Show under return tab

Not required

More filters

  • Doorstep QC rejection reason

  • Condition: (is/is not)

    • Multi select

Doorstep QC rejection reason

After Return tracking ID

 

Add label

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