TABLE OF CONTENTS

Customizable Sales Order Views for a Better Order Management Lifecycle

Filter dropdown Specifications

In this article, we will cover:

Customizable Sales Order Views for a Better Order Management Lifecycle

When navigating to the Orders page, you will encounter seven distinct 'Sales Order Views,' each serving a specific purpose:

All: This view presents all orders without any applied filtration, providing a comprehensive overview.

Unfulfilled: In this view, you can easily identify orders that have not yet been dispatched to the courier.

Partially Fulfilled: This view isolates orders that have not been fulfilled entirely, offering a glance at incomplete order processes.

Fulfilled: Here, you can access orders that have been successfully shipped to the designated courier.

Unpaid: This view specifically displays orders for which payment has not been received, aiding in efficient tracking of pending transactions.

Duplicate: Easily identify orders booked by customers with identical details such as names and addresses, streamlining the identification of potential duplicates in the system.

These categorized 'Sales Order Views' aim to enhance your order management experience by providing tailored perspectives based on different fulfillment and payment statuses.

On the Orders page, you'll notice an intuitive feature - the '✚' (plus) button, strategically placed to facilitate the creation of personalized filter views.

Simply click on the '✚' button to initiate the creation of a new ‘View’.

 Assign a distinctive name to the filter, such as 'Out of Stock,' enabling you to tailor your view to specific criteria.

Modifications to the newly created view are not only possible, but you can also choose to create a 'Duplicate View' or 'Rename View,'.

You can also perform actions such as 'Update' which will lead you to the filtration menu or 'Delete' the filter using the available dropdown options.

Filter dropdown Specifications

The 'Filters' section is a dropdown menu, that offers customization to match your unique needs. This user-friendly feature ensures a seamless and personalized experience, making order management effortless.

ID: This is the unique identification number assigned to a specific order by ‘Asaan Retail’.

External Order Number: This refers to the order number sourced from an integrated account, such as Daraz or Shopify.

Tracking ID: The Tracking ID corresponds to the specific tracking number assigned to the desired order. 

Product: Employ this filter to specifically select and filter orders based on individual products.

Brand: Utilize the Brand filter to streamline orders containing products from a designated brand. 

Customer: This filter allows you to search for orders associated with a particular customer. 

Customer Category: Indicates the category the customer belongs to e.g. Daraz, Shopify, Wholesale Customers, Retail Customers etc.

Created By: Filter orders by the person who created the order.

Select Creation Date: Filter orders by their creation date.

Order Date: Filters orders based on the specific date when the order was placed on integrated platforms such as Shopify, Daraz etc.

Location: Filters orders from a particular location, such as Karachi, Lahore, etc.

Linked Store: Filters orders originating from a specific sales channel i.e. Shopify, Daraz, Woocommerce etc.

Courier: Select one or multiple couriers for order filtration.

Sales Representative: Filters orders based on the assigned sales representative.

Booked in Range: Filters orders based on their courier booking date/time range.

Picked Range: Selects orders picked within a specific date/time range.

Packed Range: Filter orders packed within a specific date/time range.

Dispatched Range: Filters orders that are dispatched within a specific date/time range.

Delivery Status: Filters orders based on specific delivery statuses, like delivered, delivery failed, partially returned, etc.

Fulfillment Status: Selects orders with specific fulfillment statuses, such as picked, packed, etc.

Order Confirmation Status: Filters orders by their confirmation status, such as pending, confirmed, and not sent.

Duplicate Order: Filters orders that are duplicates.

Fulfillable Orders: Filters orders that are ‘in stock’ or ‘out of stock’.

City Issues Orders: Use this to filter orders having city issues.

Shipping Labels Status: Filter if the shipping label of the order has been printed or not.

Shipper Advice Order: Filter orders having shipper advice.

Booking Status: Use this filter to distinguish orders that were ‘successfully booked with courier’ or were ‘not booked’ due to an error.

Payment Status: Filter orders that are paid, unpaid, or refunded.

Payment Account: Filters orders based on the account in which the payment was received.

Amount: Filters orders with a specific order amount.

Tags: Filters orders containing specific order tags.

Country: Filters data for orders originating from a specific country.

State: Filters data for orders originating from a specific state.