TABLE OF CONTENTS
How to Get Order Aging Summary Report?
Step 1: Move your cursor and click on the 'Reports' in the right sidebar of the screen.
Step 2: Scroll down and click on ‘Sales order aging report’.
In this article, we will cover:
How to Get Order Aging Summary Report?
An Order Aging Summary Report is a financial document that overviews outstanding customer orders' status and age distribution within a specific timeframe. This report is valuable for businesses to assess the efficiency of their order fulfillment process and track the time it takes for orders to move through various stages.
Step 1: Move your cursor and click on the 'Reports' in the right sidebar of the screen.
Step 2: Scroll down and click on ‘Sales order aging report’.
Step 2A: 'Sales Order Aging Report' for ‘Pending by Courier Deliveries’ prominently appears on the screen, providing a comprehensive overview of order maturity.
Note: Click on the ‘Setting’ option to filter days according to your needs.
Critical Level: Is the number of days you want your order to be tracked.
Aging Span: Is the group of days set upon the critical level for example:
Critical level: 4
Aging Span: 2 ( Group will look like 0, 1-2, 2-3, 4+)
Step 2B: Scroll down within the 'Sales Order Aging Report' and review the section labelled 'Pending by Operation.'
Note: The statuses of each order are presented for your reference.
Pending Orders: Total orders recently received and awaiting processing by the operations team.
Stock Awaiting Orders: Total orders awaiting fulfillment due to insufficient inventory.
On Hold Orders: Total orders placed on hold due to issues such as courier booking failure.
Picked Orders: Total orders with inventory picked from the warehouse, currently awaiting packing and final fulfillment.
Packed Orders: Total orders that have been packed and prepared, awaiting final fulfillment or dispatch.
Dispatched Orders: Total orders sent for final fulfillment via courier.
Awaiting Courier Return Orders: Total orders marked as failed delivery by the courier, awaiting return or restocking in the seller's warehouse
Return Initiated Daraz Orders: Total orders marked as failed delivery by the marketplace (Daraz), awaiting or restocking in the seller's warehouse.
Note: Click on the ‘Setting’ option to filter days according to your needs.
Critical Level: Is the number of days you want your order to be known as ‘Critical’ by operations, if the order passes the number of days it means the order is not fulfilling the particular status.
Aging Span: Is the group of days set upon the critical level for example:
Critical level: 4
Aging Span: 2 ( Group will look like 0, 1-2, 2-3, 4+)
Note
Click on the specific number within the 'Critical Level' to navigate directly to the corresponding order and access relevant details.
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