Orders Management

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Sarah Evans

Orders Management

Would love a feature to export open orders in a csv format so they are more easily managed with shipping or other management software. It doens't look like there is an option besides copying and pasting each and every line from one screen to the next or into my shipping app. This has proven to be a big time hog during order fulfillment.

Axel McCarthy

There's now an orders report that should help

Sarah, in today's code release there is a new orders report. You can find it in your dashboard, under store > reports. 

Reports available in the dashboard

There's a date range, and you can specify what order statuses you want to look at. By default it's payment received and completed orders. You can export the data to a CSV file, which should be helpful for you to get the data into your shipping app.

Hope this helps!

Sarah Evans

Order Content

It would help if the report showed what was ordered. I still have to manually enter all of the info regarding what was ordered. This only provides the order total. It would be better if it included SKU or item number, item quantity, and item name. This only provides a shipping address- no billing address or order content but it's a good start!

Axel McCarthy

Adding order detail to the CSV export

Hmm, I'm not sure I understand. Each order shows up in one row. But each order can consist of any number of items that were purchased - are you thinking that each SKU in the order would get an extra few columns (SKU, quantity, name), so the CSV just gets wider and wider? 

Incidentally only the shipping address is collected by your IndieMade site so that's all that is reported on. 

Sarah Evans

CSV Export

I don't think the CSV export would need to get wider. Like a flat file database the reference (order number) could have multiple lines instead with one line per item ordered.  (3 widgets, 4 gadgets, and 1 foobar would have 3 lines in a CSV with a common order number. Would require an SKU, item description, and item total. Common columns with replicated data would include customer shipping info, order total, shipping total, and order number with order number as the flat file database reference key.) Most shipping programs I've used can collapse multiple items by order number resulting in one shipment per multiple items. This would also help in running metrics by date and item number irrespective of the order number for projections by date, for example, to not have a single order restricted to a single line.

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