Searching, viewing and filtering orders

When managing a large number of orders, efficient tools for searching, viewing, and filtering them are crucial. These functionalities allow users to quickly locate specific orders and returns by various criteria, such as date, customer name, or status.

Eshopbox provides a global search to search orders against any status, enabling a complete view of your order and return journey. You can also use custom filters to create your own views.

In this article, you will learn

How to search orders?
How to view orders?
How to filter orders?

Searching orders

You can search for any order using the search box located in the top bar of the All Orders page.

You can use the following order attributes to search for an order:

Customer order ID
Channel order ID
Order item ID
Shipment ID
Forward tracking ID

Note: You can't search and filter orders that are more than 180 days old.

Viewing orders

Viewing detailed order information helps you in managing your customer inquiries effectively.

To view order details on your workspace, you need to follow the below-given steps:

Step 1: Log in to your Eshopbox workspace.
Step 2: From the header, navigate to Orders > All orders.
Step 3: You will be redirected to the Orders page. Search the order you wish to view and click on the Orders tab.

With each order, you can view the following details:
- Title
- SKU
- Customer details
- Customer order ID
- MRP
- Order Created on date
- Current order status
- Courier partner
- Items in the shipment
- Shipment dead weight
- Shipment dimensions (LxWxH)
- Shipment volumetric weight
- Shipment zone
- Shipment ID
- Customer order ID
- Channel order ID
- Order item ID
- Payment method
- Invoice number and date
- Risk score and reason, if enabled
- Batching details, if enabled
- Packaging code

Default and custom views

You can also view the order and returns created on your workspace using the various default views.

You can click on Sync to update and view the latest order count for orders created on your Eshopbox workspace. Syncing the Orders page updates the overall order count but not the count when filters are applied within a specific view.

The count for a view remains unchanged unless you refresh the view or modify the filters and sync again.

You can also create a custom view to view your orders regularly in a specific segmented view. To do so, you need to follow the below-given steps:

Step 1: Apply filters as per your requirements.
Step 2: Click on Save as view. Enter the name of the view and click on Save.
Step 3: You will now be able to see this custom view under My views.

The created view will be visible to all the team members added on your workspace. You can also edit the name of the saved view or delete the view from your workspace.

Filtering orders

Eshopbox allows you to filter your orders using default views as below:

1. Orders

The table below will help you understand the various views, sub-views, and filters available for viewing orders on your workspace.

Views	Sub views	Available filters
To Process Orders created in the last 30 days that are yet to be processed.	Pending to pack Orders created in the last 30 days for which the label is yet to be generated. Once packed, these will move to pending to handover. Learn more	- Date range - Sales channel - Location - RTS urgency - Forward shipping mode - Risk score - Product type - Shipment zone - Payment method - More filters
	Pending to handover Orders created in the last 30 days that are packed but pending to be handed over. Learn more	- Date range - Sales channel - Location - Handover urgency - Expected handover by - Forward shipping mode - Product type - More filters
In transit Orders that are on the way or out for delivery. Note: This view contains orders for which tracking is managed by Eshopbox. To view orders where tracking is not managed by Eshopbox, you can refer to the Completed view.	Handover dispute Orders handed over in the last 30 days that are marked as Handover done by the fulfilment centre but have not received a pickup confirmation from the courier partner. Learn more.	- Date range - Sales channel - Location - More filters
	Failed to deliver Orders shipped in the last 30 days for which delivery was attempted but failed to deliver. Learn more.	- Date range - Sales channel - Location - Expected delivery by - On time delivery - Delivery attempts done - Reason for failed delivery - Failed delivery action status - Failed delivery action - More filters
	Stuck in transit Orders handed over in the last 30 days that are in transit without any update in the last 48 hours. Learn more.	- Date range - Sales channel - Location - Expected delivery by - On time delivery - Stuck in transit reason - More filters
	Lost in transit Orders handed over in the last 30 days that were marked lost in transit. Learn more.	- Date range - Sales channel - Location - Paid on - Payment status - More filters
	Delayed Orders handed over in the last 30 days which have not been delivered within the expected delivery timeline. Learn more.	- Date range - Sales channel - Location - On time delivery - More filters
Completed Orders handed over in the last 30 days.	Handover done Orders there were handed over in the last 30 days. Learn more.	- Date range - Sales channel - Location - Paid on - Payment status - More filters
	Delivered Orders handed over in the last 30 days that were delivered to the customer. Learn more.	- Date range - Sales channel - Location - Paid on - Payment status - More filters
Cancelled Orders cancelled in the last 30 days. Learn more	Cancelled by customer Orders cancelled by the customer in the last 30 days.	- Sales channel - Location - Cancelled by - Cancellation reason - Payment method
	Canceled by the seller Orders cancelled by the seller in the last 30 days.	- Sales channel - Location - Cancelled by - Cancellation reason - Payment method

2. Returns

The table below will help you understand the various views, sub-views, and filters available for viewing returns on your workspace.

View	Sub Views	Available filters
New Returns created in the last 30 days that are yet to be approved or picked up from the customer.	Awaiting pickup Returns created in the last 30 days that are yet to be picked up by the courier partner. Learn more.	- Date range - Sales channel - Location - Return type - More filters
	Pickup failed Returns created in the last 30 days where pick up was attempted by the courier, but it could not be picked up.	- Date range - Sales channel - Location - Return type - More filters
In transit Returns created in the last 180 days that are picked up from the customer and yet to be delivered.	On the way Returns created in the last 180 days that are picked up from the customer and on its way. Learn more.	- Date range - Sales channel - Location - Return type - More filters
	Return stuck in transit Returns created in the last 180 days that are in transit but have not been updated for the last 48 hours.	- Date range - Sales channel - Location - Return type - More filters
	Return lost in transit Returns created in the last 180 days that are marked lost in transit.	- Date range - Sales channel - Location - Return type - More filters
To process Returns created in the last 180 days that are to be processed.	Pending to receive Returns created in the last 180 days that are marked delivered by the courier partners but pending to be received at the fulfilment centre. Learn more.	- Date range - Sales channel - Location - Return type - More filters
	Pending for QC Returns created in the last 180 days that are received at the fulfilment centre but are pending for QC. Learn more.	- Date range - Sales channel - Location - Return type - More filters
Completed Returns completed in the last 30 days that have completed the return process.	Restocked Returns completed in the last 30 days where the returned item passes the quality check and is in sellable condition. Learn more.	- Date range - Sales channel - Location - Return type - More filters
	Quarantined Return completed in the last 30 days where the returned item fails the quality check with minor defects or a different item from the same brand is received. Learn more.	- Date range - Sales channel - Location - Return type - More filters
	Damaged Returns completed in the last 30 days where the returned item fails the quality check with major defects. or a different item from any other brand is received. Learn more.	- Date range - Sales channel - Location - Return type - More filters
	Lost in processing Returns completed in the last 30 days where the expected item is not found in the return. Learn more.	- Date range - Sales channel - Location - Return type - More filters
Draft returns Returns received that are not yet created as returns. You can perform a quality check and restock inventory, but you need to create the return by mapping the order in your workspace. Learn more.	-	-

3. All

The table below will help you understand the various views, sub-views, and filters available for viewing orders on your workspace.

Views	Sub views	Available filters
Orders Orders and returns updated in the last 30 days.		- Date range - Sales channel - Location - More filters
Need Attention You can view the orders or returns on which you need to take action. This view contains the following segments.	Unfulfillable Orders created in the last 30 days for which the inventory is unavailable due to the product being out of stock or the item was not found at the location.	- Date range - Sales channel - Location - Unfulfillable reason - Risk Score - Product type - Payment method - More filters
	Missing product information Orders created in the last 30 days which has missing product details like HSN code, Tax code or MRP details. Learn here how to update the missing product information.	- Date range - Sales channel - Location - RTS urgency - Forward shipping mode - Risk Score - Product type - Shipment Zone - Payment method - Unfulfillable reason - On hold reason - More filters
	On hold Orders created in the last 30 days that have been put on hold due to a high risk of failed delivery or pincode being non-serviceable.	- Date range - Sales channel - Location - Forward shipping mode - Risk Score - Product type - Shipment Zone - On hold reason - Payment method - More filters
	Failed to RTS Orders created over in the last 30 days for which labels could not be generated due to missing order details, non-serviceable pin code or incorrect product dimensions.	- Date range - Sales channel - Location - RTS urgency - Risk Score - Payment method - More filters
	Failed to handover Orders created in the last 30 days that were sidelined on handover if the customer had cancelled the order before dispatch or the pickup person denied the pickup.	- Date range - Sales channel - Location - Expected Handover by - Risk score - Failed to handover reason - Payment method - Product type - More filters
	Pickup failed Orders created in the last 30 days where the pickup couldn't happen.	- Date range - Sales channel - Location - Expected Handover by - Product type - Pickup failure reason - More filters
	RTS delayed Orders created in the last 30 days but not marked as ready to ship within the expected timeframe.	- Date range - Sales channel - Location - Forward shipping mode - Risk Score - Product type - Shipment Zone - Payment method - More filters
	Handover delayed Orders created in the last 30 days but not handed over within the expected timeframe.	- Date range - Sales channel - Location - Forward shipping mode - Product type - Expected handover by - More filters
	Handover dispute Orders handed over in the last 30 days that are marked as Handover done by the fulfilment centre but have not received a pickup confirmation from the courier partner.	- Date range - Sales channel - Location - More filters
	Failed to deliver Orders shipped in the last 30 days for which delivery was attempted but failed to deliver.	- Date range - Sales channel - Location - Expected delivery by - On time Delivery - Delivery attempts done - Reason for failed delivery - Failed delivery action status - Failed delivery action - More filters
	Stuck in transit Orders handed over in the last 30 days that are in transit but have not been updated for the last 48 hours.	- Date range - Sales channel - Location - Expected delivery by - On time Delivery - Stuck in transit reason - More filters
	Lost in transit Orders handed over in the last 30 days that were marked lost in transit.	- Date range - Sales channel - Location - Paid on - Payment status - More filters
	Delayed Orders handed over in the last 30 days that were not delivered within the expected delivery date due to various reasons such as logistics issues, supply chain disruptions, bad weather, incorrect shipping information, or other unforeseen circumstances.	- Date range - Sales channel - Location - On time Delivery - More filters
	Pickup failed Returns created in the last 30 days where pickup was attempted by the courier, but it could not be picked up.	- Date range - Sales channel - Location - Return type - More filters
	Return Stuck in transit Returns created in the last 180 days that are in transit without any update for the last 48 hours.	- Date range - Sales channel - Location - Return type - More filters
	Return Lost in transit Returns created in the last 180 days that are marked as lost in transit.	- Date range - Sales channel - Location - Return type - More filters
My views These are the custom views created for your reference. Learn here how to create a custom view.	-	-

Glossary

Attribute	Description
Current status	This is the current status of an order or a return.
Date Range	The time period during which the orders or returns were created or updated
Sales channel	The platform through which the order or return was created
Location	The location from where the order is fulfilled or the return is received.
RTS urgency	This indicates whether an order has breached its RTS date or is breaching soon.
Forward shipping mode	The shipping mode, standard or express, applied on an order or return.
Risk score	This indicates the chances of delivery failure.
Product Type	This indicates whether a product is a Base product or a Virtual kit.
Shipment zone	The zone to which the order was shipped.
Unfulfillable reason	This is the reason why an order could not be fulfilled.
Handover urgency	This indicates whether an order has breached its handover date or is breaching soon.
Expected handover by	This is the date by which the order should be handed over to the courier partner.
On time RTS	This Indicates whether an order was marked as Ready to Ship (RTS) within the expected timeframe.
Order failed to RTS	This identifies orders that were not successfully marked as RTS within the required timeframe.
Impacted due to incident	This indicates whether an order was affected by an incident reported by Eshopbox.
Stuck in transit reason	The reason why an order was delayed or held up in transit.
Payment method	The payment mode used by the customer, i.e. COD or Prepaid
Payment status	The current state of the payment, indicating whether it is pending, completed, failed, or refunded.
Cancelled by	This indicates whether the order or return was cancelled by the customer or seller.
Cancellation reason	This is the reason for cancellation of the order or return.
Expected delivery by	The date by which the order is expected to get delivered.
On time delivery	This indicates whether the order was delivered by the expected delivery date.
Delivery attempts done	This is the number of times delivery was attempted for an order before it was successfully delivered or returned.
Reason for failed delivery	This is the reason why a delivery attempt was unsuccessful.
Failed delivery action status	This is the status of the action taken after a failed delivery attempt.
Failed delivery action	This is the action taken after a delivery attempt has failed.
Return type	This indicates whether a return created was a failed delivery delivery or a customer-initiated return.