How to export order reports?

How to schedule order reports?

How to create custom report templates?

Glossary

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. Use filters to segment the orders you wish to export. Learn how to filter orders.

Step 4: Navigate to the top right corner and click on Export to initiate order export.

Step 5: You will be redirected to the Export orders page. Select Sales report.

Note: In case of a virtual kit, you can export the component-level details of the virtual kit i.e. all the base products present in the virtual kit will be exported. The option to split a virtual kit is selected by default.

Step 6: Select Orders matching your filters.

Step 7: Select the fields you want to export and click on Export CSV.

Step 1: Click on Schedule Report.

Step 2: Give a unique name to your report.

Step 3: Select the time interval at which you want the reports to be sent. Eshopbox enables you to schedule reports as per the following three intervals.

Step 4: You can also select a date range to filter your products based on when they were created or updated.

For instance, you may select today from the Created on option and only those products will be selected for the report that you've created today. In case you wish to use this option, it is mandatory that you select at least one date range from the provided options.

Step 5: Add the team members who will receive this report. All the active team members of your workspace will be visible here.

Step 6: Click on Export to FTP checkbox.

Step 7: Select the FTP server and enter the Directory path.

Step 8: Click on Schedule Report.

Eshopbox ID: A unique ID assigned to every order item by Eshopbox.

Channel order ID: The identifier of the order on the sales channel.

Customer order ID: The order ID as shown to the customer on the sales channel.

Order item ID: Unique identifier for each item within an order.

Shipment ID: Unique ID representing the shipment containing the order item(s).

Invoice number: The number assigned to the generated invoice for the order.

Invoice URL: The link to download or view the invoice.

Sales channel: The platform through which the order was placed (e.g., Amazon, Flipkart).

Portal: The specific integration or interface used within the sales channel.

Fulfilment center: The Eshopbox location responsible for fulfilling the order.

Recommended packaging: The suggested packaging type for the order item.

Packaging code: Unique identifier for the packaging type used.

Reason for not choosing recommended packaging: The explanation for using a packaging type other than the recommended one.

Eshopbox weight overcharge protection program coverage: Indicates whether the order is covered under the protection program for courier weight overcharges.

Risk score: A score assessing the order’s risk of issues like returns or fraud.

Risk score reasons: Factors contributing to the assigned risk score.

Risk score action taken by: The person or system that acted based on the risk score.

Location code: Code identifying the Eshopbox fulfilment location.

Customer code: Code associated with the customer account.

Transaction ID: Unique identifier for the financial transaction.

ERP file name: The file name used when exporting order data to the ERP system.

ERP invoiced file name: File name used when invoice data is sent to ERP.

ERP credit note file name: File name used when credit note data is sent to ERP.

Payment mode: The payment method used by the customer (e.g., prepaid, COD).

Payment ID: Unique identifier for the customer’s payment.

Transfer ID: Unique ID for the transfer of payment between systems.

Sold by: The legal entity or seller name shown on the invoice.

Shipment zone: The geographical zone the shipment is categorized under.

Tag loop required: Indicates if tagging (loop tag) is required for the order.

Tag loop ID: The ID assigned to the loop tag used.

Replacement: Indicates whether the order item is a replacement.

Replacement order item ID: ID of the original item for which this item is a replacement.

Sold as virtual kit: Indicates if the item is part of a virtual kit.

Shipping customer name: Name of the customer to whom the order is shipped.

Shipping contact number: Phone number of the shipping recipient.

Shipping email ID: Email ID of the shipping recipient.

Shipping address: Full address where the order is to be delivered.

Shipping GSTIN: GST number associated with the shipping address (if applicable).

Shipping pin code: Postal code of the shipping address.

Shipping city: City of the shipping address.

Shipping state: State of the shipping address.

Shipping state zone: The shipping zone derived from the state.

Shipping country: Country of the shipping address.

Billing customer name: Name of the customer as per billing.

Billing contact number: Phone number of the billing contact.

Billing email ID: Email ID of the billing contact.

Billing address: Full address used for billing purposes.

Billing pin code: Postal code of the billing address.

Billing city: City of the billing address.

Billing state: State of the billing address.

Billing country: Country of the billing address.

Gift: Indicates if the order is marked as a gift.

Gift message: The message provided by the sender for the gift.

ESIN: Eshopbox Standard Identification Number assigned to each product.

SKU: Stock Keeping Unit used to identify and manage inventory.

EAN: European Article Number for unique product identification.

UPC: Universal Product Code assigned to the product.

GTIN: Global Trade Item Number used to identify trade items worldwide.

Product group code: Code used to categorize similar products.

Virtual kit ESIN: ESIN of the virtual kit if the item is part of one.

Title: Name or description of the product.

Brand: The brand associated with the product.

Category: The product category (e.g., electronics, apparel).

Manufacturing date: Date on which the product was manufactured.

Shelf life (in days): Number of days the product remains usable.

Expiry date: The date after which the product is no longer fit for use.

Threshold period (in days): The buffer time before expiry to prevent order fulfillment.

Batch code: Identifier used to track the production batch of the item.

Serial number: Unique code to track individual units of a product.

Consignment number: ID of the consignment through which the product was received.

Document number: Reference number associated with shipment or inventory documents.

Product weight: Net weight of the product.

HSN code: Harmonized System Nomenclature code used for tax classification.

MRP: Maximum Retail Price of the product.

Invoice total: Total amount charged on the invoice.

COD amount: Cash on delivery amount collected from the customer.

Selling price: Price at which the product is sold to the customer.

Discount: Discount amount applied to the product.

Discount percentage: Percentage of discount applied.

Shipping charges: Charges levied for shipping the product.

Other charges: Any additional charges (e.g., handling).

Tax amount: Total tax amount charged.

IGST rate: Integrated GST rate applied.

IGST amount: Amount of IGST charged.

CGST rate: Central GST rate applied.

CGST amount: Amount of CGST charged.

SGST rate: State GST rate applied.

SGST amount: Amount of SGST charged.

UTGST rate: Union Territory GST rate applied.

UTGST amount: Amount of UTGST charged.

Refund amount: Amount refunded to the customer, if applicable.

Forward shipping provider: Courier partner used for delivering the order.

Forward shipping mode: Delivery mode used (e.g., air, surface).

Forward tracking ID: Tracking number for forward shipping.

Shipment chargeable weight: Weight based on which the courier charges are calculated.

Shipment dead weight (in kg): Actual weight of the shipment.

Shipment length (in cm): Length of the shipment package.

Shipment width (in cm): Width of the shipment package.

Shipment height (in cm): Height of the shipment package.

Return shipping provider: Courier partner used for reverse pickup.

Return doorstep QC: Indicates if quality check is performed at customer’s doorstep.

Return tracking ID: Tracking number for return shipment.

Current status: Current processing status of the order item.

Reason for lost: Explanation if the item is marked as lost.

Transaction status: Status of the financial transaction.

Current status remark: Additional comment related to the current order status.

Unfulfillable reason: Reason why the order could not be fulfilled.

Failed to RTS reason: Reason the order failed to be marked as ready to ship.

Pickup failure reason: Reason why the courier failed to pick up the shipment.

Pickup failure courier remark: Comments provided by the courier for pickup failure.

Failed to handover reason: Reason the shipment was not handed over to the courier.

Handover dispute: Indicates if there's a discrepancy in the handover process.

On hold reasons: Reason why the order is on hold.

Missing product information: Details about missing or incomplete product data.

Order placed on channel: Date when the customer placed the order on the sales channel.

Order created in Eshopbox: Date when the order was created in Eshopbox.

Order processing on: Date when order processing began.

Order released on: Date when the order was released for fulfillment.

Order invoiced on: Date when the order was invoiced.

Expected order ready to ship on: Target date for marking order RTS.

Order ready to ship (RTS) on: Actual date when the order was marked RTS.

Time taken for order to ready to ship (RTS): Duration taken to reach RTS status.

On time RTS: Indicates if RTS was done on time.

Is RTS SLA breached: Shows whether RTS SLA was violated.

Expected order handover on: Target date for handing over the shipment to the courier.

Order handover done on: Actual handover date.

Expected order delivery date: Projected delivery date.

Order delivered on: Actual date of delivery.

Time taken for order delivery: Duration between dispatch and delivery.

On time delivery: Indicates if the delivery was on time.

Is delivery SLA breached: Indicates if delivery SLA was breached.

First RTS attempt on: Date of the first RTS attempt.

Latest RTS attempt on: Most recent RTS attempt date.

Number of failed RTS attempts: Count of failed RTS attempts.

First pickup attempt on: Date of the first courier pickup attempt.

Latest pickup attempt: Most recent pickup attempt date.

Number of failed pickup attempts: Count of unsuccessful pickup attempts.

Number of delivery attempts done: Total delivery attempts made.

1st out for delivery attempt: Date of the first OFD attempt.

Latest out for delivery attempt: Latest OFD attempt date.

Order cancelled on: Date when the order was cancelled.

Lost marked on: Date when the item was marked as lost.

Return created on: Date when return was initiated.

Expected return pickup date: Target date for return pickup.

Return picked on: Actual pickup date of the returned item.

Number of attempts taken to pickup: Count of attempts made for return pickup.

1st out for pickup attempt: Date of the first OPP attempt.

Latest out for pickup attempt: Most recent OPP attempt.

Is return pickup done on time: Indicates if return pickup was on time.

Is return pickup SLA breached: Shows if return pickup SLA was breached.

Return delivered on: Date when the returned item was delivered to the warehouse.

Return received on: Date when the return was acknowledged in the system.

Return processed on: Date when return QC was done.

Return completed on: Date when the return lifecycle was completed.

Refund completed on: Date when refund was processed.

Order last updated on: Last date on which any update occurred on the order.

Return ID: A unique Eshopbox ID assigned to the created return.

Return reference ID: The identifier that links the return to its original order or shipment.

Additional return documents: Any documents added to support or validate the return.

Return type: The type of return raised, such as customer return or courier return.

Return reason: The reason provided for initiating the return.

Return sub reason: A more specific categorization of the return reason.

Return resolution: The resolution selected for the return, such as refund or replacement.

Refund status: The current status of the refund associated with the return.

Transaction reference number: Reference ID for the payment transaction related to the refund.

Return resolution details: Additional details about how the return was resolved.

Action taken on return item: The step taken after the return item was received, e.g., restocked, disposed.

Return item condition: The physical condition of the item returned.

Return rejection reason: The reason for rejecting the returned item, if applicable.

Other item in this return: Indicates if the return shipment included additional items.

Other item return item condition: Condition of other items received in the same return.

Other item return rejection reason: Reason for rejection of other items included in the return.

Excess return items in the shipment: Indicates if items not expected were returned.

Return item Manufacturing date: The manufacturing date printed on the returned item.

Return item Shelf life (in days): The total number of days for which the return item is valid.

Return item Expiry date: The expiration date of the returned item.

Return item Threshold period (in days): Number of days before expiry that the item is considered near expiry.

Return item Batch code: The batch identification number on the returned item.

Return item Serial number: The serial number printed on the returned item.

Cancelled by: Indicates whether the cancellation was customer-initiated, system-initiated, or seller-initiated.

Cancellation reason: The reason given for cancelling the order or item.

Cancellation sub reason: A detailed explanation or category under the main cancellation reason.

Cancel item resolution: The action taken for the cancelled item, such as refund or reorder.

Cancel resolution details: Additional notes about how the cancellation was resolved.

Order Failed to deliver on: The date when the order was marked as undelivered.

Reason for failed delivery: Explanation for why the delivery attempt failed.

Courier partner remark for failed delivery: Notes provided by the courier about the failed delivery attempt.

Number of failed delivery attempts done: Count of unsuccessful delivery attempts.

Failed delivery action status: The status of any action taken for the failed delivery.

Failed delivery action: The action initiated due to the failed delivery, such as return or reattempt.

Failed delivery action taken by: The party (seller, system, support) who took the action.

Failed delivery action taken on: The date when the action was taken.

Failed delivery action origin: The source or trigger that led to the action being taken.

Delay in delivery due to incident: Indicates a delay in order delivery caused by an incident.

Delay in return pick up due to incident: Indicates a delay in return pickup due to an incident.

Delay in order processing due to incident: Indicates processing delay caused by an incident.

Delay in return processing due to incident: Indicates a delay in processing returned items due to an incident.

Delay in order pickup due to incident: Indicates a delay in order pickup caused by an incident.

Return failed to pick on: The date on which the return pickup attempt failed.

Reason for failed pickup: The reason given for the failed pickup attempt.

Courier partner remark for failed pickup: Comments from the courier about the failed pickup.

Number of failed pickup attempts done: Total number of times pickup was attempted and failed.

Failed pickup action status: The current status of action taken after failed pickup.

Failed pickup action: The step taken after the failed pickup, such as reattempt or cancel.

Failed pickup action taken by: The party responsible for taking the follow-up action.

Sales: The revenue earned from the sale of the item.

Shipping and other charges: Charges collected for shipping and additional services.

Refunds: The amount refunded to the customer.

Reverse Shipping and other charges: Charges incurred due to reverse logistics or returns.

Commission Fee: The fee charged by the sales channel or marketplace.

Logistics Fee: The fee associated with logistics or courier services.

Collection Fee: Charges for collecting payments from customers.

Fixed Fee: Any standard, non-variable fee charged.

Technology Fee: Charges for platform or tech usage by the marketplace.

MP Fee Adjustments: Adjustments made by the marketplace in fees.

Other Fees: Miscellaneous charges not classified elsewhere.

Reimbursement Suspense Others: Temporary credit entries awaiting final classification.

TCS: Tax Collected at Source.

TDS: Tax Deducted at Source.

Net paid to you: Final amount settled with the seller after all adjustments and deductions.

Status: The current state of the payment, such as Paid, Pending, or Reconciled.