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Open sales orders
The Open sales orders report lists everything that has been ordered by customers but not yet fully handled: sales order lines that are not completed and not cancelled, broken down per product and per state. It shows where each part of an order is in the process (backordered, allocated, being picked, packed, ...), where it goes, when it should ship, and what it is worth.
Open it from the sidebar: Reporting › Open sales orders.
What is included
Sales orders of the accounts you have access to, with every order line that is not completed and not cancelled. Within a line, the units are grouped by their state and the location they ship from. So a line for 10 units of which 6 are allocated and 4 are backordered shows as two rows: one with state allocated and quantity 6, and one with state backordered and quantity 4.
Other order types (transfer orders, purchase orders) are not included. See Sales orders and Order lifecycle for how a sales order moves through its states.
The report is refreshed every four hours; see How report data is updated.
Columns
| Column | Meaning |
|---|---|
| Account | The account of the order. Shown only when your account has sub-accounts. |
| Created at | When the sales order was created. |
| Order number | The order's number. Click it to open the order. |
| Customer reference number | The customer's reference, often the web shop order number. |
| Channel | The sales channel the order came from. |
| Business model | Business to consumer, Business to business, Business to government, or Buy online, pickup in shop. |
| Location | The location the units are allocated to ship from. Empty while the units are not allocated. |
| Customer | The customer of the order. |
| To location | The delivery contact: the company name, or the first and last name when there is no company. |
| State | The state of these units, see below. |
| Address | The delivery address lines. |
| City | The delivery city. |
| Postal code | The delivery postal code. |
| Country | The delivery country. |
| Product number | The product's number (SKU). |
| Product description | The product's name. |
| Quantity | The number of units in this state. |
| Allocated at | When the order was allocated. Empty for units that are still pending or backordered. |
| Ship at | When the order should ship: the order's ship date, or else its earliest ship date, or else the end of its latest ship date. |
| Country of origin | The product's country of origin. |
| Currency | The currency of the value. |
| Value | The value of the units: the product's default price times the quantity. |
States
| State | Meaning |
|---|---|
| pending | Waiting to be allocated. |
| backordered | Could not be allocated because there is not enough stock. See Backorders. |
| allocated | Stock is reserved for these units. See Allocation. |
| picking | On a pick list that is being picked. |
| picked | Picked, waiting to be packed. |
| packed | Packed in a parcel, waiting to be shipped. |
| shipped | Shipped, while the order line as a whole is not completed yet. |
| hold | On hold. See Holds. |
Value
The value uses the product's default price (the pricing without a specific country, see Product details). When a product has no such price, the value is 0 and the currency shows USD. It is not the price on the order.
Filters
Every column can be filtered (see Filters). These columns offer a list of values:
| Column | Values |
|---|---|
| Channel | All channels |
| Business model | Business to consumer, Business to business, Business to government, Buy online, pickup in shop |
| Location | The locations you have access to |
| State | allocated, backordered, expected, hold, packed, pending, picked, picking, received, shipped |
Useful filters:
- State is
backordered, to see which products are holding up orders. - Ship at less than now, to find orders that should already have shipped.
- Created at less than a date, to find old open orders.
- Channel or Business model, to look at one sales channel or B2B orders only.
- Country is a country, for orders to one destination.
Sorting and search
The report is sorted by Created at, oldest first, so the oldest open orders are at the top. Search looks in all columns: order number, customer reference, customer, city, product number, and so on.
Exporting
Use the export button to download the report as CSV. See Exporting.
Typical use
- Backorder overview: filter State is
backordered, export, and total Quantity per Product number to see what needs to be purchased or replenished. - Late orders: filter Ship at less than today and sort on Ship at to see which orders missed their ship date and in which state they are stuck.
- Order book value: export everything and sum Value per Currency for the value of open orders.
- Customer service: search for a customer reference number to tell a customer exactly which part of their order is allocated, packed or still backordered.
- Work in progress: count units per State to see how much is waiting to be picked or packed.
Who can see it
Admins, Warehouse associates, Account owners, Shopify account owners and users with the Reporting role. See Who can see reports.