Order Details Dashboard
Use the order details dashboard to view the details related to customer orders, shipped items and the pending orders. Use this dashboard to view line level details of customer orders which includes key identifiers, status, item information, and dates.
You can use this dashboard to prioritize follow ups by customer and customer order status, monitor fulfilment performance and amounts, and understand cost/value impact using extended cost.
These are the filters in this dashboard:
- Entity
- Site
- Warehouse
- Year
- Year/Month
- Sales Manager
- Sales person
- Customer
- Customer Order
- Customer Order Status
- Customer Order Line Status
- Customer Order Type
- Product Code
- Item
The data in the order detail dashboard is grouped using two selectors. You can select a value in the Group By 1 option to define the first level grouping and then select a value in the Group By 2 option to perform a second level grouping within each group of the first level.
These are the possible values for Group By 1 and Group By 2 options:
- Site
- Warehouse
- Customer
- Sales Rep
- Product Code
These columns are displayed in the sales analysis dashboard:
- Customer Order
- The customer order number related to the order.
- Customer Order Line
- Line number of the item in the customer order.
- Status
- The status of the customer order line.
- Item
- The item ID of the ordered item.
- Order Date
- The date on which customer order is created.
- Due Date
- The date on which the customer order is due to be shipped.
- Ship Date
- The date on which the customer order is shipped.
- Ordered Quantity
- The quantity of item ordered.
- Shipped Quantity
- The quantity of the item that is shipped.
- Backorder quantity_CO Line
- The remaining quantity of the item from the customer order. This value is calculated using Ordered Quantity – Shipped Quantity formula.
- Extended Cost
- The total cost for the order line. This value is calculated using Unit Cost * Ordered Quantity formula.
- Ordered Amount
- The total ordered value for the order line. This value is calculated using Unit Price * Ordered Quantity formula.
- Shipped amount
- The value of shipped items related to the customer order. This value is calculated using Unit Price * Shipped Quantity formula.
- Backorder Amount
- The value of remaining items of the order. This value is calculated using Ordered Amount – Shipped Amount.