The orders report tab in the Mash Commerce Cloud™ offers a wonderful breakdown of all fulfilled orders during the reporting period. This report is super helpful for keeping tabs on order activity, understanding your revenue, and evaluating how each product is performing. It captures all the important order-level details along with item-level metrics, making it an invaluable resource for managing your distillery’s operations with ease.
Purpose of the orders report
This report focuses on orders fulfilled during the reporting period, regardless of when the sale occurred. By analyzing this data, distilleries can:
Track fulfillment performance.
Review order-level revenue and expenses.
Understand the impact of discounts and promotions on sales.
Monitor product-level details, including pricing, fees, and quantities.
Key metrics in the report
Order-level details
Order number
Definition: A unique identifier for each order.
Use case: Enables tracking of individual orders for further analysis or reconciliation.
Financial status
Definition: Indicates the payment status of the order (e.g., "paid").
Use case: Helps confirm that the order has been successfully processed financially.
Date of sale
Definition: The date when the order was originally placed by the customer.
Use case: Provides insight into sales trends and helps track when orders were generated.
Fulfillment status
Definition: Indicates whether the order has been fulfilled (e.g., "fulfilled").
Use case: Tracks order fulfillment progress, ensuring that all paid orders are delivered.
Fulfillment date
Definition: The date the order was fulfilled and shipped to the customer.
Use case: Helps monitor fulfillment timelines and operational efficiency.
Store name
Definition: The name of the store associated with the order.
Use case: Identifies which store or location generated the order, useful for multi-store distilleries.
Discount
Definition: The total value of coupons or discounts applied to the order.
Use case: Tracks the financial impact of discounts on order revenue.
Service fees
Definition: Fees associated with the order, such as credit card processing fees.
Use case: Helps distilleries understand the costs charged to the end consumer for transaction processing.
Subtotal
Definition: The total order value before shipping or taxes.
Use case: Provides a clear view of revenue generated from product sales.
Shipping
Definition: The cost of shipping for the order.
Use Case: Tracks fulfillment-related costs and ensures transparency in shipping expenses.
Tax
Definition: The amount of tax collected for the order.
Use case: Helps ensure compliance with tax reporting requirements.
Order Total
Definition: The final amount paid by the customer after all adjustments (discounts, shipping, taxes).
Use case: Tracks the actual cost of the order.
Quantity
Definition: The total number of products included in the order.
Use case: Provides insight into the order size and fulfillment volume.
Product-Level Details
For each product in an order, the following metrics are tracked:
Product name: Name of the product sold.
Product SKU: Unique identifier for the product.
Final price: The price of the product after any discounts or adjustments.
Product service fee: Any fees associated with selling the product (e.g., platform fees).
MSRP: Manufacturer's Suggested Retail Price of the product.
Example walkthrough of the data
Here’s a sample row to help you interpret the Orders Report:
Metric | Value |
Order number | MASH-T74ASR1MVFUZ |
Financial status | Paid |
Date of sale | 2024-09-06 |
Fulfillment status | Fulfilled |
Fulfillment date | 2024-11-20 |
Store name | My Distillery |
Discount | $15.00 |
Service fees | $8.70 |
Subtotal | $208.67 |
Shipping | $19.99 |
Tax | $0.00 |
Order total | $228.66 |
Quantity | 3 |
Product-level details for this order
Product name | Product SKU | Final price | Product service fee | MSRP |
My Bourbon | mydistillery-mybourbon | $59.99 | $2.70 | $59.99 |
My Vodka | mydistillery-myvodka | $59.99 | $2.70 | $59.99 |
My Rum | mydistillery-myrum | $79.99 | $3.30 | $79.99 |
How to use the report
Track fulfillment performance:
Use the Fulfillment date and Fulfillment status columns to ensure all orders are processed and delivered promptly.
Analyze revenue and discounts:
Review Discount and Service Fees to evaluate the financial impact of promotions and fees.
Evaluate product performance:
Use the product-level data (e.g., Final Price, MSRP) to assess which products are driving sales and revenue.
Monitor shipping costs:
Analyze the Shipping column to ensure fulfillment costs are in line with expectations.
Reconcile financial data:
Compare order total with other financial reports to ensure accurate accounting and payouts.
FAQs
Why do the fulfillment date and date of sale differ?
This report tracks orders based on their fulfillment date, which may occur in a different reporting period than the sale date.
What are service fees?
These are fees incurred from platform use or processing and are deducted from your revenue.
How can I track the performance of individual products?
Review the Product-Level Details section, which includes metrics like Final Price and Product Service Fee for each product sold.
For questions or assistance, contact [email protected].