Orders Reports
The Orders Reports provide comprehensive visibility into order status, delivery planning, supplier performance, and critical path activities. These reports are essential for production planning, supplier management, delivery coordination, and compliance monitoring throughout the order lifecycle from creation through to shipment and delivery.
Orders Reports offer multiple report types designed to support different aspects of order management:
- Milestone Orders: Displays order progress against configured milestones with critical path activities
- Associated Costings Summary: Tracks costings linked to orders
- Compliance Approvals: Monitors compliance approval status for orders
- Component Order Status: Provides visibility into component order progress
- Component Test Summary: Displays testing results and status for components
- Critical Path Review: Provides a comprehensive view of critical path activities across orders
- Customer Codes: Displays customer identification codes across orders
- Delivery Planning: Provides consolidated delivery information for shipment coordination
- ETD Date History: Tracks estimated time of departure (ETD) date changes over time
- My Orders: Provides a visual summary of orders assigned to you
- My Work Fortnight: Displays your assigned work for the current fortnight
- Order Assessment Summary: Provides a comprehensive overview of order key data, pricing, and quantity details
- Order Sell Value Summary: Displays order sell details by In Store month
- Order Shipment Status: Provides consolidated order shipping information
- Order Value by Supplier: Displays a buy order value summary by supplier
- Range Order Review: Visual report displaying style and order information by month
- Shipment Confirmation Summary: Displays a summary of orders assigned to shipments
- Size Scale and Qty Summary: Displays order quantity details grouped by customer, department, and size scale
- Supplier Loading: Displays supplier capacity, loading, and monthly deliverables
- Supplier Order Schedule: Provides an overview of orders grouped by supplier and departments
These reports help teams:
- Track order progress against milestones and critical path activities
- Monitor delivery planning and shipment coordination
- Assess supplier performance and capacity utilisation
- Support compliance and quality assurance requirements
- Analyse order values, quantities, and financial metrics
- Export data for analysis and reporting
- Identify bottlenecks, delays, and areas requiring attention
Milestone Orders
The Milestone Orders reports display order progress against configured milestones. These reports are dynamically generated based on milestones configured in Site Settings > Order > Milestone, with descriptions matching the Report Summary Description set in the milestone configuration. This report focuses on the activities and milestones defined in the order's critical path, giving teams visibility into what needs to be completed and when.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Advertised, Agent, Brand, Buyer, Category, Collection, Cost Center, Critical Path, Customer, Department, Designer, Destination, ETD From, ETD To, Factory, Gender, In Store From, In Store To, Label, License, Order Type, Origin, Sample Report Status, Sample Requirements Received, Season, Shared, Shipping Method, Spec Template, Staff, Start From, Start To, Story, Style Label, Sub Category, Sub Type, Supplier Label, Status, Terms, Type, Warehouse |
| Style Custom Fields | (Depends on the custom fields configured in Site Settings > Style > Custom Fields) |
| Order Custom Fields | (Depends on the custom fields configured in Site Settings > Order > Custom Fields) |
| Order Details | Options available column: Agent, Brand, Buy Price, Category, Collection, Colour, Colour Code, Composition, Cost Center, Created Date, Custom Fields, Department, Description, Designer, Enabled Sizes, ETA, ETD, Ex-Factory, Factory, Gender, In Store, Label, License, Notes, Order Number, Order Status, Player, RRP, Sample Colour, Sample Received, Sample Report, Sample Report Created By, Sample Report Date Passed, Sample Report Status, Sample Requirement, Sample Request Colour, Sample Request Date, Sample Request Due Date, Sample Request Quantity, Sample Request Size, Sample Size, Season, Sell Price, Size Scale, Spec Template, Start, Status, Story, Style, Sub Category, Sub Type, Tariff, Type |
| Activity | (Depending on the activities configured in Site Settings > Order > Activities) |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | Activity date (outstanding or completed), set start date or end date; Order status (outstanding or completed); Hide activity due date (checkbox); Display last rejection date (checkbox); Display last activity note (checkbox) |
| Group | Orders By: Select or Type |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Filters | Available filters depend on the configuration set in Site Settings > Order > Milestone. Each milestone can have custom filters assigned. | Site Settings > Order > Milestone |
| Custom Fields | Custom fields configured in Site Settings > Order > Custom Fields can be used as filters and displayed as columns. | Site Settings > Order > Custom Fields |
Enabled Sizes Column
The Enabled Sizes column displays the sizes that have been enabled in the Style > Colour & Pricing section for each style or order. Enabled sizes are displayed per colour, so you can see which sizes are active for each colourway directly in your milestone reporting.
Report Features
- Filter by multiple criteria including custom fields
- Sort by any column in ascending or descending order
- Customise order details column visibility (including Enabled Sizes)
- Search order
- Check image to hide or unhide images
- Export to Excel
- View detailed order and activity information
- Enable or disable visibility
- Configure activity date views and order status filters
Associated Costings Summary
The Associated Costings Summary report displays costings linked to orders, enabling you to track the relationship between orders and their associated costings. This report supports financial planning and cost tracking throughout the order lifecycle, providing visibility into costing relationships, pricing information, and financial metrics across orders.
Report Configuration
| Section | Options |
|---|---|
| Filters | Agent, Associated, Brand, Collection, Customer, Department, Designer, ETD From (Mandatory), ETD To (Mandatory), Factory, Season, Status |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | Order in Single, Order by Colourway |
| Columns | Image, Costing, Order, Style, Description, Customer, Department, Season, Agent, Factory, Ex-Factory, ETD, Brand, Collection, Designer, Type, Colourway, Colour Qty, RRP, RRP Local Qty, Buy Price, Landed Cost, Total Cost, Total Cost Qty, Gross Margin, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Agent | The agent associated with the order. | Order > Details |
| Associated | Filter by whether the order has an associated costing. | Order > Side Widgets > Costing |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Collection | The seasonal or thematic grouping the order belongs to. | Site Settings > Style > Collection |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Designer | The designer who created the style associated with the order. | Site Settings > Company > Staff |
| ETD From / ETD To | (Mandatory) Filter orders by estimated time of departure (ETD) date range. Both dates are required to generate the report. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Side Widgets > Status |
Report Features
- Filter by multiple criteria including agent, brand, collection, customer, department, and factory
- Sort by any column in ascending or descending order
- View orders as single records or grouped by colourway
- Customise column visibility
- Export to Excel
- View detailed costing and order information
- Enable or disable visibility
Compliance Approvals
The Compliance Approvals report tracks compliance approval status for orders, ensuring all necessary compliance checks are completed before production or shipment. This report supports quality assurance and regulatory compliance requirements, enabling teams to monitor approval workflows, track compliance status, and ensure all orders meet compliance standards before proceeding to production or shipment.
Report Configuration
| Section | Options |
|---|---|
| Filters | Agent, Approved, Check supplier, Customer, Factory, License, Status |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Order, Style, Description, Customer, License, Agent, Factory, Ex-Factory, Created Date, Approve, Approved By, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Agent | The agent associated with the order. | Order > Details |
| Approved | Filter by whether the order has been approved for compliance. | Compliance > Overview |
| Check supplier | Filter by whether supplier compliance checks have been performed. | Compliance > Details |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Factory | The factory associated with the order. | Order > Details |
| License | The licensing agreement related to the order. | Site Settings > Style > License |
| Status | The current status of the order. | Order > Side Widgets > Status |
Report Features
- Filter by multiple criteria including agent, customer, factory, and license
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View detailed compliance and order information
- Approve orders directly from the report
- Track approval history and approver information
- Enable or disable visibility
Component Order Status
The Component Order Status report provides visibility into component order progress, enabling you to track component procurement and delivery timelines. This report supports component inventory planning and procurement coordination, providing comprehensive visibility into component orders, inventory levels, freight status, and outstanding quantities across warehouse locations.
Report Configuration
| Section | Options |
|---|---|
| Filters | ETD From, ETD To, Factory, Freight Status, Season, Status, Warehouse (Mandatory) |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Order, Order Description, Component, Description, Created Date, Season, Factory, Ex-Factory, ETD, ETA, Buy Price, Colour, Order Qty, Freight Status, Shipment, Outstanding, Outstanding Buy Value, Assigned, Available, Inventory ID, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| ETD From / ETD To | Filter component orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The factory associated with the component order. | Order > Details |
| Freight Status | The current shipping or transportation status of the component order (e.g., In Transit, Arrived at Port, Delivered). | Site Settings > Shipping > Freight Status |
| Season | The fashion season the component order belongs to. | Site Settings > Style > Season |
| Status | The current status of the component order (e.g., Draft, In Production, Completed). | Order > Side Widgets > Status |
| Warehouse | (Mandatory) The warehouse location where component inventory is stored. This filter is required to generate the report. | Site Settings > Shipping > Warehouse |
Report Features
- Filter by multiple criteria including factory, freight status, season, and warehouse
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View detailed component order and inventory information
- Track outstanding quantities and buy values
- Monitor assigned and available inventory levels
- Enable or disable visibility
Component Test Summary
The Component Test Summary report displays testing results and status for components, supporting quality assurance and compliance requirements. This report helps teams monitor component quality and ensure compliance standards are met, providing comprehensive visibility into test completion status, outstanding tests, and component testing workflows across orders. The tests displayed are QA tests defined in Site Settings › Order › QA Test and assigned to orders through Order › Testing.
Report Configuration
| Section | Options |
|---|---|
| Filters | Agent, Brand, Category, Collection, Customer, Department, ETD From, ETD To, Factory, Gender, Order Type, Season, Status, Story, Sub Category, Sub Type, Type |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | Test Reports: Outstanding, Completed, All |
| Columns | Image, Order, Style, Description, Brand, Collection, Story, Gender, Category, Sub Category, Type, Sub Type, Customer, Department, Season, Ex-Factory, ETD, Agent, Factory, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Agent | The agent associated with the order. | Order > Details |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Category | The main product category. | Site Settings > Style > Category |
| Collection | The seasonal or thematic grouping the order belongs to. | Site Settings > Style > Collection |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| Gender | The target gender for the order. | Site Settings > Style > Gender |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Side Widgets > Status |
| Story | The design concept or theme associated with the order. | Site Settings > Style > Story |
| Sub Category | More specific product classification. | Site Settings > Style > Category |
| Sub Type | Further refinement of the product type. | Site Settings > Style > Type |
| Type | The style type that helps categorise products. | Site Settings > Style > Type |
Report Features
- Filter by multiple criteria including agent, brand, category, collection, customer, and factory
- Sort by any column in ascending or descending order
- View test reports by status: Outstanding, Completed, or All
- Customise column visibility
- Export to Excel
- View detailed component test and order information
- Mark tests as completed by ticking the checkbox for individual component tests
- Mark all tests for a component as completed by ticking the checkbox in the Order column of the Test row
- Remove test completion marks by clicking the checkbox again, which removes the strikethrough from the test name
- Enable or disable visibility
Test Completion Tracking
In the Component Test Summary view, you can mark tests as completed by ticking the checkbox for individual component tests. To mark all tests under a component as completed, tick the checkbox in the Order column of the Test row. To remove completion marks, click the checkbox again, which will remove the strikethrough from the test name.
Critical Path Review
The Critical Path Review report provides a comprehensive view of critical path activities across orders, enabling you to identify bottlenecks, delays, and areas requiring attention. This report supports proactive order management and helps teams address potential issues before they impact delivery timelines, providing visual dashboards, activity completion tracking, and detailed analytics for critical path performance.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Agent, Department, Duration from ETD, ETD From, ETD To, Factory, Status, Type |
| View | View by: Critical Path or Activities; Critical Path (mandatory - depends on configured Critical Paths in Site Settings > Order > Critical Path); Hide Elements (checkboxes): Sample Orders, Advertised Orders, Order Labels |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the order. | Order > Details |
| Agent | The agent associated with the order. | Order > Details |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Duration from ETD | Filter orders by duration relative to estimated time of departure (ETD). | Order > Details |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| Status | The current status of the order. | Order > Side Widgets > Status |
| Type | The type of order (e.g., Style, Component). | Order > Overview |
Report Features
- Filter by multiple criteria including account manager, agent, department, factory, and status
- View by Critical Path or Activities
- Select from configured Critical Path templates (mandatory selection)
- Hide elements: Sample Orders, Advertised Orders, Order Labels
- View comprehensive dashboard with key metrics and visualisations
- Track activity completion rates and rejections
- Monitor order status distribution
- Analyse ETD change reasons
- Export data for analysis and reporting
Dashboard Elements
The Critical Path Review view displays the following dashboard elements:
| Element | Description |
|---|---|
| ETD Range | Displays the date range for the selected filters. |
| Production Orders | Displays the number of orders and units, along with the Buy Value with respective currency exchange rates. |
| Sample Orders | Displays the number of orders and units, along with the Buy Value. |
| Completed Orders | Displays the number of completed orders and the number of orders currently in production. |
| Total Activities | Displays the total number of activities and the overall completion rate. |
| Order ETD Change Reason | Bar chart displaying percentages of ETD change reasons. The X-axis shows reasons configured in Order > ETD > Reason > Order Reason and the Y-axis shows the number of orders.  |
| Order Status | Pie chart displaying the distribution of order statuses. |
| Critical Path | Displays columns for: Tab, Activity, Activity Completed Rate, and Rejections. Shows the Total Completion Rate and Number of orders. Activity completed rate uses colour coding: green (before due date), orange (after due date), pink (overdue), grey (not completed). |
Critical Path Selection
The Critical Path filter is mandatory and depends on the Critical Paths configured in Site Settings > Order > Critical Path. You must select a Critical Path template to generate the report.
Critical Path Tracker
The Critical Path Tracker report provides a focused view for tracking critical path progress across orders and styles. This report enables teams to monitor critical path activities, track order progress, and maintain visibility into key order details including customer information, factory assignments, pricing, and licensing details.
Report Configuration
| Section | Options |
|---|---|
| Columns | Style No., Order Description, Customer, Factory, Buy Price, Colourway, License, Licensed Sub No. |
Report Features
- Search functionality to quickly locate specific orders or styles
- Toggle image display by checking the Image checkbox to show style images
- Export the view to Excel for offline analysis
- Add to favourites for quick access
- Enable or disable visibility
- View key order and style information including customer, factory, pricing, and licensing details
- Track colourway and licensed sub-number information
Image Display
Check the Image checkbox to display style images in the Critical Path Tracker view. This helps visual identification of styles and orders.
Customer Codes
The Customer Codes report displays customer identification codes across orders, supporting customer-specific reporting and analysis. This report helps teams track order relationships and customer-specific requirements, providing comprehensive visibility into order details, pricing information, identification codes, and customer-specific data for reporting and analysis purposes.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Agent, Customer, ETD From, ETD To, Factory, In Store From, In Store To, License, Status, Type |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | View by: Buy Price, Sell Price, RRP, Alt RRP |
| Columns | Image, Status, Order, Style, Description, Composition, License, Account Manager, Ex-Factory, In Store, Colourway, Colourway In Store, Size, Quantity, Buy Price, Sell Price, RRP, Alt RRP, Barcode, Keycode |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the order. | Order > Details |
| Agent | The agent associated with the order. | Order > Details |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| In Store From / In Store To | Filter orders by In Store date range. | Order > Details |
| License | The licensing agreement related to the order. | Site Settings > Style > License |
| Status | The current status of the order. | Order > Sidebar > Status |
| Type | The type of order (e.g., Style, Component). | Order > Overview |
Report Features
- Filter by multiple criteria including account manager, agent, customer, factory, and license
- Sort by any column in ascending or descending order
- View by pricing type: Buy Price, Sell Price, RRP, or Alt RRP
- Customise column visibility
- Export to PDF or Excel
- View detailed order information including identification codes (Barcode, Keycode)
- Track customer-specific requirements and order relationships
- Monitor pricing information across different price types
- Enable or disable visibility
Export Options
The Customer Codes report supports export in both PDF and Excel formats, allowing you to choose the format that best suits your reporting and analysis needs.
View Elements
The Customer Codes view displays the following information for each order:
| Element | Description |
|---|---|
| Image | Image of the style associated with the order. |
| Status | The current status of the order. |
| Order Number | The unique order identifier. |
| Style Number | The style number associated with the order. |
| Description | Description of the style. |
| Composition | Composition details of the style. |
| License | The licensing agreement related to the order. |
| Account Manager | The account manager responsible for the order. |
| Ex-Factory | The ex-factory date for the order. |
| In Store | The In Store date for the order. |
| Detail Table | A table displaying detailed information with column headers: Colour, Size Qty, Sell Price (with currency), Barcode, and Keycode. |
Detail Table Information
The detail table provides granular information for each colourway and size combination, including quantities, pricing, and identification codes (Barcode and Keycode) for comprehensive order tracking and customer-specific reporting.
Delivery Planning
The Delivery Planning report provides consolidated delivery information, enabling teams to coordinate shipments and manage delivery schedules effectively. This report supports logistics planning and shipment coordination, providing comprehensive visibility into delivery timelines, order quantities, pricing, and shipping details organised by customer and delivery month for efficient planning and coordination.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Agent, Brand, Customer, Department, Factory, In Store From, In Store To, License, Order Type, Season, Status, Type |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Style, Order, Description, Department, Season, Agent, Factory, Type, Brand, License, Account Manager, Main Fabric, Shipping, Ex-Factory, ETD, In-Store, Stopped, Total Qty, Sell Price, Sell Price Value, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the order. | Order > Details |
| Agent | The agent associated with the order. | Order > Details |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Factory | The factory associated with the order. | Order > Details |
| In Store From / In Store To | Filter orders by In Store date range. | Order > Details |
| License | The licensing agreement related to the order. | Site Settings > Style > License |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Sidebar > Status |
| Type | The style type that helps categorise products. | Site Settings > Style > Type |
Report Features
- Filter by multiple criteria including account manager, agent, brand, customer, department, and factory
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View detailed delivery and shipping information
- Track order quantities, pricing, and delivery dates
- Monitor shipping status and ex-factory dates
- Enable or disable visibility
Grouping Structure
Orders in the Delivery Planning report are automatically organised by customer and delivery month, making it easy to see which orders are scheduled for delivery to each customer in each month. This structure supports efficient delivery planning and coordination.
ETD Date History
The ETD Date History report tracks estimated time of departure (ETD) date changes over time, providing visibility into shipping schedule adjustments and their impact on delivery timelines. This report supports delivery planning and helps teams understand schedule changes and their implications, enabling analysis of ETD change patterns, reasons for delays, and delivery performance metrics.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Agent, Brand, Collection, Critical Path, Customer, Department, ETD From (Mandatory), ETD To (Mandatory), Factory, In Store From, In Store To, License, Order Type, Reason, Season, Shipping Method, Status, Type |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | Hide Initial ETD (checkbox) |
| Group | Orders by: Select or Supplier |
| Columns | Image, Order, Style, Description, Customer, Department, Season, Brand, License, Collection, Type, Account Manager, Critical Path, Shipping Method, In Store, Order Qty, Buy Price Value, Ex-Factory, ETD, Difference, Delivery Status, Reason, Staff, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the order. | Order > Details |
| Agent | The agent associated with the order. | Order > Details |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Collection | The seasonal or thematic grouping the order belongs to. | Site Settings > Style > Collection |
| Critical Path | The critical path template associated with the order. | Site Settings > Order > Critical Path |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| ETD From / ETD To | (Mandatory) Filter orders by estimated time of departure (ETD) date range. Both dates are required to generate the report. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| In Store From / In Store To | Filter orders by In Store date range. | Order > Details |
| License | The licensing agreement related to the order. | Site Settings > Style > License |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Reason | Filter by the reason for ETD date changes. | Order > ETD > Reason |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Shipping Method | The shipping method used for the order (e.g., Sea, Air, Courier). | Site Settings > Shipping > Shipping Method |
| Status | The current status of the order. | Order > Side Widgets > Status |
| Type | The style type that helps categorise products. | Site Settings > Style > Type |
Report Features
- Filter by multiple criteria including account manager, agent, brand, customer, department, factory, and shipping method
- Sort by any column in ascending or descending order
- Group orders by Select or Supplier
- Hide initial ETD dates to focus on changes
- Customise column visibility
- Export to Excel
- View detailed ETD change history and reasons
- Track delivery status and performance metrics
- Monitor ETD differences and delivery timelines
- Enable or disable visibility
View Elements
The ETD Date History view displays the following information:
| Element | Description |
|---|---|
| Supplier Name | The name of the supplier or factory associated with the orders. |
| Delivery Status | Percentage indicators showing delivery performance: • Late % - displayed in pink font • Early % - displayed in orange font • On time % - displayed in green font |
Delivery Status Colour Coding
The Delivery Status percentages use colour coding to quickly identify delivery performance: pink for late deliveries, orange for early deliveries, and green for on-time deliveries. This visual indicator helps teams quickly assess supplier performance and delivery reliability.
My Orders
The My Orders report provides a visual summary of orders assigned to you, including order dates, quantities, and retail price information. This personalised view supports individual workload management and order tracking, enabling you to quickly access your assigned orders, monitor key dates, track quantities, and review pricing information in a single, focused view.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Advertised, Brand, Collection, Customer, Department, Factory, In Store Date, Order Type, Season, Staff, Status, Story, Type |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the order. | Order > Details |
| Advertised | Filter by whether the order has been advertised. | Order > Side Widgets > Dates |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Collection | The seasonal or thematic grouping the order belongs to. | Site Settings > Style > Collection |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Factory | The factory associated with the order. | Order > Details |
| In Store Date | Filter orders by In Store date. | Order > Details |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Staff | Filter by staff member assigned to the order. | Site Settings > Company > Staff |
| Status | The current status of the order. | Order > Side Widgets > Status |
| Story | The design concept or theme associated with the order. | Site Settings > Style > Story |
| Type | The style type that helps categorise products. | Site Settings > Style > Type |
Report Features
- Filter by multiple criteria including account manager, brand, collection, customer, department, and factory
- Sort by any column in ascending or descending order
- View personalised order assignments
- Track key dates including ETD, In Store Date, and Ex-Factory Date
- Monitor order quantities and pricing information
- Export to Excel
- Enable or disable visibility
View Elements
The My Orders view displays the following information for each assigned order:
| Element | Description |
|---|---|
| Preview Image | Preview image of the style associated with the order. |
| Style Number | The style number linked to the order. |
| Purchase Order Number | The purchase order number for the order. |
| RRP | The recommended retail price for the order. |
| Qty | The quantity of items in the order. |
| Sell | The sell price for the order. |
| ETD | The estimated time of departure (ETD) date. See Order > Side Widgets > Dates. |
| In Store Date | The In Store date for the order. See Order > Details. |
| Ex-Factory Date | The ex-factory date for the order. See Order > Side Widgets > Dates. |
Personalised View
The My Orders report automatically filters to show only orders assigned to you, providing a focused view of your workload and responsibilities. This personalised approach helps you prioritise tasks and manage your order assignments effectively.
My Work Fortnight
The My Work Fortnight report displays your assigned work for the current fortnight, helping you prioritise tasks and manage your workload effectively. This report supports individual task management and workload planning, providing a focused view of activities assigned to you, enabling you to track due dates, complete tasks, and manage your order-related responsibilities efficiently.
Report Configuration
| Section | Options |
|---|---|
| Filters | Agent, Brand, Category, Collection, ETD From, ETD To, Factory, Gender, Order Type, Season, Staff (Mandatory), Story, Sub Category, Sub Type, Type |
| Activity | (Depends on the activities configured in Site Settings > Order > Activities) |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending), Sort by 2nd (Asc = Ascending; Desc = Descending), Sort Activity Due Dates By (Asc = Ascending; Desc = Descending) |
| View | Activity By: Order or Activity |
| Columns | Image, Order, Style, Description, Season, Story, Agent, Factory, Ex-Factory, ETD, Group, Activity, Rejections, Due Date, Details, Complete, Action |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Agent | The agent associated with the order. | Order > Details |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Category | The main product category. | Site Settings > Style > Category |
| Collection | The seasonal or thematic grouping the order belongs to. | Site Settings > Style > Collection |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| Gender | The target gender for the order. | Site Settings > Style > Gender |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Staff | (Mandatory) Filter by staff member assigned to activities. This filter is required to generate the report. | Site Settings > Company > Staff |
| Story | The design concept or theme associated with the order. | Site Settings > Style > Story |
| Sub Category | More specific product classification. | Site Settings > Style > Category |
| Sub Type | Further refinement of the product type. | Site Settings > Style > Type |
| Type | The style type that helps categorise products. | Site Settings > Style > Type |
Report Features
- Filter by multiple criteria including agent, brand, category, collection, customer, and factory
- Filter by specific activities configured in Site Settings > Order > Activities
- Sort by any column in ascending or descending order
- Sort activity due dates separately for better deadline management
- View activities by Order or Activity grouping
- Customise column visibility
- Export to Excel
- View assigned activities and due dates
- Complete activities directly from the report
- Access order details and activity actions
- Enable or disable visibility
View Functionality
In the My Work Fortnight view, you can:
| Action | Description |
|---|---|
| View Staff Name | See the name of the staff member assigned to activities. |
| Complete Activity | Complete an activity by checking the checkbox in the Complete column. This marks the activity as completed and updates the completion status. |
| View Order Details | Click the cart icon in the Details column to view the full order details. |
| Open Activity Action | Click the icon in the Action column to open the Activity Action pop-up, where you can approve/reject activities, add comments, attach files, and manage activity details. |
Activity Management
The My Work Fortnight report provides direct access to activity management functions. You can complete activities, view order details, and manage activity actions directly from the report view, streamlining your workflow and reducing the need to navigate to individual orders.
Order Assessment Summary
The Order Assessment Summary report provides a comprehensive overview of order key data, pricing, and quantity details, supporting order review and decision-making processes. This report helps teams assess order information and make informed decisions, providing consolidated visibility into order attributes, pricing information, delivery dates, and commercial terms for efficient order assessment and analysis.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Agent, Brand, Customer, Department, ETD From, ETD To, Factory, License, Order Type, Season, Status, Story, Terms |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Style, Order, Description, Agent, Factory, Factory Origin, Terms, Customer, Department, Story, License, Brand, Account Manager, Season, Ex-Factory, ETD, In Store, Retail Price, Buy Price, Sell Price, Qty, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the order. | Order > Details |
| Agent | The agent associated with the order. | Order > Details |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| License | The licensing agreement related to the order. | Site Settings > Style > License |
| Order Type | The type of order (e.g., Style, Component, Production, Sample). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Side Widgets > Status |
| Story | The design concept or theme associated with the order. | Site Settings > Style > Story |
| Terms | The commercial terms applied to the order (e.g., payment or delivery terms). | Site Settings > Company > Terms |
Report Features
- Filter by multiple criteria including account manager, agent, brand, customer, department, factory, and terms
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View comprehensive order information including pricing (Retail Price, Buy Price, Sell Price)
- Track delivery dates (Ex-Factory, ETD, In Store)
- Monitor order quantities and commercial terms
- Review factory origin information
- Enable or disable visibility
Order Sell Value Summary
The Order Sell Value Summary report displays order sell details by In Store month based on order quantity drop date and sell price, enabling financial analysis and sales forecasting. This report supports revenue planning and sales analysis, providing consolidated visibility into sell values and quantities organised by customer, department, buyer, brand, and season for comprehensive financial reporting and forecasting.
Report Configuration
| Section | Options |
|---|---|
| Filters | Account Manager, Brand, Buyer, Customer, Department, In Store From, In Store To, Order Type, Season, Status |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | Report Type: Value or Unit |
| Columns | Customer, Department, Buyer, Brand, Account Manager, Season, Total Details |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Account Manager | The account manager responsible for the order. | Order > Details |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Buyer | The buyer accountable for purchasing decisions and order approvals. | Site Settings > Company > Buyer |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| In Store From / In Store To | Filter orders by In Store date range. | Order > Details |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Side Widgets > Status |
Report Features
- Filter by multiple criteria including account manager, brand, buyer, customer, and department
- Sort by any column in ascending or descending order
- View report by Value or Unit
- Customise column visibility
- Export to Excel
- View sell value and quantity details by In Store month
- Analyse financial data organised by customer, department, buyer, brand, and season
- Support revenue planning and sales forecasting
- Enable or disable visibility
Report Type Options
The Order Sell Value Summary report can be viewed by Value (showing sell price totals) or Unit (showing quantity totals), allowing you to analyse financial performance from different perspectives based on your reporting needs.
Order Shipment Status
The Order Shipment Status report provides consolidated order shipping information, enabling teams to track shipment progress and coordinate logistics. This report supports shipping management and logistics coordination, providing comprehensive visibility into shipping details, freight status, vessel information, and delivery timelines for effective logistics planning and shipment tracking.
Report Configuration
| Section | Options |
|---|---|
| Filters | Country/Region, Department, Destination, ETD Data From, ETD Data To, Factory Code, Factory, Order Type, Origin, Shipment Method, Status |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Order, Style, Description, Factory Code, Factory, Agent Code, Agent, Inner Preparation, Ex-Factory, ETD, ETA, In Store, Shipping Method, Freight Status, Origin, Destination, Quantity, Department, Customer, Collection, Country/Region, Gender, Vessel, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Country/Region | The country or region associated with the order. | Order > Details |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Destination | The final delivery location or destination country for the shipment. | Site Settings > Shipping > Destination |
| ETD Data From / ETD Data To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory Code | The factory code associated with the order. | Order > Details |
| Factory | The factory associated with the order. | Order > Details |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Origin | The country or location from which the goods are shipped. | Site Settings > Shipping > Origin |
| Shipment Method | The shipping method used for the order (e.g., Sea, Air, Courier). | Site Settings > Shipping > Shipping Method |
| Status | The current status of the order. | Order > Side Widgets > Status |
Report Features
- Filter by multiple criteria including country/region, department, destination, factory, origin, and shipment method
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View comprehensive shipping information including freight status, vessel, and delivery dates
- Track shipment progress and logistics coordination
- Monitor ETD, ETA, and In Store dates
- Review factory and agent codes
- Enable or disable visibility
Order Value by Supplier
The Order Value by Supplier report displays a buy order value summary by supplier, supporting supplier performance analysis and procurement planning. This report helps teams assess supplier relationships and procurement decisions, providing consolidated visibility into order values, quantities, and currency information organised by agent, factory, customer, and department for comprehensive supplier performance evaluation and financial analysis.
Report Configuration
| Section | Options |
|---|---|
| Filters | Agent, Customer, Department, ETD From, ETD To, Factory, Status |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Agent, Factory, ETD From (Mandatory), ETD To (Mandatory), Customer, Department, Total Units, Total Buy Value, Currency, Details |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Agent | The agent involved in managing or coordinating the order. | Order > Details |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The production factory responsible for manufacturing the order. | Site Settings > Company > Suppliers |
| Status | The current status of the order. | Order > Side Widgets > Status |
Report Features
- Filter by multiple criteria including agent, customer, department, factory, and ETD date range
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View buy order value summary by supplier
- Analyse supplier performance and procurement decisions
- Review total units and total buy value
- Monitor currency information
- Enable or disable visibility
Currency Validation
In the Total Buy Value and Currency columns, an error may display: "Error: Difference in currency detected". Double-check the currencies before generating this report to ensure all orders use consistent currency values.
Range Order Review
The Range Order Review report is a visual report displaying style and order information including colour, pricing, and quantity details by month. This report supports range planning and collection management, enabling teams to review orders at a collection or range level, providing comprehensive visibility into style details, pricing, and quantities organised by supplier for effective range planning and visual review.
Report Configuration
| Section | Options |
|---|---|
| Filters | Brand, Category, Collection, Customer, Date From, Date To, Department, Factory, Order Type, Reference Date, Season, Status, Story, Sub Category, Sub Type, Type |
| View | Shipment No. (checkbox) and Shipping Status (checkbox) |
| Group | Group by 1st: Blank or Reference Date, Brand, Category, Collection, Customer, Department, Story, Sub Category; Group by 2nd: Brand, Category, Collection, Customer, Department, Story, Sub Category, Sub Type, Type; Sell Value (checkbox); Retail Value (checkbox); Total Units (checkbox) |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Category | The main type of product (e.g., Top, Dress). | Site Settings > Style > Category |
| Collection | Which collection the style belongs to. | Site Settings > Style > Collection |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Date From / Date To | Filter orders by date range. | Order > Details |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Factory | The production factory responsible for manufacturing the order. | Site Settings > Company > Suppliers |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Reference Date | The reference date used for grouping and filtering orders. | Order > Details |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Side Widgets > Status |
| Story | The theme or story behind the style. | Site Settings > Style > Story |
| Sub Category | More specific product type (e.g., Baby, Kids). | Site Settings > Style > Category |
| Sub Type | More specific style details (e.g., Linen, Knit). | Site Settings > Style > Type |
| Type | The specific style type (e.g., Baby Romper). | Site Settings > Style > Type |
Report Features
- Filter by multiple criteria including brand, category, collection, customer, department, factory, and season
- View shipment number and shipping status
- Group by multiple levels for flexible organisation
- Display sell value, retail value, and total units
- Visual preview of styles with images and colour information
- Review style and order information by month
- Support range planning and collection management
- Export to Excel
- Enable or disable visibility
View Elements
The Range Order Preview view displays the following elements, grouped by supplier:
| Element | Description |
|---|---|
| Preview Image | Visual reference image of the style. |
| Colour | The colour of the style displayed visually. |
| Style Name | The name of the style. |
| Description | Brief description of the style. |
| Colour Name | The name of the colourway. |
| Qty | The quantity for the style and colour combination. |
| RRP | The recommended retail price. |
Supplier Grouping
The Range Order Preview view groups all displayed elements by supplier, allowing you to review style and order information organised by supplier for effective range planning and supplier coordination.
Shipment Confirmation Summary
The Shipment Confirmation Summary report displays a summary of orders assigned to shipments, enabling shipment planning and coordination. This report supports logistics management and shipment tracking, providing comprehensive visibility into shipment details, order assignments, freight status, vessel information, and delivery timelines for effective shipment planning and logistics coordination.
Report Configuration
| Section | Options |
|---|---|
| Filters | Agent, Brand, Collection, Customer, Department, Destination, ETA From, ETA To, ETD From, ETD To, Factory, Colour In Store From, Colour In Store To, Order in Store From, Order in Store To, Origin, Season, Shipment Completed From, Shipment Completed To, Shipment Status, Shipping Method, Story, Type, Vessel |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| View | View by: Single colour or Multiple colours |
| Group | Orders by: Blank or Delivery week; Colour in Store or ETA |
| Columns | Image, Order, Style, Description, Department, Story, Brand, Collection, Customer, Season, Order in Store, Type, Colour, Pack, Colour Qty, Agent, Factory, Shipment, Origin, Destination, Shipping Method, Cartons, Shipped Qty, Qty Remaining, Vessel, Container No., Ex-Factory, ETD, ETA, Colour in Store, Buy Price, Buy Price Value, Invoice No, Freight Status, Preparation, Delivered, Shipment Completed, Status |
Pack Column
The Pack column displays the packing configuration for each order line. Pack types are configured in Site Settings › Order › Pack.
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Agent | The agent involved in managing or coordinating the order. | Order > Details |
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Collection | Which collection the style belongs to. | Site Settings > Style > Collection |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Destination | The final delivery location or destination country for the shipment. | Site Settings > Shipping > Destination |
| ETA From / ETA To | Filter orders by estimated time of arrival (ETA) date range. | Order > Details |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The production factory responsible for manufacturing the order. | Site Settings > Company > Suppliers |
| Colour In Store From / Colour In Store To | Filter orders by colour in store date range. | Order > Details |
| Order in Store From / Order in Store To | Filter orders by order in store date range. | Order > Details |
| Origin | The country or location from which the goods are shipped. | Site Settings > Shipping > Origin |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Shipment Completed From / Shipment Completed To | Filter orders by shipment completed date range. | Shipping > Details |
| Shipment Status | The current status of the shipment. | Shipping > Details |
| Shipping Method | The shipping method used for the order (e.g., Sea, Air, Courier). | Site Settings > Shipping > Shipping Method |
| Story | The theme or story behind the style. | Site Settings > Style > Story |
| Type | The specific style type (e.g., Baby Romper). | Site Settings > Style > Type |
| Vessel | The name of the vessel, airline, courier service, or transportation carrier used for the shipment. | Order > Shipping |
Report Features
- Filter by multiple criteria including agent, brand, collection, customer, department, factory, and season
- Filter by date ranges for ETA, ETD, Colour In Store, Order In Store, and Shipment Completed
- View by single colour or multiple colours
- Group orders by delivery week or blank
- Group by Colour in Store or ETA
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View comprehensive shipment information including vessel, container, and freight status
- Track shipped quantities and remaining quantities
- Monitor buy price and buy price value
- Review invoice numbers and delivery status
- Enable or disable visibility
View Organisation
The Shipment Confirmation Summary report can be organised using the following grouping options:
| Grouping Option | Description |
|---|---|
| Orders by | Group orders by Blank (no grouping) or Delivery week for weekly delivery planning |
| Colour in Store or ETA | Group by Colour in Store date or ETA (Estimated Time of Arrival) for delivery timeline organisation |
View Options
The report can be viewed by Single colour (showing one colour per row) or Multiple colours (showing all colours for a style), allowing you to analyse shipment information at different levels of detail based on your reporting needs.
Size Scale and Qty Summary
The Size Scale and Qty Summary report displays order quantity details grouped by customer, department, and size scale, supporting size allocation planning and analysis. This report helps teams understand quantity distribution across different size scales and customer segments, providing comprehensive visibility into order quantities, pricing information, and size scale details organised by customer and department for effective size allocation planning and quantity analysis.
Report Configuration
| Section | Options |
|---|---|
| Filters | Brand, Customer, Department, ETD From, ETD To, Factory, Order Type, Season, Status, Story, Type |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Order, Style, Description, Story, Brand, Season, Buy Price, Sell Price, Retail Price, Factory, Ex-Factory, ETD, Design Number, Colour, Size Scale, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Brand | The brand associated with the order. | Site Settings > Style > Brand |
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Factory | The production factory responsible for manufacturing the order. | Site Settings > Company > Suppliers |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Side Widgets > Status |
| Story | The theme or story behind the style. | Site Settings > Style > Story |
| Type | The specific style type (e.g., Baby Romper). | Site Settings > Style > Type |
Report Features
- Filter by multiple criteria including brand, customer, department, factory, and season
- Filter by ETD date range
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View order quantity details grouped by customer, department, and size scale
- Analyse quantity distribution across different size scales and customer segments
- Review pricing information including buy price, sell price, and retail price
- Monitor size scale details and design numbers
- Enable or disable visibility
View Organisation
The Size Scale and Qty Summary report groups orders by Customer and Department, providing a structured view that enables teams to analyse quantity distribution and size allocation planning at the customer and department level.
Grouping Structure
Orders in this report are automatically grouped by Customer and Department, allowing you to review size scale and quantity information organised by these key dimensions for effective size allocation planning and customer segment analysis.
Supplier Loading
The Supplier Loading report displays supplier capacity, loading, and monthly deliverables, enabling you to assess supplier utilisation and plan production allocation. This report supports supplier relationship management and helps prevent supplier overloading, providing comprehensive visibility into supplier capacity, allocated quantities, and monthly production deliverables for effective production planning and supplier workload management.
Report Configuration
| Section | Options |
|---|---|
| Filters | Customer, Department, Reference Date (ETD, ETA, In Store), Supplier, Year |
| View | View by: Percentage or Units |
| Columns | Supplier, Capacity (M), Allocated (Y), Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Customer | The customer or retail channel for the order. | Site Settings > Company > Customer |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Reference Date | The reference date used for capacity calculations. Options include ETD (Estimated Time of Departure), ETA (Estimated Time of Arrival), or In Store date. | Order > Details |
| Supplier | The supplier (factory or agent) for capacity analysis. | Site Settings > Company > Suppliers |
| Year | The calendar year for capacity and loading analysis. | Order > Details |
Report Features
- Filter by customer, department, supplier, and year
- Select reference date type (ETD, ETA, or In Store) for capacity calculations
- View capacity and loading by percentage or units
- Monitor supplier capacity (monthly) and allocated quantities (yearly)
- Review monthly deliverables across all 12 months
- Assess supplier utilisation and prevent overloading
- Plan production allocation effectively
- Export to Excel
- Enable or disable visibility
View Elements
The Supplier Loading report displays the following information:
| Element | Description |
|---|---|
| Supplier | The supplier (factory or agent) being analysed. |
| Capacity (M) | The monthly production capacity for the supplier. |
| Allocated (Y) | The total allocated quantity for the year. |
| Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec | Monthly allocated quantities or percentages for each month of the year. |
View Options
The Supplier Loading report can be viewed by Percentage (showing capacity utilisation as a percentage) or Units (showing actual unit quantities), allowing you to analyse supplier loading from different perspectives based on your planning needs.
Supplier Order Schedule
The Supplier Order Schedule report provides an overview of orders grouped by supplier and departments including quantity and buy value information, supporting supplier relationship management and procurement planning. This report helps teams coordinate with suppliers and plan procurement activities, providing comprehensive visibility into order schedules, quantities, pricing, and freight status organised by supplier and department for effective procurement coordination and supplier communication.
Report Configuration
| Section | Options |
|---|---|
| Filters | Agent, Department, Factory Code, Factory, Freight Status, ETD From, ETD To, Order Type, Season, Status |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Order, Style, Description, Season, Ex-Factory, ETD, Pack, Freight Status, Colour, Quantity, Buy Price, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Agent | The agent involved in managing or coordinating the order. | Order > Details |
| Department | The department responsible for the order. | Site Settings > Order > Department |
| Factory Code | The factory code associated with the order. | Order > Details |
| Factory | The production factory responsible for manufacturing the order. | Site Settings > Company > Suppliers |
| Freight Status | The current state of the shipment (e.g., Booked, In Transit, Delivered). | Site Settings > Shipping > Freight Status |
| ETD From / ETD To | Filter orders by estimated time of departure (ETD) date range. | Order > Details |
| Order Type | The type of order (e.g., Style, Component). | Order > Overview |
| Season | The fashion season the order belongs to. | Site Settings > Style > Season |
| Status | The current status of the order. | Order > Side Widgets > Status |
Report Features
- Filter by multiple criteria including agent, department, factory, freight status, and season
- Filter by ETD date range
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View orders grouped by supplier and department
- Review quantity and buy value information
- Monitor freight status and delivery timelines
- Track ex-factory dates and ETD dates
- Review pack information and colour details
- Support supplier relationship management and procurement planning
- Enable or disable visibility
View Organisation
The Supplier Order Schedule report groups orders by Supplier and Department, providing a structured view that enables teams to coordinate with suppliers and plan procurement activities at the supplier and department level.
Grouping Structure
Orders in this report are automatically grouped by Supplier and Department, allowing you to review order schedules, quantities, and buy value information organised by these key dimensions for effective supplier coordination and procurement planning.