Orders
The figures at the top tell you whether orders and spend are up or down on the previous period. The table below lets you find a single order and act on it.
New to Pulse? Start with Pulse for how to open it and how the date range works.
The Orders screen
The screen has tiles, a chart and a table of orders, all for the date range.
| Part | What it shows / does |
|---|---|
| Orders, GMV, Avg order value and Active buyers tiles | The totals for the date range, each with a small monthly trend line and the change on the previous period. Click a tile to list the orders behind it. Active buyers lists the accounts that ordered instead, largest spend first. |
| Orders & GMV over time | A chart of the number of orders and their value across the date range. Choose the Period (Auto, Day, Week or Month). Click a point to list the orders in it. |
| Month comparison strip | Under the chart: GMV for the current month so far, then for the months 1, 3, 6 and 12 months ago, as far back as the date range goes, each with a percentage change. |
| All orders table | One row per order, newest first: Date, Order #, Buyer, Items (number of lines), Status, Payment and Value. 20 orders a page, with Previous and Next. Click a row to open the order. |
| Status filter | Show Shipped or Processing orders, or both. The menu shows how many of each there are. |
| Payment filter | Show Paid or Pending orders, or both. |
| Search | Type a buyer name or an order number (Buyer or order #…). |
| Source | Where order and payment details come from (your eCommerce platform and your accounting system) and when each last synced. Hover over it to see the sync times. |
| Online orders only | A reminder that the figures only include storefront orders. Hover over it for details. |
| Download CSV | Saves every order in the table, with your filters and search applied, as a CSV file. |
Find an order
- In Pulse, click Orders in the sidebar.
- Set the date range to a period that includes the order.
- Type the buyer's name or the order number in the search box.
- Click the order to open it.
More detail
To narrow the list instead, use the Status and Payment filters, for example Processing and Pending to see orders that haven't shipped or been paid. You can also press ⌘K (Ctrl+K on Windows) anywhere in Pulse and type an order number to jump straight to it. The order opens in a panel with its lines and links to its account and invoice: see An order.
See the orders behind a figure
- Click a tile, such as GMV, or a point on the Orders & GMV over time chart. Pulse lists the orders that make up that figure, with each account's share of the total.
- Click an order to open it.
Reorder for a customer
- Find the order and click it to open it.
- Click Reorder. Pulse opens the order builder, signed in as the customer, with the same lines in a new order.
- Check the quantities and place the order.
More detail
The order panel also has New order (an empty basket for the same account), Reorder their usual (the products they usually order, at their usual quantities), Open buyer profile and View invoice, if the order has an unpaid invoice. See Order for a customer for how the order builder works.
How the figures are worked out
| Figure | How it's worked out |
|---|---|
| Which orders are counted | Orders placed in the date range, by order date. Quotes are never counted as orders. |
| Orders | The number of orders placed in the date range. |
| GMV | Gross merchandise value: the total value of those orders, including tax and shipping. |
| Avg order value | GMV divided by the number of orders, so it also includes tax and shipping. |
| Active buyers | The number of accounts that placed at least one order in the date range. |
| Change on a tile | The same figure for the period of the same length immediately before the date range. Hover over the percentage to see this. |
| Period | Auto picks days for a range of up to 31 days, weeks for up to 120 days, and months for anything longer. |
| Month comparison strip | When the current month isn't finished, it shows the month so far without a change. The last full month shows its change on the month before it. The other months show how the last full month compares with them. |
| Status | The order's fulfilment status from your eCommerce platform: Processing or Shipped. |
| Payment | The payment status from your accounting system: Paid or Pending. A dash means there's no payment status for the order. |
Orders only counts orders placed through your storefront, so a total can be lower than the account's full spend. See Where the figures come from.
FAQs
Check the date range covers the day the order was placed, and clear any Status or Payment filter and the search box. Orders placed outside your storefront, such as by phone or in your ERP, don't appear in Pulse.
No. The All orders table always lists the newest orders first. To find a particular order, search by buyer or order number, or use the Status and Payment filters. To sort another way, click Download CSV and sort the file in a spreadsheet.
Yes. GMV and Avg order value are worked out from each order's full value, including tax and shipping.
Payment status is synced from your accounting system on a schedule. Hover over Source to see when it last synced.
Avg order value is what orders have been worth on average. An account's usual basket is what their next order is likely to be, and Pulse uses it wherever it predicts an order. See how the usual basket is worked out on Reorder radar.
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