Standard OMS Reports

Reports & Downloads Standard OMS Reports

TABLE OF CONTENTS

Important: Reports can be generated only for 90 days limit. You can set up a 90 days data range.

Shipped Orders

This is a report that shows a list of your shipped orders with shipping address information.

It is usually generated by Company_Name (OMS account) and in a specified time frame.

For example The shipped orders for Company_Name from 2020-10-11 to 2020-12-09.

Some of the information this report pulls are:

Order information like Carrier, Date, Shipping number, Shipping method, and Tracking number.

Address and contact information listed by order number: email, phone, address, zip, city, etc.

Some of the fields that this report has:

Order date
Shipping number
Carrier
Shipping method
Tracking number
Shipped date
Names
Address
Zip
Country
Phone
Email

Product Sales Processing

This is a report that shows the SKUs that were sold listed by Shipping number.

Some information this report has: Order number, the channel where the order is coming from, the products and quantities per each order, and also the selling price.

Another piece of information provided in this report is the date when the order was processed.

Some of the fields that this report has:

Order number
Shipping number
Channel
SKU information: Description of the SKU, Quantity, and Sold Price
Processing Date

Daily Inventory Storage

This is a report of inventory in the warehouse by SKU. It can be generated per OMS account/ Company name in a specified time frame.

It includes the location where the SKU is stored in the warehouse and also the receiving date.

Some of the fields that this report has:

SKU
UPC
Description
Product quantity
LOT
Expiration
UOM
Bin_Tag
Location
Date

Shipped Products (Lot, Expir, UOM)

This report returns a list of the SKUs that were Shipped.

It shows the SKU information like description, quantity, and UPC all listed by shipping number, order number, and for each Company.

Other information returned is the Bin, Lot, Expiration, and UOM for each SKU.

Some of the fields that this report has:

Shipping number
Order number
SKU, Description
BIN
Product quantity
Date of shipping
A lot, Expir, UOM

Ledger Transaction Log

This report returns a list with all the transactions listed by Company Name/ OMS account and in a specified time frame.

Some of the transaction types are Shipping costs, System Fees, and Return fees. Handling fees, storage, and others.

Fields that this report has:

Transaction Type and Id
Description of the transaction
Cost
Date

Statements

This report shows a list of statements based on the statement’s name and account name. It is a good way to update your accounting system and keep track of the statements you have with your customers. The report generates a CSV file with multiple columns such as:

Statement Number
Company Name
Invoice Name
Statement Date
Initial Date
Last Date
Handling
Shipping
Man Hour
Storage
System Fee
Procedures
Refund
Warehouse Services
Total Services
Beginning Balance
Add Funds
Paid

Daily Inventory Changes

This report returns a detailed CSV of the inventory changes made by your customer. This report holds the following fields.

Company Name
Description
UPC
SKU
Initial Qty
Replenishment Summary
Shipped Summary
Returns Summary
Returns Hurt Summary
Recounts Summary
Final Qty
Date
TimeStamp

Manufacture Orders

This report returns a list of items that are bound to the manufacturer’s orders. It is created with a range date. This CSV holds the following fields

Company Name
Ship Number
Order Number
Country
Created at
BOM SKU
SKU
UPC
Description
Quantity Picked
Lot
Expiration Date
UOM

Total Inventory By SKU

This Report returns a total inventory in the WMS by SKU. It is created using a date range. This CSV holds the following fields.

Company Name
SKU
Description
Available
Pending Processing
Total
Date

Routing Orders

This report returns a list of orders that are in Routing status. This CSV holds the following fields.

Company Name
Shipping Number
Order Number
Reference Number
Status
SKU
Qty

Shipped Orders with RMA

This report returns the historical data of RMA it holds the following fields.

Company Name
RMA ID
Shipping Number
Order Number
Order Reference
Channel
Shipping Date
RMA request Type
Status RMA
Process RMA Date
SKUs RMA
Type of Return
UPC
Description
QTY
Sold Price
Processed at
Ship Number exchange
Status Shippin number exchange
Shipping date order Exchange
RMA warehouse comments

Product Serials.

This report returns a list of product serials. This CSV holds the following fields.

Company Name
SKU
Product ID
UPC
Description
Bin Location
Serial
Status
WMS Notes
OMS Notes
Process Type
Process ID
Order Number
Order Number
Update
Use

Regional Product Sales

This report retutns a CSV with Regional products sales with the following fields.

Channel
City
State
Country
SKUs
Quantities

Shipping Billing Information

This report returns all the shipping billing information in a given data range with following fields

Source Channel
Customer Billing Address
Shipping Address
Shipping Method
Carrier Name
Tracking Number
Shipping Date
Shipping Charge

Order By Kit

This report shows the total amount of kits that are needed for different types of orders. This CSV holds the following fields.

Company Name
Shipping Number
Order Number
Order Date
Status
SKU QTY

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