The OMS overview is the dashboard that opens when you enter order management. It shows how much you have sold today, where you stand compared to the same hour yesterday, pending work in the warehouse and store, and a summary of recent days all on one page. It is intended for operations, e-commerce, and management teams who want to quickly see the status at the start of the day; for detailed channel and hourly tables, switch to the Sales board screen.
Accessing the screen
- Follow the path from the left menu: Order Management System › Overview.
- This page also opens when you first enter the OMS product.
If you do not see it in the menu, your account lacks order read permission. If you try to open it via link, the You don't have access to this screen page will appear.
Screen sections
From top to bottom:
- Title — Order Management System and the description "Today's sales, pending work, and hourly trend." On the right, the time the numbers were generated ("OMS snapshot: …") and if you have permission, a Sales board link.
- Summary cards — net revenue today, net orders today, preparing orders, and awaiting action orders.
- Cumulative revenue by hour chart.
- Today — by sales channel table.
- Period summary cards.
- Quick access links.
- At the bottom of the page, an introduction section explaining what OMS does.
Each card fetches its data separately. If a card's data cannot be retrieved, only that card is affected; others continue to work. Missing values in the top four summary cards appear as —; the chart, channel table, and period summary show an error message and a Retry button within their boxes.
How current are the numbers?
The "OMS snapshot" time in the title shows the moment the today's figures (revenue and orders in summary cards, chart, channel table) were generated. The dashboard is not live: this snapshot refreshes every few minutes and does not auto-refresh if the page remains open. A few minutes' delay is not a malfunction. Refresh the page to see the latest data. For a continuously open and auto-refreshing screen, use Auto refresh on the Sales board.
Summary cards
| Card | Shows |
|---|---|
| Net revenue today | Net revenue since the start of the day, with cancellations deducted. Below it shows the percentage difference vs same time yesterday: increase in green, decrease in red. If comparison is not possible, Cannot be compared with yesterday appears. |
| Net orders today | Number of net orders today; below, total product quantity ("… product quantity"). |
| Preparing | Orders with status Packed — those in warehouse and store operations. |
| Awaiting action | Orders with status Created that have not yet been processed. If there are orders pending fraud check, the card is highlighted and below it says "… orders in fraud check." |
The Preparing and Awaiting action cards are independent of today's sales; they count orders created in recent days (7 days by default if not configured otherwise). Therefore, even on a day with declining sales, the "what is pending" answer remains visible. These two numbers are fetched separately from today's revenue cards and are not tied to the "OMS snapshot" time.
The "difference vs same time yesterday" compares cumulative revenue up to the last completed hour interval with the cumulative revenue up to the same hour yesterday; the time is Turkey time. The current half hour is not compared with the full hour yesterday. The difference is calculated from the data of the hourly cumulative revenue chart below; this data includes cancellations (gross). Therefore, the percentage is not exactly on the same basis as the net amount shown on the card. The difference on the Today's total revenue (online) card on the Sales board covers only online channels; percentages on the two screens may differ.
Cumulative revenue by hour
The chart shows cumulative revenue from the start of the day up to each hour with three lines ("Total revenue from start of day to that hour; today, yesterday, and this day last week."): Today, Yesterday, and This day last week (dashed). The horizontal axis follows today's hour intervals (if no data yet for today, yesterday's hours are shown); each point corresponds to the end time of the hour interval. Yesterday's and last week's lines are aligned to today's hours, so future hours remain blank on the chart. Hovering over a point shows the exact amount.
You can select a single channel or return to All channels from the Sales channel list at the top right of the card. The list appears only if channel breakdown data is available. Your selection is saved in the page URL; sharing the link opens with the same channel selected.
Today — by sales channel
Lists today's figures for each sales channel. The card description: "Net order lines; cancellations and returns are figures for the same day."
| Column | Meaning |
|---|---|
| Sales channel | Name of the channel. |
| Revenue | Net revenue today. |
| Order | Net order count today. |
| Product | Quantity of products sold today. |
| vs same time yesterday | Percentage difference vs same time yesterday for the channel; green for increase, red for decrease. If not measurable, —. |
| Cancelled | Number of orders cancelled today. |
| Returned | Number of orders returned today. |
| Month to date | Net revenue from the start of the month to today. |
Period summary
A consolidated view of recent days. Use the Period selector at top right to choose 7 days, 14 days, or 30 days; default is 7 days, and the period always ends today. Your selection is saved in the page URL.
| Card | Shows |
|---|---|
| Orders created | Revenue of orders created in the period; below, order and product counts. |
| Invoiced | Revenue invoiced in the period; below, order count. |
| Not invoiced | Difference between orders created and invoiced counts. Does not go below zero (if previous period's orders were invoiced in this period, shows 0). If greater than zero, the card is highlighted. |
| Average basket | Average amount per basket; below, number of baskets used in calculation. If no basket count, shows —. |
| Shipping revenue | Total shipping amount of orders in the period. |
| Cancelled + returned | Sum of cancellation and return amounts; below, cancellation and return counts. Card is highlighted if there are cancellations or returns. |
Amounts cover all sales channels in the period. The cards show the start and end dates of the period and a note: "Use the Reports screen for channel and product breakdown."
Preparing long periods may take time. When changing the period, a "Selected period is being prepared…" warning appears until new data arrives, and previous figures appear faded; these are not figures for the new period. If part of the report cannot be retrieved, a "Part of the period report could not be retrieved; missing columns are not shown." warning appears and related cards are hidden: if the orders created/invoiced section fails, the first five cards hide; if the cancellation/return section fails, the Cancelled + returned card hides.
To see channel and product breakdowns with custom date ranges, use Sales board › Period report tab. This tab provides channel-based tables and best-selling products.
Quick access
Provides one-click access to frequently used order management screens: Orders, Fraud check, Cancellation requests, Return requests, Refund payments, Return invoices, Waiting approval, Safety stock and stocks, and Review requests. Only screens your account can see are listed. Refund payments and Safety stock and stocks belong to other products; they do not appear under OMS in the side menu but can be accessed here.
Common situations
- A summary card shows "—". Data for that card could not be retrieved; other cards are unaffected. Refresh the page.
- A card says "Something went wrong." Press the Retry button inside the card. If it persists, report to your system administrator with the text under Technical detail.
- "OMS connection not defined" appears. Your workspace OMS setup is incomplete; this does not mean it is unregistered. Contact your system administrator.
- Hourly chart is empty: "No hourly data for today." If the day just started, data will appear after first orders; refresh the page after a while.
- Channel table says "No sales channel data." Channel breakdown is not configured in this setup. The Sales channel selector on the chart will also be hidden.
- Period summary says "No records in selected period." No orders exist in the selected days; choose a wider period (14 days or 30 days).
- Numbers differ from Sales board. Overview uses net basis for today's figures and sums all channels. If the Sales board's Daily view has Gross selected, cancellations are included; also, the Today's total revenue (online) card excludes store channels. For comparison, select Net basis and consider store channels separately.
- Sales board link is not visible. Your account lacks report viewing permission.