Order Management System

Manage orders from every channel in one flow.

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:

  1. 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.
  2. Summary cards — net revenue today, net orders today, preparing orders, and awaiting action orders.
  3. Cumulative revenue by hour chart.
  4. Today — by sales channel table.
  5. Period summary cards.
  6. Quick access links.
  7. 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.

Related screens

Guides

  • Algorithms — View algorithms that determine the source of an order; edit weights and formulas, save as drafts, compare on sample orders, and publish.
  • Awaiting payment — Listing orders whose payment has not yet been confirmed and selecting those with confirmed payment to approve them in bulk and proceed with the flow.
  • Box collector — Scanning products collected in the store to create transfers, printing shipment waybills, and receiving boxes arriving at the store by waybill number.
  • Cancellation requests — Monitoring cancellation requests by request or order, approving or rejecting individually or in bulk, downloading via Excel.
  • Defining sources that feed sellable stock — See which sources and storages feed the sellable stock in inventory channels, add and remove channel sources, and check the result on the Channel stocks…
  • Determining Which Algorithm to Apply to an Order — Connect orders to algorithms based on ship city using Matching rules, understand rule order and the default algorithm, try with an order, and publish the…
  • Distance zones — View which region price is used to calculate the shipping cost of a package leaving a packing point based on the distance to the delivery city.
  • Document detail — Monitoring e-invoice and e-waybill documents of orders, their generation status, and error explanations.
  • Entering Handling and Shipping Costs in Layers — Learn the layering logic in order fulfilment costs, the handling cost formula, shipping zones, daily targets, and packing points; step-by-step explanation and…
  • Fraud check — Review orders flagged by fraud check with score details, and bulk approve those you find safe to send them into the order flow.
  • Grouping Sources and Group Capabilities — Review the rule, exceptions, and capabilities order picking, packing, delivery point of source groups and learn how the system uses groups; step-by-step…
  • Matching rules — Determine which algorithm will run on which order with sequential rules; try with an order, compare city delivery rules on sample orders, and publish them.
  • Monitoring sourcing setup with the Setup wizard — Read the status of seven steps on the Setup wizard dashboard and navigate through the six steps of the Order fulfilment costs wizard without saving;…
  • Order detail — Summary, items, packages, payment, notes, and history information of a single order; cancellation, return request, package, address, and shipping operations.
  • Order fulfilment costs — Enter warehouses' roles, preparation and shipping costs, packing points, and daily targets in layers; preview the difference and apply to OMS tables.
  • Orders — Search, filter, export to Excel, import package statuses, and view details for orders by package or order.
  • Packing point carriers — See which carrier is used at each packing point with which delivery type and cost by region.
  • Packing point sources — See which packing point prepares the order for each source and storage for sales channels, and its handling cost.
  • Picking — List order items directed to the store on your phone, pick them with quality control, or cancel due to missing items.
  • Queue — Monitoring queue records of background jobs, examining the content of failed jobs, and requeuing with corrected body.
  • Reading Distance Zones and Packing Point Costs — Read shipping zones in Distance zones, shipping and preparation costs in Packing point sources, and zone prices in Packing point carriers; step-by-step…
  • Reading the Storages and Packing Relations of a Source — Read the storages, packing point sources and carriers, inventory channel, source group, and shipping cost on the source detail; step-by-step explanation and…
  • Return invoices — Track the return invoice status of completed return lines; send the invoice to ERP, close without invoice, fetch invoice, or correct the return date.
  • Return requests — Listing return packages, approving by scanning barcodes or rejecting with a reason, opening return requests from orders, and exporting to Excel.
  • Review requests — Track customer review service requests, create new requests from orders, send requests to ERP, and view the service form history.
  • Running a Saved Report — Fill in the parameters of a saved report and export to screen or Excel, search and sort the result, print, and share via link.
  • Sales board — Monitor revenue, targets, last year comparisons, status tables, and products sold by channel with daily, hourly, and period views.
  • Saved reports — Finding authorized ready-made reports in list or menu tree view, filtering by folder and scope.
  • Setting the sourcing algorithm: weights, multipliers, and draft — Understand the four weights and 1–2 multipliers on the Algorithms screen, edit the advanced formula, save changes as a draft and track from version history;…
  • Setup wizard — Complete the sourcing setup step by step. The setup dashboard shows the status of each step; the Algorithm wizard creates a draft algorithm, and the Order…
  • Simulator — Test algorithm changes on real orders before publishing; compare the published algorithm with the draft side by side on a single order or in batch.
  • Source groups — Group similar sources to set order fulfilment costs and capacity settings together; groups update automatically as sources change according to the rule.
  • Sources — View and manage stores, warehouses, and distribution centers where orders are picked and shipped in a single list.
  • Store receipt — Receiving click-and-collect packages at the store, handing them over to the customer with a verification code, and opening return requests in the store.
  • Testing Algorithm Changes on Real Orders Before Publishing — Compare the live algorithm A with a draft or previous version B on single or batch orders in the Simulator, view the selected source and reason; step-by-step…
  • Understanding Source Types and Stock Layers — Learn about DC, hub, store, outlet, supplier, and franchise types on the Sources screen, the difference between sellable stock and supply stock, and how to…
  • Waiting approval — Listing, reviewing, and bulk approving orders awaiting approval before entering the flow.

API reference