Customer expectations are higher today than ever before. Shoppers expect proactive service, personalized interactions, and digitally connected experiences. To deliver a delightful and personalized customer experience, Shopify merchants have adopted omnichannel strategies to integrate in-person and online experiences. Omnichannel order fulfillment strategies like same-day BOPIS and Ship From Store have grown in momentum over the past few years to meet rising customer expectations. In fact, 75% of Target’s online orders in 2023 were either picked up in-store, curbside, or shipped from a store.
Fashion merchants are adapting Shopify/Shopify plus, and to implement omnichannel strategies, they use an Omnichannel Order Management System (OMS). An OMS helps them efficiently route/broker the orders to optimal fulfillment locations without costly, time-consuming manual intervention.
To execute these strategies seamlessly, Shopify Merchants need Shopify reports that give a birds-eye view of all the omnichannel activities around order fulfillment. This detailed view will help Shopify merchants identify inconsistencies and work towards overcoming them. Therefore, an efficient OMS should always provide key fulfillment reports for Shopify merchants.
Let's take a deep dive into the critical Shopify reports for managing order fulfillment that merchants need from an OMS and how they play a crucial role in delivering successful omnichannel offerings to their customers.
Key Order Fulfillment Reports:
1. Daily Unfulfilled Expedited Orders Report
According to the State of Shipping Report, 62% of consumers expect their orders to arrive in less than three business days. To help expedite shipping, many brands have started implementing same-day/next-day delivery. That sounds like an easy fix, right?
Well, sometimes omnichannel order fulfillment teams can't fulfill same-day/next-day orders due to inventory discrepancies or other reasons. Orders go unfulfilled, which leads to increased order cancellations, poor customer service, and broken promises.
To provide a better customer experience, merchants have dedicated Customer Success Teams. The Customer Success Team wants to be on top of unfulfilled expedited delivery orders and continuously work on decreasing the order cancellation rate.
To effectively manage unfulfilled expedited orders, Customer Success Teams need a Daily Unfulfilled Expedited Orders Report. This Shopify report provides a granular view of all the unfulfilled same-day/next-day delivery orders. It also helps identify the order’s last brokered location with brokering time.
Furthermore, this Shopify report helps Customer Success Teams evaluate the efficiency of their expedited shipping fulfillment process. Due to the large volume of expedited orders handled by an OMS daily, merchants prefer to have a daily report of all unfulfilled orders.
2. Daily Warehouse Fulfillment Report
In the era of eCommerce growth, retail warehousing has become increasingly crucial to modern businesses. A fully functional warehouse gives the best output because of its low inventory carrying cost. As a result, the warehouse is responsible for fulfilling the majority of orders placed.
As warehouse operations are incredibly massive, there is always a possibility that some brokered orders can get misplaced or left unattended during the process. For merchants, evaluating warehouse performance and order fulfillment rates becomes crucial to success.
The Daily Unfulfilled Warehouse Orders Report provides all the orders brokered at the warehouse but not fulfilled yet. This Shopify report shows all the daily shipped and pending orders at a warehouse.
After identifying all the pending orders within this Shopify report, merchants can work to clear the backlog. Ultimately, this report helps to analyze the warehouse's fill rate. And in the case of multiple warehouses, it helps to compare their performance and give Shopify merchants actionable insights to improve their omnichannel order fulfillment strategy.
3. Daily Unfulfilled Orders Report
Merchants set benchmarks for fulfilling orders. Generally, merchants intend to complete order fulfillment within a seven-day maximum time frame. If any order’s fulfillment takes more than seven days, it draws a merchant’s attention.
To avoid order delays, merchants prefer to check all the pending orders at the facilities and alert fulfillment locations to speed up order fulfillment.
The Daily Unfulfilled Orders Report provides the data for all unfulfilled orders at different fulfillment locations. These can be standard, same-day/next-day delivery or store pick-up orders. This Shopify report also shows the last brokered facility and order brokered time which helps Shopify merchants analyze unfulfilled orders and mitigate challenges in the omnichannel order fulfillment pipeline.
4. Daily Unpicked BOPIS Orders Reports
Insider reports that 39% of consumers prefer using BOPIS when placing their orders because they get their orders faster. Simultaneously, customers also expect prompt notifications from the brand on the status of their orders.
When customers can’t come to the store to pick up their orders, store managers need a detailed report on their unpicked BOPIS orders.
The Daily Unfulfilled BOPIS Order Report provides cumulative details of all the BOPIS orders of the last 30 days. This Shopify report also shows the status of these BOPIS orders if orders are picked up, canceled, or not picked up.
With this detailed Shopify report, store managers also look for long pending BOPIS orders. These orders have blocked inventory which can be used to fulfill other orders. Merchants cancel all long-pending orders and use the product inventory for new orders.
These detailed Shopify reports are essential to increase/improve the BOPIS order fulfillment rate. Again, the fewer unpicked orders, the better the order fill rate. Additionally, the problem diagnosis with the report helps Shopify merchants to clear the challenges in the omnichannel order fulfillment cycle.
5. Store Dashboard
Merchants starting with omnichannel initiatives, use stores as their order fulfillment locations. Fulfillment centers help Merchants meet customer expectations for faster delivery. Merchants often operate multiple stores in various locations within their operational area, so they need a reliable way to measure their fulfillment performance.
Many reasons contribute to stores delaying and rejecting orders, including low operational strength and inventory shortages. Customer cancellations are also common. Tracking store fulfillment performance enables Shopify merchants to identify and resolve these order fulfillment issues.
Likewise, merchants practice a company-wide order fulfillment goal for daily processed, shipped, rejected, and canceled orders. Any facility performing below the set goal raises a concern for merchants and puts their focus on improving these facilities' performance.
The Store Dashboard shows the storewide data where the orders brokered, rejected, canceled, and then fulfilled in a day.
This Shopify report shows the percentage of shipped, processed, and canceled orders of the stores. Shopify merchants can compare their stores with their goal fulfillment rates and identify the best and worst performers.
6. Daily Store Shipment Performance Report
Merchants measure their stores’ omnichannel order fulfillment rates and want a clear, accurate view of their daily shipping performance. Therefore, merchants seek a detailed storewide Shopify report that displays every store’s daily shipping performance at once.
The Daily Store Shipment Performance Report shows the number of daily shipped orders for each store, giving an overview of the store’s daily performance.
This Shopify report also yields valuable insight into the most active and least active stores within a set timeframe. With this data, Shopify merchants can connect with underperforming stores to understand the reason for low activity and diagnose important problems.
Similarly, the retailer wants to see product-level shipping performance. This Shopify report also includes product-level performance. This information helps Shopify merchants understand a newly launched product's performance in a given area or region. Shopify merchants can plan their inventory accordingly after knowing which products perform best at a given store.
7. Shipment Tracking Report
Merchants use third-party services to ship orders to customers' addresses. Orders are picked, packed, and handed to third-party logistics (3PL) companies like FedEx and UPS. All shipments dispatched in a day have their unique tracking ID. This tracking ID is provided by the 3PL and helps merchants' customers keep track of their orders.
Because multiple shipments are sent out daily, merchants require a centralized view of order shipment details. This Shopify report help merchants quickly identify an order's tracking ID, shipping address, and dispatch location.
The Shipment Tracking Report shows the daily shipment details for each order. Using this Shopify report, merchants can quickly resolve questions related to order tracking by finding the tracking ID and the shipping address for the order.
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The waiting period between placing an order and receiving it feels like an eternity to any customer. Thus, any order fulfillment activity that increases this time is not ideal. A retailer's primary goal today should be to reduce order fulfillment time. Using an Omnichannel OMS, Shopify merchants can fulfill online orders as quickly as possible by automatically downloading them from eCommerce, routing them to the optimal fulfillment location, and assisting store teams by providing tools to pick, pack, and ship these orders.
In an ideal world, all orders are filled immediately, but this is not always possible for various reasons. That’s why HotWax Commerce Omnichannel OMS offers all seven critical order fulfillment reports for Shopify merchants so that they can get an overview of all omnichannel order fulfillment operations at a glance and work on challenges to ensure speedy delivery.
Whether you’re looking to provide a premier omnichannel experience or reduce fulfillment time, our Omnichannel OMS can help you increase profitability and customer retention. Contact our team for a free consultation to learn more.