Orders (Live)

This page explains the calculation types, dimensions and filters available to you for the key figure The key figure Orders (Live). This page is for reference purposes only and assumes that you already have basic knowledge about the plentyBI tool.

PlentyONE calculates the live number of orders by checking and loading the orders from the database in real time.
In addition, select a dimension to determine how the result is grouped. Set filters to specify the criteria for the calculation of the sales volume. Note that those orders are counted that you define in the filter Order type. If you don’t set this filter, all orders of all order types are counted.

Using the default key figure configuration

The key figure configuration Orders (Live) is a so-called default key figure configuration. This means that it is already set up in your PlentyONE system with some preparatory settings. Thus, you don’t necessarily have to create an additional key figure configuration. Go to Setup » plentyBI » Key figure configurations and click on the key figure configuration*Orders (Live)* that has been created by plentymarkets.

1. plentyBI edition

How many and which key figures and corresponding dimensions you can create depends on the edition you have booked.

2. Calculation

2.1. Total

The key figure Orders (Live) is calculated on the basis of all available data. This means that the number of orders is counted according to the selected dimension and filters and displayed in real time.

3. Dimension

3.1. Order

The number of orders is displayed in real time. The data is taken from the database. All order types are counted if you don’t set the filter Order type with a selection.

3.2. Order status, order

The number of orders in each order status is displayed in real time. The data is taken from the database. All order statuses are counted if you don’t set the filter Order status with a selection.

4. Filters

Filters allow you to narrow down the data calculated by the key figure. The following chapters contain an overview of all available filters.

Important: Different filters are available depending on the dimension you have selected for the key figure.

4.1. Order referrer

Filters the selected key figure and dimension additionally by one or several order referrers. For this filter you can select the order referrers that are available in your system. Select a comparison operator on the left and then the desired order referrers (check_box).

4.2. Order status

Filters the selected key figure and dimension additionally by one or several order statuses. For this filter you can select the order statuses that have been setup in your system. Select a comparison operator on the left and then the desired order statuses (check_box).

Note that all order statuses are displayed if you don’t select anything here.

4.3. Order type

Filters the selected key figure and dimension additionally by one or several order types. The available selection of order types depends on the selected key figure and dimension. Select a comparison operator on the left and then the desired order types (check_box).

4.4. Created

Filters the selected key figure and dimension additionally by creation date. Select a comparison operator on the left and then the desired day.

Warehouse

4.5. Warehouse

Filters the selected key figure and dimension additionally by one or several warehouses. For this filter you can select the warehouses that have been set up in your system. Select a comparison operator on the left and then the desired warehouses (check_box).

Note that main orders are filtered out if this filter is set.

4.6. Client

Filters the selected key figure and dimension additionally by one or several clients. For this filter you can select the clients that have been set up in your system. Select a comparison operator on the left and then the desired clients (check_box).

4.7. Outgoing items booked

Filters the selected key figures and dimensions additionally by whether outgoing items have been booked. Select a comparison operator on the left.

4.8. Payment status

Filters the desired key figure and dimension additionally by the payment status. Select a comparison operator on the left and then the desired status.