Return rate
This page explains the calculation types, dimensions and filters available to you for the key figure Return rate. This page is for reference purposes only and assumes that you already have basic knowledge about the plentyBI tool.
PlentyONE calculates the return rate by dividing the total number of returns by the total number of all the order types that are not credit notes and returns:
(∑ Returns) : Number of all other order types x 100 = Return rate
By selecting a calculation type, you decide whether to calculate the Return rate or the Return rate amount.
In addition, select a dimension to determine how the result is grouped.
Set filters to specify the criteria for the calculation of the return rate.
|
Information on return rate calculation
Do you want to use this key figure to calculate the precise return rate? Then it is mandatory to set the filter for the order type Return when creating the key figure configuration. If you don’t set this filter, credit notes will be considered for the calculation as well. This leads to inaccurate results. |
1. plentyBI edition
How many and which key figures and corresponding dimensions you can create depends on the edition you have booked.
-
New customers: Choose the appropriate plentyBI edition while you order plentysystems.
-
Existing customers: Choose the appropriate plentyBI edition in the "My account" area.
2. Calculation
2.1. Return rate
The number of return orders is divided by the total number of all the order types that are not credit notes or returns. Note that you have to set the filter Order type with the selection Order and Return.
2.2. Return rate amount
The return rate amount is calculated by summing up the gross amounts of all returns. This result is then divided by the total gross amount of all other order types:
(∑ gross amounts returns) : gross total other order types x 100 = Return rate amount
Note that you have to set the filter Order type with the selection credit note and return.
3. Dimension
3.1. Order referrer plugin, creation date
The return rate is displayed grouped by order referrer (further grouped by plugin) and creation date. This way, you can see at a glance how the return rate is broken down by plugins that create orders in your PlentyONE system. A further differentiation is made according to the creation date of the orders.
3.2. Order referrer, creation date
The return rate is displayed grouped by order referrer and creation date. This way, you can see at a glance how high the return rate is broken down by country of delivery. A further differentiation is made according to the creation date of the orders.
3.3. Creation date
The return rate is displayed grouped by creation date. This means that the date on which the orders were created is considered in the calculation.
3.4. Client, creation date
The return rate is displayed grouped by client and creation date. This way, you can see at a glance how high the return rate is broken down by client. A further differentiation is made according to the creation date of the orders.
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. Amazon account
Filters the selected key figure and dimension additionally by one or several amazon accounts. For this filter you can select the amazon accounts that are saved in your system. Select a comparison operators on the left and then the desired accounts (check_box).
4.2. Item ID
Filters the selected key figure and dimension additionally by one or several item IDs. Select a comparison operator on the left and enter the desired item IDs into the text field separated by comma.
4.3. 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).
4.4. Order referrer plugin
Filters the selected key figure and dimension additionally by one or more plugins that create orders in your PlentyONE system. These may be markets integrated via plugins and your plentyShop. Select a comparison operator on the left and then enter the name of the desired plugin.
4.5. Order referrer plugin (selection)
Filters the selected key figure and dimension additionally by one or more plugins that create orders in your PlentyONE system. These may be markets integrated via plugins and your plentyShop. Select a comparison operator on the left and then the desired plugins (check_box).
4.6. Order item type
Filters the selected key figure and dimension additionally by one or several order item types. The available selection of order item types depends on the selected key figure and dimension. Select a comparison operator on the left and then the desired order item types (check_box).
4.7. 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).
4.8. 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).
Note that you have to set this filter. Select the order types Order and Return.
4.9. Paid at
Filters the selected key figure and dimension additionally by the date of receipt of payment. Select a comparison operator on the left. Then determine the desired date or time period on the right.
4.10. eBay account
Filters the selected key figure and dimension additionally by one or several eBay accounts. For this filter you can select the eBay accounts that are saved in your system. Select a comparison operator on the left and then the desired accounts (check_box).
4.11. Revenue account
Filters the desired key figure and dimension additionally by revenue accounts. For this filter you can select the revenue accounts that have been set up in your system. Select a comparison operator on the left and then enter the desired revenue account.
4.12. Created at
Filters the selected key figure and dimension additionally by the creation date of the orders. Select a comparison operator on the left. Then determine the desired date or time period on the right.
4.13. Manufacturer
Filters the selected key figure and dimension additionally by one or several manufacturers. For this filter you can select the manufacturer data records that have been set up in your system. Select a comparison operator on the left and then the desired manufacturer data records (check_box).
4.14. Contact ID
Filters the selected key figure and dimension additionally by one or several contact IDs that are linked with the messages. For this filter you can select the contact IDs that are available in your system. Select a comparison operator on the left and enter the desired contact IDs into the text field separated by comma.
Warehouse
4.15. 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).
4.16. Delivery country
Filters the selected key figure and dimension additionally by one or several countries of delivery. For this filter you can select the countries of delivery that have been set up in your system. Select a comparison operator on the left and then the desired countries of delivery (check_box).
4.17. 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).
4.18. Invoice country
Filters the selected key figure and dimension additionally by one or several invoice countries. For this filter you can select the countries that are available in your system. Select a comparison operator on the left and then the desired invoice countries (check_box).
4.19. Return reason
Filters the selected key figure and dimension additionally by one or several return reasons. For this filter you can select the return reasons that have been set up in your system. Select a comparison operator on the left and then the desired return reasons (check_box).
4.20. Order property type
Filters the selected key figure and dimension additionally by order property types. Select a comparison operator on the left and then the desired order property type (check_box). If you want to narrow down the selected type even further, use the filter Order property value. By additionally setting this filter, you can define your own values, which are then applied to the type.
4.21. Variation ID
Filters the selected key figure and dimension additionally by one or several variation IDs. Select a comparison operator on the left and enter the desired variation IDs into the text field separated by comma.
4.22. Shipping provider
Filters the selected key figure and dimension additionally by one or several shipping service providers. For this filter you can select the Shipping service providers that have been set up in your system. Select a comparison operator on the left and then the desired shipping service providers (check_box).
4.23. Shipping profile
Filters the selected key figure and dimension additionally by one or several shipping profiles. For this filter you can select the shipping profiles that have been set up in your system. Select a comparison operator on the left and then the desired shipping profiles (check_box).
4.24. 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.
4.25. Date of outgoing items
Filters the selected key figures and dimensions additionally by the date at which outgoing items have been booked. Select a comparison operator on the left. Then determine the desired date or time period on the right.
4.26. Order property value
Is used in combination with the filter Order property type. This combination filters the selected key figure and dimension additionally by order property values that you defined yourself. Select a comparison operator on the left and enter the corresponding values for whichever order property type you selected. Use commas to separate multiple values.