Order status and reporting
Access: Order Administrators
Order Administrators have access to the Order Status and reporting page where they can view, filter and print reports via the shop site.
You can access Order status and reporting pages under mykindo or from your admin home page.
There are both Excel and CSV options available to allow sorting and data management, as well as a variety of PDF versions for printing too.
Different reports will display different information, so the report you choose will depend on the details you need.
Quick View
Quick view was set up specifically to deal with daily order processing. It will display orders due for delivery on the selected day.
The day selector will default to today but can be adjusted to display orders due for delivery a week prior or forward just over a week.
View Production List provides a quick overview of what has been ordered on a selected day, with the option to view results by location and supplier(s). It shows the number of customers, labels, total items, and total value for each location.
This view does not include individual customer details such as student names or caregiver information
View and print labels allows you to generate and export or print labels for orders from a selected delivery day and one or more supplier(s).
For more information about Reporting options, please refer to our article - Report options summary for Kindo Shop.
For more information about Quick view Reporting, please refer to our article - Quick view reporting.
Reports
View daily report
View daily report will display orders from a selected day. The day selector will default to Today but can be adjusted to display orders due for delivery on any day.
The report will Download Daily Report to an excel spreadsheet. The report will contain information about orders placed - total number and $value for today, total number and $value of orders for today last week, and total number and $value for the week.
For more information, go to our articles - Quick view reporting or Report options summary for Kindo Shop.
Stock Levels
Stock levels can be set for individual items (by the Menu Administrator on the Partner site). They can be adjusted through the Order status page - Stock levels tab (on the Shop site).
Product Stocks can be used for things like ticket sales, lunch items, or trips where there is limited availability.
Stock levels can be updated at any time through the Stock levels tab on Order status and reporting page of the Shop site, or via the Item Editor on the Partner site.
See Checking product stocks for more information.
Order status
Click on Order status.
Select a date range for the orders you wish to view.
Use the quick date selection options for faster access to common date ranges.
Alternatively, you can also search for specific products.
Using filters to help you find an order.
When you select the filter on either: Member, First Name, Last Name, Room, Category, or Product, you will be given options to select or de-select.
Text Search: Simply start typing to filter what you're looking for across all visible columns.
Column Filters: Apply filters to any column by clicking the filter icon. (Columns with active filters are clearly highlighted for easy identification).
Sorting: Click on any column header to sort in ascending or descending order.
In this example, we are looking at Filter by Category. You can select or de-select any of the categories and then click Close.
Click on any underlined column header to sort by that column.
Column Visibility
Use the cog icon dropdown to choose which category columns are displayed on the Order Status page.
Under columns, you can also include separate First Name and Last Name columns as well as a combined Member name field.This will not change what is listed on your downloaded reports.
Download selected orders
You can select any of the download formats.
You may need to scroll down the list to find the report or pdf you are looking for.
When you download or print selected orders, it will not change the order status.
The Order status (Pending, Processing, Completed) is changed by either:
1. Manually changing the status of an individual order on the displayed list.
Click on Order status.
Select a date range for the orders you wish to view.
Select the Product(s) you want to update the status for, if you're updating specific items.
Select the Order status menu and choose which statuses you want to update. (New orders are automatically given the status of 'pending'.)
When you change order statuses to processing or completed, families can no longer cancel their own orders.
You can deselect Orders and select only those orders you want to apply a change in the Status.
Each order has a status dropdown that can be used to update its status.
Click Save to save changes.
2. Select a group of orders to change to the same status.
Use filters (explained above) to help you find an order.
Select the orders required.
Use the box next to Order Date to select/de-select the entire list.
Select the required change to order status.
Click Save to save order status changes. In the example above, the order status for the two orders selected will change to Processing.
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