![Type of Business Reports
• There are three main types of reports:
• FA Reports
o Inwarding and Recall Reports for FA sellers
• Fulfilment Reports
o Orders Reports
o Returns Report [Will be available soon]
o Weight Anomaly Report
• Payment Reports
o Sales report and Payment status reports for orders and services
• You can filter these reports by date range. Data for a 12 month period
will be available
• All these reports will also be auto-generated for you monthly](https://image.slidesharecdn.com/businessreporting-160708093052/85/Learn-How-To-Use-Business-Reports-4-320.jpg)
Learn How To Use Business Reports
- 1. Learn How To Use Business Reports Explore how Business Reports can help in your business
- 2. Learning Objectives In this tutorial, we will take you through: • Importance of Business Reports • Types of Business Reports • How to access business reporting dashboard • Payment reports for ‘Sales to Cash Reconciliation’ • FA reports for ‘Warehouse Reconciliation’ • Fulfilment reports for ‘Inventory Reconciliation and Order Tracking’
- 3. Importance of Business Reports • We understand that one of the most important things for running an online business successfully is to be able to get an end to end picture of your business • Business reports are a way to provide accurate data for different areas of business like inventory, orders, returns, payments and others. You can link these reports with each other and perform an end-to-end reconciliation of your inventory to orders to cash • These reports will enable you to know: Your overall sales at Flipkart Order fulfilment status for the sales Payment status for all the sales happened The status of your consignments and recalls in Flipkart Advantage program All the relevant information for assessing your business performance at Flipkart
- 4. Type of Business Reports • There are three main types of reports: • FA Reports o Inwarding and Recall Reports for FA sellers • Fulfilment Reports o Orders Reports o Returns Report [Will be available soon] o Weight Anomaly Report • Payment Reports o Sales report and Payment status reports for orders and services • You can filter these reports by date range. Data for a 12 month period will be available • All these reports will also be auto-generated for you monthly
- 5. How to access Business Reports Dashboard
- 6. How to access Business Reports dashboard Step 1:Log into your Flipkart Seller Account Step 2:Click on the Metrics Tab Step 3: Click on Reports Step 4:Click on Payment Reports
- 7. How to access Business Reports dashboard Step 5:The section will expand and you will need to click on Generate Report
- 8. How to access Business Reports dashboard Step 6:Select the date range Step 7:Click on Generate Step 8:Once the report is generated, click on download Note: The report generation might take few minutes. The link to the report will also be emailed to you once it is available for download.
- 9. Payment Reports for ‘Sales to Cash Reconciliation’
- 10. Contents of Payment Reports There are four types of Payment Reports: Sales Report: Gives all necessary information to help you post your sales and pay sales taxes. Order Payment Report: This report tells you • Status of your ‘Order related payments’ whether they are paid out or scheduled for pay out in future, etc. • Amounts paid for an Order Item, break up of fee and charges deducted, etc. Service Payment Report: This report tells you • Payment status of services availed by you from Flipkart. These services charges might have already been settled with you, or might be scheduled to be settled in future • Detailed information on amounts/charges for the services Protection Payment report (for Warehouse Lost Cases): This report tells you • The warehouse lost cases for which a protection fund was paid to you along with all payout details
- 11. How to Use Payment Reports Step 1: Download Sales Report • Get sales report for a time period you are interested to reconcile for. This will give you a complete list of sales that were made by you for that time period • Your sales report should reconcile with ‘Orders Report’. There can be cases where an order is placed but not yet approved. It will show up in orders report but not in sales report as it is still not considered as a sale, until it’s approved • You can figure out all the sales done for a period along with segregation of approved, cancelled, returned cases • You can find out sales at a warehouse level using shipper pincode • You now can figure out taxes types like CST, VAT along with rates of taxes through this report • You can view the buyer invoice details from this report
- 12. How to Use Payment Reports Step 2: Download Order Payments Report • Next, get the order payments report. This report will have a payment entry corresponding to every entry in sales report i.e. you will get payment status for each of your sales made for that time period • Note that some of the orders might have got paid out already, some might be scheduled in future and for some, the billing itself might not have been initiated, based on order status • Now that you have looked at the payment status of all your sales, you can calculate how much money you received so far for your sales and how much is scheduled in future
- 13. How to Use Payment Reports Step 3: Download Service Payments Report • Next, you can download the service payment report. This report will list out all the services availed by you from Flipkart like FA services, Ads services, etc. along with payment details • You can calculate the total service charges deducted from you for the time period in consideration and any future deductions scheduled in future Step 4: Download Protection Payment Report • Next, you can download the Lost SPF report and figure out the amount paid out to you for warehouse lost cases Step 5: Overall, you can now come up with a total amount which you have got paid and total amount which you will get paid in future for the sales/services made for a time period. This gives you a complete order to cash picture of your business with Flipkart
- 14. FA Reports for ‘Warehouse Reconciliation’
- 15. Contents of FA Reports There are two types of FA reports: Consignment Inwards: This report tells you • Latest status of your Consignment Inward Requests • Number of consignment that were qc_rejected • Number of units in each consignment you actually sent v/s the quantity you had promised at time of consignment creation Seller Recalls: This report will show you • The status of your recalls, the number of recalls you have rejected and the quantity that is actually dispatched from the warehouse
- 16. How to Use FA Reports Here is how you can read/make use of the FA reports: Consignment Inwards • View the latest status of your Consignment Inward Requests • You can find out how many units in each consignment were qc_rejected from the actual quantity sent • You can find out how many units in each consignment you actually sent v/s the quantity you had promised at time of consignment creation Seller Recalls • You can find out which recall has been stuck in which state currently • You can know how many of the recalls you have rejected • You can know how many quantity is actually dispatched from the warehouse
- 17. Fulfillment Reports for ‘Inventory Reconciliation and Order Tracking’
- 18. Contents of Fulfillment Reports There are two types of fulfillment reports: • Orders Report • Weight Anomaly Report Very soon, Returns report will also be available under Fulfillment Report section. Order Report: They help you to understand details of the orders that you have received and the orders fulfilled. You can use this information for: • Inventory reconciliation (how many products have been shipped out and when) • Order tracking (how many orders are in transit, how many orders not yet picked by logistics, how many orders not yet processed, how many orders got cancelled / returned, etc.) • Fulfillment performance (how many orders were breached, how quickly were they fulfilled) Weight Anomaly Report: • List of orders/listings for which you have entered incorrect Packaging Dimensions according to our sources
- 19. How to Use Orders Report • You can analyse your data for FBF, Non FBF, Self Ship orders separately by filtering on the column titled “Fulfilment Type” • In order to analyse data for a particular Warehouse or set of Warehouses, please filter using the column “Fulfilment Source” • To know the status of your orders and to track outbound material movement, refer to the "Order status" column • If an Order item is in status = cancelled, you can check more details like cancellation date, reason etc. • If an Order item is in status = returned, you can check more details like return date, reason etc. • To track your fulfilment performance w.r.t RTD breaches, please refer to the columns - "Dispatch By Date" and "Order Ready for Dispatch on Date"
- 20. How to Use Orders Report • To track your fulfilment performance w.r.t pickup attempts, please refer to the column – “Seller Pickup Re-attempts” • For inventory reconciliation of cancelled or returned orders, check the type of cancellation and return along with their dates • Please use Order Item ID as a joining key to lookup as identifier in other payments / sales report • For more details about an associated return with an order, please refer to Return ID. We will be soon releasing returns Report, till then refer to Returns Dashboard
- 21. How to Use Weight Anomaly Report • In this report, You can find the list of orders/listings for which you have entered incorrect Packaging Dimensions according to our sources • Please select the date range to generate report for all the anomaly orders which are marked “Ready to Dispatch” between the selected dates • If you have encountered a Seller Performance Policy action due to 'Weight Anomalies', please use this report to find the orders/listings where incorrect Packaging Dimensions have been entered and improved
- 22. Thank You