Under Orders (Bestellingen) in the management page, you will find every webshop order: per day or period, with the totals, a production list for the kitchen and downloads for your accounting. Do you want figures over a longer period or for multiple businesses? Then build a report under Reports (Rapporten).
The order overview#
Go to Orders. At the top, you choose what you want to see:
Period: use the date button to choose a day or a range. Under Quick choice (Snelle keuze) you will find Today, Yesterday, Tomorrow, This month and Last month. A period can be 31 days long at most. For longer periods, use a report.
Order type (Besteltype): Takeaway, Delivery or On site. The overview always shows one type at a time.
Sort by: by Order time (Besteltijd, when the customer placed the order) or by Consumption time (Consumptietijd, when the order is picked up or delivered). For the shop floor, consumption time is usually the most useful.
Filter by pickup location: only for takeaway, and only if you work with multiple pickup locations.
Above the orders, you see the totals of your selection: Number of products, Number of orders (Aantal orders), Total revenue (Totaal omzet, including service and delivery costs), the online and cash revenue, and a Breakdown of payment providers (Uitsplitsing betaalproviders).
Below that, each order is shown in detail: the customer details, the pickup or delivery time, the customer's remark, the products with their extras and prices, and whether it has been paid already. With the eye icon, you open the order separately. With the printer icon, you print it. With the pencil, you add an Internal note (Interne notitie) or change the Date and Time (Tijd) of pickup or delivery.
Good to know
The overview only shows placed orders. An order that the customer did not complete or has not paid yet is not listed. You process orders themselves (start, mark as done, postpone) in the order app.
Finding an order#
Click Search for order (Zoeken naar bestelling) and search by order number, name or the customer's e-mail address. Older orders (after a few months) move to the archive. Tick Search archive (Doorzoek archief) to find them again. They are then read-only.
Production list#
Tick Production list view (Productielijst weergave) and the overview no longer shows the individual orders, but all ordered products of the chosen period added up: "12 x Grote friet", with the chosen options and remarks. This way, your kitchen knows at a glance what needs to be prepared. Group the list as you like by Category, by Tags or by Online/offline payments (Online/offline betalingen).
Printing and downloading#
With Print (Afdrukken), you print the overview of the day. With Download, you can choose from:
All orders (CSV) (Alle bestellingen): one row per order with customer, type, time, address, total and payment method.
All orders with details (XLSX): one row per ordered product, with order number, customer and line total.
Details of all ordered products (XLSX): the production list per time slot and per day, with one column per pickup location. Handy for planning your purchasing.
Stickers for all orders: one label per order to stick on the bags or boxes.
Reports#
Under Reports (the tab next to Orders), you put together a report that you save and reopen later:
Choose the Type of order: Takeaway, Delivery and/or On site.
Choose the Business (Zaak): if you have multiple webshops within the same company, you can put them together in one report.
Choose the Time span (Tijdspanne), 31 days at most. Besides the usual quick choices, This week, Last week, This year and Last year are also available here.
Click Create report (Maak rapport aan).
The report is calculated in the background. With many orders, this can take a few minutes. Afterwards, you open it with the eye icon in the list. You see the same totals as in the order overview, a Discounts given table (Gegeven kortingen), and all orders of the period. With Download excel, you get the product list with amounts in Excel.
If you work with a linked Unipos PLUS POS, the report also contains a VAT table (BTW) with the taxable amount and the VAT per rate. A webshop without a POS is not a cash register system, so this breakdown is not available then.
Tip
Give your accountant the Accountant role (Boekhouder) in your team. They only see Reports and can create and download reports themselves, without access to your orders or settings.
When does your day start?#
Do you close after midnight? Under Settings, Reporting (Rapportage), you set from which hour a new day counts at The day starts at (De dag begint om). Orders after midnight then still belong to the previous day, in the order overview, in the reports and in the quick choices of the date button.