Analyze Orders by Buyer (Analytics Feature)

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

The Orders By Buyer page is one of the analytics features in the Merchant App. It lets you review aggregated order data for each buyer.

You can review aggregation results for all buyers in a list, select a target buyer, and drill down into more detailed segments.

Purpose

Use this page to understand order counts and order quantities for each buyer and apply that information to sales analysis.

On the Orders By Buyer Details page, you can drill down by product, SKU, SKU property, and catalog to review results at the level of detail needed for business decisions.

Feature Description

Screen Configuration (Summary Page and Details Page)

This feature consists of the following two screens:

• Orders By Buyer page: Review aggregation results for all buyers in a list.
• Orders By Buyer Details page: Select a specific buyer and review aggregation results using more detailed segments.

Aggregation Axes Available on the Orders By Buyer Page

The following aggregation axes are available:

• Summary
• By Catalog
• By Category
• By Product Custom Attribute
• By Product SKU Custom Attribute
• By Buyer Custom Attribute

Aggregation Axes on the Orders By Buyer Details Page

Starting from buyer-level aggregation, you can review details using the following axes:

• By Product
• By SKU
• By SKU Property
• By Catalog

Filtering Conditions for Aggregation

In addition to basic conditions such as Order Date Period, Currency, and Transaction Term, you can narrow down the aggregation target using buyer attributes in Search Buyers.

The available options for Currency and Transaction Term depend on what is enabled in Core Preferences.

Data Refresh Timing

The displayed aggregation data is not automatically refreshed every time you open the page.

The time when the aggregation data was last retrieved is shown as Last Updated At, and you can click Refresh to retrieve the latest data when needed.

Switching Order Data Sources

For some aggregation axes on the Orders By Buyer Details page, you can switch the order data source used for calculation.

Handling of Products Without Order Results

For specific aggregation axes, you can choose whether to include products without order results in the aggregation target.

Instructions

You can review buyer-level aggregation results in either Summary or Details using the following methods:

1. Review the overall results on the Orders By Buyer page
2. Review detailed results on the Orders By Buyer Details page

1. Review the overall results on the Orders By Buyer page

Go to the Orders By Buyer page

1. Click the Analytics menu.
2. Click Orders By Buyer.
   The Orders By Buyer page opens.

Refresh Aggregation Data

1. Check the Last Updated At.
   If needed, click Refresh to retrieve the latest aggregation data.

Filter Aggregation Targets by Basic Conditions and Attributes

You can narrow down the aggregation target as needed.

Some amount-related aggregation items require conditions that determine the price, such as Currency and Transaction Term.

1. Order Date Period
   Use the radio buttons to specify the order date range for aggregation.

   If you select Custom, you can choose the start and end dates from the calendar.

2. Currency
   Use the radio buttons to specify the currency for aggregation.

3. Transaction Term
   Use the radio buttons to specify the transaction term for aggregation.

   *If you narrow down Currency, you can select a Transaction Term other than All.

4. Search Buyers
   Enter conditions in each field to narrow down the aggregation target.

Select an Aggregation Axis

Click one of the following aggregation tabs to switch the display based on what you want to review.

*The Summary tab is displayed by default.

• Summary
  Displays a summary of the aggregation results for the target buyers.

  You can also do the following as needed:

  • Click Detail or a buyer name to review various aggregations for that buyer.
  • Click a column header to sort the list in ascending or descending order by that item.

• By Catalog
  Displays order quantities and amounts by catalog.

  In the DISPLAY TARGET drop-down list, select from the following display items:

  • Quantity (Original Order)
  • Quantity (Confirmed Order)
  • Amount (Original Order)
  • Amount (Confirmed Order)
  • Tax Amount (Original Order)
  • Tax Amount (Confirmed Order)
  • Gross Amount (Original Order)
  • Gross Amount (Confirmed Order)

  As needed, click a column header to sort the list in ascending or descending order by that item.

• By Category
  Displays order quantities and amounts by product main category.

  In the DISPLAY TARGET drop-down list, select from the following display items:

  • Quantity (Original Order)
  • Quantity (Confirmed Order)
  • Amount (Original Order)
  • Amount (Confirmed Order)

  As needed, click a column header to sort the list in ascending or descending order by that item.

• By Product Custom Attribute
  Displays order quantity, total wholesale price, and related values by product custom attribute.

  As needed, click a column header to sort the list in ascending or descending order by that item.

• By Product SKU Custom Attribute
  Displays order quantity, total wholesale price, and related values by product SKU custom attribute.

  As needed, click a column header to sort the list in ascending or descending order by that item.

• By Buyer Custom Attribute
  Displays order quantity, total wholesale price, and related values by buyer custom attribute.

  As needed, click a column header to sort the list in ascending or descending order by that item.

2. Review detailed results on the Orders By Buyer Details page

Go to the Orders By Buyer Details page

1. Click the Analytics menu.
2. Click Orders By Buyer.
3. Click the Summary tab.
   *This tab is open by default.
4. From the list of aggregation results, click the target Buyer Name or Detail button.
   The Orders By Buyer Details page opens.

Refresh Aggregation Data

1. Check the Last Updated At.
   If needed, click Refresh to retrieve the latest aggregation data.

Filter Aggregation Targets by Basic Conditions and Attributes

You can narrow down the aggregation target as needed.

Some amount-related aggregation items require conditions that determine the price, such as Currency and Transaction Term.

1. Order Date Period
   Use the radio buttons to specify the order date range for aggregation.

   If you select Custom, you can choose the start and end dates from the calendar.

2. Currency
   Use the radio buttons to specify the currency for aggregation.

3. Transaction Term
   Use the radio buttons to specify the transaction term for aggregation.

   *If you narrow down Currency, you can select a Transaction Term other than All.

Select an Aggregation Axis

Click one of the following aggregation tabs to switch the display based on what you want to review.

*The Summary tab is displayed by default.

• Summary
  Displays a summary of the aggregation results for the target buyer.

• By Product
  Displays aggregation results by product. You can also do the following as needed:

  • Enter conditions in Search Products to narrow down products.
  • Switch data sources by clicking Original Order or Confirmed Order.
  • Select a sorting criterion from the Sort drop-down list.

• By SKU
  Displays aggregation results by SKU. You can also do the following as needed:

  • Enter conditions in Search Products to narrow down products.
  • Use Product Display Conditions by Order Quantity to choose whether to include products without order results.
  • Click a column header to sort the list in ascending or descending order by that item.

• By SKU Property
  Displays aggregation results by SKU property. You can also do the following as needed:

  • Enter conditions in Search Products to narrow down products.
  • Enter text in Filter By SKU Properties to narrow down the target.
    SKU properties that contain the specified text are displayed.
  • Click a column header to sort the list in ascending or descending order by that item.

• By Catalog
  Displays aggregation results by catalog.

  As needed, click a column header to sort the list in ascending or descending order by that item.

Important Notes

Freshness of Aggregation Results

The display is not updated in real time.

Check Last Updated At, and click Refresh when you need to retrieve the latest data.

Prerequisites for Viewing Amounts

For some amount-based aggregation items, if conditions needed to uniquely determine the price, such as Currency and Transaction Term, are not set consistently, only quantities such as order quantity and order count are calculated and displayed.

Before comparing or totaling amounts, make sure the required conditions are specified.

Orders Not Included in Aggregation

Invalid orders, such as orders that have already been Rejected (Cancelled) or Returned, are excluded from aggregation.

If the order count or quantity differs from what you expected, also check the status of the relevant orders.