Omnichannel Manager updates

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Contains information about new functionalities and updates made in NewStore Omnichannel Manager.

July 2025

Release Date: July 17, 2025

Hourly automatic rerouting for on-hold orders (insufficient inventory)

Automatic rerouting now proactively attempts to re-route on-hold orders (due to insufficient inventory) once per hour. Previously, rerouting occurred only when a positive ATP change was detected.

With this update, rerouting will occur:

  • Hourly, even if ATP has not changed

  • When a positive ATP change is detected

Why this change is important:

This enhancement improves timely fulfillment for eligible orders by accounting for changes beyond inventory updates, including:

  • Store capacity updates

  • Stores becoming unblocked or re-enabled

  • Resolution of fulfillment constraints that are unrelated to ATP

How to adopt:

To enable automatic rerouting, use the Automatic Rerouting configuration API.

June 2025

Release Date: June 30, 2025

Easypost errors visible for On Hold orders

Retail Operations can now view the Easypost errors directly in the Activity section of the Sales Order Detail page. This offers instant insight into the root cause of orders placed On Hold due to shipment-related exceptions.

May 2025

Release Date: May 21, 2025

Improved UPC Handling Logic in Omnichannel Insights

To improve the accuracy and consistency of Universal Product Code (UPC) attribution across tenants, the Business Intelligence team has updated the UPC derivation logic in the Activities model. The updated logic now pulls the UPC from external_identifier first, then looks at the extended_attributes second. This change addresses missing UPCs for some retailers.

Why this change is important:

  • Improved Consistency: Prioritizing external_identifier aligns better with integrator and retailer expectations

  • Better Reporting & Analytics: Ensures that Omni Insights reflects the most accurate and authoritative UPC data source.

How to adopt:

No action is required from end users. All reports automatically reflect the new logic.

April 2025

Release Date: April 30, 2025

Return Template Dashboard now available in Insights

The new Template - Returns Insights dashboard is available as a Template dashboard in Omnichannel Insights. This dashboard provides retailers with actionable visibility into their in-store returns.

Access the dashboard from Omnichannel Insights and use filters to drill down into top return reasons, return trends over time and more.

This dashboard is available out-of-the-box and can be customized to meet individual business needs. You can find it in NOM > Insights > Explore > Liveboards > Search for “Template - Returns”. You can start using the dashboard from there.

To learn more, see the Out-of-the-box dashboards available for Omnichannel Insights.

Inspect and replay rejected events in Event Stream

Release date: April 14, 2025

NewStore’s Event Stream enables real-time data flow for key business events. This includes order creation, return processing, or fulfillment request assignment, which power third party systems through webhooks or AWS S3 integrations.

With this release, you can now inspect and replay rejected events - a major step forward in helping retailers monitor and troubleshoot integration issues independently.

From the Rejected Events page in the Omnichannel Manager (NOM), you can:

  • Inspect: View a detailed payload of any rejected event. This allows technical users to understand what went wrong, including any discrepancies in the data or integration target.

  • Replay: After inspecting, you can manually trigger a re-delivery attempt for the event to the original destination without requiring a separate API call.

This functionality is especially helpful when events fail due to transient network issues, incorrect mappings, or endpoint misconfigurations that have since been resolved.

To use this feature, navigate to NOM > Tools > Event Stream > Actions > View Rejected Events (requires the View Tools permission), and look for the Inspect & Replay button against each listed event.

To learn more, see the Event Stream documentation.

BOPIS Uplift in Omnichannel Insights

Release date: April 4, 2025

BOPIS (Buy Online, Pick-Up In Store) Uplift tracks additional purchases made by customers on the same day they pick up their online orders in-store. While BOPIS order data has been available, this new capability includes in-store uplift sales, offering a complete picture of customer behavior.

For more information, see the documentation.

March 2025

Full counts zone breakdown of counted quantities

Release date: March 4, 2025

The Count Detail page now provides a breakdown of the units counted across different zones for Full Counts. For more information, see Viewing count details.

February 2025

Filtering by associate & store IDs - Insights Reporting

Release date: February 27, 2025

The Clienteling models now allow filtering by Associate and Store IDs. New fields have been added to support this filtering:

  • Clienteling sale attribution data set:

    • Clienteling Store IDs: This column displays the location ID(s) where the sale was attributed to.

    • Clienteling Associate IDs:This column displays the associate ID(s) linked to the sale.

  • Clienteling conversation data set:

    • Last Outreach Associate ID: This column displays the ID of the last Associate who made an outreach.

    • Conversation Store ID: This column displays the ID of the store.

Routing management - Remove warehouses from location groups

Release date: February 21, 2025

You can now remove warehouses from location groups using the Routing UI in Omnichannel Manager. 

To remove a warehouse from a location group, click Edit and click Remove at the bottom of the side panel. For more information about Routing UI, see Managing Fulfilment Location Groups.

GraphQL Observability

Release date: February 20, 2025

Monitor GraphQL slowness and reduce potential query timeouts using the GraphQL Report under Tools menu in Omnichannel Manager. Use the report to track slow queries, review query details, and optimize them to prevent intermittent failures and ensure integration continuity.

Clienteling Campaigns - General Availability

Release date: February 18, 2025

Clienteling Campaigns feature has been enabled for all NewStore Clienteling customers. This feature allows customers to create coordinated Campaigns between their headquarters team and store associates to help drive targeted and productive Clienteling conversations. Create Campaigns in Omnichannel Manager and the Associate App will display the corresponding Outreach Lists to the store associates, ready for clienteling.

For more information, see Campaigns.

BORIS Uplift Update - Insights Reporting

Release date: February 18, 2025

The measurement of Bought Online, Returned In Store (BORIS) Uplift now tracks returns at the item level instead of the order level.

Previously, BORIS Uplift was measured only on the final return date of an order, even if an order had multiple return dates. This update shifts the calculation to track returns at an item level, ensuring that every uplift happening at different return day is accounted for. Each in-store purchase on a return day is recorded, giving a complete view of recoup activity for orders with multiple return dates.

Bug fixes 🐞

Full Counts activation

Release date: February 6, 2025

Activating a full count no longer results in duplicate product views. This has been addressed for full counts surfaced in the UI and in the platform backend.

January 2025

Streamlined Insights Reporting

Release date: January 23, 2025

Now that we have Improved navigation in Omnichannel Manager, we can leverage that to improve the Insights experience as well.

  • Save time and reduce user confusion in Reports: Insights > Reports has a cleaner interface designed to match the look and feel of the rest of NOM, while removing unnecessary clutter. Once choosing a report, the user has new options to refresh the report with a button press, and navigate back to the listings page.

  • Reduce confusion navigating Insights Explore pages - Insights > Explore >: home, answers, liveboards, monitor, and search are now in the NOM menu instead of a menu at the top of the screen.

  • Allowing a single click to view your favorite report - Users can now go into Insights > Reports and click the star next to a given report, which will add that report to the top of the NOM menu.

Improved navigation in Omnichannel Manager

Release date: January 13, 2025

In our continuous efforts to enhance usability and efficiency for NOM users, we’ve made significant updates to the navigation experience. With this update, users can now customize their navigation preferences and enjoy streamlined access to frequently used menu points, making day-to-day operations smoother than ever.

Key highlights:

  • Modernized Look and Feel: The navigation bar has been redesigned with a more modern and streamlined appearance, offering a fresh and intuitive user experience.

  • Favorite Menu Points: Users can now mark their most-used menu points as favorites for quick and easy access, ensuring a personalized and efficient navigation experience.

  • Enhanced Collapse Capabilities: The navigation menu now features improved iconography, allowing users to quickly switch between menu points while keeping the interface compact and maximizing screen real estate.

These enhancements are designed to improve productivity and provide a more tailored experience, reinforcing our commitment to making NOM intuitive and user-friendly.

December 2024

Zone totals export on Full Counts

Release date: December 30, 2024

To enhance insights for store managers during full counts, the zone totals export now includes the zone code and the quantities counted within each zone. This addition enables stores conducting precounts with unit numbers per zone to compare results and concentrate on zones with discrepancies.

November 2024

New offline fiscalization strategy for France

Release date: November 18, 2024

As part of our efforts to continually provide retailers with a highly available in-store experience, we have added France to the list of countries that can use offline mode. With this latest update, French retailers can transact seamlessly, even during high-traffic periods or network interruptions, while meeting French fiscal compliance requirements.

Key highlights:

  • Self service configuration

    • Retailers can enable offline mode through self-service configuration in Omnichannel Manager under Settings > Associate App > General Settings. Here there is a new option to use offline mode in compliance with French fiscal laws.

For more information, see Configuring Offline Mode in fiscal countries.

Enhanced financial clarity in sales transactions

Release date: November 6, 2024

To provide greater clarity in retail sales transactions, this update introduces specific callouts for various transaction elements, such as shipping. When taxes are included in these line items, this will now be indicated, giving users a clearer and more accurate view of the financial breakdown for each purchase.

Key highlights:

  • Line item transparency: Shipping will now indicate if taxes are included within the line item total.

  • Enhanced reporting accuracy: These adjustments ensure a consistent view of sales data, helping you track and manage transaction specifics with precision.

This update reinforces our commitment to delivering a transparent and detailed view of all financial components in retail transactions.

October 2024

Schedule and manage full counts

Release date: October 15, 2024

Retail operations teams and those responsible for store counts can now use Omnichannel Manager to:

  • Schedule full counts for future dates

  • Activate full counts on the day of the count

  • Export data to review discrepancies

  • Submit the final count

This feature improves inventory accuracy, streamlines stock reconciliation, and supports financial reporting by eliminating the need for third-party integrations. It empowers business teams to perform full inventory counts directly on NewStore without relying on IT support.

For more information, see Creating a full count and Performing full counts.

September 2024

Configure historical orders and web returns for the Sales Dashboard

Release date: September 25, 2024

Headquarters now have expanded options to customize NewStore Associate App's Sales Dashboard to ensure that sales metrics match their business-specific data requirements.

In addition to the current filters, retail and ops teams are now able to exclude web returns, and remove historical orders from all Associate App Sales Dashboard metrics.

The two additional Sales Dashboard configurations are available in Omnichannel Manager under Insights > Associate App Setup:

  1. Historical Orders: Include or exclude historical orders from all sales metrics. Historical orders are completed orders from another system that were imported into the NewStore platform. Excluding them ensures that these orders (or their return) do not affect sales performance metrics.

  2. Web Orders In Returns: Include or exclude web returns from return value calculations. This ensures that store performance is not reduced by items purchased online and returned in a store.

Hitting sales targets with clear performance insights for stores

Release date: September 2, 2024

With this update, stores can easily see how they're tracking against their sales goals by showing their progress in the Associate App. HQ users can set up the targets in Omnichannel Manager, under Insights > Associate App Setup. After uploading the Sales Goals file with a few clicks, the Daily Sales Goals metrics will become available in Associate App's Sales Dashboard.

This update reduces the complexity of setting up and tracking sales goals, empowering everyone — from HQ to individual stores — to achieve better results with less effort.

Read the documentation for more details on setting up sales goals.

August 2024

Troubleshooting template errors

Release date: August 19, 2024

When using the Template Editor, existing templates are checked for errors and, if any are found, an overview of the total number of errors detected is displayed.

You can now click See errors to view a breakdown of each error and access a direct link to the specific template, allowing you to fix the issue.

July 2024

Customizing the sales dashboard

Release date: July 24, 2024

As part of the overall store reporting initiative, which started with speeding up the freshness of the data in the Associate App Sales Dashboard, we are now investing in enabling headquarters to customize the Associate App Sales Dashboard to match their business data requirements. The first iteration of headquarters simple setup is now live and includes the following three settings:

  1. Excluded products: Exclude specific SKUs from the Sales Dashboard.

  2. Return Location Calculation: Choose whether the selling or receiving location shows return metrics.

  3. Tax: Include or exclude tax in sales metrics based on the price book setup.

Change these settings in Omnichannel Manager under Insights > Associate App Setup. The Associate App Setup page is available in all environments, to users with the Create Insights permission on their role.

Read the documentation about how to manage dashboards in Insights.

Filter reports on new and existing customers

Release date: July 18, 2024

The activity model now offers metrics based on new and existing shoppers with the field Sale Customer Type.

What's new:

  • When searching in Omnichannel Insights, you can now use the Sale Customer Type column as a filter to only look at first-time buyers, repeat buyers, or anonymous orders.

  • The Sale Customer Type column in the Activities data set can have one of three values per order sold; "New", "Existing", or "Anonymous". Existing customers are those seen at any time in the NewStore platform (i.e. for all orders injected with an email address).

  • The Template - Customer dashboard now includes a widget showing New vs Existing customer purchases by Item, and Sales Value.

To adopt and take advantage of these improvements, you can:

  • Use the Template - Customer dashboards as-is for immediate value, or

  • Make a copy  of `Template - Customer` and customize it as needed, or

  • Pin new charts from Templates to an existing dashboard.

Manage offline mode settings in fiscal countries

Release date: July 10, 2024

Retailers operating in fiscal countries can now manage the fiscalization signing strategy for offline orders in supported fiscal countries.

In Settings > Associate App > General Settings there is a new Manage Fiscal Offline Settings link that appears next to the Offline Mode checkbox when the checkbox is enabled.

This link will navigate the user to the Manage Offline Fiscal Settings user interface where the users can configure the fiscalization strategy of offline orders per each supported fiscal country. And users may also disable offline mode completely for a given country.

The behaviour of offline mode in fiscal countries changes even if the strategy has the same name. Users should check the information box beside each country for more information on how strategies' behaviour differs per country.

June 2024

Catalog export

Release date: June 28, 2024

Retailers can now export the products catalog and download it in CSV format. In Catalog > Products there is a new button to download the selected catalog locale.

The downloaded file contains all the public fields of the product details. It downloads the entire selected catalog, regardless of paging, sorting and filtering. You can reapply paging or sorting and other actions on the downloaded file using relevant spreadsheet tools.

Shipping Option Reports moving

Release date: June 27, 2024

Shipping Option Reports is now moving from Store Operations > Delivery > Shipping Option Reports to Tools > Shipping Option Reports in Omnichannel Manager. The shipping option report provides a detailed log of a request to generate shipping options for delivery in the platform. To access this page, the user needs have the View tools permission. Learn more about Shipping Option Reports.

Enhancements to the user management view

Release date: June 24, 2024

The user management view is the primary UI for creating, managing, and deleting users. It also allows for role assignment, store association and user deactivation.

We've launched a fully revamped version of this UI to simplify user creation and management. You can explore the new UI in Omnichannel Manager by navigating to Settings > Users & Roles > Users.

What's new:

  1. The phone number field has been made optional.

  2. The Users page now displays up to 10,000 users in the user list, ensuring you can seamlessly access and manage your user base.

  3. General UX Enhancements: We introduced clearer error messages and additional visual feedback to enhance your experience.

  4. UI Enhancements: A modern UI that seamlessly aligns with the other components in the Omnichannel Manager.

Bug fixes 🐞

Release date: June 18, 2024

Line-level appeasements (accessible from the Order Details page)

  • The Create Refund button is now disabled after submitting a refund. This prevents multiple refunds for the same items due to mis-clicks.

  • A validation issue has been fixed, and appeasement refunds with an empty email can be created again.

Enhancements to the Clienteling Dashboard

Release date: June 13, 2024

The Clienteling Dashboard now offers enhanced insights to help retailers monitor, plan, and predict key performance indicators for your clienteling activity with more detailed analytics and a better user experience.

What's new:

  1. Remote cart tracking: Retailers can now view the percentage share and impact of remote carts on Clienteling orders. This feature tracks remote carts for both historical and future orders.

  2. Image sharing insights: The dashboard now provides insights into how image sharing influences Clienteling orders. You can compare the percentage and value of sales attributed to conversations with and without images.

  3. Granular widgets for associate performance, including geography-based details:

    • Detailed message and conversation counts by associate

    • Location-based information including country code, city, and state

    • Multiple exchange rates (AUD, GBP, CAD, and EUR) for more accurate sales data

  4. General enhancements for better UX:

    • An introductory text is available to guide new users in navigating the dashboard.

    • A new Messages tab is available to better organize engagement statistics.

    • Reorganized widgets for more precise insights and introduced new sections.

To adopt and take advantage of these improvements, you can:

  • Use the Template - Clienteling report as-is for immediate value.

  • Make a copy  of the `Template - Clienteling` and customize it as needed.

  • Pin new charts to the existing Clienteling dashboard.

May 2024

Simulate the behavior of coupon codes and promotions

The Cart Simulatorin Omnichannel Manager allows Campaign Managers to experiment with and validate promotions and coupons. You can simulate the behavior by adding products to a hypothetical cart and applying a coupon code to the cart. The Cart Simulator shows how Associate App will apply the coupon code and other active automatic promotions to the test cart. This helps you validate that the promotions work as expected before going live.

For more details, see Simulating promotions in a cart.

View sales performance by category

Omnichannel Insights now includes details about your product's sales performance for various categories. We introduced new category data as columns, Sale Categories, Sale Category, and Sale Catalog Keywords. Additionally, the Template - Daily Sales report includes two new widgets: Items sold by Category and Order Value by Category.

These details will help you analyze whether a new season is selling to expectations, how men's and women's categories compare in sales, whether inventory needs to be moved or removed because that part of the catalog is not performing well, and more.

To view sales performance category widgets in Omnichannel Manager, go to Insights > Explore and view the Template - Daily Sales liveboard. Click... on the new widgets and pin them to an existing dashboard, or make a copy of the Template - Daily Sales dashboard and customize accordingly.

April 2024

View order properties of a payment

Omnichannel Insights did not allow seeing sale properties of a payment. This made it difficult to analyze payments based on sales details like country code, sale location, or channel type. To fix this, payments data is now a new activity type in the Activities data model.

Order data is now combined with payments data. This combination allows new use cases, such as separating payment service provider identifiers by store country code, or pulling cash payments by store.

To try this in Omnichannel Manager, go to Insights > Explore > Search Data. Choose the Activities worksheet and paste Activity Type Activity Date = yesterday unique count Order into the search bar. This shows you the number of each activity type from yesterday, now including payments received.

The Template - Payment Details report in Omnichannel Insights is leveraging Activities.

To adopt the new payments data in your custom reporting, navigate to Insights > Explore > Search Data, and type Payments in the left panel under Find Columns. The payments fields that were previously available in the Payments Worksheet are now available prefixed with the word Payment. However, we now include Activity Date to report in store local time, as well as Transaction Amount converted to AUD, GBP, USD, CAD, and EUR.

Mispick and mispack data for store fulfillment orders

Retailers can now view data around mispicks and mispacks for all orders that have been fulfilled from stores across their business. This includes a pre-defined reason for why an item(s) was mispicked or mispacked.

See Specifying reasons for mispicked or mispacked items.

March 2024

Permissions to close ASN

Release date: March 27, 2024

Retailers can now grant a specific permission to authorize roles to be able to force close ASNs. See Force closing an ASN.

Create cycle counts for selected stores

Release date: March 21, 2024

NewStore has improved the feature of creating cycle counts for all stores. Retailers now can use Omnichannel Manager to create cycle counts for the same list of products across all stores in a specific country, or a selected list of stores.

New base currency rates available in Insights

Release date: March 14, 2024

To understand the performance across multiple stores that operate with different currencies, all transactions have to be converted to a single base currency. Until now Insights only supported USD base currency. However, many retailers requested to see the reports in their operating currency.

Starting from this release, Sale Net value, Return Net value and Shipment Net value are available in USD, AUD, CAD, EUR and GBP currencies. All local currency amounts can be converted to the 5 base currencies above.

Read the documentation of how to change the currency.

February 2024

Force Closing an ASN

The name of the button on the ASN detail page has been changed to Force Close ASN and the confirmation dialog explains the impact of the action (that it will not receive any further shipments but will close the ASN). The identifier of the user who force closed an ASN is now displayed in the page.

Personalized views in Omnichannel Insights

Personalized views allow you to save your own set of values for filters and parameters in a liveboard without editing the original liveboard. You can change the values of the already present filters and parameters in a liveboard and save the view for future use.

Personalized views bring the following benefits:

  • You can set filters once to a liveboard and save them as a personalized view. This saves repeated steps.

  • The last used personalized view is now automatically applied when refreshing a liveboard. This saves time in not having to re-enter store-specific filters after every refresh.

  • Manage a single dashboard across regions with personalized views pre-created by store, country, or region. This simplifies report creation for stores or regions.

The following permissions apply:

  • Liveboard editors in Insights > Explore can make multiple personalized views for others to use by selecting "Make view available to all users". In this case, users who can access that liveboard can use the views as well.

  • Liveboard viewers in Insights > Reports can only create personalized views for themselves.

BORIS uplift metrics

The new buy-online-return-in-store (BORIS) uplift metrics show how much BORIS boosts your business. Omnichannel Insights finds when a shopper has visited a store to return a web purchase and purchased something else at any store in the same day. This allows for calculating the value of items purchased on the same day as a BORIS action.

Access the BORIS uplift metrics under Template > Omnichannel dashboard.

Confirm data freshness in Omnichannel Insights

You can now check the data freshness in reports by looking at the Last Data Refresh in Minutes widget on the Daily Sales dashboard. This can partially address concerns of store managers who want to close out their day, but cannot do so until confirming that all orders are incorporated into the sales dashboard.

To use the new Last Data Refresh in Minutes widget, pin it to an existing sales dashboard, or make a new copy of the Template - Daily Sales.

New customization component for Associate App available: Date picker

Omnichannel Manager now allows to set up customization widgets with Date picker components. Head to Associate App > Customizations and start exploring it! Create customization widgets that allow your associate to collect birth dates from your customers or track any other date in different formats. This feature allows you to configure different parts of a date to be stored in certain formats. Examples for this could be to collect just month and day (for birth dates) or just the year and month (for when a subscription should start). The format in which this information is stored can be defined using a letter-based pattern. Learn more about the exact format here.

Shipment Associate Name

Omnichannel Insights has additional data available. It is now possible to report on the associate who marked an order as handed over. This can be empty when a carrier picks up an item and no associate is marked during handover. The Shipment Associate Name is now available in the Activities worksheet in order to understand who handed an order over to the carrier. Note that this does not mean that associate picked or packed that order.

Fiscal stores

Retailers can now view stores in fiscal countries along with their fiscal status in Settings > Fiscalization > Fiscal Stores page.

You can now use Omnichannel Manager to manage fiscal store activation, including features such as cashbox activation and fiscal status monitoring upon activation.

January 2024

Export information from liveboards and answers

Insights > Reports users are now able to extract information from a liveboard or an answer on a liveboard to CSV or PDF. This allows store teams to print out and action reports such as checking off completed shelf replenishment items and being able to hand-off incomplete replenishment between associates. Click... on a given liveboard or answer and choose Download > CSV or PDF depending on the chart type.

Create cycle counts for all stores

Retailers now can create cycle counts for the same list of products across all stores at once. See Creating a count.

New Clienteling Dashboard now available

We're excited to announce the launch of the new Clienteling Dashboard, a part of our Omnichannel Insights suite. This dashboard provides a comprehensive view of clienteling engagement and effectiveness, broken down by each location, associate, and customer interaction. Gain deeper insights into the performance of your clienteling programs, helping to refine strategies and enhance customer relationships. This tool is essential for retailers seeking to analyze and improve their clienteling efforts with detailed, actionable data.

Learn more about the Insights dashboards.

Reason code UI improvements

We have made UI enhancements to the current Reason Codes page in Omnichannel Manager, which allows retailers to:

  • Search and filter reason codes.

  • Effortlessly create multiple translations for reasons for a reason code within the same UI, and not limit the reason language to just French and English versions.

  • Experience a modern UI that aligns with the rest of the interfaces and components in Omnichannel Manager.

See Managing reason codes.

Performance improvements of Stock on Hand page

  • The Stock on Hand page now has filters that can be used to filter stock on hand data before it is displayed.

  • Clicking the productID now displays the Catalog page with detailed information about the product.

New permissions to manage customer profiles

Retailers can now use permissions introduced to control who can manage customer profiles in Omnichannel Manager, which are available in Settings > Users & Roles > Roles. The following permissions are now available:

  • Edit Customers: This permission allows designated roles to modify customer information, enhancing data security. See Editing customer details.

  • Merge Customers: This is a separate permission that allows designated roles to merge 2 customer profiles into 1 single profile. See Merging customer profiles.

Important

The new permissions will be activated by default for all Admin roles. We recommend that you review and configure these roles and underlying permissions by 15 January 2024.

The changes to Admin roles will take effect on 16 January, 2024.

Omnichannel Insights available in all environments

Omnichannel Insights is now available in all Omnichannel Manager environments (such as Production or Staging) for all retailers.

Important

Omnichannel Insights is only available to Admin users in Omnichannel Manager by default, who can then allow other users to access Insights if needed.

For more information on how to use Insights, see Managing Omnichannel Insights.

New out-of-the-box dashboards

The Customer Dashboard announced in December is now available to all retailers.

The Store and Associate Performance Dashboard is a default report in Omnichannel Insights, which enables a quick comparison between top and bottom performing stores and associates based on sales, activities, and discounts.

Comparing associates within the same store allows for targeted training and performance incentives, fostering a competitive yet collaborative environment. On the other hand, assessing different store locations provides valuable insights into regional variations, helping retailers refine marketing strategies, inventory management, and tailor customer experiences to local preferences.

New data available in Omnichannel Insights

There are new data fields available in the Activities data model in Omnichannel Insights to support multiple new use cases:

  • View Returns and Fulfillment reports based on geographical location.

  • Report all activities by store or Distribution Center in Omnichannel Insights.

  • Local reporting time for Sale, Return, Reject, Shipment and Discount.

  • Calculate fulfillment value in a simple way.

View Returns and Fulfillments based on location across activities in Omnichannel Insights. This allows building a report such as viewing all return countries by the country an item was sold from. New fields include City, State, Country Code, Timezone, and Zip Code for both Returns and Fulfillments.

Filter out all store or distribution center activities from any report with the new Activity Location Type field. For example, when filtering any report by Activity Location Type = store, this will only show events that occur where a store was involved.

It is now possible to create a single report by Sale, Return, Rejection, Shipment, and Discount date times for all timezones without using the Timezone Offset. Previously, it was possible to create regional reports for these dates by using the Timezone Offset, which is no longer required by using the localized date time fields.

New fields added for Sale Order Date, Return Date, Rejection Date, Shipment Date, and Discount Date. All reflect the date time that the activity occurred, which is localized to the sale/return/discount/rejection/discount location. If no location information is available, they default to a predetermined tenant timezone.

It is now possible to sum the value of what was fulfilled. Previously, this required a sub-query in Omnichannel Insights. Three new fields have been added to allow this reporting:

  • Shipment Price Net

  • Shipment Price Net USD

  • Shipment Price Tax

Reporting in USD is now available for today

Before this change, USD-converted rates were only available after market close. Now Sales Price Net USD, and Return Refund Net USD will use the previous day exchange rates until the new rates become available. When new rates become available, the USD values will update and change to the new and most recent rates at market close.

Update shipping addresses

Users with the Manage order exceptions permission can now adjust an order's shipping address information for store fulfillment orders in case of a shipping address-related shipment booking error that prevents the shipping label from being generated and printed. The update can be done in Omnichannel Manager to generate the shipping label in the Associate App successfully.

ovide a fixed amount as a refund for items in an order to appease customers. For more information, see Refunding orders or items in an order.


Important

For Omnichannel Manager updates that are older than 2024, see Archive - Omnichannel Manager updates.