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Ailaaj Academy

Read Order Financials

Use Order Financials for the value of the order book — not margin, COGS, or the general ledger.

When to use this

  • Checking discount leak versus booked value
  • Comparing delivered (realised) value to net booked
  • Confirming Overview Net booked value and Average order value

Steps

  1. Confirm your role has View OMS Dashboard - Order Financials.
  2. Open OMS Dashboard → Order Financials.
  3. Check Net booked value = Gross order value − Discount value, and Average order value = net booked ÷ orders.
  4. Read Delivered (realised) value and Realisation rate.
  5. Confirm Payment success rate, COD collected, Refund value, and RTO value are blank with their No source notes.
OMS Dashboard Order Financials tiles
Fixture — Rs 1.84m net booked, 82.5% realised. Payment / COD / refund / RTO stay blank on purpose.

Success looks like

  • Net booked and AOV match Overview and Orders.
  • A role without the financials permission cannot open the tab.
  • Blank tiles name the missing source — they never show 0.

If it goes wrong

  • Tab missing / access denied — Grant order.reports.oms_dashboard_financials. The main dashboard permission is not enough.
  • Looking for profit — Cost and margin are out of scope on this tab.