How to Handle Orders Exceptions [Step-by-Step guide]

The Statistics & Exceptions Dashboard helps you quickly identify and resolve exceptions (errors), ensuring smooth operations.

WARNING: This feature is in beta and supports only beta Sales Channels. All data displayed and processed here is exclusively derived from beta Sales Channels. For a complete list of supported Sales Channels, refer to techOMS Sales Channels - Master List [Guides List].

The dashboard presents exception data in two ways, depending on your user role. The following guide covers these two scenarios.

To handle exceptions:

1. Filter the desired order data in the dashboard.

For detailed filtering instructions, refer to the "Filtering data" section in the Getting Started With the techOMS Statistics & Exceptions Dashboard [Information].

If you are an organizational user, the exceptions table will provide its data in the Overview mode. Go to the next step to continue drilling down to the exception of interest.

If you are an account user, the exception table will provide its data in the Detailed mode. Go to step 3 to continue.

2. Click on the warning type that categorizes the exception of interest.

When viewing the exceptions table in Overview mode, the table title displays the total number of exceptions across your organization.

If you would like to go back, click on Exceptions.

3. In the Detailed mode of the exceptions table, locate the exception you want to work with and Press View Order. This opens a new tab displaying the affected orders.

The Detailed mode of the exceptions table is dynamic; as soon as exceptions are solved, they will disappear. It displays:

• Warning Processing: Exception description.
• Entity Type: Type of order.
• Source: Source of the exception.
• Account: Account involved in the exception. This is visible to organizational users only.
• Level: Exception level. For a complete reference of exception levels, refer to techOMS Event and Message Types [Information].
• Count: Number of orders affected by this exception.
• Actions: Actions you can take to troubleshoot this exception.

Within this step, if the Warning Processing message is "Missing product variant", clicking the message will open a pop-up showing the missing SKUs table. From this table, you can press View Orders to open a new tab displaying the affected orders for that specific SKU.

After identifying the affected orders, take the necessary actions to resolve the exception, such as updating product details.