[Reports] Add shipment status as a column in Orders & Fulfilment and Packing reports

[BethanOFN]

What is the need/problem?

Some of our users ship orders at multiple different times, rather than in one batch at order cycle close. This is particularly the case for plant and seed sellers, who have products that become available at different times. For these sellers, there is no way to generate a report that allows them to see which orders have already been shipped and filter these out if required. It is confusing for them to cross check the orders screen and manually remove shipped orders when downloading a Packing or Orders & Fulfilment report in order to therefore pack orders.

What type of users does this affect (and how many, if known)?

Hub Managers
Producers

Potential solutions that could solve the problem?

• Add shipment status as a column to the Orders & Fulfilment and Packing reports that can then be selected by the user.
• User also suggested that a filter by Shipment Status on the Orders screen would be useful, however this would require much more work (ux)

Additional context

[tschumilas]

I was just wishing for this the other day - 2 flower hubs asked about it. One related addition perhaps? The Orders & Fulfilment reports has a column for shipping method now (so adding status makes sense). But I think it would be good to add shipping method as a column in the packing report in addition to shipping status. In my use of the reports, I need to look at shipping method as well as shipping status - and I think this would make it more useful to users.

Given I've had requests from flower farms for this - I'd suggest we could consider this a funded feature, so I've labelled it such - what do you think @RachL

[RachL]

Apologies for late answer here :(

@BethanOFN @tschumilas one clarification:dowe speak here about all subreports of Orders & Fulfillments, or only OC Customers totals?

User also suggested that a filter by Shipment Status on the Orders screen would be useful, however this would require much more work

@BethanOFN It's not a filter, but did the user notice that the shipment state column can be sorted? Given we only have 2 shipment states (pending or ready) I find it quicker to sort rather than filtering, but perhaps I'm missing the use case.

So if that's ok for @tschumilas I propose first to add to flower farm budget:

• the addition of the shipment method column to packing report (I agree this is much needed, I hope it will be ok in terms of performance, I think this is why Lynne didn't do it until now, this is one of our slowest report). To avoid disturbance of current integration, the column will be hidden by default.

• Add Shipment state to packing and Order & fulfillment (once we confirm which sub-reports)

[tschumilas]

This sounds good to me.

[tschumilas]

I am not sure if the addition of shipment state should be to just the Order cycle Customer Totals report, or other Orders & fulfillment reports too. @BethanOFN ?