Even a small store sells dozens of products every day. It may be hard to individually track each order through its lifecycle from a freshly created to successfully delivered to a customer. Using the output of this document, a store manager can monitor actual data on orders in one place.
The availability of order information in one place simplifies the daily routine for store staff. It provides a convenient starting point for tracking important order data such as taxes, discounts, refunds.
This type of summary pulls a list of all orders that have been placed within the specified date range. It makes it simple to follow the number of orders and their details.
The data displayed in it can be used to answer such questions as:
Expand this list of answers you may get on your orders by using additional data columns and data filters.
Use the data summary on orders that are provided by the Advanced Reports app to be informed on orders and their details within the chosen time period.
Orders detail output for each order displays data such as:
Use these columns to glance at the current financial and fulfillment statuses for each order within the selected dates.
Additionally, you can use our Shopify vs. Google Sheets integration to automatically export orders to your spreadsheets in near real-time.
Orders detail is one of the most frequently used reports to get a picture of what is going on with orders in a store. In conjunction with it, a store manager can often use such reports as:
Typically, an order data table consists of such columns as:
You are totally free to exclude any of the existing columns from the report or add more. Simply choose the available columns from the list.
Here is how some of the key columns in the default report are calculated:
ORDERS Net amount. It is calculated through Orders Total amount and Refunds data columns.
[ORDERS Net amount] = [ORDERS Total amount] – [ORDERS Refunds]
Using filters and sorting options, you can get answers to a number of specific questions regarding orders. Here are some examples of the report variations.
You can easily know the amount of gross profit each order has brought. This value depicts a sum of money made after subtracting sales costs.
The value for ORDERS Total Gross Profit column is calculated through the Net amount and COGS columns.
[ORDERS Total Gross Profit] = [ORDERS Net amount] – [ORDERS COGS]
Shopify makes profits from stores by taking a commission for their orders. The order details report offers its variation that displays this fee in the column ORDERS Shopify Fees.
The value of this column is calculated as follows:
[ORDERS Shopify Fees] = [ORDERS Net amount] × 0.029 + 0.30
Merchants can receive payouts for orders through a Shopify Payouts system if Shopify Payments is enabled.
[ORDERS Shopify Payout] = [ORDERS Net amount] - [ORDERS Shopify Fees]
The term “Cost of goods sold (COGS)” stands for the direct cost of making sales. It includes expenses required for making the sale, for example, personnel salary. Use the Orders COGS to get this data column.
The total cost of ordered items in the order is calculated as:
[ORDER ITEMS Total Cost] = [ORDER ITEMS Quantity] × [INVENTORY ITEMS Cost]
A store can have both new and recurring customers, the latter being preferable. Merchants can easily see what types of customers buy in their stores within the ORDERS Customer Type column.
In case the date of customer’s first order is equal to the order processing date, then the customer is considered a first-time buyer. Otherwise, they are assigned to a Returning type. If the report cannot detect the customer ID, it will display the Unknown value.
For each order get the shipping price calculation :
[ORDER ITEMS Total Shipping Price] = [ORDERS Shipping Price] ÷ [ORDER FACTS Quantity] × [ORDER ITEMS Quantity]
Get the sum of total sales calculated as:
[ORDERS Total Sales] = [ORDERS Net Sales] + [ORDERS Shipping] + [ORDERS Tax]
The ORDERS Net Sales is obtained as:
[ORDERS Net Sales] = [ORDERS Gross Amount] - [ORDERS Discounts] - [REFUNDS Returns]
The ORDERS Shipping is obtained as:
[ORDERS Shipping] = [ORDERS Shipping amount] - [ORDER ADJUSTMENTS Total Shipping Amount]
The ORDERS Shipping is obtained as:
[ORDERS Tax] = [ORDERS Taxes] – [REFUND ITEMS Total Tax Amount]
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