Orders

Overview

The Orders section gives you a complete view of your Shopify orders with profitability tracking that goes beyond what Shopify offers natively. Revenue, costs, and profit are calculated per order so you can see exactly where your money goes.

Orders Dashboard

At the top of the page you'll find key metrics for the selected period:

• Total Orders - Number of orders with an item count badge
• Total Revenue - Money paid by customers
• Total Cost - Sum of inventory costs, transaction fees, and any additional costs
• Total Profit - Revenue minus total costs
• Average Profit Margin - Percentage across all orders
• Returned - Total value of returned orders
• Gross margin - Total profit as a percentage of revenue: (Total profit ÷ Total revenue) × 100%
• Ad spend % - Advertising expenses as a percentage of revenue: (Ads expenses ÷ Total revenue) × 100%

Costs are broken down further into:

• Transaction Costs - Payment gateway fees calculated automatically
• Additional Costs - Custom costs you add to individual orders
• Inventory Costs - Component costs based on your Bill of Materials. Orders without manually attached stock show an estimated cost calculated from BOM recipes; once real stock movements are attached, the estimated cost is replaced by the actual cost
• Expenses - General expenses tracked outside of orders

Date Filtering

Filter the dashboard and order list by:

• This month (default)
• Last month
• All time

Order List

The order table shows each order with columns for:

• Order number (click to open details)
• Date
• Products and quantities
• Fulfillment status (Fulfilled, Partially Fulfilled, Unfulfilled, etc.)
• Revenue, transaction costs, additional costs, inventory costs
• Total costs, profit, and profit margin percentage

Order Details

Click any order to open a detailed view with several sections. The right-hand sidebar summarizes the order (timing, revenue, costs) and the customer.

With a target margin set, a line whose discounted price falls below the margin carries a red badge with the margin it actually earns, so a promotion that sells a variant at a loss is visible on the order itself. Costs are visible to staff with the expenses permission.

Stock Management

For each line item you can:

• See the stock available per warehouse and production capacity
• Use items from existing stock with one click
• Produce and use items from raw materials via BOM components
• View allocated, used, and remaining inventory
• Undo stock movements if something was applied incorrectly

Order Components

View all components required for the entire order, including order-level components (e.g. packaging). Attach or detach components from specific warehouses and check availability.

Additional Costs

• Add custom cost entries per order (shipping surcharges, special packaging, etc.)
• Save costs as reusable templates for future orders
• Apply saved templates to new orders with one click
• Mark a template cost as Pay later to defer the expense – settle it from the Expenses page
• Templates are displayed grouped by their group when groups are configured – ungrouped templates appear first
• Edit or delete templates as needed

Order Status

Mark orders as "filled out" once all stock has been allocated and costs have been reviewed.

Bulk Actions

Select multiple orders using the checkboxes in the order list to access bulk actions:

• Mark as filled out – sets the selected orders as filled out
• Mark as ignored – marks the selected orders as ignored so they are excluded from metrics