Hello everyone,
I'm working on creating an analytics dashboard in Google Sheets to track sales and refunds from two platforms we use to sell products: Digistore24 and Shopify. We sell products from several subsidiary companies, but for this dashboard, we only want to track transactions related to a specific vendor, "neowake". We also have Shopify Plus.
The Setup:
Sales Tracking:
- For both Digistore24 and Shopify, tracking sales of "neowake" products is straightforward.
- We filter transactions by the vendor name to include only "neowake" products.
Refund Challenges:
- Problems arise when processing refunds and partial refunds in Shopify.
- The main issue is accurately attributing refund amounts to "neowake" products, especially when orders contain products from multiple vendors.
The Problems:
Partial Refunds:
- Currently, our staff manually write "neowake" in the note section during a refund so our code can identify and include the refund in our analytics.
- This manual process is error-prone and not efficient.
Full Refunds:
- When a full refund is processed, it's challenging to determine if partial refunds have already been issued for that order.
- If we deduct an amount from the refund (e.g., €20 for restocking fees or other reasons), it's unclear how much of that deduction applies to "neowake" products versus other vendors' products.
- We can't accurately calculate the net refund amount attributable to "neowake".
What I've Tried:
- Code Logic:
- For sales, the code checks each line item in an order to see if the vendor is "neowake" and calculates the net amount accordingly.
- For refunds, especially partial ones without line items (like when only an amount is refunded without specifying products), the code relies on the note containing "neowake" to include it in the analytics.
- This method isn't reliable for full refunds or when deductions are made.
What I'm Seeking:
A way to automatically attribute refund amounts to the correct vendor without relying on manual notes. Ideally, the solution should handle both partial and full refunds, even when deductions are involved.
Is there a Shopify app or plugin that enhances the refund interface, allowing us to specify which products or vendors the refund applies to?
Any insights, recommendations, or examples of how others have tackled similar issues would be greatly appreciated!
Thank you in advance for your help!
