Change a Profit Rule

You change a profit rule by switching an order status on or off, or by ticking the costs that are deducted for it. The change applies to all past and new orders as soon as you save.

Where

In the sidebar: Store settings > Profit Rules

Who

Stores with unpaid, authorized or cash on delivery orders most of all

Time

About 3 minutes

Updates

After Save, your reports use the new rules the next time they load, for all past periods. Nothing is recalculated

Change a Rule#

Hover the small info icon next to a column name to read what the cost is.

What each row and column means is described in What Each Status and Cost Does in the Profit Rules.

What Happens Next#

• Save stores the rules right away. No recalculation runs, because the rules are applied each time a report is loaded. The dashboard shows the new numbers the next time it loads.
• The rules apply to all orders, past and new. There is no start date.
• While the rules are being saved, the switches and boxes are locked for a moment.
• If a recalculation for this store is running, for example after a change on the Tax & VAT page, the whole table is locked and the window Recalculating reports shows the progress. The table unlocks when it has finished.
• Changes you did not save are dropped when you leave the page.

Troubleshooting#

My profit is higher than I expect. Check whether you have many Authorized or Pending orders. With the defaults their revenue counts and their costs do not. Tick their costs or switch the rows off.

I changed a rule and the dashboard did not change. Check that you clicked Save and that the note Unsaved changes is gone, then reload the dashboard. If a warning about a prefilter is shown on the page, the status is hidden by a prefilter and the rule has no effect.

The boxes of a row are greyed out. The row is switched off. Turn on its switch in the Enabled column first.

The whole table is greyed out. A recalculation for this store is running. Wait until Recalculating reports has finished.

Deduct returned COGS is greyed out. Neither Partial refund nor Refunded has COGS ticked, so there is no product cost to credit.

If your numbers still do not add up, contact support and send the store name, the date range and one order number with the profit you expect for it.

Limits#

• Paid cannot be switched off.
• A cost you entered by hand on a single order is always deducted, even if its column is unticked for that status. See How to Manually Change the Cost of an Order.
• Prefilters come first. If a prefilter hides a status, the row has no effect and the page shows the warning A prefilter is overriding some of these rules. See Hide Orders from Your Reports (Prefilters).