- 01
Review order and line details
Report a Sale shows each imported order’s Shopify financial and fulfillment states, order total and refunded total with currency, created, last-confirmed, cancellation, and closure timestamps. Each line shows original and discounted amounts, currency, fulfillment, ordered/current/unfulfilled quantities, its latest import time, and units still available to match.
- 02
Associate a line with a product profile
Choose one of your existing product profiles in the line’s Product profile control and save the association. The page identifies whether the association came from a verified Shopify product link or your selection. If there are no profiles to choose, add a product profile first.
- 03
Use an available line in Report a Sale
A line with remaining current quantity can be opened in the seller-reported sale form. Choose the profile and quantity to record, then submit the seller’s sale details. Matching is limited to Shopify’s current line quantity; it cannot consume more units than remain unmatched.
- 04
Keep imported and seller-reported values distinct
The Shopify order remains labeled as Shopify data. A seller-entered sale keeps its own channel, amount, and date unless you resolve a detected conflict by choosing a source. Linking a line does not silently overwrite the seller record.
- 05
Resolve date, channel, amount, or financial-status conflicts
When RummageRail detects a difference, the line shows the compared Shopify and seller values and asks whether to use Shopify values or keep seller-reported values. Keeping seller-reported values is available only after the full current Shopify line quantity is matched. If the line is not fully matched, continue matching the remaining units or choose Shopify values; otherwise leave the conflict unresolved.
- 06
Treat only eligible lines as settled revenue
A line is settled only when the order is paid, not cancelled or refunded, and the line has an amount and currency. Pending or otherwise unpaid lines are unsettled; cancelled, refunded, incomplete, or unresolved-conflict lines are not settled revenue. Review the status and currency shown in the report before relying on a total.
Before you finish
- Check financial and fulfillment status, currency, timestamps, and current quantity on each imported line.
- Associate the line with the correct product profile before matching it to a sale.
- Use only the remaining current units in a seller-reported sale.
- Resolve every detected value conflict; keeping seller-reported values requires the full current line quantity to be matched.
- Do not count unsettled, cancelled, refunded, incomplete, or unresolved lines as settled revenue.