Both Shopify and Daasity have the concept of a Valid Order, however Shopify and Daasity define a "valid order" differently.
Shopify defines a valid order as all orders except for test or deleted orders. This means that orders that are cancelled, fraud, or "free" orders (orders that have $0 value like samples you might send out) are counted as an order by Shopify.
Daasity defines valid orders differently. We believe certain orders should not be included in calculations as they are orders that ultimately don’t apply to the customer or to LTV calculations.
The following Order Status are considered Invalid Orders by Daasity and automatically have all units and amounts set to zero:
- Cancelled Order
- Fraud Order
- Voided Order
- Full Gift Card Purchase
- $0 Value Orders
In your explores and visualizations, these two concepts are accounted for in the following ways:
All explores and visualizations use the Shopify-defined version of a valid order so that ALL order and revenue data matches with Shopify. In addition, the Order & Order Line Revenue and Transactional Sales Report explores contain a "Daasity Valid Order Flag" field that can be used to filter your order and revenue data so that you no longer see Cancelled orders, fraud orders, voided orders, gift card purchases, and $0 value orders.
The Transactional Sales Report Explore uses the Shopify-defined version of a valid order, so all data in that explore will match with Shopify. All other explores use the Daasity-defined version of a valid order. The Transactional Sales Explore contains a "Daasity Valid Order Flag" field that can be used to match with all other explores.