Business & Operations

Read-only: compares delivery times and shipping costs across carriers used in fulfillments to inform carrier mix and contract decisions.

Cancel an unfulfilled order, optionally restock inventory, and optionally notify the customer — all in a single validated workflow.

Batch-fulfill open fulfillment orders with tracking numbers. Supports partial fulfillment and customer notification toggle.

Read-only: aggregates tax collected by jurisdiction from order tax lines for filing prep.

Read-only: for stores with subscription products, calculates MRR, ARR, active subscriber count, and rolling churn rate from subscription contracts.

Read-only: aggregates shipping revenue charged to customers vs. actual shipping line costs by carrier and method.

Read-only: breaks down revenue, units, and AOV by sales channel (Online Store, POS, Draft Orders, etc.).

Read-only: breaks down revenue by fulfillment location for multi-warehouse P&L and location performance.

Read-only: calculates refund rate by product, collection, or period — identifies quality and listing issues.

Read-only: calculates true net profit per order and per product by factoring in COGS, shipping costs, transaction fees, discounts, refunds, and taxes.

Read-only: reconciles Shopify Payments payouts against the order transactions that funded them and flags amount discrepancies.

Read-only: calculates total outstanding gift card balance as a financial liability, broken down by issue cohort and remaining balance band.

Read-only: lists all active gift cards with remaining balance, expiry, and last-used date for liability tracking.

Read-only: tracks total discount dollars given over configurable time buckets (week/month/quarter), broken down by discount type and code.

Read-only: tracks AOV over time buckets and segments by new vs. returning customers.

Identify orders at risk of generating WISMO support tickets: shipped orders with stale tracking, and unfulfilled orders past their SLA window.

Create a formal Shopify Return record for an order, specifying line items, quantities, and return reason — the first step in the native returns workflow.

Process a full or partial refund on an order and optionally create a replacement draft order for the customer.

Retrieve and summarize full order details for a customer by email, order number, or phone number.

Read-only: exports a complete chronological history for a single customer — orders, refunds, returns, addresses, notes, tags, marketing consent, and lifetime spend — as one consolidated CSV.

Merges duplicate customer records: invokes Shopify's native customer merge API where supported, otherwise consolidates the loser record's tags and notes into the winner via customerUpdate.

Update the shipping address on an unfulfilled order before it ships.

Read-only: scores every customer on Recency, Frequency, and Monetary value to segment them into actionable groups (Champions, Loyal, At-Risk, Lost).

Read-only: audits email and SMS marketing consent status across the customer base for compliance and segmentation.