Viewing and reporting on Shopify sales channels
Shopify provides some built-in functionality for selling through multiple sales channels. Sales channels represent the different platforms where you sell your products.
The sales channels you sell through will vary depending on how your store is set up and what kinds of apps you use. Sales through your online store's checkout will normally go under the Online Store ( web) sales channel, while sales made in-store through your POS system may go under the pos sales channel.
In Metorik, you'll easily be able to view, segment, export, and report on sales channels.
Some sales channels are stored as IDs in Shopify and will appear as IDs in some exports. If possible, we will try to display the actual sales channel name instead of the ID on the single order page and the grouped by reports. If you still see an ID on an order page, let us know what the name should be and we can update it in the app.
Viewing
When viewing a single order, you'll find the sales channel displayed in the order details:
On the orders page you can segment by sales channel like so:
You'll also find the sales channel in order exports:
While sales channels are only set on orders, it's also possible to segment customers in Metorik that have ordered through a certain sales channel:
This will provide you will all customers that have made a successful order through the web sales channel.
If you wanted to find all customers that have ordered through multiple specific sales channels, that's possible too by adding a second copy of the filter like so:
With those filters applied, only customers that have made successful orders through both sales channels will be shown.
Reporting
There are a few reports that feature sales channels filtering and insights:
1. When looking at the dashboard or orders report to see conversion rates (powered by the Google Analytics integration), we'll automatically exclude POS orders from the calculation.
2. At the top of various reports like the orders report, customers report, and more, you'll find a sales channel filter at the top:
You can select one or multiple channels to filter the entire report, which is useful for viewing stats for each sales channel separately.
3. In the orders report, you'll find the orders grouped by sales channel report, which can be useful for seeing the sales for each channel in a certain period, along with some useful KPIs like the average order value for each channel:
If you click on an order count in this report, it will take you straight to the orders page to view matching orders in the chosen sales channel.