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How merged orders affect Shopify Analytics


App creates a new Shopify order when orders are merged. Shopify then includes that order in Analytics and reports according to Shopify’s own reporting rules.

If you don’t want merged orders to affect Shopify Analytics, create them in Test order mode. Shopify excludes test orders from sales reports, so the merged order won’t add revenue, sales, or order count to Shopify Analytics.

Live merged orders can affect Shopify’s reported sales, revenue, order count, average order value, discounts, and refunds. The exact impact depends on the order mode and original-order settings that you use in Orders Merger.

App doesn’t calculate or replace Shopify Analytics. The app creates Shopify orders, discounts, refunds, cancellations, and archives through Shopify. Shopify uses those records to calculate your reports.

How app creates a Shopify order

When a merge is created, app creates a new Shopify order using the source orders’ current order data.

The merged order includes:

  • the current line item quantities from the original orders
  • a shipping line based on your merged shipping setting
  • the customer and shipping address, when available
  • notes, tags, and custom attributes, depending on your settings
  • an app-generated discount when needed to keep the merged order’s product subtotal aligned with the source orders’ current subtotals

The merged order is a separate Shopify order. It doesn’t edit the original orders into one order.

How order mode affects reporting

App can create merged orders in live mode or test mode.

Order modeReporting impact
Test orderThe merged order doesn’t affect Shopify sales reports or Analytics. Use this mode when you want to merge orders for operations, fulfillment, or customer service without adding revenue or order count to Shopify reports.
Live orderShopify can include the merged order in Analytics and reports. Use this mode only when the merged order should be treated as a real Shopify sale.

For most merchants who ask whether merged orders affect Shopify revenue or sales reports, Test order mode is the setting to check first.

How payments are handled

Payments stay on the original orders.

App does not move payment transactions from the original orders to the merged order. It also does not collect a new payment when the merged order is created.

The merged order is created for order management, fulfillment, and operational workflows. The customer payment history, authorization, capture, refund, payout, and payment gateway transaction records remain attached to the original Shopify orders.

This means:

  • A Test order merged order should not add sales revenue to Shopify analytics, and it also does not hold the customer’s payment.
  • A Real Shopify order merged order can appear in Shopify sales reporting as a Shopify order, but the actual payment transactions still remain on the original orders.
  • Payment reconciliation should be done from the original orders and Shopify finance or payments reports, not from the merged order alone.

How discounts are shown on merged orders

Original discount codes and automatic discounts might not appear on the merged order with the same names or structure as the original orders.

To preserve the value of the original discounted items, app can add one fixed discount code to the merged order:

MERGED_ORDER_DISCOUNT

This discount is used when the generated merged order subtotal would otherwise be higher than the combined current subtotals of the original orders.

For example, if the source orders currently have a combined product subtotal of $70.00, but the generated merged order line items total $80.00, Orders Merger adds a $10.00 MERGED_ORDER_DISCOUNT to the merged order.

How original-order settings affect reporting

Orders Merger can archive, cancel, or leave the original orders unchanged after the merged order is created.

Orders Merger settingWhat happens in ShopifyReporting impact
Not specifiedThe original orders remain open or unchanged.Shopify can count the original orders and the new merged order. This can make sales and order count appear higher.
ArchiveThe original orders are archived.Archiving removes orders from the open orders view, but archived orders can still be included in Shopify sales reports. This doesn’t offset the merged order’s sales value.
CancelThe original orders are canceled in Shopify.Shopify can record cancellation reversals for the original orders. These reversals can offset the original sales in sales reports, but they appear on the date the cancellation is processed.

Canceling an order in Shopify can’t be undone. Before using cancellation as part of your merge workflow, make sure it matches your fulfillment, inventory, payment, and accounting process.

How shipping refunds affect reports

If shipping refund settings are enabled, Orders Merger can create shipping refunds on the original orders.

Shipping refunds are separate Shopify refund records. Depending on the report, Shopify can show these as negative values on the date the refund is processed.

Orders Merger can refund shipping when:

  • Refund unused shipping rates is enabled, and the merged order uses the cheapest or most expensive original shipping rate
  • Refund shipping above order total threshold is enabled, and the merged order total is above the threshold

Shopify sales reports and Shopify payments reports don’t always answer the same question. Sales reports show the value of sales and reversals. Payments finance reports show payment transactions.

Use the setup that matches how you want Shopify Analytics to behave.

GoalRecommended setup
Prevent merged orders from affecting Shopify AnalyticsCreate merged orders as Test order.
Use the merged order only for operations and fulfillmentCreate merged orders as Test order.
Keep Shopify sales reports from showing both original orders and merged orders as positive salesDon’t use Archive alone. Use a workflow where the original orders are canceled or the merged order is created as a test order.
Preserve the original orders as the source of revenueKeep original orders unchanged or archived, and exclude merged orders from revenue reporting by using test orders or custom reporting filters.
Reconcile paymentsUse Shopify payments finance reports, not only sales reports. Merged orders created by the app don’t necessarily represent a new payment collected from the customer.

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