Overview
Order-Level Grouping in the Profit & Loss (P&L) report allows users to analyze financial performance at the individual order level. It provides visibility into how each order contributes to revenue, costs, and overall profitability.
Explanation
With Order-Level Grouping, all P&L metrics are structured around Order ID. Each order includes its corresponding revenue, units, net profit, and associated fee components in a single view.
The system consolidates all items within an order, ensuring accurate representation of multi-product orders. Refunds and adjustments are applied directly to the respective order to maintain consistency in financial calculations.
Usage
This feature is useful when users want to:
- Analyze profitability at the order level
- Identify high and low-performing orders
- Validate P&L data with order records
- Understand the impact of refunds on specific orders
- Monitor order status along with financial performance
How to Access It?
- Go to Reports
- Select Profit & Loss
- Click on Group by
- Choose Order
Key Capabilities
- Order-Level Financial View
Displays Revenue, Units, Net Profit, and all fee components per Order ID. - Order Status Visibility
Shows the current status of each order based on marketplace data. - Multi-Product Order Consolidation
Aggregates all items within an order into a single financial record. - Refund Adjustments
Applies refund-related changes directly within the corresponding order. - Order-Level Drilldown
Allows navigation to detailed order summaries through Order ID.
Important Rules and Behavior
- All metrics are calculated at the Order ID level when this grouping is applied.
- Orders with multiple products are combined into a single entry.
- Refunds are reflected within the same order and impact revenue and profit.
- Order status depends on marketplace data and may vary across platforms.
Summary
Order-Level Grouping enables detailed, order-specific financial analysis within the Profit & Loss report. It helps improve data validation, provides clear visibility into each order’s performance, and supports more accurate decision-making.