First Steps for Shopify Users

When ForecastingApp is launched we start loading sales data for current week (starting on Monday). While this gives you some figures it is much more interesting to see performance across many months and years.

You can request historical data manually via any Sales Analytics>Sales Reports>Category Report.

Select desired time period and Shopify data source on the toolbar, and click load.

Due to the way Shopify stores inventory information it is not possible to load (or reload) historical inventory for analysis.

In ForecastingApp we use slightly different terminology than you may be acustomed to with Shopify.

Here is a list of core terms:

Instead of Product Variant we use Option. Up to two options (ar variants) are synced automatically.

Instead of Product Type we use Category. In Shopify product types are not organized in a strict hierarchy. For example you may have products unser Footwear, Kid's footwear and Ladies' footwear whilst both Kids and Ladies' are also under Footwear so that you have products semantically equal to entire groups of products.

In ForecastingApp all categories are stored in the strict hierachy which means you cannot store data directly under Footwear. For this reason the Product Type hierarchy you have in Shopify is not applicable and you may want to set up your own rollups as described here: Data Modelling

Collections and tags are currently not preserved.

Instead of orders we use sales as reference to summaries, and receipts as ference to individual transactions.