If financial statuses are not configured according to the standards from the store system, a customization of the data source can ensure that the orders are still correctly taken into account in Klar.
To set up a customization, the store data source can be adapted. To do this, click on the data source and add the desired customization:
There are 4 different options:
Financial status to paid
Financial status to partially refunded
Financial status to refunded
Financial status to cancelled
Which adding a value you would change the status of this to the selected value. How status is used per default can be seen for each shop system here:
WooCommerce: Financial Status of Orders
Net Revenue
Paid: Orders with the statusescompletedordelivered.Pending: Orders with the statusesprocessing,pending,on-hold,production,ready_to_pack, or similar.
Gross Revenue
Refunded: Orders with the statusrefunded.Partially Refunded: Orders with the statuspartially_refunded.
Canceled
Canceled: Orders with the statusfailed.
This mapping ensures precise categorization of orders based on their revenue impact.
SW5: Financial Status of Payment Processes
Net Revenue
Paid: Payments with the statuscompletely_paid.Pending: Payments with statuses likeopen,review_necessary,1st_reminder,AmazonPendingAuthorizationPayment, and similar.
Gross Revenue
Refunded: Payments with the statusre_crediting.
Canceled
Voided: Payments with the statusesthe_process_has_been_cancelledorzahlungsausfall.
This grouping reflects the effect of payment statuses on revenue classification.
SW6: Financial Status of Orders and Payments
Net Revenue
Paid: Orders with the statusespaid,completed, orrefund_failed.Authorized: Orders with the statusauthorized.Partially Paid: Orders with the statusespaid_partiallyorpartially_paid.Pending: Orders with the statusesin_progress,open,unconfirmed, orpending.
Gross Revenue
Refunded: Orders with the statusrefunded.Partially Refunded: Orders with the statusesrefunded_partially,new_return, orreturn_completed.
Canceled
Canceled: Orders with the statuscancelled.
This grouped mapping provides a clear understanding of how each status impacts financial reporting by assigning them to Net Revenue, Gross Revenue or excluding them altogether.