Workflow · Stock and products · Opening soon

Product profitability after fees

See product profit after cost of goods, discounts, shipping and payment fees. Match your Shopify products, orders, and line items exports to calculate margin by product.

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Someone typed

“match the shopify products export to the orders and line items, split shipping and payment fees by each line’s share of net line sales, then show profit by product with cogs, discounts, fees, and margin”

The agent read it as

Match the Shopify products export to the Shopify orders export and Shopify order line items export, split shipping and payment fees by each line’s share of net line sales, then show profit by product with cogs, discounts, fees, and margin, subtracting allocated shipping from profit.

What the agent built

6 steps, each one an ordinary Mammoth step you can open and change.

File

Shopify order line items export

CSV export · 36 rows

File

Shopify orders export

CSV export · 18 rows

File

Shopify products export

CSV export · 8 rows

Step

Make line item match keys

Step 1

Step

Make order match key

Step 2

Step

Make product match key

Step 3

Join

Bring in order fees

36 of 36 paired

Join

Match product costs

36 of 36 paired

Step

Calculate profit by product

Step 6

Result

Product profit

8 rows

Schedule

Runs when you say

Proposed

File
Shopify order line items export
CSV export · 36 rows
File
Shopify orders export
CSV export · 18 rows
File
Shopify products export
CSV export · 8 rows
Step
Make line item match keys
Step 1
Step
Make order match key
Step 2
Step
Make product match key
Step 3
Join
Bring in order fees
36 of 36 paired
Join
Match product costs
36 of 36 paired
Step
Calculate profit by product
Step 6
Result
Product profit
8 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 8 rows came out, and the join paired 36 of 36 rows; the join paired 36 of 36 rows.

Download Shopify order line items export sample (36 rows)Shopify admin: Orders > Export > All orders > CSV for Excel, Numbers, or other spreadsheet programs with line items included
Download Shopify orders export sample (18 rows)Shopify admin: Orders > Export > All orders > CSV for Excel, Numbers, or other spreadsheet programs
Download Shopify products export sample (8 rows)Shopify admin: Products > Export > Current page or all products > CSV for Excel, Numbers, or other spreadsheet programs

What you get back

The result of that run, the rows to look at first.

Product profitSample data8 rows

Product	Profit (USD)	Margin (%)	COGS (USD)	Discounts (USD)	Allocated shipping (USD)	Payment fees (USD)	Net line sales (USD)	Product SKU
Canvas Tote	93.70	47.6	78.30	19	17.50	7.50	197	TOT-CVS-01
Ember Mug 14oz	93.43	50.5	65.80	11	19.11	6.65	185	MUG-EMB-14
Trail Thermos 20oz	92.44	44.4	106.40	29.90	2.62	6.64	208.10	THM-TRL-20
Cloud Socks Crew	74.45	63.1	28.70	2	10.60	4.26	118	SOC-CLD-CR
Field Notebook A5	51.28	49.4	37.80	4.20	10.38	4.34	103.80	NTE-FLD-A5
Herb Seed Pack	50.05	59.6	25.20	0	6	2.75	84	SED-HRB-01
Desk Lamp Mini	32.07	22.3	86	24.40	19.79	5.74	143.60	LMP-DSK-MN
Sky Glass Jar	23.46	13.2	148.80	22.10	0	5.64	177.90	JAR-SKY-08

8 rows in the result. Sample data: illustrative figures, not business results.

How do you work out profit per product after fees?

Export your Shopify products, orders, and order line items. The workflow matches the files, brings in product costs and order fees, then splits shipping and payment fees across line items by net line sales. You get profit by product with COGS, discounts, fees, shipping, and margin.

How it works

How to use the Product profit workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Product profit: questions

Which export should you use?

Use the Shopify products export, the Shopify orders export, and the Shopify order line items export. Together they give the product cost, the order totals, and the item level sales needed for the calculation.

What happens to rows that do not match?

Rows that do not match a key stay out of the final matched result for that step. They do not get a product profit value until they can be matched to the other exported rows.

How do you change the rules?

You change the rules by editing the matching keys and the calculation steps in words. For example, you can change which fields identify a product, an order, or a line item, and how fees are split across lines.