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Order Settings

Order Settings in Bloom lets you choose which order statuses, payment statuses, sales channels, and order tags are included in or excluded out from your Shopify profit reports

What is Order Settings?

Order Settings is a Bloom configuration area that controls which orders are included in or excluded from your revenue and profit reports. It is for Shopify merchants who want their profit calculations to reflect only the orders relevant to their business. Filter orders in or out by four criteria: order status, payment status, sales channel and order tag.

How it works

Bloom builds your revenue and profit reports only from orders that match the statuses and channels you select in Order Settings. Each of the four setting groups filters which orders enter the calculation.

Order Status Settings

Choose which orders to include or exclude

  • Open

  • Closed

  • Cancelled

Payment Status Settings

Choose which payment statuses to include or exclude

  • Authorized

  • Paid

  • Partially Paid

  • Pending

  • Refunded

  • Voided

  • Expired

Sales Channel Settings

Select which sales channels to track:

  • Online Store

  • Point of Sale

  • Draft Orders

  • Other connected channels

Order Tag Settings

Select which order tags to include or exclude

  • Select All

  • Search for a specific tag using the search bar.

  • Select or deselect individual tags as needed.

Note: Tag matching is case-insensitive, so tags with different capitalization are treated as the same tag.

How to use it

  • Go to App Settings → Order Settings.

  • Under Order Status Settings, select the order statuses to include or exclude (Open, Closed, Cancelled).

  • Under Payment Status Settings, choose the payment statuses to include or exclude (Authorized, Paid, Partially Paid, Pending, Refunded, Voided, Expired).

  • Under Sales Channel Settings, select the sales channels to track (Online Store, Point of Sale, Draft Orders, Other connected channels).

  • Under Order tag settings choose the tags to include or exclude (Wholesale, Subscription ,gift ,pre-order)

  • Proceed by clicking on Save. NOTE : Available tags differ by store based on your order data.

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