Finding a sale

A vendor calls: "I sold a mug last month and haven't seen it." Here's how to find it in under a minute.

Search#

In Activity, type in the search box, or press / to jump to it. It reads:

As you type, a list offers what it found across your whole store, under Look for, Orders, Products and Vendors. Use the arrow keys and Enter, or press one.

VendorDue doesn't keep customer names, so a name finds nothing. Search by the order number instead: it's on the customer's receipt and in Shopify.

When nothing matches#

Activity says Nothing matches, and offers Closest in your store: names it has that are close to what you typed, so "alder ceramcs" still finds Alder Ceramics. Press one to search for it.

If a date range is set, Search every date drops it. Clear the search starts again.

Filters#

Filters narrows the list by vendor, stage, kind, dates and currency. See Reading Activity for every choice.

Useful ones:

• State: On hold, for "why hasn't this vendor been paid?" Each row says what it waits for.
• Jump to: Next pay day, for what's about to land.
• Kind: Refunds, to see every return in a month.

Filters stay in the address, so you can bookmark a view you use often.

From somewhere else#

• A vendor's page: on their Summary, Everything that happened with them opens Activity filtered to them.
• A payout: every line on it opens its sale. See How a payout lands.
• Anywhere: press ⌘K on a Mac or Ctrl K elsewhere, or press Search at the top of the sidebar. It finds pages, settings, vendors and orders.

When it looks wrong#

A sale isn't in Activity#

• It's very new. VendorDue hears about orders from Shopify within moments, but a busy day can take a few minutes. The round arrow at the top of the sidebar, Check Shopify now, reads your store straight away.
• It's before your record started. VendorDue counts sales from your Record start day. See Store setup.
• It's your own product. A product with no vendor in Shopify is yours. Set State to Your own products.
• It isn't paid yet. Only orders paid in full in Shopify are counted. An order the customer pays later, like an invoice or cash on delivery, counts once Shopify marks it paid.

A sale went to the wrong vendor#

A sale belongs to the vendor named on the product in Shopify on the day it sold. If the product named the wrong vendor then, or a misspelling like "Alder Ceramic", the sale went there.

First fix the product in Shopify, so later sales go to the right vendor. A misspelled vendor that VendorDue had never seen shows up as New from Shopify, and its sales wait in Activity › , then Needs attention with no consignor rate.

VendorDue can't move a sale that's already counted to another vendor. To put it right:

1. On the wrong vendor's Money tab, Add charge for the share they got, charged once, named for the order: "Order #1047, not yours". It comes off their next payout.
2. On the right vendor's Money tab, press Owed from before and add the share they should have had, with the same reason.

The charge shows on the first vendor's payout under the name you gave it. The second shows as Opening balance, so tell the vendor what it is. See Adjustments and corrections.

Common questions#

Can I search by customer name or email?

No. VendorDue doesn't keep them. Use the order number from the customer's receipt. More

Why does an amount search find two different sales?

An amount finds sales whose revenue or vendor's share matches it, so "72" can find a $72.00 share and a $72.00 sale. More

How do I find everything from one month?

Filters › Jump to, and pick the month. More