How to exclude orders in Shopify

Follow the steps below to exclude orders from being sent into ProfitMetrics from Shopify

Use order tag 'pm_exclude' to exclude orders from automatic ProfitMetrics import:

Select method
Exclude orders using Shopify Flow
Exclude orders using other apps

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Exclude orders using Shopify Flow
(For Shopify Advanced and Shopify Plus)

1. In Shopify > Apps, search for "Shopify Flow" (or download here)
   
2. Click Flow
   
   
3. Click Create workflow
   
   
4. Click Select a trigger
   
   
5. Select Order created
   
   
6. Click the "+" icon next to "Then"
   
7. Click Condition
   
8. Click Add Criteria
   
9. Set any criteria you want. This can be based on things like country, products purchased, price, discount codes, tags, and much more. For this example, we have set the condition to any order containing the discount code TEST.
   
10. Click the "+" icon next to "Then"
    
11. Click Action
    
12. Click Add Order tags
    
13. Type pm_exclude
    
14. Click Turn on workflow
    
15. Click Turn on to confirm
    
    
    All done. Any order tagged with "pm_exclude" will NOT be imported into ProfitMetrics. 
    

Exclude orders using any App

Any app that allows orders to be automatically tagged with user-specified tags can also be used.