A story about being able to narrow down Shopify order information by "month shipped" for accounting purposes.

This time, we will talk about how order information can be narrowed down by month of shipment.

Conclusion/Complete form

Using ShopifyFlow, order information is automatically tagged with the month of shipment.Example: "Month of shipment: 23/04"

ShopifyFlow settings are as follows

Implementation background

The background behind this implementation is as follows.

Client: "I want to know when the shipment was shipped for accounting purposes, but where can I find out in Shopify? Or rather, can't I narrow down my search or output csv?"

Yataki: "(sssss)... By the way, does it have to be when it's shipped? Is it not allowed when it's sold?"

Client: “No, it has to be shipped at the right timing for accounting reasons.”

Yataki: "That's right, I'll look into it!"

I will also post an article that explains the timing of accrual.

When are sales recorded? Explaining the principles of recording timing and points to be noted during tax audits

summary

• Understanding not only Shopify but also EC (retail) is extremely important.
• It's not good if you think of it as an extension of so-called "site production".

Information used for reference

[Shopify] A summary of all Liquid's String filters

https://twitter.com/jazzyslide/status/1592422468870107136?s=20