Configuring Grouping for PayTraqer Summary Sync

Andrew Francis Etto

Modified on: Thu, 2 May, 2024 at 12:33 AM

Overview:

Sales grouping in PayTraQer allows users to categorize and organize sales data from payment or e-commerce platforms based on specific criteria. This article guides managing sales grouping settings effectively to streamline data organization and analysis.

1. Understanding Sales Grouping:

Definition: Sales grouping involves organizing sales data into logical categories for better analysis and reporting.
Importance: Grouping sales data facilitates insights into revenue streams, customer behavior, and product performance, aiding in informed decision-making.

2. Managing Sales Grouping Options:

(a) Product Type Grouping:

Description: Group sales based on product categories or SKU lists configured in the product cost settings.

Process:

Enable the option to group sales by product type.
Select Sales by product categories or Sales by SKU.
Save the changes.

(b) Location Grouping:

Description: Group sales based on the geographical location, such as country or state.

Process:

Enable the option to group sales by location.
Choose the geographical parameter: Country or state.
Save the changes.

3. Important Note:

Preview Regeneration: Changes made to sales grouping settings will not automatically update the current preview for transactions. Users are advised to regenerate the preview after modifying the grouping settings to reflect the changes accurately.

Conclusion:

Effectively managing sales grouping settings in PayTraQer enhances data organization and analysis capabilities, empowering users to derive actionable insights from their sales data. For further assistance or inquiries regarding sales grouping, users can refer to this knowledge base article or contact our support team.