Managing Transactions and Product Approvals/Categorization in Shopify
Updated 4 months ago
When managing an online store, particularly with integrations like Kintsugi and Shopify, you may encounter various terms and processes that can be confusing. This article provides clear explanations for common questions and issues that arise, helping you navigate these tasks more effectively.
Understanding “Exposed” Transactions
The term “exposed” typically refers to transactions or data that have not been categorized, validated, or properly secured. In ecommerce platforms, this could mean unapproved product categories, incomplete addresses, or transactions that require manual review before proceeding. Identifying and resolving exposed transactions ensures data integrity and compliance with tax and shipping regulations.
Filtering Transactions Between Multiple Shopify Stores
If you operate multiple Shopify stores, it’s essential to filter transactions correctly to avoid confusion. Most platforms, including Kintsugi, offer filtering options within the dashboard. To filter transactions between two Shopify stores:
Navigate to your Transactions overview.
Use the available filters to select transactions from specific stores.
Apply filters such as date range, product category, or order status to refine results
This method enables you to easily review and manage transactions for each store independently.
How to View Errors (e.g., Invalid Addresses)
Errors in transaction data, such as missing or incorrect addresses, can cause fulfillment issues and delays. To view and correct errors:
Go to your Kintsugi Dashboard.
On the right-hand side, locate the Pending Tasks section.
This section highlights errors requiring attention, such as invalid addresses.
Click Bulk Cleanup next to the listed errors to view and fix the issues.
For instance, Kintsugi performs rooftop-level address validation. If a customer enters their details but forgets a ZIP code, the system flags this as an invalid address. You can use the bulk cleanup tool to correct and enrich this data.
What are “Products to Approve”?
If you receive an email about “Products to Approve”, it means your store’s products need categorization for tax purposes. Different state tax products differently, so assigning the correct category ensures compliance.
To approve your products:
Navigate to the Products tab.
Locate the Products to Approve.
Check the product categories assigned by the system.
Confirm that the categories are correct or make adjustments as needed.
This process helps determine the taxability of your products and prevents misclassification issues.
Conclusion
By understanding key terms and functions within Shopify and Kintsugi, you can efficiently manage transactions, address errors, and ensure compliance with tax regulations. Regularly reviewing your dashboard for flagged items and approvals will streamline your operation and minimize disruptions.
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