Introduction
In the e-commerce context, it is common for some transactions to be canceled or refunded after their initial recording. These adjustments may result from defective products, order errors, or refund requests. Without a mechanism to reflect these changes in analytics reports, revenue data can become inaccurate, impacting analysis and decision-making.
This guide explains how to manage cancellations and refunds within Piano Analytics to ensure the accuracy of your reports.
How to nanage canceled or refunded transactions
Piano Analytics allows you to retroactively adjust transactions using specific enrichment processes. These enrichments ensure that your reports provide an accurate representation of your e-commerce performance.
1. Understanding the adjustment process
Once an event has been collected, it is locked. However, you can modify the properties of an event using a reconciliation key. In the context of managing canceled or refunded transactions, the reconciliation key is the transaction ID. You can then update the transaction_status property to reflect the updated transaction status:
- Charged: When a product is invoiced to the customer.
- Returned: When a product is returned after receipt.
- Refunded: In the case of financial compensation to the customer.
It is also possible to modify the transaction's revenue. This enables your reports to display an adjusted view of your revenue without requiring you to filter transactions based on a specific status.
Here are all the properties that can be modified in this Sales Insights enrichment flow.
| Name | Type | Property_key |
|
Transaction ID |
STRING | transaction_id |
|
Amount (excl. tax) |
DECIMAL | cart_turnovertaxfree |
|
Amount (incl. tax) |
DECIMAL | cart_turnovertaxincluded |
|
Payment method |
STRING | payment_mode |
|
Shipping cost (excl.tax) |
DECIMAL | shipping_costtaxfree |
|
Shipping cost (incl.tax) |
DECIMAL | shipping_costtaxincluded |
|
Shipping method |
STRING | shipping_delivery |
|
Transaction status |
STRING | transaction_status |
It is worth noting that you can add custom properties to this list via the menu available at the bottom of the default property list.
2. Importing data
To import data, please follow the steps detailed in the article on enrichment.
For any additional information, feel free to contact the support center or your account manager.