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Getting started

How do I install ProfitGuard?

Install from the Shopify App Store. ProfitGuard will sync your product costs from Shopify automatically on first install. The onboarding wizard walks you through setting up transaction fees, alert thresholds, and fulfillment hold settings.

How long does the initial setup take?

About 2–5 minutes. The onboarding wizard guides you through every step: COGS check, transaction fees, margin thresholds, and ad integrations.

Where does ProfitGuard get my product costs?

From Shopify's native "Cost per item" field on every product variant. If you've already filled in these fields in Shopify, ProfitGuard syncs them automatically on install. You can also override costs manually or upload them via CSV on the Products page.

Action Center & loss attribution

What is the Action Center?

The Action Center is the main section of your ProfitGuard dashboard. Instead of showing raw numbers, it tells you what to fix — sorted by profit impact. Each item shows which product is causing the most losses, which cost is dominant (ads, COGS, shipping, or fees), the total loss amount, and an estimated recovery amount if fixed.

How does loss attribution work?

ProfitGuard analyses every unprofitable order and calculates how much each cost type contributed proportionally. For example, if COGS account for 97% of total costs on a loss order, COGS get 97% of the attribution. This is aggregated across all loss orders for the week, giving you a specific, actionable insight: "Jordan 1 Retro is losing money mainly due to product cost (97%)."

Can I dismiss Action Center items?

Yes. Each item has a dismiss button. The item disappears for 24 hours and reappears the next day if the underlying issue persists.

Fulfillment holds

How does the automatic fulfillment hold work?

When an order comes in, ProfitGuard calculates the net profit in real time via Shopify's webhook. If the margin falls below your configured threshold, it places a hold on the fulfillment order via Shopify's API — before the order is shipped. You can release or cancel the hold from the dashboard in one click.

How do I set the hold threshold?

Go to Settings → Fulfillment Hold and enter a margin percentage. Setting 5% means any order with a net margin below 5% will be held automatically. Set to 0 to only hold orders that are actually losing money (negative margin).

Can I release a held order?

Yes. Go to the Dashboard, find the order under "Held Orders", and click Release. The fulfillment hold is removed and Shopify can proceed with shipping.

What if the hold doesn't apply in time?

ProfitGuard processes the order webhook within seconds of the order being placed. For most stores, the hold is applied before the fulfillment system picks it up. For very fast fulfillment workflows (under 30 seconds), contact us to discuss your setup.

COGS & profit calculation

What costs are included in the profit calculation?

Revenue minus: COGS (cost of goods), transaction fees (% + fixed fee), shipping cost, allocated ad spend for the day, discounts, and your pro-rated recurring expenses. All configurable in Settings.

What happens if a product is missing a cost price?

The variant is counted as $0 COGS in the calculation, which inflates profit. ProfitGuard flags these in the Action Center as a "Data health" item, shows the estimated impact on profit accuracy, and links directly to the Products page to fix them.

Can I override the COGS for a specific variant?

Yes. Go to Products, find the variant, and enter a custom cost. This override takes priority over the Shopify-synced cost and is preserved — it won't be overwritten by future Shopify updates or product syncs.

How are refunds and cancellations handled?

ProfitGuard listens to Shopify's order update webhook. When a refund or cancellation is detected, the order's revenue and COGS are automatically adjusted to reflect the actual final amounts. No manual action required.

Ad integrations

How does ad spend allocation work?

ProfitGuard pulls your total daily ad spend from Meta, Google, and TikTok. It then allocates that spend proportionally across all orders for that day, based on each order's share of daily revenue. So if your daily revenue is $1,000 and one order is worth $100, that order gets 10% of the day's ad spend.

How do I connect Meta Ads?

Go to Settings → Ad Integrations → Connect Meta Ads. You'll be redirected to Facebook to authorise the connection. Select your ad account and you're done. ProfitGuard will sync the last 30 days of spend automatically.

Can I sync ad spend manually?

Yes. In Settings → Ad Integrations, each connected platform has a "Sync now" button that pulls the latest 30 days of spend data immediately.

Shopify Flow

How do I use ProfitGuard with Shopify Flow?

ProfitGuard adds a Flow trigger called "Order profit calculated" that fires after every order. It exposes fields like margin percentage, net profit, and whether the order is a loss. Use these to build custom automations — for example, sending a Slack notification when margin drops below 5%, or tagging orders for manual review.

Does ProfitGuard have a Flow action too?

Yes. There's a "Hold order for review" Flow action that lets you trigger a fulfillment hold from any Flow workflow, not just margin-based ones.

Expenses

How do recurring expenses work?

Add any recurring cost (rent, subscriptions, agency fees) in Settings → Expenses with a monthly amount. ProfitGuard pro-rates this daily across your P&L — so a €40/month expense is deducted as €1.31/day from your net profit. This means a 7-day date range shows €9.17 in expenses, not the full €40.

Can I import expenses via CSV?

Yes. Use the Import CSV button on the Expenses page. The format is: Name, Amount, Interval (monthly/weekly/yearly/one_time), Currency (optional).

Billing & cancellation

Can I cancel my subscription?

Yes, at any time. Go to Shopify admin → Settings → Billing → Apps, find ProfitGuard, and cancel. No notice period required.

Will my data be deleted if I uninstall?

Your data is stored securely. If you reinstall within 48 hours, all data will be intact. After 48 hours, data is permanently deleted in compliance with Shopify's GDPR requirements.

I have a feature request. Where do I send it?

Email info@untapped.nl — we read every message. Many features in ProfitGuard came directly from merchant feedback.