Question 1

How to Track Sales by Brand or Manufacturer

Accepted Answer

Learn how to analyze your sales performance by brand or manufacturer using PayHelm's reporting and custom metrics capabilities.

Question 2

Track Stock Quantity and History per SKU

Accepted Answer

Monitor current inventory levels and historical stock changes for individual SKUs to optimize reordering and prevent stockouts.

Question 3

How to Analyze Brand Purchase Percentages Across Customer Order History

Accepted Answer

Learn how to track which brands your customers purchase most frequently and analyze brand distribution across their entire order history in PayHelm.

Question 4

How to Track Order Status History for a Specific SKU

Accepted Answer

Learn how to monitor the complete order lifecycle for specific products using SKU-based reports, including order placement dates, fulfillment status, and inventory movement over time.

Question 5

Analyze Shipping Costs vs. Charged to Customers

Accepted Answer

Track and compare actual shipping costs against what you charge customers to identify profit opportunities or losses in your shipping strategy.

Question 6

Calculate Wholesale Inventory Value by Manufacturer

Accepted Answer

Learn how to calculate and track the wholesale cost value of your inventory broken down by manufacturer or brand for better purchasing decisions and financial planning.

Question 7

Understanding Dual Commission Reports: Commission vs Sales Tracking

Accepted Answer

Learn why PayHelm uses two separate commission reports and how each serves a distinct purpose in tracking commission payments versus sales performance for comprehensive sales team management.

Question 8

Calculate Average Inventory Turns and Time on Shelf

Accepted Answer

Measure how quickly your inventory sells with inventory turnover metrics and time on shelf analysis to optimize purchasing and identify slow-moving products.

Question 9

How to Calculate Wholesale Inventory Value by Manufacturer

Accepted Answer

Learn how to configure product reports to calculate the total wholesale value of your inventory grouped by manufacturer or vendor using cost and stock data.

Question 10

Amazon Integration: Primary Account Owner Error

Accepted Answer

Learn how to resolve the "primary account owner" error when connecting your Amazon Seller Central account to PayHelm. This guide explains Amazon's authorization requirements and provides step-by-step instructions.

Question 11

How to View Your Billing and Invoices

Accepted Answer

Learn how to access your PayHelm billing information, view invoices, and manage your subscription plan. Find your account details, payment history, and plan features all in one place through the My Plan page.

Question 12

How to See New vs. Returning Customers

Accepted Answer

Learn how to identify new versus returning customers using PayHelm's Custom Reports feature. Create detailed customer reports showing purchase history, order counts, and dates to segment first-time buyers from loyal repeat customers.

Question 13

How to Schedule Reports to Multiple Team Members

Accepted Answer

Learn how to schedule reports to multiple team members automatically using PayHelm's multi-recipient scheduling feature. Set up daily, weekly, or monthly report delivery to keep your entire team informed.

Question 14

Understanding PayHelm's Usage Limits and Temporary Overages

Accepted Answer

Learn how PayHelm handles temporary overages in usage limits and explore options for managing unexpected spikes in transactions.

Question 15

Understanding Order Transactions Report for Apple Pay and Other Payment Methods

Accepted Answer

Learn how to manage and interpret order transactions involving Apple Pay and other payment methods in PayHelm for accurate financial reporting.

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