Overview

Order underreporting in PayHelm can significantly impact your business analytics and decision-making processes. Accurate order data is crucial for financial reconciliation, inventory management, and strategic planning. This article addresses the common issue of order underreporting, as experienced by users comparing PayHelm data with other systems like Netsuite. We will explore potential causes and provide solutions to ensure your data is accurately reflected in PayHelm.

Common Order Underreporting Issues

Data Synchronization Delays

• Symptom: Order counts in PayHelm do not match external systems like Netsuite.
• Cause: Delays in data synchronization between PayHelm and your ecommerce platform.
• Example Scenario: Orders placed on 8/21 are not fully reflected in PayHelm, leading to discrepancies.

Integration Errors

• Symptom: Significant discrepancies in order counts over a short period.
• Cause: Potential integration issues between PayHelm and Netsuite.
• Example Scenario: PayHelm underreports by [amount]k over four days.

Solution: Data Backfill and Verification

What is Data Backfill?

Data backfill is a process used to ensure that all historical data is accurately captured and reflected in PayHelm. This feature can help address discrepancies by re-syncing data from your ecommerce platform.

Accessing Data Backfill

1. Navigate to the PayHelm dashboard.
2. Select the Data Management section.
3. Click on the Backfill Data option.
4. Choose the date range starting from 8/21 to the present.
5. Initiate the backfill process to re-sync your order data.

Understanding the Results

• Verification: After backfill, compare the order counts between PayHelm and Netsuite.
• Expected Outcome: Order data in PayHelm should align with Netsuite, resolving discrepancies.

Use Cases for Data Backfill

Financial Reconciliation

Ensures accurate order data for financial audits and reconciliations.

Inventory Management

Helps maintain accurate stock levels by reflecting true order counts.

Business Intelligence

Provides reliable data for strategic decision-making and reporting.

Troubleshooting Order Underreporting Issues

If You Still See Discrepancies

1. Verify integration settings between PayHelm and your ecommerce platform.
2. Check for any ongoing system maintenance or updates.
3. Review error logs for potential integration issues.

When to Contact Support

• Criteria: Persistent discrepancies after backfill and troubleshooting.
• Information to Provide: Date range of discrepancies, integration settings, and any error logs.
• Resolution Timeframe: Support will provide an estimated timeframe based on the issue's complexity.

Best Practices

Regular Monitoring

• Action: Regularly monitor order data across all platforms to catch discrepancies early.

Documentation

• Action: Keep detailed records of any integration changes or system updates.

Data Verification

• Action: Periodically verify data accuracy between PayHelm and other systems.