Using Putler
Master everyday Putler workflows: issuing refunds, merging duplicate products, setting monthly sales goals, and exporting reports.
Everyday operations, refunds, currency settings, and monthly goals.
Protect your Putler account and financial store data by enabling Two-Factor Authentication with an authenticator app.
How Putler automatically converts transactions from multiple currencies into your base currency using daily exchange rates.
Group products with shared tags, price ranges, or categories to track collective revenue performance in Putler.
Directly sync customer lists, buyer segments, and high-value cohorts from Putler to Mailchimp marketing audiences.
How to export filtered sales reports, customer lists, order records, and product metrics as downloadable CSV files.
View real-time and pending account balances across connected Stripe, PayPal, and Authorize.Net merchant accounts.
Discover product cross-sell and bundle opportunities by analyzing transaction co-purchases in Putler Insights.
Analyze the revenue split between first-time purchasers and loyal repeat buyers to optimize customer acquisition costs.
Process full or partial customer refunds for Stripe, PayPal, and WooCommerce orders directly inside Putler.
Track active, trialing, past due, and canceled subscription plans across Stripe and PayPal in Putler Subscriptions.
Consolidate duplicate product entries, differing SKU names, or multi-platform variations into unified product reports.
Visualize order volume and sales velocity across all days of the week and hours of the day with Putler's sales heatmap.
Filter customers by order frequency, lifetime spend, location, and product interest to run targeted marketing campaigns.
Configure automated weekly email digests with key store revenue metrics, top products, and growth insights sent to your inbox.
Define monthly revenue targets in Putler and track real-time progress bars against your goal throughout the month.