POS orders filter (Shoptet)

What the filter is for#

If you use the Pokladna module in Shoptet (brick-and-mortar shop in one shop ID with the e-shop), all sales from the shop fall into the same orders database as e-shop orders. Then in analytics two completely different things mix:

• E-shop — online revenue, marketing, ROAS, shipping
• Pokladna (POS) — sales in the brick-and-mortar shop, where no online advertising runs, no shipping is charged, sometimes you don't even know the customer

Without the filter, you see in Margly an average of both — higher revenue overall, but blurred ROAS, mismatching AOV, overvalued margin (POS typically without acquisition costs), skewed LTV. The "POS orders filter" cleans the e-shop numbers from the shop for you.

Where to find the toggle#

In the Integrations section (left menu, plug icon) the card "POS orders filter" is shown only if your platform is Shoptet (Margly doesn't show it to other platforms — Shopify and Upgates have no equivalent in this sense).

The card has:

• The heading "POS orders filter" (with a funnel / filter icon)
• The description "Exclude in-store (POS / Pokladna) orders — When enabled, orders with source 'Pokladna' (Shoptet POS module) are excluded from KPIs, margins, LTV and product analytics. Direct order detail pages remain accessible via URL."
• On the right a toggle — off = both groups of orders together, on = POS out
• Below it a note: "The change takes effect immediately and is fully reversible. Data in the database is not deleted — the toggle only switches which orders appear in the outputs."
• On save, a short "Recalculating…" with a spinning wheel appears next to the toggle

Who can switch the filter#

Only the Account Owner.

• Editor doesn't see the Integrations section in the menu at all — Margly didn't grant them access to it, so they don't get to the toggle.
• Guest from a partner company has a simplified sidebar — they don't see Integrations, Team, or Billing in the menu. Even if they opened the URL otherwise, the server rejects their POST.
• Owner sees Integrations and the toggle and can flip it.

How "Pokladna" is recognized#

Margly when loading orders from Shoptet sets the "order source" column according to these rules (in this order):

1. Shoptet returned its own value in the source field (CSV or API) — Margly uses it as is (typically "Pokladna" or "E-shop").
2. Shoptet returned empty + the order has no customer, payment method, shipping, or delivery name → Margly conservatively labels as "Pokladna" (this is a typical trait of POS sale — anonymous cash-and-carry).
3. Otherwise → "E-shop" (default, so an online order is never lost due to empty source).

Reason for step 2: at one time POS orders with empty source were leaking into the dashboard as e-shop ones (found at the real Dejsikafe account — 254 of 313 empty rows were actually POS). This rule fixes it.

What gets recalculated after enabling the filter#

The filter respects every analytical screen and AI in Margly. After flipping the toggle, it immediately recalculates:

• Overview / Dashboard — all KPIs (revenue, margins, ROAS, AOV, net margin, cost ratio…)
• Orders — list and its metrics
• Products — ABC analysis, top products, margin per product, "frequently bought together"
• Customers — counts, LTV (Customer Lifetime Value), retention, cohorts (mig 245 triggers update_customer_aggregates)
• Margins — cascade gross → CM1 → net, COGS breakdowns, column charts
• Shipping — average price, shipment counts
• Advertising — ROAS, campaign ↔ revenue link
• AI Advisor — analyses, rankings, recommendations (reads from the same RPCs)
• Growth Plan / My Tasks — task suggestions
• Daily email "Morning overview" and weekly Growth Plan digest — when the filter is on, Margly in the email splits the numbers into two sections (E-shop / Pokladna) so you see both side by side

Orders with empty source (legacy / unsynced data) always remain included, so they don't quietly get lost due to the filter.

What technically happens in the background (in lay terms)#

After clicking the toggle, Margly:

1. Saves the choice to account settings — if all data were only in the UI queue, a browser restart would lose the setting; this is persistent for the entire account and all team members.
2. If the new value equals the old one, it does nothing else — no unnecessary recalculations.
3. If the value changed:
   • Recalculates aggregates for customers (order counts, customer lifetime value, etc.).
   • Discards the dashboard cache for your account, so the next load shows you current numbers, not old precomputed ones.
   • Erases the AI dashboard intro summary text, so it is generated again next time with the current filter.
   • Writes the event to Activity history.

At the same time, every page (Overview, Orders, Products, …) you currently have open automatically reloads its data. No browser refresh is needed.

When to turn it on and when not#

FAQ#

Will it delete my orders from the database?#

No. The filter is purely display-only — all POS orders remain in the database, they are just excluded from aggregations (KPIs, rankings, charts). Turning the toggle off returns them without loss.

Can I pick multiple sources (e.g., also exclude "catalog")?#

Currently no — the server accepts only the single value "pokladna". The toggle is therefore binary (on / off), not a multi-level selection. If you need more complex filtering, write to info@margly.io.

Does an editor in the team see that I turned on the filter?#

Editor in the current version of Margly doesn't see the Integrations section in the menu at all (they lack permission for it), so they can't reach the toggle. They do see the consequences, however — all numbers in the dashboard they look at are already without POS, the same as for you. The record of your flip is in Team → Activity history under the message "Order source exclusion setting changed".

When I turn on the filter, will it affect the daily email overview?#

Yes. Margly in the daily overview and weekly Growth Plan summary splits the numbers into two sections — "E-shop" and "Pokladna" — so you see the results of each channel separately.

I have Shopify or Upgates — why don't I see the toggle?#

The filter exists only for Shoptet — because only Shoptet has the Pokladna module and sends POS orders into the same flow with e-shop ones. Shopify and Upgates don't have an analog, so Margly doesn't show the toggle to other platforms.

What's next#

• Connecting Shoptet e-shop — where Pokladna in Shoptet is configured
• Data sync — how often Margly loads new orders
• Understanding margins — why POS sales typically skew ROAS and net margin