Secure workspace

Welcome back.

Local credentials are configured through your environment file.

Subset

Overview · Commerce operations workspace

Live operations

Your business, at a glance.

Sales, fulfillment, profit, and exceptions in one calm view.

Setup readiness Loading... Last synced Loading...

Fulfillment

Order flow

Needs attention

Exceptions

Suppliers

Supplier performance

Operations

Orders

Sorted by purchase date, newest first.

Action queue

Exceptions

RTO Reduction Engine

Protect COD revenue before it is lost

Subset scores every COD order, confirms risky buyers, recovers failed deliveries, and shows the revenue protected.

Safe first run

Simulation mode is on

Messages are previewed and recorded without contacting customers. Review the results, connect WhatsApp, then switch live.

Guided setup

How Subset should protect orders

Recommended defaults are already selected. Start in simulation, run protection, review the messages, and switch live only after WhatsApp and courier updates are connected.

Risk decisions

Orders below medium proceed normally. High-risk orders are held for review; automatic cancellation remains off unless explicitly enabled.

Timing and value saved
Customer message templates

Available placeholders: {order_number}, {products}, {amount}, {discount}, {address}.

Action queue

Orders needing attention

Loading

Customer recovery

Recent interventions

Learning engine

Pincode intelligence

Repeat-RTO protection

Privacy-safe blacklist

Only a one-way hash and the last four phone digits are stored. Whitelist trusted customers at any time.

Network

Suppliers

Supplier profile

Add supplier

Contact, tax and address details

Optional. Add these for communication, invoices and tax records.

Automatic assignment

Map product SKU

SKU matching ignores spaces around the value and letter case. Each SKU maps to one supplier.

Directory

Supplier details

Product catalogue

SKU to supplier mappings

People

Team

Choose a role. The app applies the right access automatically.

Company user

Create user

Advanced access exceptions

Most users do not need this. Add only access not already included in the selected role.

Tenant scoped

Company users

Users listed here belong only to this company. Roles, supplier scope, and additional permissions are stored on the tenant membership.

Financial control

Orders & P&L

Reconciliation

Cost breakdown

Operating spend

Expense categories

Daily movement

Revenue and profit trend

Owner finance

Profit share & settlements

Define each owner's percentage, request confirmation, and track approved, unpaid and settled amounts.

Agreement

Create profit share

Approval request

Create settlement

Settlement ledger

Owner share, confirmation and payment status

Operating costs

Expense ledger

New entry

Add expense

Marketing

Add ad spend

History

Recorded expenses

Marketing

Ad spend ledger

Data controls

Reports & backup

CSV

Orders export

Create a bounded, formula-safe CSV artifact.

XLS

Workbook export

Create a reusable Excel report from current data.

DB

Database backup

Create a consistent local SQLite backup.

SYNC

Webhook worker

Process the durable webhook inbox and update exceptions.

DEMO

Local reconciliation

Load deterministic Shopify-like records for local verification.

CFG

Configuration

Edit P&L rules, thresholds, tax rules, and integration readiness.

History

Generated reports

Business rules

Configuration

Profit engine

P&L rules

Platform fees

Fees deducted from each order's net sales.

Default order costs

Fallback costs used when an order or SKU mapping has no recorded value.

Margin target
Advanced margin rules

Rules run from top to bottom for every product line. Subset uses the discounted unit selling price, calculates a unit cost, then multiplies by quantity. The first matching rule wins.

Ad cost allocation

Operations

Thresholds

Tax

Add tax rule

Connections

Integration readiness

Secrets remain environment-only and are never displayed here.

Connected services

Integrations & risk

Provider adapters

Configure integration

Checking Gmail connection...

Gmail connection guide

AWB recovery

Email scan schedule

Subset can scan the connected mailbox automatically. Matches are always staged for review before order tracking is updated.

Schedule not configured.

Temporary collection

Review AWB candidates

Review candidates one by one. Correct the order, AWB, or courier before applying. Applying updates the order and creates tracking history.

Intelligence

Risk & alerts

RTO scoring, customer confirmation, NDR recovery and pincode learning now live in one guided workspace.

Compliance

ISO evidence

Collect current audit, backup, continuity, and recovery evidence.

Execution

Integrations and recent runs

Platform Owner

Platform workspace

Manage companies, access, shared applications and platform communication. Tenant order details remain private.

Platform health

Service checks

Shared applications

OAuth applications

Configure each shared app once. Tenant owners then connect their own Shopify store, Gmail mailbox, or Meta ad account with an approval popup. Secrets are encrypted.

Connection ownership

All provider interfaces

Companies

Tenant management

Open details for users and counts. Suspend, clean operational data, or permanently delete a company from Actions.

Selected company

Tenant users and counts

Select support from a tenant row.

Platform mailbox

Connect Gmail once

Checking Gmail connection...

Broadcast

Email tenant owners

Inbox

Read platform email

SaaS controls

Setup & system health

0%

Go-live readiness

Setup incomplete

Complete the guided tasks before relying on live financial reporting.

Current status

Checking...

Database, disk, webhooks, reports, and data integrity are checked together.

Integration

Connect Shopify

Enter the permanent .myshopify.com store address, then approve Subset in Shopify. No API token is required.

Advanced manual-token fallback
Shopify connection guide Not configured.

Day-1 reconciliation

Fetch Shopify orders

Fetch or refresh orders created in the selected inclusive period. Subset also imports the latest Shopify fulfillment, courier, tracking number, tracking URL, and shipment status. Re-run a period to refresh existing orders. Shopify requires read_orders; orders older than 60 days require approved read_all_orders access.

Product catalogue

Fetch inventory and suppliers

Uses Shopify product vendor as the supplier, SKU as the mapping key, variant inventory as available stock, and Shopify unit cost when provided. Requires read_products and read_inventory.

Historical data

Import past orders

Validate and preview CSV/XLSX before applying. Imports containing PII require approval by another authorized user.

Download XLSX template

Fix an order

Correct an order

Every change records before/after values. Financial and supplier changes require approval by a different user.

Courier fallback

Upload tracking updates

CSV columns: tenant_order_ref, tracking_number, courier_name, status, event_at.

Batch recovery

Upload corrections

CSV columns: tenant_order_ref, field_name, new_value, reason. Financial or batches over 50 rows require maker-checker approval.

Continuity

BCP status

Maker-checker

Pending approvals

Guided setup

Onboarding checklist

Operating guide

Subset end-to-end flow

Follow the setup, Shopify sync, cost fallback, exception, settlement, and closure workflows in the correct order.

Open flow diagram and steps

Operations

System health

Data quality

Integrity issues

Import audit

Historical import history

Correction audit

Manual correction history

Permanent deletion

Delete company

This cannot be undone. Tenant-only users, orders, expenses, reports, integrations, credentials and all other company data will be physically deleted.