Calculation preferences

These settings control how the profit engine treats a few things Shopify does not break out for you - which costs to count, tips, gift cards, and some fee types. They live on the "Fees & adjustments" page under Cost configuration. Set the ones that apply to your store; everything else stays off and is skipped.

Steps

1. Open Cost configuration, then Fees & adjustments (/app/costs/fees).
2. Under Profit calculation, choose which product costs to count: only the Shopify cost per item, or also your cost rules and CSV imports. You can also turn on "Count only high-confidence orders" to leave out orders with incomplete cost data.
3. Under Tips & gift cards, choose whether to count tips as income (off by default) and whether to exclude gift card sales from revenue (on by default - the sale counts when the card is redeemed, not when it is bought).
4. Set any fee types that apply to you: the Shopify platform transaction fee (for orders not paid through Shopify Payments), cash-on-delivery fees, a currency conversion (FX) fee, and a default chargeback fee.
5. Under Custom and manual sales, set the typical profit margin you make on custom or manual line items that have no cost on file, so the app can estimate their cost.
6. Click Save.

What you should see

A "Saved" confirmation. Changing a setting re-runs your profit numbers, so the dashboard and reports update to reflect the new rules.

Tip

The custom-sale margin only affects orders with a custom or manual line item. For example, 40 percent means the item cost you 60 percent of its sale price. Leave it blank to leave those sales uncosted.