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Custom Cost Settings

Custom Cost Settings allow you to track additional business expenses that are not captured automatically from Shopify, but still impact your overall profit and margin.

These costs are included in profit calculations so you can see a more accurate picture of your true business performance.


Where to Find Custom Cost Settings

Go to:

Home → Cost Settings → Custom Cost

On this page, you can:

  • Create and manage custom cost categories

  • Define cost type, amount, and frequency

  • Set start and end dates for each cost

  • Use templates for faster setup


Custom Cost Categories

Custom cost categories represent recurring or variable expenses such as:

  • Storage & fulfillment

  • Software subscriptions

  • Insurance

  • Office or operational costs

  • Any other overhead related to running your store

Each cost is listed with:

  • Cost Name

  • Type (Fixed or Percentage)

  • Amount

  • Frequency

  • Date Range

  • Actions (Edit / Delete)


Adding a Custom Cost

To add a new custom cost:

  1. Click Add Custom Cost

  2. Enter the cost details

  3. Click Update Cost to save


Custom Cost Fields Explained

Cost Information

  • Cost Name
    A descriptive name for the expense (e.g. Storage & Fulfillment).

  • Description (optional)
    Additional details to help you identify the cost.


Cost Type

Choose how the cost is calculated:

  • Fixed Amount
    A fixed monetary value (e.g. $350).

  • Percentage
    A percentage-based cost applied to orders or revenue.


Frequency

Define how often the cost is applied:

  • Daily

  • Weekly

  • Monthly

  • Every 30 Days

  • Per Order

The system will automatically adjust how the cost is distributed based on the selected frequency.

Informational messages in the UI (e.g. “Monthly Cost: This amount will be spent every month”) help clarify how each option works.


Amount

  • Enter the cost amount (for fixed costs)

  • Or the percentage value (for percentage-based costs)


Cost Duration

Control when the cost is active:

  • Start Date
    When the cost begins being tracked.

  • End Date (optional)
    When the cost stops being applied.

  • Ongoing (no end date)
    Enable this if the cost continues indefinitely.

The date range determines which orders are affected by this cost.


Cost Templates (Quick Setup)

Cost Templates provide a fast way to add common business expenses with recommended ranges.

Available templates include:

  • Storage & Fulfillment – Warehouse and inventory costs

  • Software Subscriptions – SaaS tools and monthly software fees

  • Insurance – Business and product insurance

Clicking a template pre-fills typical values, which you can customize before saving.


How Custom Costs Affect Profit

Custom costs are included in:

  • Total cost calculations

  • Profit and margin metrics

  • Historical and ongoing order analysis

This ensures your profit reporting reflects all real business expenses, not just product and transaction costs.


Editing or Removing a Custom Cost

  • Click the Edit icon to update an existing cost

  • Click the Delete icon to remove it

Changes apply going forward based on the cost’s date range and frequency.


Best Practices

  • Add recurring overhead costs early to avoid inflated profit numbers

  • Use clear names and descriptions for easier reporting

  • Review custom costs regularly as your business scales

  • Use templates to speed up initial setup