Creating Manual Adjustments

Overview

Manual adjustments let you add income or expenses that are not automatically tracked by TikTok. This includes things like software subscriptions, staff costs, packaging materials, taxes, or any other business expense or additional revenue that affects your real profit.

By adding manual adjustments, your Profit & Loss (P&L) and Sales & Profit pages reflect a more complete and accurate picture of your business.

VAT Entries Managed by Dashboardly

VAT formulas that have been moved to your shop's VAT configuration still appear on Manual Adjustments for visibility. Each one is marked as managed by VAT Settings and is read-only on this page. Dashboardly uses the shared VAT rules for financial reporting, so each amount is counted once and is not duplicated as a separate manual expense.

When the Open VAT Settings action is available for the active shop, use it to change the rate, sales base, price mode, date range, or Product/SKU scope. Fixed historical VAT income entries, such as an invoice reclaim recorded for one day, remain normal Manual Adjustments and are not converted into sales VAT rules.

Types of Adjustments

Income vs. Expense

Every adjustment is either:

• Income -- Additional revenue not captured by TikTok (e.g., one-time affiliate payouts, insurance reimbursements).
• Expense -- Costs you pay that TikTok does not track (e.g., software tools, shipping supplies, staff wages).

Past vs. Future

• Past adjustments have a date in the past. They appear immediately on the P&L for that date.
• Future adjustments have a date in the future. They will show up on the P&L once that date arrives. This is useful for scheduling known upcoming costs.

One-Time vs. Recurring

• One-Time -- Applied on a single date.
• Daily -- Repeats every day from the start date to the end date.
• Weekly -- Repeats every week.
• Monthly -- Repeats on the same day each month.
• Yearly -- Repeats once a year.

Recurring adjustments automatically generate entries for each period within the date range you set.

Allocation Methods

Dashboardly offers three ways to set the amount for an adjustment. Choose the one that best matches how the cost or income works in your business.

Fixed Amount

A flat dollar amount that is distributed according to the recurrence you choose (one-time, daily, weekly, monthly, or yearly).

• Best for: Predictable, fixed costs that do not change with sales volume.
• Example: You pay 1,000 per month in warehouse rent. Create a monthly recurring expense of 1,000. Dashboardly spreads that evenly -- roughly $33 per day -- so your daily P&L reflects the cost accurately.

Formula

A combination of a fixed amount plus a percentage of a metric (GMV, Revenue, or Net Sales). The total is recalculated automatically based on your actual sales data for each period.

• Best for: Costs that have a base fee plus a variable component tied to sales.
• Example: Your payment processor charges 100 per month plus 2% of Revenue. Create a formula-based adjustment with a 100 fixed component and 2% of Revenue. On a day when your Revenue is 5,000, the formula calculates 100 + (5,000 x 2%) = 200.

If you bind a formula adjustment to products or SKUs, Dashboardly calculates the percentage from the selected products' sales only. For example, if selected SKUs generate £5,000 of Revenue and the formula is 20% of Revenue, the percentage component is £1,000. This is useful when a tax or fee applies to one part of your catalogue but not another.

Formula adjustments can also use progressive tiers. Each rate applies only to the portion of the selected metric inside that band, rather than applying the final rate to the whole amount. This is useful for agency commissions and other sliding-scale agreements. For example, an Agency Fee with 7% on the first £100,000 of monthly GMV and 6% above £100,000 produces £13,000 at £200,000 GMV: £7,000 for the first band plus £6,000 for the second band. Choose Tiered rates, enter the upper limit and rate for each band, and leave the final band open-ended. Dashboardly recalculates the fee for every complete recurrence period and then allocates it across the days in that period. This means two partial date-range views add back to the same monthly, weekly, or yearly fee instead of resetting the thresholds for each slice. The result appears under Manual Expenses → Agency fees on the Profit & Loss page.

Per Order

A fixed cost per order that scales automatically with your daily order volume. No recurrence setting is needed -- Dashboardly calculates the expense each day based on how many orders you received that day.

• Best for: Variable costs that are incurred once per order, such as pick-and-pack labor, packaging materials, or payment processing fees charged per transaction.
• Example: You pay 2.00 per order for pick-and-pack labor. Create a per-order adjustment at 2.00. On a day with 50 orders, the expense is 100. On a slower day with 20 orders, it is 40.

Per-Order Allocation Step by Step

1. Navigate to Manual Adjustments in the left sidebar.
2. Click Add Adjustment.
3. Enter a descriptive name (e.g., "Pick & Pack Labor").
4. Select Expense as the type.
5. In the Amount section, select Per Order.
6. Enter the cost per order (e.g., $2.00).
7. Choose a category: Fulfillment Fees, Packaging Materials, Staff Costs, Payment Gateway Fees, or Other.
8. Set the start date. Optionally set an end date if the cost is temporary.
9. Click Save.

You do not need to choose a recurrence -- per-order adjustments calculate daily based on your actual order count for that day.

How Per-Order Works

Each day, your expense equals the per-order rate multiplied by the number of orders that day. On a day with 50 orders at 2 per order, the expense is 100. On a slow day with 20 orders, it is only $40. This means your P&L automatically reflects the true variable cost of fulfilling orders, without you needing to update anything manually.

Comparing Allocation Methods

Step-by-Step Guide

Step 1: Go to the Adjustments Page

Navigate to Manual Adjustments in the left sidebar.

Step 2: Click "Add Adjustment"

Click New Adjustment to create an adjustment. On narrower laptop and tablet screens, the filters and New Adjustment button move onto an additional row so the action remains visible without horizontal page scrolling.

Step 3: Fill in the Details

Step 4: Save

Click Save once. The button shows Saving… and prevents repeated clicks while the request is pending. The form stays open until the save succeeds, then closes and refreshes the adjustments list. The adjustment is applied to the relevant dates on your P&L and Sales & Profit pages.

If an error is shown, the form keeps your entries so you can correct them and try again. If your connection was interrupted, check the adjustments list first: the save may have completed before the connection was lost.

Binding Adjustments to Products or SKUs

By default, adjustments are applied at the shop level. However, you can bind an adjustment to a specific product or even specific SKUs within a product. This is useful for:

• Tracking product-specific costs (e.g., custom packaging for a particular item)
• Allocating shared costs across specific SKUs
• Getting accurate per-product profit on the Sales & Profit page

The Product / SKU selector groups variants under each product. Select a product heading to include all of its current SKUs, or expand the group and choose individual variants. You can select all relevant products and SKUs; the selector is not limited to 10 choices.

For a formula adjustment, the percentage base is limited to sales from the selected SKUs. For an eligible UK or EU shop, use VAT Settings to manage a mixed VAT catalogue: create separate All products, Product, or SKU rules for different rates, including a 0% specific Override rule for zero-rated items. Existing compatible Taxes / VAT / GST formulas move into VAT Settings as Additive rules so overlapping historical formulas retain their combined P&L amount. Choose the sales metric, price treatment, and rule behavior that match your accounting method, especially when your displayed prices already include VAT.

When binding to multiple SKUs, you can choose how the amount is distributed:

• Equal -- The total amount is split evenly among all selected SKUs.
• Custom -- You specify the exact amount for each SKU.

Expense Categories

Dashboardly provides many built-in categories to help you organize your adjustments:

How Adjustments Affect Your Reports

Profit & Loss Page

Manual adjustments appear as separate line items in the P&L. Expenses reduce your Operating Profit and Net Profit. Income increases them.

Sales & Profit Page

If an adjustment is bound to a specific product, it affects that product's profit metrics directly. Shop-level adjustments appear in the overall totals.

FBS Manual Shipping Adjustments

If you use Fulfilled by Seller (FBS) and want to track your actual shipping costs per order, create an expense in the FBS Manual Shipping category and choose Per Order allocation. This lets you:

1. Enter the actual carrier cost you pay for each eligible FBS order.
2. Choose whether the rate applies to regular orders, sample orders, or all orders.
3. Set the start date and, when needed, an end date for the rate.

This is helpful when TikTok's reported shipping costs do not match what you actually paid your carrier.

An active per-order FBS adjustment is the explicit shipping rule for its covered dates. Dashboardly does not add the automatic FBS shipping / unit fallback from Inventory on top of it. For example, 25 eligible orders at 7.50 per order produce 187.50 of FBS Manual Shipping, even if the products still have a $7.50 per-unit fallback. The separate TikTok/carrier Shipping Costs row is unchanged because it explains TikTok settlement activity rather than your manually configured carrier cost.

Tips

• Be consistent with categories. Using the same category for similar costs makes your P&L easier to read.
• Use recurring adjustments for subscription costs. Set it once with a Monthly recurrence and it will automatically appear on each month's P&L.
• Review past adjustments periodically. If a recurring expense changed (e.g., a subscription price increased), update or create a new adjustment.
• Bind product-specific costs to SKUs. This gives you the most granular and accurate per-product profit data.

Common Issues

Adjustment does not appear on the P&L

• Check the date. Make sure the adjustment's date falls within the date range you are viewing on the P&L.
• Check the timezone. If your adjustment timezone differs from the P&L date range, the adjustment may appear on a different day than expected.
• Confirm that the active shop matches the shop where you created the adjustment. A saved adjustment appears in the selected P&L immediately; you do not need to wait for a scheduled refresh.

Page keeps loading after saving

After you click Save, Dashboardly returns to the adjustments list and refreshes the calculated amounts for the visible periods. This should finish as part of the same page refresh; you do not need to run a separate sync. If the loading placeholders remain after reloading the page once, contact Dashboardly support with the adjustment name, active shop, and approximate time you saved it so the calculation can be checked.

Amount seems doubled

• Make sure you did not create the same adjustment twice. Check the adjustments list for duplicates.
• Recurring adjustments generate one entry per period. A monthly adjustment with a 12-month range creates 12 entries.
• An FBS Per Order adjustment replaces the Inventory FBS per-unit fallback for the same covered date, so those two settings are not expected to double the shipping expense. If the amount still looks doubled, compare the adjustment dates and order scope, then contact support with the affected P&L dates.

Deleted an adjustment but numbers did not change

Changes take effect immediately. Confirm that the P&L uses the same shop, date range, and timezone as the deleted adjustment. If the old amount remains after selecting the matching scope, contact Dashboardly support with the adjustment name and report dates.