How it works
When you run a P&L report, you’ll now see a dropdown next to the store filter called Files. This lets you choose from your inventory files. Under each file, you’ll see two options:
Adjustments – any inventory changes you recorded
Customers – manual invoices you created in ConnectStock
Choose what you want to include, and it’ll show up in the report.
Invoices
Each invoice now has a toggle: Include in P&L Report. Turn it on to include that sale in the P&L for that customer. You can also filter the report by customer, so you can run a report for just one customer (e.g. John Smith) or all customers at once.
Adjustments
Same idea—adjustments also have a toggle to include/exclude them from the report. Use this to control what affects your P&L. For example, beginning inventory or onboarding adjustments should stay off. Operational shrink or write-offs should be turned on if you want them reflected.
Fees, discounts & Service Items
When you add a service item (like a fee or a discount) to an invoice, you have two options for how it appears on the report:
Separate line – The fee will show as its own line with the service item name.
Allocate to items – If you toggle on Allocate fee to items, the amount will be split across all units on the invoice and show up as a fee on each item sale—similar to how discounts or FBA fees appear.
You can also set on each service item in which column it should show in the P&L report: under Fees, Advertising, Income, or not at all.
The data will show on the reports using the same date recorded on the original invoice or adjustment.
Note:
To avoid confusion, all existing adjustments (before July 20, 2025) are turned off by default. If you want them to show in the P&L, just go to the adjustment and turn the toggle on.
.