ConnectStock lets you upload fees linked to your sales. This helps with marketplaces we don't connect to directly, such as Wayfair or Home Depot.
You can add commission fees, fulfillment fees, pick & pack charges and more to your reports, so your Profit & Loss results are more accurate.
Add a fee by hand
To add a fee:
Go to the Sales section in ConnectStock.
Click the Upload Fees tab, then click Add Fee.
Select the Item the fee applies to.
Enter:
Fee Name: any name you like, for example "Pick & Pack Fee" or "Handling Fee"
Amount
Date: when the fee should show in reports
Customer: for example, Wayfair or Home Depot
Currency: only if your inventory file uses Multi-Currency. It fills in with the customer's currency, and you can change it.
Click Save.
Upload fees with Excel (recommended)
To add many fees at once:
On the Upload Fees tab, click Import, then click Sample Template.
Fill in the columns: Customer, Ref Number (optional), Item, Date, Fee Name and Amount. If your file uses Multi-Currency, there is also an optional Currency column.
If your file uses Multi-Currency, you can pick a currency in the Import window. ConnectStock uses it for rows with an empty Currency column. If both are empty, it uses the customer's currency.
Under Upload File, choose your filled file, then click Import.
The customer and item must already exist in ConnectStock. If a fee name doesn't exist yet, ConnectStock creates it for you.
Things to know
You can create and manage up to 100 different fee types.
Fees show in reports on the date you enter.
When you filter a report by customer, that customer's fees are included.
You can edit or remove a fee any time by clicking the 3 dots next to it.
With Multi-Currency on, a fee in another currency is converted to your base currency when a report runs in your base currency. ConnectStock uses the rate for the fee's date. See How to Use Multiple Currencies in ConnectStock.
With Multi-Currency off, there is no Currency field. Fees are in your inventory file's currency.
Frequently asked questions
My import failed. What should I check?
Make sure each customer and item in the file already exists in ConnectStock. If you filled in the Currency column, use a 3 letter code from the currency list, like USD or EUR.
Do I need to create fee names first?
No. New fee names in your file are created for you.
Why don't I see a Currency field?
It only shows when your inventory file has Multi-Currency turned on.
Which date does a fee use in reports?
The date you enter on the fee.
Need help? Use the chat icon in ConnectBooks.