Short, practical walkthroughs for setting up and running your dashboard correctly.
Enter your Shopify store URL on the connection screen.
You'll be taken to Shopify — click Install app to authorize the connection.
Head back to Pandly and click Manual Sync with Shopify. This imports your store's data for the first time.
From here on, any change you make in Shopify is picked up automatically by our webhook and reflected in your dashboard — no need to sync manually again.
New products start with a cost price of $0 until you set one — this will understate their true cost until fixed.
Go to Warehouse and select the product you want to update.
Scroll down to the Cost Price field and enter the correct value.
Pandly will show a warning listing every existing order that used this product at the old cost, with a field to update the cost line for all of those orders at once.
Go to Credits & Expenses in your dashboard.
Add in all your monthly, yearly, or one-time expenses — app memberships, tools, contractors, anything that puts a minus in your books.
Set the frequency for each entry so Pandly can prorate it correctly against your revenue.
These are automatically folded into your true net profit, right alongside COGS and ad spend.