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How do I customize my selling platforms, categories, and sources?

How do I customize my selling platforms, categories, and sources?

Written by Shane Jordan

To customize your options, go to Settings > Customize to add, edit, or remove selling platforms, item categories, expense types and sourcing locations.

Step-by-Step

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  1. Go to Settings (tap the gear icon in the top right)

  2. Tap Customize (or Customize Data)

  3. Choose what to customize:

  • Selling Platforms -- Add or remove platforms (eBay, Poshmark, etc.)

  • Categories -- Add custom item categories beyond the defaults

  • Sources -- Add sourcing locations (Thrift Store, Estate Sale, etc.). Mark one as your default and it will auto-fill on every new item you add.

  • Expense Types -- Customize expense categories

Adding a Custom Platform

  1. Go to Customize > Selling Platforms

  2. Tap + to add a new platform

  3. Enter the platform name

  4. Set the fee structure (percentage, flat fee, or both)

  5. Set as Default for new items

  6. Save

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Fees

Fee structures can vary wildly by platform and user. You can customize the following:

  1. Fee Percentage

  2. Flat Fee

  3. Processing Fee

  4. Tiered based on pricing level

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Good to Know

  • Custom platforms appear in all dropdowns throughout the app (listing, profit calculator, etc.)

  • You can hide platforms you don't use instead of deleting them

  • Custom categories and sources help keep your data organized and your reports meaningful

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