SellerFolio · Guide

Getting started

The setup path, in the order the Dashboard’s checklist lists it. Four steps are required — without them your profit figures are guesses. The rest are optional and only matter if they fit how you work. About three minutes to read.

Prefer to watch? There is a three-minute video of the whole loop. Watch it first →
Start

Your first 15 minutes

Do these four and the rest of the app has something true to show you.

  1. Connect your TikTok shop from the Dashboard, and approve access on TikTok.
  2. Check your orders arrived on Orders.
  3. Add your business details — your legal name and time zone — in Settings → Business, and save.
  4. Cost your recent sales on Costing — start with the last 30 days.
Required

The four steps that make the numbers real

Each one ticks itself off on the Dashboard checklist once the app sees it done.

01

Connect your TikTok shop

Everything SellerFolio shows starts from your TikTok orders, so nothing works until it can read them.

Where
Dashboard → Connect TikTok, top right
  • Open the Dashboard and click Connect TikTok.
  • Sign in to TikTok Shop as the seller and approve access.
  • You land back on Settings. The Dashboard now reads Connected.
Done whenyour shop is connected and TikTok hasn’t withdrawn access.

The button only shows for people who can manage settings. If it says Reconnect TikTok, access was withdrawn — click it again.

02

Bring in your orders

Orders are the raw material for every screen — sales, shipping, returns and profit.

Where
Orders, and the sync line at the bottom of the left menu
  • Look at the sync line in the left menu — it reads Syncing… or Synced … ago.
  • Click it to sync now if it hasn’t run yet.
  • Open Orders and check your recent sales are there.
Done whenat least one TikTok order is in SellerFolio.

More: Using Orders.

03

Add your business details

Your legal name is who your statements say they’re from. Your time zone decides where “today” starts and ends — days, shows and payroll weeks are all cut on it, so check it even if it looks filled in.

Where
Settings → Business
  • Under Business profile, pick your Business time zone, then press Save at the bottom of the pane.
  • Under Identity, type your Legal name and press its Save.
  • While you’re there, check Currency.
Done whenyou’ve saved your time zone or legal name yourself — the defaults filled in when your workspace was created don’t count.
Currency locks once you have orders Nothing is converted — it’s only a label — so it can’t be changed after orders arrive. If it’s wrong, fix it early.

Only the owner can change these. More: Using Settings.

04

Add what your items cost you

TikTok knows what an item sold for, never what it cost you. A sale with no cost counts as all profit, so your profit reads too high until you fill these in.

Where
Costing → Uncosted
  • Click a line’s cost box, type what the item cost you, press Enter — it jumps to the next uncosted line.
  • Focusing the box offers Previous costs for that product; click one to reuse it.
  • Unsure of a cost? Start focus queue walks you through them one at a time.
Done when4 in 5 of the items you sold in the last 30 days have a cost. Cancelled, refunded and unpaid orders don’t count.

More: Using Costing · video, 16 min.

Optional

When they fit how you work

Skip any of these that don’t apply. They save time, they aren’t needed for correct numbers.

05

Record your first buy

If you buy stock in lots — a pallet, a case, a bag of returns — record what you paid once, and the per-unit cost can then cost many sales at once.

Where
Inventory, under Products in the menu
  • Click + New buy at the top of the page.
  • Give it a label you’ll recognise, the total paid and how many units came out of it.
  • Add freight, duties or prep with + Add cost so they’re part of each unit’s cost.
Done whenyou’ve recorded at least one buy.

More: Using Inventory · video, 23 min.

06

Tell SellerFolio which bin pays for what

A rule says which sales take their cost from which bin, so matching sales don’t need typing one by one.

Where
Costing → Rules
  • Answer Which sales should match? with the conditions that pick them out.
  • Answer Where should the cost come from? by choosing a bin — record a buy first.
  • Choose how it applies: sales to review, or costed automatically.
Done whenyou have at least one cost rule.

Rules run top to bottom and the first match wins.

07

Invite your team

Packers, managers and co-owners each get their own sign-in, and see only what their role allows.

Where
Settings → Team & access
  • Type their email, pick a role and press Send invite.
  • The invitation is good for seven days. If the email can’t be sent, use Copy link and send it yourself.
Done whensomeone else is a member, or you’ve sent an invitation that’s still open or accepted.

What each role can do: Roles and permissions.

08

Add the people you pay Plugin

If you pay people to run your shows, give each one a profile so their pay and bonus can be worked out from the shows they work.

Where
Payroll → People
  • Click Add someone and fill in their details.
  • Repeat for each person you pay.
Done whenyou’ve added at least one person.
09

Add a partner Plugin

If you sell stock on someone else’s behalf, a partner record is where their deals, sales and what you owe them live.

Where
Partners
  • Click Add partner, fill in the form and press Add partner.
  • Then set up a deal for them from their profile.
Done whenyou’ve added at least one partner.
Plugins Payroll, Partners and Smart Import appear in the menu only when they’re turned on for your workspace, and their checklist rows appear with them. Smart Import reads a CSV, Excel file or pasted sheet into sales on a show. Don’t see one you need? Ask us to turn it on.
Stuck? Ask the in-app assistant — try “what should I set up next?” — or watch the video walkthroughs. For what any figure means, every screen links its own guide; they’re all on the guides page.