Finance & Data Sync
Shopman already includes finance reports, settlement scraping, cross-device sync, and backup/restore in the real product flow. The main entry points are:
- left nav: Finance
- Settings → Data Management
1. Finance report entry
Open Finance from the left navigation.
The page currently contains two data groups:
- Expense: 1688 purchasing costs, extra fees, and profit
- Income: TikTok settlement records
2. What the finance page actually supports
Time filters
Current filters:
- Today
- Yesterday
- Last 7 days
- This month
- This year
Multi-account filters
If you manage multiple stores, the finance page shows:
- All accounts
- Single-account view
Overview cards
At the top of the page:
- Total expense
- Total income
- Net profit
Expense table
The expense tab includes fields such as:
- Date
- TikTok order ID
- 1688 order ID
- SKU ID / SKU name
- Quantity
- Settlement price
- Purchase price
- Other fees
- Row profit
Inline editing is supported for:
- Settlement price
- Purchase price
- Other fees
Income table
The income tab includes:
- Ship date
- Order ID
- Item No
- SKU ID
- Quantity
- Unit price
- Settlement amount
- Settlement type
CSV export
The export button uses the currently selected tab.
3. TikTok settlement sync
The finance page has two key buttons in the top-right area:
- Sync Settlement
- Reset
Real settlement sync flow
- Click Sync Settlement
- Shopman opens the TikTok settlement page
- The browser assistant starts scraping settlement records
- It first handles settled records, then switches to in-transit data automatically
- The client listens for tk-settlement.updated
- Records are written into the local database
- The finance page refreshes automatically
What Reset actually does
Reset does not reset the whole finance page. It:
- clears settlement records for the current account or all accounts
- prepares the page for a fresh full sync
Use it when:
- historical settlement data is incomplete
- you want to re-run a full reconciliation pass
- you need to rebuild settlement history from scratch
4. Settings → Data Management
Data Management is not just a backup page. It is also where order-sync and automation modes are configured.
Current settings
Order sync mode
- All
- Pending only
- New only
1688 payment notice
- Off
- Manual
- Auto
Self-delivery payment
- Manual
- Auto
These settings directly affect order sync and post-order automation behavior.
5. Cross-device cloud sync
The Sync Data entry opens the cloud-sync popup.
Upload to Cloud
- Enter a sync key
- Enter a device label
- Upload the current local snapshot
- Overwrite the cloud version
Download from Cloud
- Enter the same sync key
- Download the cloud bundle
- Run a dry-run preview first
- Review added / updated / skipped counts
- Confirm merge into the local database
Real boundaries of cloud sync
- Electron only
- sync key must be at least 6 characters
- download does not overwrite immediately; it previews diff first
- the app reloads automatically after merge
6. When to use backup vs cloud sync
Use backup for
- long-term local archiving
- a safety snapshot before upgrades
- manual migration to another computer
Use cloud sync for
- sharing one dataset across devices
- keeping suppliers, products, orders, and assignments aligned across machines
- merging rather than only replacing
7. Recommended finance workflow
- Finish order and dispatch operations first
- Sync TikTok settlements regularly
- Correct purchase price and extra fees in the expense tab
- Review profit by period and account
- Keep a weekly local backup, and upload to cloud when needed