Margin
Per line.
Trade feature
Which customer and which item earns money, built for UK businesses
Teams in London, Manchester and Birmingham usually want this running before the next quarter, so the scope is built around how your people actually work. Even when turnover grows, margin can fall, and only the right figures show it. The system shows turnover and margin per customer, item, salesperson and currency, calculates receivables ageing and stock turnover and exports reports as PDF or Excel.
- English and community languages
- Bacs and GBP
- Roles and audit log
Turnover and margin
The main screen shows period turnover, gross margin, open orders and open receivables. It is broken down by customer, product group, salesperson and currency; the items earning most and least are listed.
Consistency of the figures with accounting results is checked together with the accountant.
Receivables and stock
Receivables ageing is shown per customer in 30, 60 and 90-day bands. Stock turnover is calculated per item and slow and non-moving stock is flagged; these figures become the basis for purchasing and collection decisions.
Target values and alert thresholds are defined together with the company.
Your benefits
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
UK-specific points
In the UK reports are requested in GBP and management gives figures to the accountant at period end. The system provides and exports reports in GBP and foreign currency; assessment of statutory reporting requirements belongs to the company and its specialist.
Frequently asked questions
Can reports be exported to Excel?
Yes; all reports are exported as PDF or Excel.
Can I define my own report?
Beyond the standard reports, custom reports are defined together in the project.
Related topics
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