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Feature Guide

COGS & Margin

See true cost of goods sold and gross margin per order and over time.

What it does

Calculates true cost of goods sold — including vendor costs posted to the journal — and gross margin, per order and over time.

Why it matters

Revenue without knowing true cost tells you nothing about whether an order was actually profitable.

How to use it

  1. Open COGS & Margin from Financial Statements.
  2. Review gross margin trend over the selected period.
  3. Drill into individual orders to see their specific cost breakdown.

Main buttons and actions

  • Change period
  • Drill into order-level cost

Example workflow

  1. Vendor costs post to COGS automatically when linked to an order.
  2. Margin is calculated as revenue minus COGS, updating as orders complete.