Margin on Products, Sales & Invoices Pro

Margin on Products, Sales and Invoices Pro turns margin into something your team acts on, not just something they can read. It adds enforcement, analysis and role-based visibility on top of the free margin module.

What it does

Set a minimum margin company-wide, per product category, or per individual product. When someone tries to confirm a sale order with a line below that minimum, the module either posts a warning or blocks the confirmation outright, depending on your setting, and a Margin Manager can approve a specific order when there is a good reason. A built-in Margin Dashboard shows revenue, cost, margin and margin percentage, with margin broken down by product, category, salesperson, customer and month, plus a date filter. Each sales team gains a margin KPI, and a Margin Manager group keeps the cost and margin numbers visible only to the people who should see them, while everyone still sees loss-making lines highlighted in red.

Who it's for

Sales managers, finance teams and business owners who need to protect margin as a rule, not a hope. It suits any company that wants to prevent below-cost deals, watch profitability on a live dashboard, and keep sensitive cost data limited to the right people.