Margin costed from the operation, posted to the books you keep

Every receipt, pack run and dispatch is costed as it happens, with freight and duty on the lot, and posted to QuickBooks, Xero, NetSuite, Sage or Dynamics without re-keying. Your GL stays where it is.

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Finance

Close weekExport

Week to September 30

Margin, costed as it runs

Every receipt, cost and dispatch posted to QuickBooks without re-keying.

Revenue · week$185,6514 customers

Gross margin22.9%after landed cost

Inventory value$84,796FIFO by lot

Waiting on a bill$4,120PO-3025 freight

QuickBooks tie-out 5 of 6 matched

Account		Stockwell	QuickBooks
1300	Inventory	$84,795.60	$84,795.60	Matched
4000	Revenue	$185,651.00	$185,651.00	Matched
5000	Cost of goods sold	$143,140.40	$143,140.40	Matched
5100	Freight & clearing	$14,482.02	$14,482.02	Matched
6100	Pack labor	$1,372.80	$1,372.80	Matched
2000	Payables	$57,720.00	$61,840.00	Bill pending

Margin by customer

Customer	Revenue	Gross margin	Credits
Fieldway	$56,550.00	21.8%	$312.00
Northgate	$50,003.00	23.6%	$0.00
Coastline	$49,876.00	22.4%	$118.50
Independents	$15,964.00	27.1%	$0.00

Landed cost on every product

Purchase price plus freight and duty, updated when the bills post, with every change and who approved it kept on the record.

Master data · Products

Change historyNew record

Product · GA-003

Garlic A

One record, used by every module and every connected system.

PackCarton22 lb

Landed cost$33.20purchase + freight + duty

Margin target24%gp-targets.md

SupplierChina Import12-day lead time

IDs in every system

Warehouse appWH-207
Order desk3031
QuickBooksGARLIC-A
PurchasingGA-03

Price lists

Coastline$44.00
Northgate$45.50
Fieldway$44.80
Independents$47.00

Change history

Landed cost $32.40 → $33.20 · freight bill postedSep 29
Coastline price $43.00 → $44.00 · approved by Maya ChenSep 22
Pack size confirmed at receiving · 22 lb cartonSep 14

Price exceptions caught on the order

Substitutes and price changes are recorded on the order at the customer’s price, so exceptions show up by account instead of disappearing.

Order desk

Move toNew order

Sales order queue

Every order from every channel, in one format

Order	Channel	Customer	Status	Run
SO 41872	Email	Coastline	Short	Run 3
SO 41871	Text	Northgate Oakwood	Open	Run 1
SO 41870	Portal	Midtown Market	Open	Run 2
SO 41869	EDI	Fieldway Gardena	Confirmed	Run 2
SO 41868	Phone	Bayview Grill	Confirmed	Run 1
SO 41867	EDI	Coastline	Confirmed	Run 3
SO 41866	Email	Pinole Market	Confirmed	Run 2
SO 41865	Text	Northgate Bayview	Confirmed	Run 1
SO 41864	EDI	Fieldway Gardena	Invoiced	Run 2
SO 41863	Email	Coastline	Invoiced	Run 3
SO 41862	Phone	Harbor Kitchen	Invoiced	Run 1
SO 41861	EDI	Northgate Bayview	Invoiced	Run 2
SO 41860	Text	Pinole Market	Invoiced	Run 2
SO 41859	Portal	Fieldway Gardena	Invoiced	Run 2
SO 41858	Email	Midtown Market	Invoiced	Run 1

Your margin targets, applied everywhere

Write margin targets down once, and pricing, purchasing and Ask Stockwell all work to them.

Business rules

Ask about a ruleNew rule

cover-policy.md41 reads
supplier-lead-times.md33 reads
gp-targets.md18 reads
promo-calendar.md12 reads
substitutions.md9 reads
receiving-rules.md27 reads

Policy · updated by Maya Chen

Stock cover policy

Cover is worked out on available stock: on hand, less what sales have already allocated.

Review when available stock is under 2 days of cover.
Critical when cover with everything inbound falls short of the supplier’s lead time.
Overstock when cover with incoming supply goes past 14 days.

Order enough for the lead time plus one week of demand, rounded to the pack. Stockwell recommends; a buyer approves.

Order size

Give a range up to 20% above the base quantity so the buyer can choose within it. Never order past a product’s shelf life at expected sales.

Who decides

Stockwell recommends. A buyer approves every purchase, and any order over $10,000 needs a second approval.

Applied inPurchasingInventoryAsk Stockwell

Finance & accounting, end to end

Every capability below runs on the same live record as the rest of Stockwell, so nothing is reconciled after the fact.

Landed costFreight, duty and clearing on every lot as the bills arrive.
Inventory valuationFIFO by lot, at landed cost, as stock moves.
Margin by customerRevenue, margin and credits for every account.
Credits by accountEvery credit recorded against the customer that got it.
Accounting tie-outStockwell and your books compared account by account.
Bills waitingFreight and supplier bills still to post, by purchase order.
Week closeClose the week from the operation, not a spreadsheet.
ExportTake any view to a spreadsheet when you need it.

Compose the ERP your operation needs.

Start with any module. Every one shares the same live record, so you add the rest when you’re ready and nothing gets rebuilt.

AI-native, from the record up.

Workflows, business rules, Ask Stockwell and master data sit under every module, designed for AI from the first line. When your business changes, you change a workflow, not your software, and every new model makes the whole system better.

Explore the platform

Frequently asked questions.

Something else on your mind? Ask our team.

Does Stockwell replace our accounting system?

No. Stockwell costs the operation and posts to the system you already keep. Your GL stays where it is.

Which accounting systems does it post to?

QuickBooks, Xero, NetSuite, Sage and Microsoft Dynamics.

How is landed cost worked out?

Purchase price plus freight, duty and clearing, added to the lot as each bill posts.

See Stockwell on your operation.

Bring your products, customers and suppliers. We’ll show you what your morning looks like on one platform.

Book a demo team@stockwellagents.com