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Know what every customer really earns you

Freight, duty and credits rarely reach the margin number. Stockwell costs every lot as it lands and every order as it ships, so margin by customer is the real figure, and it posts to the books you already keep.

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Finance
Close weekExport

Week to September 30

Margin, costed as it runs

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

Revenue · week$475,290212 accounts
Gross margin18.6%after freight and credits
Inventory value$1.18Maverage cost
Under review$2,310Valumart chargeback

NetSuite tie-out 5 of 6 matched

AccountStockwellNetSuite
1300Inventory$1,182,640.00$1,182,640.00Matched
4000Revenue$475,290.00$475,290.00Matched
4900Retailer credits$9,812.40$9,812.40Matched
5000Cost of goods sold$386,886.06$386,886.06Matched
5100Freight in$12,904.70$12,904.70Matched
1200Receivables$612,480.00$614,790.00Chargeback open

Margin by customer

CustomerRevenueGross marginCredits
Valumart$182,400.0015.9%$2,310.00
Hillcrest Drug$121,870.0019.4%$480.00
Pet Pantry$64,220.0022.1%$0.00
Independents$106,800.0021.3%$124.00

What margin usually looks like

  • Margin worked out in a spreadsheet, weeks after the fact.
  • Freight and duty that never reach the cost of the product.
  • Credits and price exceptions nobody adds up by account.

How it works in Stockwell

  1. 01Land the cost

    Freight, duty and clearing are added to each lot as the bills arrive.

  2. 02Cost every order

    Each order is costed from the lots it shipped from.

  3. 03Count the credits

    Credits and price changes are recorded against the customer that got them.

  4. 04Post to your books

    Everything posts to QuickBooks, Xero, NetSuite, Sage or Dynamics without re-keying.

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

OrderChannelCustomerStatusRun
SO 63540EDIValumartShortRun 1
SO 63539EDIHillcrest DrugOpenRun 2
SO 63538EmailPet PantryOpenRun 2
SO 63537PhoneCorner MarketConfirmedRun 3
SO 63536PortalSunset HardwareConfirmedRun 2
SO 63535EDIValumartConfirmedRun 1
SO 63534EDIHillcrest DrugConfirmedRun 2
SO 63533EmailPaws & Co.ConfirmedRun 3
SO 63532EDIValumartInvoicedRun 1
SO 63531PortalCorner MarketInvoicedRun 3
SO 63530PhoneSunset HardwareInvoicedRun 2
SO 63529EDIHillcrest DrugInvoicedRun 2
SO 63528EmailPet PantryInvoicedRun 2
SO 63527EDIValumartInvoicedRun 1
SO 63526PortalPaws & Co.InvoicedRun 3

Landed cost on every product

Each product’s landed cost is its purchase price plus freight and duty, updated when the bills post, with the change history kept.

Master data · Products
Change historyNew record

Product · DT-410

Brightwash 100oz

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

PackCase4 × 100oz · 60 per pallet
Landed cost$29.10purchase + freight
Margin target22%gp-targets.md
SupplierBrightwash Co.21-day lead time

IDs in every system

  • Warehouse appPF-14-03
  • Order desk40410
  • NetSuiteBW-100-4CS
  • Valumart EDI556-0412

Price lists

  • Valumart$38.50
  • Hillcrest Drug$39.90
  • Independents$42.00
  • List price$44.00

Change history

  • Landed cost $28.60 → $29.10 · freight bill postedSep 29
  • Valumart price $37.90 → $38.50 · approved by Sam PatelSep 22
  • Pallet confirmed at receiving · 60 casesSep 14

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.md64 reads
  • supplier-lead-times.md38 reads
  • retailer-terms.md29 reads
  • gp-targets.md22 reads
  • promo-calendar.md19 reads
  • substitutions.md11 reads

Policy · updated by Sam Patel

Stock cover policy

Cover is worked out on available stock: on hand, less what retailers and stores have already been allocated.

  • Review when available stock is under 3 days of cover.
  • Critical when cover with everything inbound falls short of the supplier’s lead time.
  • Overstock when cover passes 30 days, or a SKU hasn’t sold in 90.

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

Seasonal SKUs

Seasonal and gift lines are bought once per season. After the season’s cutoff they’re sold down and never reordered.

Who decides

Stockwell recommends. A buyer approves every purchase, and any order over $25,000 needs a second approval.

Applied inPurchasingInventoryAsk Stockwell

The modules behind it

Related

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.

How is landed cost worked out?

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

Which accounting systems does it post to?

QuickBooks, Xero, NetSuite, Sage and Microsoft Dynamics.

Not sure which accounts make money?

Bring last month’s invoices. We’ll show you margin by customer in Stockwell.

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