Autonomous Management · Accounting, tax and reporting

Autonomous Real-Time Profit and Loss

Factorbooks shows the profitability of sales and production by invoice, trade product, finished good and customer in real time. You see which transactions and products make money and which lose it, without waiting for period end. Pricing and product decisions rest on this data.

Works in every package together with the related sales, purchasing and production modules.

How it differs from other ERPs

The same work, done two different ways.

In other ERPs

  • Profitability is usually seen at period end by comparing income and expenses.
  • Profit per invoice means combining sales and cost reports in spreadsheets.
  • Production cost has to be worked out separately to see finished goods profit.
  • Customer profitability needs a separate study and is rarely done regularly.
  • Loss-making invoices or products are noticed late.

In Factorbooks

  • Profitability shows in real time as transactions are entered.
  • Each invoice’s income and cost are tracked together, so profit per invoice is ready.
  • Production cost and sales income of each finished good are looked at together.
  • Income and cost are compared per customer, so the most profitable customers stand out.
  • Low-margin or loss-making invoices and products are found quickly.

How does profit show when a sales invoice is issued?

You sold a customer both a trade product and a finished good you make yourself.

  1. The invoice is saved

    The sales invoice is saved as usual.

  2. Costs are linked

    The purchase cost of the trade product and the production cost of the finished good are linked to the invoice lines.

  3. Invoice profit shows

    The invoice’s income and cost are compared. A low or negative margin invoice can be spotted.

  4. Product and customer profit update

    The same sale is reflected at once in product, finished good and customer profitability.

  5. You decide

    You review price, commercial terms or the product range with this data.

Which work runs autonomously?

You enter the record; Factorbooks does the work below for you.

Profit by transaction

Profit and loss per invoice
Each invoice’s profitability is tracked through its income and cost components.
Low-margin transactions
Transactions with low or negative margins can be identified.

Profit by product and finished good

Trade product profitability
The cost of products bought and resold is compared with their sales income.
Finished goods profitability
Production cost and sales income of finished goods are looked at together, and production efficiency is tracked.
Product comparison
Product profitability is shown side by side. Pricing and range decisions rest on data.

Profit by customer

Customer profitability
Income from each customer is compared with the related costs.
Customer value
You see which customers earn you more and direct sales effort accordingly.

What it gives your business

  • Real-time visibilitySales and production performance is tracked from different angles.
  • Finding loss-making itemsLow-margin or loss-making invoices and products are found faster.
  • Better pricingProduct and customer profitability help you review prices and commercial terms.
  • A better product rangeProfitable and low-margin products are compared and product strategy follows.
  • Measuring customer valueSales resources and commercial relationships are managed by profitability.
  • Production efficiencyFinished goods cost and sales results are seen together, so cost savings can be found.
  • Faster decisionsLess need to combine different reports by hand.

Calculate your annual benefit from turnover

Enter your annual turnover and the profit improvement you expect. Each line is calculated as a percentage of turnover.

  • Fewer loss-making invoicesTurnover × rate150,000 TL
  • Product and finished goods profitabilityTurnover × rate200,000 TL
  • Customer profitabilityTurnover × rate100,000 TL
  • Contribution of commercial decisionsTurnover × rate50,000 TL
Estimated annual benefit
500,000 TL
Monthly average
41,667 TL

This is a hypothetical calculation, not a result measured at Factorbooks customers. It rests on sample assumptions and is not a guaranteed saving.

The Factorbooks approach

At Factorbooks, profitability analysis is not about comparing income and expenses at period end. Transactions are assessed by invoice, product, finished good and customer. The business follows its profitability closely and makes commercial decisions on time.

Modules where this runs

The autonomous process described here runs inside the catalog modules below.

Frequently asked questions

At what levels can we see profit?

By invoice, trade product, finished good and customer. Product profitability is also shown side by side.

Is profit calculated at period end?

No. Profitability updates in real time as sales and production transactions are entered.

Where do the calculator rates come from?

From a sample scenario prepared by our team. With a turnover of 100 million TRY, the four lines add up to 0.50% of turnover, or 500,000 TRY. Real figures depend on your business.

Other autonomous modules

All autonomous modules

See it with your own data

We will set the scope and the package together, based on your transaction volume.

Get in touch with Factorbooks

If you are evaluating Factorbooks or would like more information, fill in the form and we will route your request to the right team.

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