Margins below your line, flagged the next morning.
Margin Monitor
Every morning at 6:30, it reads the last 30 days of sales and costs, computes landed margin by item, customer, and project, and drafts an alert naming every breach of the threshold you set — with a suggested surcharge. It changes no prices; pricing stays yours.
Like every Infinary agent, it drafts — a person on your team approves before anything is posted.
What it does
The Margin Monitor computes landed margin from submitted sales invoices against valuation and purchase costs, including landed-cost entries where present — by item, by customer, and by project. Anything below the threshold in its standing instruction gets named in a drafted alert: the margin, the revenue at stake, the invoices behind it, and a suggested surcharge. The threshold is a line you edit in plain text. It changes no prices and submits nothing; where a cost cannot be read, the margin is reported as unknown — never treated as healthy, and never as zero.
- Status
- Live
- Runs
- Every morning at 6:30 a.m.
- Cost per run
- Up to $2
- Review
- Creates drafts only — you approve before anything is posted.
- What it reads
- your existing reports, your records, live totals and history
The Problem Today
"Margin erosion is quiet. Material costs move, price lists don't, and the damage surfaces months later in a quarterly report — after the unprofitable orders shipped."
How Infinary Handles It
Landed margin is recomputed every morning from what actually invoiced. A breach becomes a named, cited alert the next day — while the next order is still unpriced.
What a run looks like
What a run looks like
Say aluminum jumps and your catalog doesn't. Within days, the morning alert names the three enclosure assemblies now landing below your line, cites the invoices and the cost entries that moved, and suggests the surcharge your contracts already allow.
The sales director checks the cited invoices, confirms the drift is real, and applies the surcharge to the affected lines. The catalog catches up because a person changed it — with the evidence in hand.
Margin Monitor
How It Works
Step
By Step
Read
It reads the last 30 days of submitted sales invoices, costs, and landed-cost entries.
Analyze
It computes landed margin by item, customer, and project against the threshold you set.
Draft
It drafts an alert naming each breach — margin, revenue at stake, invoices, and a suggested surcharge.
You approve
Sales and finance decide what to reprice. The agent changes no prices.
What Changes
What You Get
Landed margin is recomputed daily by item, customer, and project.
Every flagged margin names the invoices and cost sources it came from.
A cost it can't read makes the margin unknown — flagged, never assumed fine.
