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Profit Scan operates within Business Central to identify and prevent margin leaks across sales orders. Finance teams configure target margins at company-wide and group-specific levels. The system supports sub-targets for prioritizing specific margin requirements and allows exclusion of categories like zero-cost items, freight, and service fees. The platform displays potential profit at risk and calculates the total financial impact of sales transactions falling below established targets. Users can monitor all open sales documents and access financial data for individual sales order lines that fall below target thresholds. Sales teams can add items to orders and immediately view profit margins during order creation. When an item's margin deviates from target, users can compare alternative items and evaluate their financial impact. The system scans open quotes and orders to identify margin discrepancies, showing both the percentage difference from target and the comparative impact of different pricing options on overall profitability. This allows sales representatives to assess the financial consequences of discounts and pricing decisions before finalizing transactions, rather than discovering margin losses after month-end reporting.
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