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📊 Ordering Final Checks: Sales Factor

Use Sales Factor to rank your order items by value — not just what sells well, but what makes you the most margin.

It colour-codes your order items into up to 4 levels, from strong performers (good margin + good sales) to poor performers (low margin + low sales).

How to turn it on

  1. In the Order screen, click the View menu

  2. Select Build Sales Factor Column

  3. A default setup will appear — it works well without changes

  4. (Optional) To customise, enter the password: SURE

  5. Click Save and Calculate

  6. To see the column:
      – Click the header icon (top-left corner)
      – Drag Sales Factor to the top of the list

What it shows

Your order items will now be sorted from best to worst based on their margin and sales over the past 12 months.

Each item is colour-coded to show performance:

  • 🟩 A: High GP% and high sales — strong buys

  • 🟦 B: High GP%, low sales — good margin, but slower

  • 🟪 C: Low GP%, high sales — moves well but less profitable

  • 🟧 D: Low GP% and low sales — poor performers

This helps you fine-tune your order — removing low performers or topping up high-value stock.

💡 Use Sales Factor as a final review step — to avoid dead stock and double down on your strongest, most profitable items.

Let's send the order

Once you’ve reviewed Sales Factor, Last Chance, and Wait On — you’re ready to finalise and send your order.

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