Summary
This product sheet outlines the features and functionalities of Cavallo Profit Scan, a tool designed to help distributors manage low-margin orders effectively. The primary objective of Profit Scan is to maximize profitability by enabling users to identify and capture orders with low margins and other related issues before they are processed. The tool allows businesses to define target margins, which can be customized by item groups or classifications, and automatically compares open orders and quotes against these targets. Orders that do not meet the specified margin criteria are flagged for review by business leaders, facilitating proactive management of profitability. Additionally, Profit Scan integrates with Microsoft Dynamics 365 Business Central, providing visibility into margin-related information across the platform. The product also emphasizes user-friendly setup and management, allowing for efficient administrative control and user experience. Overall, Cavallo Profit Scan aims to prevent profit leakage and enhance the financial performance of distribution businesses.
