Costs & margins

AI invoice import, manual costs and margin calculations.

1
AI invoice import from PDF
Upload a PDF invoice and AI extracts the supplier, items, prices, and VAT.
2
AI cost import from Excel
Upload an Excel file with costs (any structure) and AI extracts the rows and categorizes them.
3
Manual cost entry
Quick entry of a one-off cost for which it doesn't pay to do PDF import.
4
Understanding margins — what gets calculated where
Gross margin, CM1, net margin, break-even ROAS — formulas, inputs, when to track them.
5
Manual selling-price override (supplier compensation)
When and how to set it up so Margly calculates margin from the original price even during a promo period that the supplier compensates with a credit note.

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