If you notice your margins are dipping, follow this three-step audit to identify the root cause.
1. Identify the Problem Transactions
Your first goal is to isolate which specific sales are dragging down the average.
Navigate to the Sales Receipt menu.
Action: Sort the list by the Margin column (ascending) to bring the lowest or negative margins to the top.
2. Perform a Deep Dive on Item Costs
Once you’ve identified the problematic receipts, look into the specific line items.
Open the receipt details to see which individual products contributed to the low margin.
The Likely Culprit: Check the Purchase Price (COGS) of these items.
Was there a recent price hike from the supplier that wasn't updated in your system?
3. Review System-Wide Anomalies
To ensure you haven't missed other problematic sales, use the dedicated reporting tools.
Go to the Sales Report menu.
Select the Negative Margin tab.
Purpose: This provides a bird's-eye view of every item currently selling for less than its cost, allowing you to fix pricing errors in bulk rather than receipt-by-receipt.
4. Correct the margin values
You can edit the sales receipt ,refresh the item which caused this and submit the receipt again . This will help you see the margins correct in analytics tab
