Setup
Cost Settings
The Cost Settings page gives MarginDriver users the ability to provide estimated product and shipping costs when these values are not available to be pulled via API. Unique product and shipping cost values can be set by sales channel and date at the ...
User Profile
The User Profile page is where MarginDriver users enter vital information about their business identity, contact details and billing information. User Profile Company Name The name of the legal entity of the business that is registered as a ...
Understanding Fee and Currency Settings
This feature provides the user with the means to change the various order transaction fees including currency conversion fees and is the one place in the MarginDriver application that requires a monthly monitoring and possible adjustments by the ...
Sales Channels and Integrations
Sales Channels and Integrations is where MarginDriver users add and configure all of their sales channels and data sources. This step must be completed after the user's MarginDriver account is connected to their order management system. Please allow ...
General Ledger Account Numbers
Once the user has completed the Sales Channels and Integrations page in the Settings feature, Margin Driver will automatically populate the General Ledger (GL) Account Numbers table with all of the account names but the user must enter each ...
Product Costs
MarginDriver users need to calculate a single cost of goods sold value for each product that is sells on its various sales channel. MarginDriver will store a single product cost value for each unique SKU number. If the same SKU number is used on ...
Shipping Costs
MarginDriver calculates the accurate gross profit on every order by including the cost of outbound shipping to the customer. There are several ways that users can get their shipping costs into MarginDriver. Direct API Import The direct API method ...
File Upload
MarginDriver includes the capability to accept data via flat file upload if the data cannot be retrieved programmatically. File Upload Instructions Navigate to Settings > File Upload. Choose your desired file template from the Select File ...
Fee and Currency Settings - Setup
A core strength of the MarginDriver application is the ability to standardize all of your sales data so that all costs are accounted for and all results are displayed in your chosen display currency. The Fee and Currency Settings page is the place ...
Getting Started with MarginDriver
STEP 1: SIGN UP FOR THE 60-DAY FREE TRIAL To get started with MarginDriver, the first step is to sign up for the 60-day free trial. Watch this instructional video step-by-step guidance on signing up and integrating your data sources with ...