Margin Alerts
Set up alerts for low-margin orders
Last updated: 17th January 2025
Margin Alerts
Configure alerts to notify you when orders fall below your desired profit margins.
Why Margin Alerts Matter
Low-margin orders can significantly impact your profitability. Margin alerts help you:
- Identify problematic products or pricing
- Catch pricing errors quickly
- Monitor promotional impacts
- Maintain healthy profit margins
Configuring Thresholds
Setting Your Minimum Margin
- Go to Settings > Margin Alerts
- Set your Minimum Margin Threshold (e.g., 20%)
- Set your Warning Threshold (e.g., 30%)
- Click Save
Threshold Levels
| Level | Default | Description |
|---|---|---|
| Critical | Less than 10% | Orders flagged in red |
| Warning | 10-20% | Orders flagged in orange |
| Healthy | Greater than 20% | Orders shown in green |
Alert Types
In-App Alerts
Orders below your threshold are highlighted in the Orders list:
- Red highlight for critical margins
- Orange highlight for warning zone
- Visual indicators on the dashboard
Email Notifications
Optionally receive email alerts for low-margin orders:
- Enable Email Notifications in settings
- Choose notification frequency (immediate, daily digest, weekly)
- Add team members who should receive alerts
Dashboard Widget
The margin alert widget on your dashboard shows:
- Number of low-margin orders today
- Trend compared to previous period
- Quick link to view affected orders
Best Practices
- Start with conservative thresholds and adjust based on your business
- Review low-margin orders weekly to identify patterns
- Consider product-specific thresholds for different categories