Use Claude or Codex to connect revenue, purchasing, inventory, outsourcing, and fees so Sanka can show margin by deal, customer, item, and owner.
Last updated: May 16, 2026
This guide shows how to use Sanka to manage cost and margin at the deal or order level. Start by asking Claude or Codex to collect the revenue and cost sources, then review the margin calculation before using it for reporting or approval.
Claude/Codex
Review this won deal and calculate draft margin in Sanka. Pull revenue from the order, attach purchasing, inventory, outsourcing, shipping, and fee costs, then show margin and margin rate. Do not finalize the report yet.
Preparing margin draftI prepared a draft margin calculation. Please review revenue, cost sources, missing costs, and margin rate before publishing it to reports.
Ask for another margin check...
Before you start
Check that you have the following ready.
Deals, quotes, or orders are available in Sanka
Item costs, purchase orders, inventory costs, outsourcing costs, shipping fees, and payment fees are available or ready to add
Your team has rules for which costs count as direct cost
You have permission to view revenue, cost, and margin reports
Ask AI to collect revenue and cost sources
Ask Claude or Codex to list every source that affects margin. Keep the calculation as a draft until finance or the business owner reviews it.
Sample prompt
/sanka For this deal, list revenue, item cost, purchase cost, outsourcing cost, shipping, payment fees, discounts, and any missing cost source. Calculate draft gross margin and margin rate, but keep it as a draft.
Review:
Revenue by line item
Direct item or inventory cost
Purchase orders and outsourced work linked to the deal
Shipping, handling, payment, or platform fees
Discounts or credits that reduce revenue
Missing or estimated costs that should not be used in final reporting yet
Create the margin view
Once the inputs look correct, create the margin view by deal, order, customer, item, and owner. This lets sales and management review profit, not only revenue.
Sample prompt
/sanka Create a margin view for this deal. Show revenue, direct cost, gross margin, margin rate, and the records used as evidence. Flag any estimated or missing cost.
Use the draft to decide whether the deal needs action:
Low margin because of discounting
Missing purchase cost or outsourced work
Shipping or payment fees reducing profit
Item cost that changed after the quote was created
Customer or item patterns that affect future pricing
Publish to reports after review
After a teammate confirms the calculation basis, publish the margin result to reports or forecasts. Avoid using AI-only calculations as final numbers without source records and approval history.
Checkpoints
Use Sanka logs and tables to confirm who added each cost, which records support the calculation, and when the margin result was approved for reporting.
