Finance manager: first day

You own the money side at /finance. Every sale and expense flows through one allocation engine that splits shared costs across flocks by the method you choose.

After core farm activation, /onboarding shows the Finance foundation only when your plan and permissions allow it. It checks currency, time zone, multi-Lot allocation readiness, and one real projected Sale or Expense. Empty partner, price-book, and tax registers remain optional guidance.

The Financial setup tab links each task to its canonical Finance screen. Saved Sales and Price Books return to the checklist automatically. Allocation and tax review screens provide Back to setup when no single save defines completion.

What to do

1. Record sales and expenses. Enter sales and expenses under /finance. Issue invoices and record payments as money moves.
2. Understand allocation. When one expense covers several flocks, the allocation engine splits it fairly. For direct Feed, choose its product and invoice stage, then review phase warnings before allocating. Configure allocation rules under /finance/setup; see the allocation workflow.
3. Configure customer pricing. Maintain price books and margin floors under /finance/setup. For a negotiated customer price, follow the customer-specific price agreement steps.
4. Plan ahead. Use budgets and recurring expenses so the plan reflects real commitments.
5. Read profitability. Open Finance > Profitability to see each flock's margin and cumulative cost per egg collected or bird placed. Expand a row for stock-consumption and allocated-expense costs; missing production records show a dash. See how production unit costs are calculated.
6. Handle corrections. Corrections are new entries; a re-allocation supersedes the prior one. Nothing is silently edited, so the trail stays clean.

Watch out

Finance entry is limited to managers by default. Farm workers do not record sales and expenses unless you give them permission. Keep roles tight, and remember every correction is auditable under /audit.