Financials
List Daily Financial Summaries
Returns a paginated list of daily financial summaries. Each record aggregates financial metrics (revenue, cost, profit) for a specific date and reportable entity (product or financial line type).
Create Daily Financial Summary
Creates a new daily financial summary record.
Get Daily Financial Summary
Returns the details of a single daily financial summary record.
Update Daily Financial Summary
Updates the specified daily financial summary record.
Delete Daily Financial Summary
Deletes the specified daily financial summary record.
Recalculate Daily Financials
Triggers recalculation of the specified daily financial summary records. For large datasets (using filters), processing is dispatched as a background job.
Summary by Period
Returns aggregated financial data (revenue, cost, profit) grouped by the specified time period. Used for financial trend charts and reporting dashboards.
Summary by Product and Period
Returns financial summary data for a specific product, grouped by the specified time period. Used for product-level financial analytics.
Top Products
Returns the top-performing products ranked by the specified financial metric. Used for dashboard widgets and financial analysis.
List Sales Order Line Financials
Returns a paginated list of sales order line financial records with detailed P&L data per order line.
Recalculate Sales Order Line Financials
Triggers recalculation of financial data for the specified sales order lines. For large datasets (using filters), processing is chunked and dispatched as background jobs (10,000 records per chunk).