When your business operates across multiple sites or regions, it can be difficult to understand which locations drive profit and which strain resources.
Creating a profit and loss (P&L) statement by geography requires more than just spreadsheets and manual entries.
It requires a connected system that consolidates all financial data.
Epicor ERP simplifies this process by enabling organizations to track, allocate, and analyze revenue and expenses by location. With the right setup and partner, multi-site reporting becomes effortless.
For businesses with multiple locations, each site has its own financial story.
Some sites might generate strong revenue but incur high costs, while others operate more efficiently but contribute less revenue.
Without visibility into each region’s performance, leaders are left guessing where to invest or optimize.
When you can view P&L statements by location, you gain a clearer view of performance.
For example, if one branch consistently has higher shipping costs, it could mean there is a logistics issue that needs to be addressed.
Regional insights enable you to make strategic adjustments in real time.
The Multi-Resource Scheduling Board is a visual command center designed for planners.
With drag-and-drop functionality, users can move operations and reschedule jobs while instantly seeing how those changes impact downstream tasks or delivery dates.
This practical, real-time tool helps users manage production flow and identify bottlenecks before they escalate.
Allocating revenue and expenses per site helps assign responsibility where it belongs.
Local managers can track their site’s profitability, make cost-saving decisions, and better align with corporate objectives.
Regional P&L data empowers finance teams to budget and forecast with precision.
With this data, you can allocate resources to high-performing sites and adjust spending at underperforming ones, therefore improving efficiency across the entire organization.
Without an integrated ERP system, location-based reporting can become a manual and error-prone process.
Many businesses rely on spreadsheets or separate accounting systems for each location, making it nearly impossible to obtain accurate, timely financial results.
Finance teams spend hours collecting data from multiple sources, reconciling discrepancies, and reformatting numbers. This process is inefficient and introduces the risk of errors and duplication.
Each location may record transactions differently, using a different chart of accounts or reporting timeline. Without standardization, comparing profitability across regions becomes a guessing game.
By the time data is consolidated and validated, it may already be outdated. This causes decision-makers to lose the ability to act on live information, which can delay critical business moves.
Epicor ERP unifies financial activity while allowing each site to operate independently. It’s designed for businesses with multiple entities that need accurate, real-time visibility across regions.
With Epicor, each site can maintain its own transactions, accounts, and workflows while automatically consolidating data into corporate-level financials. Results can be viewed by individual branch or rolled up to a regional or enterprise summary.
Epicor supports automated allocation rules that distribute shared costs, such as administration, logistics, and utilities, to each location based on predefined formulas. This ensures that each site’s P&L accurately reflects its performance.
With Epicor, it’s simple to generate P&L statements by location or region. Finance teams can create reports in just a few clicks, eliminating the need for manual consolidation or external spreadsheets.
Epicor’s built-in dashboards and business activity queries (BAQs) enable users to instantly visualize profitability by geography. Through interactive reports, decision-makers can analyze revenue trends, track expenses, and measure regional performance.
Even with powerful ERP capabilities, achieving financial accuracy requires clear structure and disciplined data management.
Before generating reports, ensure that your system accurately reflects your organization’s structure. Establish consistent site naming conventions, cost centers, and reporting hierarchies so that every transaction is routed to the correct location.
Epicor can automate transactions between locations that trade with one another or share resources to eliminate reconciliation headaches. This reduces duplicate entries and ensures that all inter-site movements are properly recorded.
All sites should use the same chart of accounts and coding standards. This consistency makes cross-location comparisons meaningful and reliable.
As your business evolves, your allocation rules should too. Regular reviews ensure that shared costs continue to reflect operational reality.
While Epicor ERP provides the technology for complex, multi-site reporting, the configuration and setup determine its effectiveness for your business. That’s where Teccweb comes in.
Teccweb’s consultants will ensure that your Epicor environment is structured correctly from the start and that accurate data is captured across every branch or division.
We design dashboards that provide finance and leadership teams with a clear view of performance by site, region, or business unit, turning raw data into actionable insights.
As your organization grows or adds new sites, Teccweb will help you adjust your financial framework to ensure that your reporting remains precise, scalable, and efficient.
Accurate, location-based reporting is more than just a financial exercise; it’s a strategic advantage. With Epicor ERP, you can view your business as a connected whole while understanding the unique performance of each site.
Partnering with Teccweb ensures your Epicor setup fully supports this goal by giving your finance teams the tools they need to make informed, confident decisions.
Ready to simplify your multi-site reporting?
