Categories. Each product line goes to the tracker named by its TB_Collection (Stationery, Notebooks & More, Giveaways, Bags, Gadgets, Clothing, Drinkware, Accessories, Outdoors). Lines marked In-House or blank use the category mapping above. Events & Themes is not tracked. Stationery only holds pens, pencils, highlighters and markers, erasers and sharpeners, pencil cases and rulers. Anything else Zigaflow files under Stationery goes to its own tracker by product name (notebooks, notepads, memos, folders and binders to Notebooks; power banks, cables and calculators to Gadgets; mugs and bottles to Drinkware; lanyards and card holders to Accessories; stress toys, magnets, stickers and bookmarks to Giveaways), or is listed under Category mapping if it can't be placed. One-off items (category "One Off Item" or code 999-BESPOKE) go to the Bespoke tracker.
Sub-collections. Stationery groups products into Pens (split into Metal, Plastic, Eco and Other), Pencils, Highlighters & markers, Erasers & sharpeners, Pencil cases and Rulers, sorting mixed categories by product name. Other trackers use the Zigaflow category, e.g. Mugs or Insulated Bottles.
SKU. The SKU field, or the item code with its colour suffix removed, so every colour rolls up to one SKU. Items inside kits are skipped because the kit carries the price.
Decoration methods (Clothing). Each decoration line is booked to a Zigaflow sales account naming the method and whether it is in-house. On Clothing, in-house embroidery is split by stitch band (Small 5–10k, Medium 10–15k, Large 15–30k, Names) and DTF transfer by size (XXS 50×100mm, XS 100×100mm, S 180×180mm, M 210×210mm, L 290–300mm, Cap 60×60mm), read from the line's own text; anything unlabelled shows as "Other". Everything else is grouped as Outsourced decoration. Costs use the same sources as products. Lines imported before this existed show as "Not recorded" until those weeks are imported again.
Print & branding. Decoration lines that follow a product in the same section are attached to that product: their £ and cost are added to it and their quantity is never counted, so 100 bags with a 100 × 1 colour print is 100 units. Print or embroidery charges that Zigaflow files under a product category (e.g. "Embroidery", "2 Colour Print") are treated the same way when they follow a product.
Quotes. One quote is one reference. When a revised version comes in, it replaces the earlier version. Times quoted counts the unique quotes that include the SKU.
Sales. Only Invoices count, dated by invoice date. Paid, Sent and Approved invoices are included. Pro formas, cancelled and draft invoices are not. Credit notes carry no product code, so they can't be matched to a product.
Invoice margin. Cost comes from the job the invoice was raised from (the invoice's Assoc. Jobs reference), using each job line's actual cost for the same item code, or its agreed (forecast) cost where no usable actual exists: in-house work, orders not yet on a purchase order, or a purchase order covering several job lines, where Zigaflow repeats the whole PO value on each line. If an invoice bills part of a job line, the cost is scaled to the invoiced amount. Without a job, cost comes from the closest quoted line for the same item code (same customer first, then nearest quantity), and failing that from the sub-collection's average quoted margin. The Gross profit tile shows how much of the £ uses each source.
Tiers. Tier 1 is in-house, Tier 2 is managed outsourced staples, Tier 3 is the long tail. The tier list matches whole families: a family's listed code with its colour suffix removed, or the family name matched to the product's web title.
Won and lost. A quote counts as won when Zigaflow marks it "Closed - Order processed" and lost when it is "Declined/Lapsed" or "Visual unsuccessful"; anything else is still live. Loss rate is lost ÷ (won + lost), so live quotes don't flatter it. "£ quoted on lost" is what those quotes were worth at quoted prices. Statuses are read at import time, so re-importing a period refreshes them.
Conversion. Quote-to-invoice conversion follows each quote raised in the period. A quote counts as converted when the same customer (matched by company name) has an invoice dated on or after the quote, within the window set above, containing a matching product: the same SKU for a SKU, any product in the sub-collection or tier for those rows, and any product in the category for the category. Quotes younger than the window can still convert, so recent periods rise as invoices arrive. Unit conversion is units sold ÷ units quoted in the same period. The Low converting SKUs alert lists SKUs whose quote-to-invoice conversion is above 0% but below the low conversion floor (30% unless changed above).