How To: Setup and Use Sales Order Line Margin Warning
Table Of Contents
Sales Order Margin Control helps protect profitability by highlighting sales orders that fall below a minimum profit margin.
When enabled, Khaos Control checks the margin of stock items added to a sales order and compares the overall order margin against a predefined minimum percentage. If the margin falls below the configured threshold, users are warned and may be required to enter an override password before the order can be saved.
Configure the Minimum Sales Order Margin
The minimum margin percentage is configured in [ System Values | Sales | Pricing ].
Minimum Sales Order Margin
This setting defines the minimum acceptable margin percentage for a sales order.
Note: The default value is 0.00. Unless a value greater than zero is entered, the Sales Order Margin Control feature will not be used.
How Margin Control Works
When stock items are added to a sales order, Khaos Control automatically calculates the overall order margin and compares it against the value configured in Minimum Sales Order Margin.
If the margin falls below the configured threshold:
Visual Warning
The order total fields on the following tabs are highlighted with a red background:
This provides an immediate visual indication that the order margin requires attention.
Save Warning
When the sales order is saved, Khaos Control displays a warning advising that the order margin is below the configured minimum.
Depending on your system configuration, users may be prevented from saving the order until an authorised override password has been entered.
Viewing Margin Information
Margin details can be viewed directly from the sales order using the Margin button on the:
[ Sales Order | Detail | Main ] tab.
If the order margin falls below the configured limit, the warning version of the button will be displayed to help identify the issue.
Override Minimum Margin Warnings
Khaos Control can be configured to require an authorised password before a low-margin sales order can be saved.
Khaos Control can be configured to require an authorised password before a low-margin sales order can be saved.
The override password is maintained in:
Users who know the password can override the warning and save the sales order even when the margin is below the configured minimum.
Important Notes
- Users are only prevented from saving a sales order when:
- The overall sales order margin is below the value defined in Minimum Sales Order Margin, and
- An override password has been configured.
- If no override password has been set, users will receive a warning but may still be able to save the order, depending on system configuration.
- Margin checking is based on the overall sales order margin, not individual order lines.
- The feature can help identify pricing issues, excessive discounts or unusually low-margin sales before orders are processed.
Benefits of Using Margin Control
Enabling Sales Order Margin Control can help your business:
- Protect profitability.
- Reduce accidental low-margin sales.
- Highlight excessive discounting.
- Ensure manager approval for exceptional pricing.
- Improve pricing consistency across your organisation.
By monitoring margins at the point of sale, Khaos Control helps ensure that sales orders meet your business's profitability requirements before they are processed.