018699: Change to Sales Summary screen to allow filtering to include/exclude Overheads from calculations
It is possible to exclude Overheads from the calculations in
[ Sales Summary | Invoices ].
The new filter option is available for the following
[ Sales Summary | Invoices ] tabs.
Notes / Caveats
This functionality has no effect if the option "Include Overheads" in
[ System Value | Stock | Valuation ] is active as this will mean that the overhead figure is rolled into the COS in such a way that it will not be able to be separated.
Following the update, the only additional steps are to include the new filter option when required:
- Select Filter (F4) dialog screen. to bring up the
- Select “Exclude Overheads” from the dropdown for new filters.
- Tick the “Exclude Overheads” filter checkbox.
- Add any other filters required.
- Click OK.
When viewing invoices via the
[ Sales Summary | Invoices ] screen, the COS column displays not only the “Stock Value” but also any overheads set on the stock items concerned. By using the new filter option, the overheads value can be excluded.
A Sales order for a single stock item with Quantity 10. The stock value of which is £20 and there is an overhead of £0.50
The default is for the COS to be (stock value + overhead)*quantity.
(20 + 0.5) * 10 = 205.00
With the overheads excluded, the COS is (stock value)*quantity.
(20) * 10 = 200
The Profit and margin values are then calculated from the COS value.