Profit Dialog

The Profit dialog gives the user the ability to look at the percentage profit margin for a particular sales order, based on the buy and sell price of the items (e.g. Gross and Net Sale Prices, Cost of Sale, Profit in Pounds Sterling and Margin%).
Notes:

  1. As the information is based on the invoice values, items not in stock will be excluded.
  2. For pack items the header which is non Stock Controlled will show as 100.00% Margin and the child items display as 0.00%.


The Profit dialog can be accessed from:

  • Clicking on the Btnmargininfogood.jpg or Btnmargininfowarning.jpg buttons in the [ Sales Orders | Main ] tab will display a Confirm popup stating that nothing unusual was found or the stock items are not profitable or without stock value, for example:
    • There is an item on the order that is not profitable, i.e. you are selling for less than the stock value.
    • There is an item on the order without a stock value, otherwise known as "Cost of Sale Value".

If the user selects Yes then the Profit Dialog will be displayed.
Note: if using this method the Overall Margin will appear under the grid totals.

Profit dialog accessed from the sales order screen

Grid

  • Code: the stock code for the item.
  • Description: the stock item's short description.
  • Gross: the sell price including VAT.
  • Net: the sell price excluding VAT.
  • COS: the COS, i.e. the current stock value of the stock item which can be found in the [ Stock | Detail | Properties ] screen.
  • Ovr: the overheads of the stock item that are listed in the [ Stock | Detail | Properties ] screen.
  • Profit: the Net amount minus the COS and any overheads.
  • Margin(%): is calculated by the division of the Profit by the Net value expressed as a percentage.


WARNING icon
WARNING: Overall Margin: the total margin for the sales order. Please Note: this is not impacted by green-selecting rows in the grid, but will always show the total margin for the order as a whole.

Context Menu

  • Goto Stock Item: opens the [ Stock | Detail | Properties ] screen for the stock item the user is focused on.
  • Goto Purchase Order (BO): if a purchase order has been created for an out of stock item using BtnPOBO.jpg, this will open the [ Purchase Order | Purchase Order | Main ] screen for the linked purchase order (if any) for the stock item the user is focused on.
  • Goto Return Note: if a stock item has been returned then this option will either open the linked return note or if the item has been returned on different returns then a popup will be displayed with all the returns an item is linked to so the user can select the appropriate one to view.
  • Goto Customer: opens the [ Customer | Detail | General ] screen for the customer the user is focused on.
  • Goto Sales Invoice: opens the [ Sales Invoice | Detail | Stages Processing ] screen, filters on the sales order that the Profit dialog has been accessed from.
  • Goto Source Sales Order: if this sales order represents the exchange element of a customer return, this option will display the [ Sales Orders | Detail | Main ] screen of the original sales order for the stock item the user is focused on.
  • Goto Source Return Note: if this sales order represents the exchange element of a customer return, this option will display the [ Returns | Detail | Main ] screen of the original customer return for the stock item the user is focused on.
  • Append Extended Description (Ctrl + Shift + D): not available from this Context Menu.
  • Clear Extended Description: not available from this Context Menu.
  • Colour Legend: displays pop-up that explains colours used in the grid.
  • Clear Selection: deselects the currently selected line(s).


See Also


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