Profit, Margin and Stock Price
In the heading of all documents of Sale, you can display the fields that will display a profit, margin and stock price for all items of the document. There are displayed the planned and actual prices. Set displaying of these fields in the User Parameters by activating the Display profit and margin option on its 2nd page - Purchase and Sale.
Fields Description:
Plan - Profit |
It expresses a total planned profit. It is a difference between a price of a Sales Order (sum of the "Z" price from the Items) and a planned stock price (sum of the "R" price from items). It means: Z - R. |
Plan - Stock Price |
Total planned stock price from the items. It is a sum of "R" price from the items. |
Actual - Profit |
It expresses a total actual profit. It is a difference between the price of an Invoice (sum of the "F" price from the Items) and an actual stock price (sum of the "S" price from items). It means: F - S. |
Actual - Stock Price |
Total actual stock price from the items. It is a sum of "S" price from the items. |
% |
Percent margin. The value depends on the method of calculation, see below. |
Note: All prices are without VAT.
The button, or shows the direction in which the displayed margin is calculated, and also switches the display. Up Arrow (surcharge) is the ratio of profit to the stock price. Down Arrow (margin) is the ratio of profit to total cost of document (plan - the sum of the "Z" price, the actual - the sum of the "F" price).