Book Contents

Book Index

Profit, Margin and Stock Price

In the heading of all documents of Sale, you can display the fields that will display the profit, margin and stock price for all items of the document. They are displayed as 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.

Field description:

Plan - Profit

This expresses the total planned profit. It is the difference between the price of a Sales Order (sum of the "Z" price from the Items) and the planned stock price (sum of the "R" price from items). That means: Z - R.

Plan - Stock Price

Total planned stock price from the items. It is a sum of the "R" price from the items.

Actual - Profit

This expresses a total actual profit. It is the 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). That means: F - S.

Actual - Stock Price

Total actual stock price from the items. It is a sum of the "S" price from the items.

%

Margin percent. The value depends on the method of calculation, see below.

Note: All prices are without VAT.

The pic_014i.pngbutton, or pic_015i.png shows the direction in which the displayed margin is calculated, and also switches the display. Up Arrow (surcharge) is the ratio of profit to stock price. Down Arrow (margin) is the ratio of profit to total cost of the document (the plan - the sum of the "Z" price, the actual one - the sum of the "F" price).