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. We set the display of these fields in the User Parameters, when on page 2 - Purchase and Sale we activate the option Show profit and batch.
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.
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 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).