Module Margins: Difference between revisions

Enter the supplier purchase prices on your product and service sheets - you can have several. They will be proposed as a choice of purchase price on the lines for entering sales proposals, customer orders and customer invoices (drop-down list) - they also allow you to create supplier orders. On the supplier files for products and services, you have an additional field called "Charges" which allows you to add your own charges to the supplier purchase price. The total will be the cost price of your product or service. By choosing to calculate the net margin in the settings, all the margin calculations described below will be made on this cost price, and not on the supplier price alone. If you enter a supplier price for a minimum number of items (for example, 100 chairs) because you have a particular rate from a threshold of products purchased, you can also enter the charge corresponding to this "batch". It will be distributed to be considered as a unit cost on each item of this ordered lot.  

To track margins by salesperson, you must have as many user accounts as different salespeople. These accounts must be internal to the company, not external. Then, on the tab "file" of your customers, you must choose a salesperson to attach to this customer. From then on, no matter which user creates the invoices, the margins will be posted to this sales person, unless you define a different type of contact and user on the invoices (on a case by case basis).