Module Margins: Difference between revisions
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= Introduction = | =Introduction= | ||
This module is included in Dolibarr since version 3.3.0 | This module is included in Dolibarr since version 3.3.0 | ||
The margins module allows you to calculate and display the margins made on sales. Summary tables provide a view of the margins on each document (commercial proposal, order, contract, invoice) as well as overall, by user, product and customer. | The margins module allows you to calculate and display the margins made on sales. Summary tables provide a view of the margins on each document (commercial proposal, order, contract, invoice) as well as overall, by user, product, and customer. | ||
The margin can be calculated by default against the best purchase price or the AWP price ( | The margin can be calculated by default against the best purchase price or the AWP price (Average Weighted Price), although there is the possibility of free entry of the purchase price at any time. | ||
= Installation = | =Installation= | ||
{{NoInstallModuleEn}} | {{NoInstallModuleEn}} | ||
= Configuration = | =Configuration= | ||
To use this module, you must first activate it. To do this, after logging in with an administrator account, go to the "Home - Configuration - Modules" page. | |||
Choose the tab where the module appears and click on "Activate". | |||
The module is then activated. | |||
Define your global operating parameters for the module: | |||
Choice of the type of margin managed: gross margin or net margin | |||
Display of the margin rate or the brand rate | |||
Behavior of the module if the purchase price is not entered in the lines: | |||
At "ON" the line is taken into account with a zero margin (the purchase price is forced to be equal to the sales price) | |||
At "OFF" the line is taken into account with a margin equal to the sales price (the purchase price is forced to 0). | |||
Choose a method for managing global discounts: on the total, on products or on services | |||
(Optional) Define a contact type to be used to assign the margins of a document to a user other than the one assigned as salesperson on the third party. It is possible to use a predefined contact type of Dolibarr, or to create one for this purpose (in Configuration -> Dictionaries -> Contact types). | |||
=Managing purchase prices/costs= | |||
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. | |||
=Manage your sales people= | |||
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). | |||
'''Attention''' : Dolibarr allows you to assign several sales representatives to a third party. However, the Margins module does not manage this case, and your margins will be multiplied by the number of sales representatives indicated. | |||
You must therefore assign '''only one salesperson''' per third party (the main one), then manage the cases of different salespersons via the "Contacts/Address" tab of each document concerned by choosing the user concerned, and the type of contact that you have defined in the module configuration. | |||
=Entering a document= | |||
In the propale/order/invoice line entry, choose or enter the purchase price of the product or service to include the line in the margin calculation. | |||
Choice of purchase prices: | |||
*If you enter a "free" line, you indicate the sale price and the purchase price (or the cost price according to your choice of global calculation). | |||
*If you choose a product or service from your product/service base, you will be able to choose a supplier price as indicated on the file, or enter a free purchase price. | |||
Reminder: If the purchase price is not entered, the inclusion of the line in the calculation of margins will depend on the parameter you have defined in the module configuration. | |||
A table summarizing the margins for the current document, with a line for the margins on products, one for the margins on services, and one for the total margin of the document is present on the screen of each document. | |||
=Case of discounts= | |||
A discount made on a line will be taken into account for the calculation of the margin. Global discounts are taken into account according to the module settings. | |||
=General summaries= | |||
Access general summaries by salesperson, customer or product/service by clicking on the Margins menu in Accounting/Cash Management. | |||
The margins in the summary tables are taken into account on the validated invoices. | |||
For each tab of this screen, you can display the summary table or the details by product, customer or sales agent. You can also select a date range for validated invoices. | |||
Latest revision as of 07:25, 31 August 2022
| Marges | |
|---|---|
| Numéro/ID du module | 59000 |
| Doc utilisateur du module | This page |
| Doc développeur du module | Module Margin (developer) |
Introduction
This module is included in Dolibarr since version 3.3.0
The margins module allows you to calculate and display the margins made on sales. Summary tables provide a view of the margins on each document (commercial proposal, order, contract, invoice) as well as overall, by user, product, and customer.
The margin can be calculated by default against the best purchase price or the AWP price (Average Weighted Price), although there is the possibility of free entry of the purchase price at any time.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
To use this module, you must first activate it. To do this, after logging in with an administrator account, go to the "Home - Configuration - Modules" page.
Choose the tab where the module appears and click on "Activate".
The module is then activated.
Define your global operating parameters for the module:
Choice of the type of margin managed: gross margin or net margin
Display of the margin rate or the brand rate
Behavior of the module if the purchase price is not entered in the lines:
At "ON" the line is taken into account with a zero margin (the purchase price is forced to be equal to the sales price)
At "OFF" the line is taken into account with a margin equal to the sales price (the purchase price is forced to 0).
Choose a method for managing global discounts: on the total, on products or on services
(Optional) Define a contact type to be used to assign the margins of a document to a user other than the one assigned as salesperson on the third party. It is possible to use a predefined contact type of Dolibarr, or to create one for this purpose (in Configuration -> Dictionaries -> Contact types).
Managing purchase prices/costs
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.
Manage your sales people
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).
Attention : Dolibarr allows you to assign several sales representatives to a third party. However, the Margins module does not manage this case, and your margins will be multiplied by the number of sales representatives indicated.
You must therefore assign only one salesperson per third party (the main one), then manage the cases of different salespersons via the "Contacts/Address" tab of each document concerned by choosing the user concerned, and the type of contact that you have defined in the module configuration.
Entering a document
In the propale/order/invoice line entry, choose or enter the purchase price of the product or service to include the line in the margin calculation.
Choice of purchase prices:
- If you enter a "free" line, you indicate the sale price and the purchase price (or the cost price according to your choice of global calculation).
- If you choose a product or service from your product/service base, you will be able to choose a supplier price as indicated on the file, or enter a free purchase price.
Reminder: If the purchase price is not entered, the inclusion of the line in the calculation of margins will depend on the parameter you have defined in the module configuration.
A table summarizing the margins for the current document, with a line for the margins on products, one for the margins on services, and one for the total margin of the document is present on the screen of each document.
Case of discounts
A discount made on a line will be taken into account for the calculation of the margin. Global discounts are taken into account according to the module settings.
General summaries
Access general summaries by salesperson, customer or product/service by clicking on the Margins menu in Accounting/Cash Management.
The margins in the summary tables are taken into account on the validated invoices.
For each tab of this screen, you can display the summary table or the details by product, customer or sales agent. You can also select a date range for validated invoices.