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Profit Margin Report - by Customers - Detailed

Profit Margin Report - by Customers - Detailed

Profit Margin Report - by Customers - Detailed

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The report shows the realized price difference by individual customers (primary subjects) from issue documents. The lines of invoices issued to a customer are shown in the customer's entry, with totals for the customer shown at the bottom of their entry.

 

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(Report criteria) Any criteria selected for the report will appear in the header (document types, date criteria, etc.). You can prevent certain information from appearing in report by selecting the appropriate option at Program Parameters | General.
(Customer) Information in this report is sorted and summarized by customers (primary subjects) in issue document headers.
Number
 		The internal number of the document.
Date
 The date the goods were issued from the issue document header.
Item The ID of the item from the issue document lines.
Purchase The total purchase value of the item in this document line. The value shown here is the same as the value in the Purchase - Value column in a Profit Margin Report - Detailed (for information on this report, see Profit Margin Report - Detailed).
Sales The total purchase value of the item in this document line. The value shown here is the same as the value in the Sale - Value column in a Profit Margin Report - Detailed (for information on this report, see Profit Margin Report - Detailed).
Difference The total realized price difference for the document line.

Difference = sales - purchase
% The realized difference shown as a percentage.

(sales x 100 / purchase) - 100

Price differences for services are an exception to this rule. If the purchase price is equal to 0 (which is the case with services), and the sale price is <> 0, the percentage will appear as 0%.

If you select a currency in the Convert to Currency field, the prices and values in the report will be converted to the selected currency using the exchange rate specified in the Bank for FCY Docs. field. One of the following exchange rates will be used:

  • Exchange Rate for Price List (see Program Parameters | Company | General)
  • Bank of Slovenia (see Program Parameters | Company | General)

The date that will be used for the conversion will be determined the same way it is when entering issue invoices: the date for the exchange rates is usually the date of the invoice. You can specify a different date at Program Parameters | Goods | General.  For an example see Invoices Issued Report in a Foreign Currency.

If you create a report in a foreign currency, the currency used in the report will be shown among the report criteria in the report header.


 

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