Profit margin
Profit margin allows us to calculate the difference between the selling price and price for valuation and analyse the profit that was made by selling the item.
In this chapter, we will present an example of using the Profit margin report feature. The feature is located in the Reports module, in the Invoices issued report submodule. Here the type of overview is chosen: Profit margin report.
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WARNING
For calculations of the paid realization, the document must be at least partially paid and posted, as the paid realization is monitored on the selected customer receivables account. For other calculations, it is sufficient that the issued invoice is produced.
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CASE SUMMARY
The person responsible wants to obtain information about the profit value from the sale to a buyer: Camping Park Umag. They want to cover all types of documents in the report. For this purpose, they select the Profit margin report, which they prepare following the next steps:
- Determining criteria for the preparation of the report
- Sorting data
- Previewing and printing the report
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1. Determining criteria for the preparation of the report
The person responsible opens the report preparation form by opening the Reports menu and choosing the Invoices issued report submodule.
They choose Profit margin report from the drop-down list in the Type of overview field.
They then choose Camping Park Umag from the drop-down list in the Customer field.
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HINT
If no criteria is specified in the document header, the program automatically displays all existing issued invoices on the printout.
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The program updates the data in the list so that it meets the entered criteria.
2. Sorting data
The person responsible can further sort the prepared list and thus speed up the review of the report.
In this case, the person responsible wants to look at the data of one type of document in detail.
For this purpose, in the Document type field, located in the header of the form, they choose 3601 - Invoice for Logistic Assembly from the drop-down list.
The program updates the data in the list so that it meets the entered criteria.
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HINT
The list can be sorted by column by clicking on the sort symbol in the column name of the list.
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3. Previewing and printing of the report
The person responsible wants to preview the document with the selected criteria.
For this purpose they click on the 
(Preview) button. The program opens a preview of the document from the right side of the window.
At the end, the person responsible wants to print the report. For this purpose,, they click on the Print button, which is located in the upper right corner. Various formats of printouts are available.
They choose the desired format from the drop-down list. In this case, the person responsible chooses 175 - Gross Margin Report - Summary.
