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Analysis

Analysis

Analysis

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The margin analysis allows for the assessment of the realized price difference on the level of the overall document and on the level of an individual item issued through this invoice.

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The basis for the calculation of the margin or the price difference will be the retail price from the issued invoice. For the analysis of the margin you can subtract four different values from the sales value, this is, select four types of calculation for the purchase price of goods.

Cost for the purchase price take the purchase price from the item calculations - field Net in our currency (this is the supplier's price, increased for calculation elements of the purchase price (transport, direct costs,...)
Purchase formulathe price, set by the formula from Parameters | Orders - Type of purchase price calculation should count as the purchase price. With the preset setting of the mentioned parameter, this is the supplier's price, without the calculative elements of the purchase price.
Contract Prices the supplier's price from the supplier's price list should count as the purchase price. If it doesn't exist, then set it by the hierarchy of price settings. When this option is selected, you MUST also select the code of the supplier in the right part of the panel, where the program should find the price.
Valuation Price the price for valuation from the issued invoice should count as the purchase price
Supplier When the Agreed Prices option is selected as the mode of the purchase price calculation, you MUST also select the code of the supplier in this field, where the program should find the price.

If the data is not entered, the program will display an error report:

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Recalculate
If you change the mode of purchase price search, click this button for renewed calculation of price difference under new suppositions.
(Analysis) The panel for analysis shows the value of the purchase (by selected type of valuation and purchase) and sales and the difference between them on the level of document.
 
If you click on this report twice, the program also displays the retail and purchase price and the difference between the both on the level of an individual item.

 

  • Purchase price can be found using four different methods.
  • Retail price can be found in the analysis panel in the line of the invoice to the customer. 
  • Difference  is defined as the difference between the sales and purchase price (=sales - purchase)
  • (% of the difference) is defined as the relation between the created difference and the purchase price (% = difference / purchase). The mode of the calculation or the meaning of this data is equal to the mode of calculation of the percentage of the additional payment in the calculation of sales of the items register.   
000001.gif Access to this panel can be denied to an individual user by zero authorization for the purchase price calculation.

 


 

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