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Profit Margin Report - Detailed

Profit Margin Report - Detailed

Profit Margin Report - Detailed

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This report shows all issue invoice lines, that is, the purchase and sale value of items sold. Both the per-unit price and the value from the document line (actual quantity of goods sold) are shown.

 

Profit Margin Report - Detailed provides an overview of the difference between the sale price (from the issue document lines) and the valuation price (from the issue document lines).

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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.
Date
 The date the goods were issued (from the issue document header).
Document
 		The internal number of the document.
Item The ID of the item from the document lines.
Name The name of the item from the document lines.
Quantity The issued quantity from the document lines.
Purchase (information about the purchase price and value by purchase price)
Price

The purchase price of an item is taken from the Valuation Price field in the document lines.

The purchase value in the document is shown in the local currency entered at Program Parameters | Company | General. If you have selected a currency in the Convert to Currency field, the the price will be converted to this currency. This makes it possible to compare the purchase and sale price of an item that has been sold in a different currency.
Value

The value of the item(s) sold. Value = quantity x purchase price.

An exception to this rule is the calculated purchase value of items of the type S - Service, which is always equal to 0.

 
Sales (information about the sale price and value, excluding VAT)
Cena

The price of the item from the Price field in the issue document (that is, the price without VAT).

If an invoice has been created in a foreign currency, the price is converted into the currency entered at Program Parameters | Company | General using the exchange rates of the bank selected in the Bank for FCY Docs. field.
Value The value of the items sold. Value = quantity x sale_price.
Difference (information about the difference between the sale and purchase price/value)
Price

The price difference for 1 unit of the sold item.

Price = sale price - purchase price

Value

The total realized difference or profit for this line of the issue document.

Value = sale value - purchase value

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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