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Profit Margin Report - Summary

Profit Margin Report - Summary

Profit Margin Report - Summary

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This report differs from the Profit Margin Report - Detailed because only the total purchase and sale value and difference for each issue document is shown. In other words, individual items or lines from the document do not appear in this type of report.

 

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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 document header.
Document
 		The internal number of the document.
Customer The customer of the goods from the document header.
Quantity The total issued quantity of all goods in the document.
Purchase The total purchase value of goods in this document. For a detailed description see Profit Margin Report - Detailed.
Sales The total sale value of goods in this document. For a detailed description see Profit Margin Report - Detailed.
Difference

The total realized difference for the entire document.

Difference = sales - purchase

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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