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Line Margins & Line Totals

Providing a user's role permits them to change an item's Line Margin and(or) Line Total in Sales Orders, the unit price can be recalculated/ back calculated by changing either Line Margin or Line Total, thereby ensuring /maintaining agreed totals/ margins.

Roles

A Minimum Margin % & Warning Threshold % can be pre defined at either the Product level or Product Group level (If both, then the former will trump).

Product

Product Group

Minimum Margin %: Users will receive the following warning when margin is adjusted below the Minimum Margin %:

Warning Threshold %: Users will receive the following warning when margin is adjusted below the Warning Threshold %:

Example

The below margin of 33.33% is based on a cost price of 10.00 & sales price of 15.00.

Changing the margin from 33.33 % to 10 %, changes the Unit price from 15.00 to 11.11 and highlights amount in red as it exceeded the minimum allowed threshold:

Likewise, the same result could've been achieved by changing the Line Total from 30.00 to 22.22:

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