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Sales Margins & Line Totals

Selling 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

Minimum Margin % & Warning Threshold %

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

Margin Notification Messages

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

Users will receive the following Margin Threshold 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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