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Gross Profit Margin Percentage in Sales Order window

Hi,

I need to the Gross Profit Margin "Percentage" to be shown on every line in the sales order window, and I was thinking to add a user define field and a Query to show in the user define field in the sales order window. Can anyone please help me to get this working?

Thanks.

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4 Answers

  • Best Answer
    Jan 02, 2015 at 02:26 AM

    Hi,

    The gross profit is based on the item cost, ie (selling price - Item Cost) / Item Cost * 100%

    For example. the item cost is $10, and the selling price is $15. The gross profit margin percentage will be showing 50%.

    Thanks.

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  • Jan 02, 2015 at 01:03 AM

    Hi,

    Before creating query, please advice your gross profit is based on sales price or basic price.

    To calcualte based on sales price, use below formula

    % Gross profit = gross profit/sales price x 100

    Based in based price:

    % Gross profit = gross profit/base  price x 100

    Where Gross profit = (sales price * Quantity) - Total base price

    Thanks & Regards,

    Nagarajan

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  • Jan 04, 2015 at 09:12 PM

    Hi Nagarajan,

    I forgot how to add this in to the user defined table.

    Will you be able to show me how to add this, show it can be added into the "Form Setting, Table Format"

    Cheers

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    • Follow below steps:

      1. Create new UDF at sales order row level ( Tools-->Customization tools-->user defined fields management-->Marketing documents--row)

      2. Run above query in query generator and save it proper name.

      3. Open sales order and add customer code. At newly created UDF, assign saved query via Tools--Customization tools-->User defined value setup. Follow below picture.

      4. After assigning query, close this sales order.

      5. Create new sales order as normal process.

      12.PNG (13.9 kB)
  • Jan 05, 2015 at 07:16 AM

    Thanks Nagarajan.

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