Note: An employee cannot use Profit Analyst unless they are explicitly given access. Learn more: How to give an employee access to the Profit Analyst
- In the Invoice/Quote module, highlight an invoice or quote item.
- Do one of the following:
- Right-click the line item, and then select Profit Analyst.
- Press and hold Alt and then press A. (Alt + A)
- On the Edit menu, click Profit Analyst.
- Change the invoice item Quantity and Price. In the Profit Analyst window, the Cost, Profit and Margin values will update automatically.
- When you have the desired values, do one of the following to close the Profit Analyst window:
- Press Esc.
- Click Cancel [X].
If you have questions or suggestions about this information, contact firstname.lastname@example.org.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/16/21