The Invoice Margin Analysis Report calculates the invoice profit and margin for items in a specified department, primary supplier, location, or class. Report results are displayed by invoice in an Excel spreadsheet.

  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Reports module.
  3. In the Reports tab, in the Report Area pane, click Sales Analysis, and then click What I Need To Know.
  4. In the Report List pane, click Invoice Margin Analysis Report.
  5. In the Choose Report pane, click Next or press F12.
  6. In the Report Settings pane, do the following:
    1. In the Dates row, select the Beginning and Ending dates.
    2. In the Detail by row, select an inventory item category and value.
  7. In the Sorting Options pane, click Run Report or press F12.

Note:  During EDI processing  and other automated inventory updates, items will be placed in department 999 (Unknown) 

If you have questions or suggestions about this information, contact

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/16/22