Only non-inventory items can have a reference margin of 100
Inventory, Knowledge Base, Policy
In the Inventory module, an item’s reference margin(s) cannot be set to 100% unless it a non-inventory item. An item with a price based on a non-zero cost, cannot have a 100% margin. If you set an item’s reference margin (Ref) to 100, and the Non-Inventory check box is not selected, you will see the […]
How to set Salesperson Exception reports
Inventory, Invoice/Quote, Knowledge Base, Process, Reports
When an employee manually discounts an item by clicking F4 Discount Item in the Invoice/Quote module, the discounted price is included in the Salesperson Exception Report. The Salesperson Exception Report provides a list of all price overrides, manual discounts, and negative quantities sold during a specified time period and sorted by employee. To run the […]
