Profit Analyst

Inventory, Knowledge Base, Process

The Profit Analyst lets you view cost, profit, and margin for any line item in your invoice or quote along with the invoice or quote total. As you make changes on the invoice, Profit Analyst shows you the resulting margin and profit values. All values are pre-tax (subtotal) values. This article provides the following information: […]

Reference margins

About, Conversion, Inventory, Knowledge Base, Process, Setup

You can specify a reference margin to calculate the retail price of an item by using the market cost when an item is received by an EDI process or a manually-received purchase order. When you set a reference margin, you will maintain a constant margin on an item as the market cost fluctuates. For example, […]