How can you easily track your sales margins?
To the margin in a sales from Metro ERP's Sales App, follow these steps:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.
2) Inside the Sales module, click on "Orders >> Quotations" menu. This is where you can create your quotations.
3) Click on Quotations and then Create to start a new quotation, or select an existing quotation to edit.
4) Fill in the customer information and other relevant details, and then Click on the "Save" button.
Add Products to the Quotation:
- In the Order Lines section, click Add a product.
- Select the products you wish to include in the quotation.
4) Check Margins:
- Once the products are added, you will see columns for Unit Price, Cost, Margin, and Margin (%).
- The Cost column will show the cost price of the product.
- The Margin column calculates the difference between the Unit Price (sales price) and the Cost.
- The Margin (%) column shows the margin percentage based on the cost price and the unit price.
5) Adjust Pricing:
- You can adjust the Unit Price to achieve the desired margin.
- The margin and margin percentage will update automatically based on the changes made to the unit price.
6) Save and Send Quotation:
- After reviewing and making the necessary adjustments, click Save.
- You can then send the quotation to the customer by clicking Send by Email or Send PRO-FORMA Invoice.
To get more details how can you easily track your sales margins, please do contact us at support@metrogroup.solutions