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invoice_profit_analysis

Estimating by checking item profit

System Five gives us the ability to check profitability on a per item basis. This can be done by opening an invoice and using the features indicated in Figure 1.

Figure 1 - Profitability analysis tools
Figure 1 - Profitability analysis tools

To review and/or alter the profitability of the item on a per line basis the %Disc button to the right of the items is used. A panel as shown in Figure 2 will open. The %Discount, $Discount, New Price, Profit and Margin amounts can be altered as needed when analyzing the profit that will be generated for the sale or to discount a sale to a comfortable profit margin.

Figure 2 - Lineitem profit analysis tool
Figure 2 - Lineitem profit analysis tool

The same analysis can be performed on an invoice level. Click the sub-total box as indicated in Figure 1 to bring up the invoice profitability panel shown in Figure 3. This panel allows adjustments to the %Discount, $Discount, New Price, Profit and Margin invoice subtotal amounts.

Figure 3 - Invoice profit analysis tool
Figure 3 - Invoice subtotal profit analysis tool

Video demonstration of using Invoice profitability analysis tools

invoice_profit_analysis.txt · Last modified: 2011/03/23 13:50 by andrew