Check the margin

Profit calculates the margin on an item using the formula: Sales price -/- Fixed settlement price (for articles for which the stock is tracked and assembled items of the Explosion type). For other items the calculation is: Sales price -/- Cost price.

When checking the margin, Profit looks at the margin percentage realised compared to the transfer value.

You can specify the minimum percentage for the margin that you want in the Article group. In the entry layout, you specify that you want to check the margin when entering the quotation/order line.

Enter a sales order with margin check:

1. Go to: Order Management / Sales process / Sales order.
2. Click on: New. 
3. Select the entry layout for which you have set up a margin check.
4. Add the order.
5. Complete the line. 

   Next, if you have set the entry layout check to Force change, you get a message that the margin is not sufficient. You cannot complete the line unless you first change the sales price or the discount.

6. If applicable, click on OK in the message.
7. If required, change the sales price or the discount.
8. Complete the line. 

If you have set the entry layout check to 'Block', you will now see in the view that the sales quotation/order has been blocked. Only an authorised user can release the quotation/order by using the action button.