Set up a maximum discount and a minimum margin in the entry layout

In the entry layout for the quotations and orders, you can specify that you want to check that the maximum discount and the minimum margin criteria are met.

You can opt to make it obligatory for the quotation/order to be changed first before it can be saved. You can also opt for Profit to block the quotation/order until the maximum discounts and minimum margin are reached.

To set up checks for the maximum discount and minimum margin in an entry layout:

1. Record the maximum discount/minimum margin in the article group.
2. Go to: General / Management / Entry layout.
3. Select the entry layout for the order. You can also select an entry layout supplied as default and click on the Copy action.
4. Click on: Properties.
5. Go to the tab: General settings.
6. Go to the tab: Instellingen 2.
7. Specify how you want the discount/margin to be checked.
   • No check - Profit does not check the specified discount/margin. You can also set it up like this for a packing slip and counter/direct invoice.
   • Force change - Profit checks the discount/margin. If the specified discount/margin is exceeded, Profit displays a message and you have to adjust the line. You can then only enter a new order line after correcting the price and/or discount. You can also set it up like this for a packing slip and counter/direct invoice.
   • Block quotation/order - Profit checks the discount/margin. If the specified discount/margin is exceeded, Profit blocks the order. An authorised user can release the order. You do not have this option for packing slips and counter/direct invoices given that this would only lead to blocking the invoice, as the goods have already been delivered.
8. Click on: OK. 
9. If applicable, include the fields mentioned above, and if the margin is being checked, also the Margin % in relation to settlement value field in the entry layout line after Price per unit and Discount percentage.

   You can then see what the calculated margin and the minimum percentage are if a change is mandatory, or to check when releasing blocked orders/quotations.

   You can add the Margin % in relation to sales value field to the line, but this is not taken into account during the check.