Show Margin % for whole Sale Order
Greg Kelly
Hello Dear,
It would be great to make one small enhancement that will make a huge difference to my customers using Dear.
Please total the overall Margin % for the sales order at the bottom of the product line item sections for Quote, Order and Invoice.
This makes a big difference for sales representatives when assessing the overall margin for the sale as opposed to each line item.
Unfortunately, there is no feasible workaround at the moment as the average cost is not included in the Sale Document Templates either.
We would have to populate an Product Attribute field manually, and this can become out of date as soon as each purchase is made.
Greg Kelly
Coconut Consulting | Dear Expert Partner
Melbourne, Australia
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Better still allow the margin to report on the supplier Fixed cost or Last Supplied cost
3 people like this
Guys this was requested 4 years ago?? Is this feature coming out soon?
Need to see the quote and sales order level margins.. not just the line item level.
Overall margin need to calculate (using the additional charges) and show next to the order/quote total.
Dear systems please have this scheduled on the roadmap