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invoice_profit_analysis [2011/03/23 13:32 (13 years ago)] andrewinvoice_profit_analysis [2011/03/23 13:50 (13 years ago)] (current) andrew
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 **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.
 +
 +{{info_qa:pos:perc_disc_panel.jpg|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.
 +
 +{{info_qa:pos:inv_perc_disc_panel.jpg|Figure 3 - Invoice profit analysis tool}}\\
 +**Figure 3 - Invoice subtotal profit analysis tool**
 +
 +===== Video demonstration of using Invoice profitability analysis tools =====
 +
 +[[http://wiki.wws5.com/share/profit_invoice1103231340.html|Demonstration of invoice profitability analysis tools]]
  
  
invoice_profit_analysis.1300912373.txt.gz · Last modified: 2011/03/23 13:32 (13 years ago) by andrew