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ross.w

Profit on individual Sales Orders

Posted By

I've half edited a sales order confirmation to do the following so far...

I've added a total purchase cost price for the line item*qty, profit (on materials only, ignoring labour and other overheads) and profit as a percentage.

[just noticed I've used a print screen of the report before I updated the profit % expression, so ignore that it is the same as the profit value ]

I want to add something similar to the bottom of the report to show total order value (net or gross, isn't important right now, net preferably though), total profit as a value (again, materials only) and then profit percentage on the job.

I do not know how to add these last 2 bits though. Or if there a report that already exists which shows all information?

Any and all help very much welcome.

Thanks. 

  • 0

    Have you changed the Net Amount Properties --> Function to be summed ?  Ditto the Cost Price

    Then you can add calculations again in the totals section.

    Happy to have a look at your report if you want me to

  • 0

    I've managed to calculate the total cost prices on the order with sum(STOCK.LAST_PURCHASE_PRICE*SOP_ITEM.QTY_ORDER)

    similar with the profit as a value, SALES_ORDER.FOREIGN_ITEMS_NET-(sum(STOCK.LAST_PURCHASE_PRICE*SOP_ITEM.QTY_ORDER))

    But I can't seem to make the profit percentage to work, current expression (SALES_ORDER.FOREIGN_ITEMS_NET-(sum(STOCK.LAST_PURCHASE_PRICE*SOP_ITEM.QTY_ORDER))/SALES_ORDER.FOREIGN_ITEMS_NET)

    Link to current version of the report template.

    drive.google.com/.../view

    ###EDIT###

    Figure it out, i was missing 2 brackets.

    was   (SALES_ORDER.FOREIGN_ITEMS_NET-(sum(STOCK.LAST_PURCHASE_PRICE*SOP_ITEM.QTY_ORDER))/SALES_ORDER.FOREIGN_ITEMS_NET)

    now  ((SALES_ORDER.FOREIGN_ITEMS_NET-(sum(STOCK.LAST_PURCHASE_PRICE*SOP_ITEM.QTY_ORDER)))/SALES_ORDER.FOREIGN_ITEMS_NET)*100

    The only thing I'm not sure on now is there a way to select how to want the value shown, as a amount with a £/$/€, as a percentage with the % sign? is There a drop bar or something where you select it? so i don't need to put into the expression like " expression +" £" "

  • 0 in reply to ross.w

    To get a %age sign it's a bodge but you can use Show as Currency and then Use Custom Currency under the Formatting -- numeric  option for your percentage profit , click Edit and put in a %age sign 

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