Sales Margin warning

Setting up documents for Sales margin warning 

 

 

 

 Low Margin Warning 

 

 If this is enable it will check low margin on adding an item to a sales document. 

 It will check when invoice is processed, giving a warning to proceed or not  

 

 

 

 Enforce Margin 

 Will not allow an invoice to process if the user is not a margin supervisor 

 

 

 Minimum Margin 

 Enter value for checking margin percentage 

 

 

 

 Margin check is on each customer 

 If you want any new customers to have a default setting, set this up in the system configuration module - Sales Margin Setup 

 

 

 

 Low Margin Warning 

 Low margin warning works on the following documents: 

 

 Quotation 

 Sales Order 

 Invoice 

 

 The warning comes up when you add stock item line that is below the margin set up at the customer. 

 The margin warning also comes up when you are about to process the document, and it is below margin. 

 The process warning will give you an option to either continue or to correct the margin on the document. 

 Example of a low margin warning on a stock item add 

 

 Example of a low margin warning when processing a document  

 

 

 

 Enforce Margin 

 When a margin in force is activated on a customer, it means the user cannot process the invoice unless they correct the margin. 

 However, a margin supervisor can process a document all the way through even though the margin is below. 

 

 To setup a Sales Margin supervisor, go to the User setup 

 

 

 

 Document margin warnings 

 Quote warning will show when promoting quote. 

 

 Sales order warning will show up when you Process to invoice 

 

 

 

 Exclude Margin enforce on inventory items 

 Exclude items so that one does not need to enter a password where enforce margin is on. 

 The system will bypass enforce password on items ticked to Exclude margin enforce. 

 The system will still warn of items below margin. 

 Good examples of this are Freight, shipping or labour