Customer Margin Report

The Customer Gross Margin Report option provides a report of gross profit and gross margin information by customer, based on all of the orders invoiced between the dates specified. The report is sorted by customer within customer class (above the line“Above the line” refers to a customer class assigned to the customer used to segregate customers that are part of a company’s regular business. Above the line customers are generally profitable and represent sales at the normal markup.and below the line"Below the line” is a customer class assigned to the customer used to segregate customers that are not part of normal business. This customer class is also referred to as low margin customers or those sold at a less than normal markup. ) and provides subtotals by customer class with customer and customer class detail.

The report includes both costed and uncosted items.

Note: Uncosted items are reported separately from the main report.

Customer Margin Report Fields

Broker Select whether to include broker subtotals, Yes (Y)/ No (N). Start Date The start date of the report. End Date The ending date of the report. Customer Mask The customer(s) or selection of customers (customer maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB.) you wish to inquire about. Item Mask The item(s) or selection of items (item maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations.) you wish to inquire about. Item Type Select the item type: Product or Other. Cost Select the item cost: Actual or Standard. (S)ummary or (D)etail Select summary (S) to view the report summarized by customer only; select detail (D) if you wish to view both customer item detail information regarding items sold.

Security Required : System - Profit Margin