Printing a Price Class Margin Report

Once you have entered all of the required information needed to generate a Price Class Margin Report, command options will appear allowing you to print or choose from a set of other print options.

The Price Class Margin Report will show gross margin by customer and sales rep for each price class, above the line and below the line based on the customer class assigned to the customer. Subtotals are listed for each price class.

Separate summary pages will be generated by price class for both above and below the line customer classes. A grand total section/page listing the grand total above the line and the grand total below the line will also be generated.

The following information will print on the report based on above and below the line customer classes by price class.

• CUSTOMER – Customers within each particular price class (i.e. above the line/below the line) are listed within this column, followed by the price class name.
• AMOUNT INVOICED (PRODUCT) – The dollar amount invoiced for the product.
• AMOUNT INVOICED (OTHER) – The dollar amount invoiced for non-product items, such as pricing exceptions set for customers (price allocations, cost buckets, cost adjustments, cost allocations, etc).
• AMOUNT INVOICED (TOTAL) – The total dollar amount invoiced ; PRODUCT (the amount of product invoiced) + OTHER (non-product items invoiced).
• ACTUAL COST (If report was run using actual cost) – The total cost attributed to the item when Cost of Goods Sold was run.
• STANDARD COST (If report was run using standard cost) – The standard cost of the product, in dollars.
• POUNDS – The item amount, in pounds.
• GROSS PROFIT – The total dollar amount of profit based on the gross profit calculation method selected.
• GROSS MARGIN – The gross profit expressed as a percentage of the total amount invoiced based on the gross margin calculation method selected.
• GRAND TOTAL – The grand total for each of the columns (headers) listed on the report.

Note: Each customer and price class will have subtotals correlating with each of the report columns (headers) previously listed (see above).

Summary by Price Class Page

A summary by price class for above and below the line customer classes displaying each of the column (headers) listed on the report.

Grand Total Above and Below the Line Page/Section

The final part of the Price Class Margin Report summarizes profit margin by price class--above and below the line.

• GRAND TOTAL ABOVE – The grand total for all price classes above-the-line for each of the columns (headers) listed on the report.
• GRAND TOTAL BELOW – The grand total for all price classes below the line for each of the columns (headers) listed on the report.
• GRAND TOTAL – The grand total above - the grand total below=grand total, for each of the columns (headers) listed on the report.

Note: GRAND TOTAL ABOVE, GRAND TOTAL BELOW, AND GRAND TOTAL are calculated for each column of the Price Class Margin Report: product invoiced (in dollars), other-type product invoiced (in dollars), total amount invoiced (in dollars), actual cost of items invoiced (in dollars), pounds of items invoiced, gross profit (in dollars), and gross margin (as a percentage).

For more information on using the Price Class Margin Report option, see Price Class Margin Report.

Security Required : System - Profit Margin