The Customer Profit report shows markup, margin and profit for customers.
Step Action
1. Select {Reports} and then select {Customer Profit} under the Analysis
section. A Generate Report modal will open.
2. Complete the fields.
Field | Description |
Customer | Select a Customer from the dropdown. |
Sales Rep | Select a Sales Rep from the dropdown. |
Start Date | Select a Start Date using the calendar. |
End Date | Select an End Date using the calendar. |
3. Select {Generate}.
Note: You may need to confirm the file to be opened/saved before
proceeding, depending on your web browser. The file will open or be saved
to your computer depending on your web browser.
Report columns include:
- Customer Name
- Customer Number
- Sales Rep
- Cost
- Price
- Profit
- Markup
- Margin