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The Analysis - Profit By Order report shows markup, margin and profit for orders.



Step     Action

  1.       Select {Reports} and then select {Analysis - Profit By Order} under the Analysis 

             section. A Generate Report modal will open.


   2.      Complete the fields.


Field
Description
CustomerSelect a Customer option from the drop-down menu.
Sales Rep Type
Select a Sales Rep Type option from the drop-down menu.
Sales Rep
Select a Sales Rep option from the drop-down menu.
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:

  • Order Number    
  • Invoice Date    
  • Customer Name    
  • Customer Number    
  • Sales Rep    
  • Cost    
  • Price    
  • Profit    
  • Markup    
  • Margin