How to
- Open Analysis → Margin. It opens on This month.
- Choose the Period (or From and To), and narrow it if you like with Customer, Department, Shape, Color, Clarity and Branch. Press Apply filters.
- The cards show Revenue, Cost, Margin, Margin on revenue and Discount to Rap for the whole period.
- Choose Group by to compare — Shape, Color, Clarity, Size, Department, Customer, Salesperson, Month, Branch, Seller / Purchaser, Lab or Category. The table shows each group’s Margin, On cost and On revenue.
- The grid below lists every sale line. Export Excel downloads it.
Good to know
- Cost is fixed on each line when the stone is sold, so a later change to a stone’s cost doesn’t change past margin.
- Sale returns are taken off, so a returned stone does not count as earned.
- On cost and On revenue are the margin as a percentage of each. Disc. to Rap covers only the diamond lines that have a Rap price.
- Only people whose role allows it see Margin — roles are set in Settings → Users.
Related
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