Accounts Receivable > Invoice > Invoice Reports

The Profit Margin Report function allows you to generate a report that shows the profit margin realized for each invoice line item. It shows information on the items that generates the highest gross revenue and the highest profit percentage. The report can be used to determine which inventory item contributes the highest gross sales and profit margin as reflected in the invoice.

To print a Profit Margin Report, perform the following steps:

1.Access the Profit Margin Report function from the Analysis group under the Reports main menu in the Accounts Receivable module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field. Choose any of the following options:

•Customer #

•Invoice #

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filter. Depending on the sorting option you chose, mark the Individual checkbox if you want to generate the report for a single customer or invoice, and enter the value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Select the transaction type you want to show in the report. Choose any of the following options:

•Invoices and Sales Returns

•Sales Invoices Only

•Sales Returns Only

7.Mark any or all of the following checkboxes, if applicable:

oConsolidate Report

Mark this checkbox if you want the report to show the profit margin for both the consolidation and subsidiary customers. This report option is only available when you sort the report by Customer #.

oShow Item Description

Mark this checkbox if you want to display the description of the inventory item in the report.

oShow Item Class, Product Line and Inventory Type

Mark this checkbox if you want to display the item class, product line and inventory type in the report.

8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Profit Margin Report function also provides you with flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oInvoice #

AccountMate displays the Sales Invoice when you double-click the invoice number in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item number in the report.

oCustomer #

AccountMate displays the Customer Profile when you double-click the customer number in the report.

Profit Margin Report

Profit Margin Report

See Also