Ideas for SalesPad Desktop

Sales Document Profitability total margin Calculation not working properly

When you change the margin on a line item, the total Gross Margin % does not change.  We need this total margin to calculate when changing line margins because we may need to be competitive on a few line items and need to confirm that the overall margin is acceptable.

  • David Smith
  • May 17 2019
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    Jacob Pegg commented
    May 21, 2019 19:03

    David,

    Can you provide an example or a screenshot?  Are you using the profitability plugin on the sales transaction?  I'm trying to figure out where you are changing the margin on the line.

  • David Smith commented
    May 22, 2019 17:54

    Jacob, attached is short video showing it.  You have to download the VLC media player to play it.