Margin Exception

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prasanna
prasanna Member Posts: 35 ✭
in Reckon Accounts (Desktop)


Hi Team

I need to run a % Margin Report for all the item sold

Essentially we need to see a report that tells me what products are selling at < 0 % profit margin.

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,442 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi @prasanna

    The Item Profitability report (under Reports dropdown menu > Jobs, Time & Mileage) will show you this info - Click on Modify Report ... to add the (%) Difference column also:

    image.png

    You can also untick any columns you don't want too (eg you can just display the $ & % Difference only if preferred 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • prasanna
    prasanna Member Posts: 35 ✭
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    🙂Thanks Ballajura,

    appreciate you help

    also is it possible to create a inventory item report with last purchase cost price ?

  • Reeta
    Reeta Reckon Staff Posts: 54 Reckon Staff
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    Hi @prasanna ,

    Best option would be to create a Purchases by item detail and use filter to get the last purchase cost price.

    To create Purchase by item detail report go to:

    Reports> Purchases> Purchases by item details. It will display all the items and their cost price.

    Hope this helps.

    Kind regards,

    Reeta

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