Margin Exception


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.
Comments
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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:
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
(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!)
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🙂Thanks Ballajura,
appreciate you help
also is it possible to create a inventory item report with last purchase cost price ?
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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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