This report takes a look at all orders that match the select search criteria, and displays a summary of the charges in the format selected.
The output of this report depends on the 'Report Type' selected.
Navigation: Reports > Sales Margin Report
Order - This displays each order on its own row, with a summary of the Booked/Allocated value of goods on the order, and the associated Cost of Goods for each order.
Customer - This groups all orders up according to the customer profile they are associated with, based on the Ship To Address.
Rep - This groups all orders together according to the Sales Rep they are associated with.
Product By SKU - This version still looks at all the orders that match the search criteria, but once it has identified the orders, it then breaks all the orders out into the SKUs on each order, and summarizes the totals, and values of the items on the orders.
Product By Style - Only available if your portal is set up for Apparel Formatting. This acts the same as Product by SKU, but it groups all sizes of each Style-Color into a single row.
Include Additional Charges?
This check box can be used to determine if an order had any additional charges on the order and it will display it as a separate column value.
This check box can be used to determine if an order had a credit added on the order and it will display it as a separate column value.
Start Date Field / Start Date
Use these two filters set a start date to match orders on, and to specify which field the start date applies to. The date can be matched against when the Order was first booked, when the order is expected to start shipping, the cancel, or expiry date of the order, or when the order was shipped.
End Date Field / End Date
The same as the filters for Start Date, but this filter applies to the end of the report range.
Start Date: March 28th, 2016 00:00am
End Date: April 28th, 2016 11:59pm
Include Back Orders?
This check box can be used to determine if Back Orders should be included in the report or not.
Please note: In this report, back orders are considered to have a '0' value for Booked units, as the booked units are taken into account on the primary order.
This filter can be used to limit orders included in the report to those that are associated with the selected Sales Rep(s).
This filter can be used to limit orders included in the report to those that are currently in the selected Status(es).
If you have rights to view multiple warehouses on your portal, you will be displayed with another drop down, to allow you to include additional warehouses in your search for orders. Please note, when using a Cost of goods price list, each warehouse can have the same price list set up with a different currency code. If this is the case, it is advisable to run the report for each DC separately, rather than just changing the filter from DC to DC as this might impact reporting.