Use the Margin Report

Use the Margin Report

Overview  

This video will show you how to check the margin being delivered in a sales order by using the margin report. A step by step guide can be found below the video.


Steps 

  1. Ensure the Sales Order is saved.
  2. use the Actions menu to select Margin Report.
  3. Review the report in the dialog and click OK when finished.
  4. If any new products are added to the sales order, the order must be saved for the Margin Report to refresh.

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