Margin Exceptions Report

Create a Margin Exceptions report to review the transactions where items were sold outside the Gross Margin range selected for the report.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Exceptions.

Grant permission to the individual report > Exceptions > Margin Exception.

Create Your Report

Choose Order By of

• Order Number
• Customer

Select Promotional Items

• Include Promotional Items- When Promotional Items are included on the report, the Promo ID is provided in the Promo column.
• Exclude Promotional Items- No Promotional Items are included in the report.
• Promotional Items only- When Promotional Items are included on the report, the Promo ID is provided in the Promo column.

In the Location Selection section, All Locations is selected by default. Click One Location and enter the Site ID or select F12 to search.

Enter an amount for Gross Margin Percentage then use an operator to indicate how the amount should be used by clicking on it. Select

• Greater than or equal to
• Less than or equal to
• Equal to
• Not equal to

Create a date range in Date Selection by entering

• Start Date- Enter a Start Date using the mm/dd/yy date format or select from the available drop down calendar.
• End Date- Enter an End Date using the mm/dd/yy date format or select from the available drop down calendar.

Use the Category Selection section to choose All, one or multiple Item Categories.

Limit the information on the report by adding a Customer Filter See Using a Customer Filter for more information.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.