Sales Margin

Create a Sales Margin Report for all, one, or multiple Item Categories and Locations.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Oil & Energy

Grant permission to the individual report> Oil & Energy > Sales Margin

Create Your Report

Choose a Report Type of either

• Detail
• Summary

Use the drop down list in Costing to select WAC or Market/Contract.

Use the drop down list in Group By to select Item or Customer.

If Show Margin is selected, quantity columns will be included on the report.

In the Category section, choose All, one or multiple Item Categories.

In the Locations section, choose All, one or multiple Locations.

Recent Date Selection can be used to create a date range using the available drop down calendar or entering dates using the mm/dd/yy date format in both the Start and End date fields.

Former Date Selection can be used to create a date range using the available drop down calendar or entering dates using the mm/dd/yy date format in both the Start and End date fields.

Learn more about applying a Customer Filter here.

Learn more about applying an Item filter here.

Select Preview to view the report onscreen.

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