Adding Margin
User Can apply the margin on Quotation Item and Sales Order Item using following two options. 1)Price Rule: With the help of this method user can apply the margin on Quotation.
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User Can apply the margin on Quotation Item and Sales Order Item using following two options. 1)Price Rule: With the help of this method user can apply the margin on Quotation.
Last updated
To setup Pricing Rule, go to:
Selling > Setup > Pricing Rule or Accounts > Setup > Pricing Rule
Adding Margin in Pricing Rule
Total Margin is calculated as follows: Rate = Price List Rate + Margin Rate
So, In order to apply the Margin you need to add the Price List for the Item
To add Price List, go to:
Selling > Setup > Item Price or Stock > Setup > Item Price
2) Apply margin direct on Item: If user wants to apply the margin without pricing rule, they can use this option. In Quotation Item and Sales Order Item, user can select the margin type and rate or amount. The system will calculate the margin and apply it on price list rate to calculate the rate of the product.
To add margin directly on Quotation or Sales Order, go to:
Selling > Document > Quotation
add item and scroll down to section where you can find the Margin Type
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Adding Item Price
Adding Margin in Quotation
