Profit margins on Estimates, Sales order & Invoices
I've written a little script for a custom button if anyone is interested.
Just go to "Preferences" | Sales orders | Custom Buttons, click "New"
If you want it on your Invoices or estimates, then do this in the Invoices or estimates preferences & change any mention of salesorder below to invoice or estimate
Enter Custom button name = "Margins" - or whatever you prefer.
Delete the sample function.
Copy & paste the code below.....
Enter your organization id (bold / red)
Click "Save"
Refresh your browser & then go to the Sales order module, select a sales order, click "More" | "More Actions" | Select "Margins" or whatever you named the custom button !
Update: As related lists are now available in sales orders, invoices & estimates, this looks better in a "Related list".
orgId = "Your organization Id"; // enter your organization id here
resultMap = Map();
marginHeader = List();
listData = List();
marginHeader.add({"key":"itemName","value":"Name"});
marginHeader.add({"key":"qty","value":"Qty","align":"right"});
marginHeader.add({"key":"cost","value":"Cost","align":"right"});
marginHeader.add({"key":"lineValue","value":"Line Cost","align":"right"});
marginHeader.add({"key":"lineSale","value":"Line Sale","align":"right"});
marginHeader.add({"key":"profit","value":"Profit","align":"right"});
marginHeader.add({"key":"margin","value":"Margin","align":"right"});
items = salesorder.get("line_items");
totalCost = 0;
totalProfit = 0;
totalMargin = 0;
for each line in items
{
try
{
id = line.get("item_id");
details = zoho.books.getRecordsByID("items",orgId,id);
details = details.get("item");
name = details.get("name");
marginDetails = Map();
qty = line.get("quantity").round(2);
sale = line.get("item_total").round(2);
costPrice = details.get("purchase_rate").round(2);
lineValue = (qty * costPrice).round(2);
itemCost = qty * costPrice;
totalCost = totalCost + lineValue;
lineTotal = line.get("item_total");
profit = sale - itemCost;
totalProfit = totalProfit + profit;
margin = (profit / lineTotal * 100).round(2);
totalMargin = totalMargin + margin;
marginDetails.put("margin",margin.round(0) + "%");
marginDetails.put("itemName",name);
marginDetails.put("qty",qty.round(2) + "");
marginDetails.put("cost",costPrice.round(2) + "");
marginDetails.put("lineValue",lineValue.round(2) + "");
marginDetails.put("lineSale",sale.round(2) + "");
marginDetails.put("profit",profit.round(2) + "");
listData.add(marginDetails);
} catch(e) {}
}
seperator = Map();
seperator.put("seperator","");
listData.add(seperator);
saleValue = salesorder.get("sub_total");
saleValue = toDecimal(saleValue);
totalMargin = totalProfit / saleValue * 100;
totalDetails = Map();
totalDetails.put("itemName","Nett : ");
totalDetails.put("lineValue",totalCost.text("##,###.00") + "");
totalDetails.put("profit",totalProfit.text("##,###.00"));
totalDetails.put("lineSale",salesorder.get("sub_total").text("##,###.00"));
totalDetails.put("margin",totalMargin.round(0) + "%");
listData.add(totalDetails);
resultMap.put("header_context",marginHeader);
resultMap.put("data",listData);
gross = toDecimal(salesorder.get("total"));
gtotalCost = totalCost;
gprofit = totalProfit;
gmargin = gprofit / gross * 100;
gtotalDetails = Map();
gtotalDetails.put("itemName","Gross : ");
gtotalDetails.put("profit",gprofit.text("##,###.00"));
gtotalDetails.put("lineValue",gtotalCost.text("##,###.00") + "");
gtotalDetails.put("lineSale",gross.text("##,###.00"));
gtotalDetails.put("margin",gmargin.round(0) + "%");
listData.add(gtotalDetails);
resultMap.put("data",listData);
return resultMap;
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