Function #46: Auto-Calculate Sales Margin on a Quote

Function #46: Auto-Calculate Sales Margin on a Quote



Welcome back everyone!

Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice.

Business scenario

Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's by calculating the sales margin of a deal. Sales Margins are calculated and displayed either in the Quotes, Sales Orders or the Invoices. Basically anything that gives a summary of the deal.

Sales Margin = [(Unit Price x Quantity) - Discount]

This sales margin also be used in Reports to gauge the company's profit for the particular period of time. That's like hitting multiple birds with a single stone and this method of evaluation and report generation has been the norm for several companies for quite a while now. Alternatively, you can set up a 'dashboard' in your CRM to get live updates of the sales margin.

Recently, one of our customer's put forth the request to facilitate this feature in our CRM. Hence, this week's function is about calculating the sales margin and displaying them in either the sales order, quote or the invoice module, in dashboards and reports.

One more thing that you can do with the sales margin is to use workflow rules to trigger whenever the discount amount is below or above a particular value. In that case, set up a notification to be sent to the Admin/CEO or any one for that matter. Since "Margin" is useful in a lot of ways, make the most of it.

Pre-requisites

  • Create a custom field named "Margin" or "Sales Margin" in the required module.

Getting started with the function

  1. Go to Setup > Automation > Actions > Functions > Configure Function > Write your own.
  2. Provide a name for the function. For example: "Create Invoice". Add a description (optional).
  3. Copy the code given below.
  4. Click “Edit arguments”.
  5. Enter the name as “quotId” and select the value as “Quote Id”.
  6. Click Save&Execute Script to check the code.
  7. Save the function.

The Code

-----------------------------------------------------------------------------------------------------------------------

quoteDetails = zoho.crm.getRecordById("Quotes",Id.toLong());
//info quoteDetails;
productDet = ifnull(quoteDetails.get("Product_Details"),"");
totalmargin = 0.0;
for each eachProd in productDet
{
productname = eachProd.get("product").get("name");
id = eachProd.get("product").get("id");
disc = ifnull(eachProd.get("Discount"),"0.0").toDecimal();
quantity = ifnull(eachProd.get("quantity"),"0.0").toLong();
productdetails = zoho.crm.getRecordById("Products",id);
costprice = ifnull(productdetails.get("Unit_Price"),"0.0").toDecimal();
costpricequantity = (costprice * quantity) - disc;
totalmargin = totalmargin + costpricequantity;
}
params = Map();
params.put("Margin",totalmargin);
update = zoho.crm.update("Quotes",Id.toLong(),params);
info params;
info update;

-----------------------------------------------------------------------------------------------------------------------

Note

  • The code given above works only for V2 version of Zoho APIs. Please note that the code WILL NOT work for Version 1.0 APIs.
  • You can tweak the code a bit and use it for the Sales Order and the Invoice module as well.

Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Do check out other functions shared in this series here.

See you all next week with another interesting function. Ciao!

    • Sticky Posts

    • Function #46: Auto-Calculate Sales Margin on a Quote

      Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

    • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

      Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

    • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

      Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

    • Custom Function : Automatically send the Quote to the related contact

      Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

    • Function #50: Schedule Calls to records

      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

    • Recent Topics

    • How to see Tickets that require a response

      When an agent checks his work he should be able to see a list of tickets that he has to reply to. Currently he can only see if the ticket is closed or open. However the ticket might be open but we are waiting for the customers reply, so there is nothing

    • Zoho Books' 2025 Wrapped

      Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

    • [Free webinar] Integrations in Zoho Creator - Creator Tech Connect

      Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

    • Issue with attaching files to a task through the API

      Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:

    • Trigger workflows from SLA escalations in Zoho Desk?

      Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

    • Agents permission per department

      Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

    • Ask the Experts - Live Q&A webinar

      Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Prevent Automatic Milestone Inheritance for Newly Created Task Lists

      Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding how new task lists inherit Milestone association in Zoho Projects. Current Behavior: At the moment, when a new task list is created below an existing

    • Hiding / removing Currency field from Layout

      Hello, I'm working on the LEAD standard layout of Zoho CRM. I like to have it as minimal as possible for our team. I could remove most of the field, but Currency is not possible. As lead, I don't quite understansd the necessity to have Currency as mandatory.

    • Updating Sales orders on hold

      Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}

    • Can we have Backorder Management ?

      Can we have Backorder Management ?

    • Accept credit card payment for multiple invoices

      We have a problem with Zoho Books.  While we can charge a customer's credit card for an individual customer invoice, we cannot charge a customer's credit card for more than one invoice. In our business, it is common for a client to phone up and say, "Here

    • Anyone in Australia using Zoho Books AND has their account with NAB?

      Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

    • Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

      Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

    • ISO 3166-2 Compliant Country and Regions

      Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items

    • Tax on Imported goods charged by Shipping Company

      Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration

    • Invoice Import Error: "Either Tax or Tax Exemption Reason is required" - Recurring Across All Attempts

      Issue Description: I'm experiencing a critical issue with invoice imports in Zoho Books. Every import attempt fails with the same error message, regardless of the tax data provided: Either Tax or Tax Exemption Reason is required. This error is blocking

    • Zia Agents in Zoho CRM: a better way to set up digital employees

      Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and

    • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

      Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

    • Zoho CRM Copilot Connector

      Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Automation Series: Notify Admin When User Accepts an Invitation

      In Zoho Projects, a portal is an organisational-level workspace where user can manage multiple projects. To join a portal, a user will have to accept the portal invitation. However, it is important for admins to be in the loop when a user accepts the

    • Limitation in Using Images or Icons within Dropdown Options in Zoho Survey

      Zoho Survey does not support the inclusion of images or icons within dropdown (select box) options. Dropdown question types are limited to text-only choices, which restricts the ability to present visually rich options such as product images or icons.

    • Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

      Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific

    • What's New in Zoho Invoice | January – March 2026

      Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from January to March 2026. Here's what's new this quarter: Compact Bilingual Template [GCC Editions] Tax Calculation on MRP for Tobacco Products [India

    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

    • can change deal colors in bigin?

      can be super useful if we can change colors deals process any way to do it?

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Zoho One - White Label

      Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Setting default From address when replying to request

      At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

    • Analytics : Highlighting a single bar in a bar chart

      I have a bar chart showing values across a year by week. I have a user filter to change the selected week, however the year graph will remain as showing the full year.  Is there anyway to conditionally format or construct the year graph to highlight the selected week ? 

    • Zoho CRM with Built-In MCP Support

      Zoho CRM now provides built-in support for Model Context Protocol (MCP), enabling AI tools to connect and perform CRM actions using natural language. Zoho CRM MCP servers act as a bridge between AI agents and Zoho CRM, exposing CRM capabilities as callable

    • Choose Component for User Filter

      This filter in the Choose Component for User Filter would be better if had an Order or Group by function. Also, the Specify the default filter values: is very confusing and limiting.

    • Inviting client to setup brand and more

      Hello, There are two most critical functions which must be added in Zoho Social for Agency. Invite user/client to setup brand and link social media. As a agency we tell our clients, we don't want your social media credentials to manage your account. Then

    • Disable - order online at zoho store

      I'm running cafe with Zoho POS. Doing good, however this enablement (Disable online order only on zakyastore.in) would enhance the business. Support asked to close -> "We can close the store from more options in the Mobile store > Overview > Store details

    • Next Page