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)

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    • 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

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