Ensure you protect your Margin by setting checking limits.
Ensure all pricing mistakes are caught at the time.
Two Separate margin levels
- Set two different margin levels.
- Choose which customers are checked against which level.
Set Expected margin on
- Stock Primary Group
- Stock Secondary Group
- Stock Price Group
- Individual Stock Items
Select each Debtors Margin Checking Level
- Normal Check
- Lowest Check
- Below Cost
- No Checking
How does it Work?
When a sales order is saved the sell prices are check against the costs, If the sale is below the expected margin then.
- The Order is placed on Hold.
- Management is sent an email to check the order.
Management can then enter a Password on the Order to release it off hold.
What Cost is Used?
This can be customized, By default it will use the highest of
- Supplier Cost
- Last Cost
- Average Cost
- Standard Cost
What about Exo CRM Opportunities?
If Exo CRM is installed then the same Margins are applied to Opportunities.
As there is no “Hold” on an opportunity the Print Template can be edited to display an “ERROR” across the Opportunity to prevent it being delivered to a customer without approval.