The sales order cost tab is useful for viewing row level information on cost, revenue and profit from within a sales order.
It is similar to the profit-at-a-glance seen on the recent sales list but displays the data per sales order row. It can be useful for negotiating discounts and price reductions whilst making a quote.
The sales order cost tab can be activated from Settings > Sales > Sales Settings .
What do the figures mean?
When viewing the sales order cost tab you should be aware of the shipped status of the sales order.
- Cost values
Until the items are shipped, this is an estimated value based on the cost price list (as on the order). Once the items are shipped (on a goods out note or a drop-ship purchase order) the actual cost value, inclusive of landed costs, will be displayed.
- Net Revenue
This value is the tax exclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.
- Gross Revenue
This value is the tax inclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.
Non-stock tracked items and miscellaneous rows
If the sale contains a non-stock tracked item, the cost tab will use the cost of the product on the cost price list associated with the sale.
If the sale contains a miscellaneous row, the cost tab will display a box where a cost can be manually entered:
Neither of these costs will post to accounts - they are purely for reporting purposes.
They will appear on sales reports, but not in the accounting.