[ADD] sales: create new page 'Margins'.

closes #15115

X-original-commit: c5ad26f
Signed-off-by: Megan Valenzuela (meval) <[email protected]>
Co-authored-by: Felicia Kuan <[email protected]>

Author: meval1006

content/applications/sales/sales/sales_quotations.rst

@@ -130,6 +130,7 @@ more detail and information, such as :doc:`quotation templates <sales_quotations
 
    sales_quotations/create_quotations
    sales_quotations/quote_template
+   sales_quotations/margin
    sales_quotations/optional_products
    sales_quotations/get_signature_to_validate
    sales_quotations/get_paid_to_validate

content/applications/sales/sales/sales_quotations/margin.rst

@@ -0,0 +1,115 @@
+=======
+Margins
+=======
+
+The sales margin is the profit gained from the sale of a product or service after all the costs
+related to it have been accounted for.
+
+In the Odoo **Sales** application, it is possible to show sales margins on quotations and sales
+orders. Salespeople can use the feature for better management and monitoring of profitability.
+
+Configuration
+=============
+
+To activate the *Margins* feature, go to the :menuselection:`Sales app --> Configuration -->
+Settings`. In the :guilabel:`Pricing` section, tick the :guilabel:`Margins` checkbox. Then click
+:guilabel:`Save`.
+
+.. image:: margin/margins-checkbox.png
+   :alt: Margins checkbox.
+
+.. _sales_quotations/margin/configure-price-and-cost:
+
+Configure price and cost
+------------------------
+
+To automatically calculate the sales margin for each quotation or sales order line item, go to
+:menuselection:`Sales app --> Products --> Products`. Fill out the :guilabel:`Sales Price` and
+:guilabel:`Cost` fields in the :guilabel:`General Information` tab for every product.
+
+Odoo calculates the margin by:
+
+.. math::
+   Sales~Margin = Sales~Price - Cost
+
+The margin percentage is calculated by:
+
+.. math::
+   \frac{Sales~Price - Cost~Price}{Sales~Price} \times 100
+
+.. image:: margin/product-view.png
+   :alt: Cable Management box product page.
+
+Compute margins on sales orders
+===============================
+
+Go to :menuselection:`Sales app --> Orders --> Quotations` and click the :guilabel:`New` button to
+begin a new quotation. Fill out the quotation with the necessary information. While adding products
+to the quotation, a new field, :guilabel:`Margin`, automatically appears at the bottom of the
+document. This field displays the order's total margin in the configured currency as well as the
+percentage.
+
+.. image:: margin/so-with-margin-field.png
+   :alt: Sales order with Margin field on the bottom.
+
+To display a product's margin and the margin percentage per line item, click the
+:icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the :guilabel:`Order Lines` tab.
+
+Then, tick the checkboxes for :guilabel:`Margin` and :guilabel:`Margin(%)`. The :guilabel:`Margin`
+column shows the profit to earn from the sale after accounting for all associated costs. It displays
+in the configured currency value. The :guilabel:`Margin(%)` shows the margin value as a percentage.
+The margin for one unit is multiplied by the quantity to determine the margin for the entire line.
+
+The :guilabel:`Margin` and :guilabel:`Margin(%)` columns are not displayed by default, but once
+enabled, the columns appear on all new and existing quotations and :abbr:`SOs (sales orders)`.
+
+.. image:: margin/so-with-margins-checkboxes.png
+   :alt: Sales order with Margin and Margin(%) columns displayed.
+
+.. note::
+   The :guilabel:`Margin` and :guilabel:`Margin (%)` columns are not editable since they are
+   automatic calculations. To change the calculation, refer to :ref:`Configure price and cost
+   <sales_quotations/margin/configure-price-and-cost>` section for more information.
+
+Margin calculation with a pricelist
+===================================
+
+To calculate the margin with an applied pricelist, begin with configuring a pricelist for the
+product. Follow these steps:
+
+#. Go to :menuselection:`Sales app --> Products --> Pricelists` and click the :guilabel:`New`
+   button.
+#. Enter the name of the pricelist and click :guilabel:`Add a line` to create a new pricelist
+   rule.
+#. Configure the pricelist and click :guilabel:`Save & Close` button.
+#. Go to :menuselection:`Sales app --> Orders --> Quotations` and create a quotation.
+#. In the :guilabel:`Pricelist` field, select the newly made pricelist.
+#. Click on :guilabel:`Update Prices` to refresh the product price and margin.
+
+.. example::
+   To apply a seasonal 5% discount on blue denim jeans that requires a minumim of two pairs of jeans
+   in an order and is valid only from October to the end of December, the pricelist rule should look
+   like this:
+
+   .. image:: margin/pricelist-configuration.png
+      :alt: Pricelist Rules pop-up window.
+
+   After saving the pricelist, go to the desired :abbr:`SO (sales order)` and select the newly
+   created pricelist, and adjust the quantity according to the pricelist's rule.
+
+   .. image:: margin/so-with-pricelist.png
+      :alt: Sales order with a new pricelist selected.
+
+   After the changes are made, click :icon:`fa-refresh` :guilabel:`Update Prices` to update the
+   :guilabel:`Margin`, :guilabel:`Margin (%)`, and :guilabel:`Amount`. The margin is recalculated
+   based on the pricelist-adjusted product's sales price and cost.
+
+   .. image:: margin/so-with-applied-pricelist.png
+      :alt: Sales order with margins recalculated based on the price-list adjustment.
+
+.. tip::
+   Another way to visualize the impact of margins on sales orders is to go to :menuselection:`Sales
+   app --> Orders --> Quotations`, select the :icon:`fa-area-chart` :guilabel:`(area chart)` icon or
+   :icon:`oi-view-pivot` :guilabel:`(pivot)` icon, click :guilabel:`Measures` button and change it
+   to :guilabel:`Margin` to see margin contributions across the customer base.
+