diff --git a/content/applications/sales/sales/sales_quotations.rst b/content/applications/sales/sales/sales_quotations.rst index 185e064b73..19f752e9cd 100644 --- a/content/applications/sales/sales/sales_quotations.rst +++ b/content/applications/sales/sales/sales_quotations.rst @@ -130,6 +130,7 @@ more detail and information, such as :doc:`quotation templates 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 + ` 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. + diff --git a/content/applications/sales/sales/sales_quotations/margin/margins-checkbox.png b/content/applications/sales/sales/sales_quotations/margin/margins-checkbox.png new file mode 100644 index 0000000000..a65c2e742c Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/margin/margins-checkbox.png differ diff --git a/content/applications/sales/sales/sales_quotations/margin/pricelist-configuration.png b/content/applications/sales/sales/sales_quotations/margin/pricelist-configuration.png new file mode 100644 index 0000000000..84abf18d0c Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/margin/pricelist-configuration.png differ diff --git a/content/applications/sales/sales/sales_quotations/margin/product-view.png b/content/applications/sales/sales/sales_quotations/margin/product-view.png new file mode 100644 index 0000000000..cc5846b22c Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/margin/product-view.png differ diff --git a/content/applications/sales/sales/sales_quotations/margin/so-with-applied-pricelist.png b/content/applications/sales/sales/sales_quotations/margin/so-with-applied-pricelist.png new file mode 100644 index 0000000000..ba52b78d4e Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/margin/so-with-applied-pricelist.png differ diff --git a/content/applications/sales/sales/sales_quotations/margin/so-with-margin-field.png b/content/applications/sales/sales/sales_quotations/margin/so-with-margin-field.png new file mode 100644 index 0000000000..c49e6ef73a Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/margin/so-with-margin-field.png differ diff --git a/content/applications/sales/sales/sales_quotations/margin/so-with-margins-checkboxes.png b/content/applications/sales/sales/sales_quotations/margin/so-with-margins-checkboxes.png new file mode 100644 index 0000000000..00fe90cf9f Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/margin/so-with-margins-checkboxes.png differ diff --git a/content/applications/sales/sales/sales_quotations/margin/so-with-pricelist.png b/content/applications/sales/sales/sales_quotations/margin/so-with-pricelist.png new file mode 100644 index 0000000000..ebc4be8b61 Binary files /dev/null and b/content/applications/sales/sales/sales_quotations/margin/so-with-pricelist.png differ