Profit for each invoice and customer

1

With recent changes to inventory and cost of sales, can somebody please guide me on how I can calculate the gross margin for each and every invoice and by customer? Earlier, I developed custom report and was also able to generate this from the breakdown of sales and cost of sales reports from general ledger.

This helps us in analyzing negative margin deals (invoices) and distinguishing between profit making and loss making customers.

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2

maybe you can use project tap it will help

3

Thanks, we are in a trading business and project tab is not applicable in our case.

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4

yes i know but it will give you same result right now i tried it and it help

5

This doesn’t work for historical transactions.

6

Have the same problem here after last update, no report Found to show cost of sales invoices before this update I used general ledger transactions And COGS Account now its only figures with no description and seems to be Cost of materials used in Production orders not Sold even yet.

7

@lubos please look into this and advise on how we can evaluate the profitability at invoice and customer level. This is required for management reporting purposes.

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8

@applet in the latest version (25.1.11) functionality of your report should be restored.

9

Thanks @lubos I am using cloud version 25.1.11.2023
Report is showing empty customer name and empty invoice number. This was not the case earlier. Refer the attached screenshot.

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I have checked my data for customer and invoice number and none of the fields are empty.

To isolate potential issues it’s worth noting the following:

  1. In the section for empty customer name and invoice number are inventory - cost items only
  2. In the report some customers have correct data (refer extract below - customer name has been blurred) and it appears as follows for each customer

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10

Hi @lubos Any feedback on this subject?