# Tracking codes for Customers and Invoice **URL:** \ **Category:** Uncategorized\ **Created:** [April 7, 2015, 5:17am UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609 "2015-04-07T05:17:51Z")\ **Posts on this page:** 11\ **Page:** 1
**Author:** ![Awais](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/awais/32/220_2.png) [@Awais](https://forum.manager.io/u/Awais)\ **Post date:** [April 7, 2015, 5:17am UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/1 "2015-04-07T05:17:51Z")
I want to create the customers P&L statement so for that purpose I had to select tracking codes for each item in the sales invoice which is time consuming. If tracking code can be assigned to customers or whole sales invoice than it would be really helpful. Thanks in Advance… ---
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [April 7, 2015, 8:35am UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/2 "2015-04-07T08:35:57Z")
Does P&L make sense for single customer? I mean customer will always have mostly income and will completely miss expense side as operating expenses are not allocated to specific customers. So what’s the point? ---
**Author:** ![Awais](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/awais/32/220_2.png) [@Awais](https://forum.manager.io/u/Awais)\ **Post date:** [April 7, 2015, 6:29pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/3 "2015-04-07T18:29:53Z")
Actually I want to see and compare the profit margin earned from different customers in specific period of time and you are right that customer will always have income. But I want to track the profit margin of customers or invoices. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [April 7, 2015, 8:20pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/4 "2015-04-07T20:20:16Z")
Invoices do not contain the information necessary for calculating profit margin. They only show invoiced price, not underlying cost. But you should be able to do what you want using tracking codes if you assign one to each customer. The Profit & Loss statement can then be used to break things out. This is not much different from multiple divisions or cost centers. ---
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [April 7, 2015, 10:09pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/5 "2015-04-07T22:09:57Z")
> [@Awais](#): > > But I want to track the profit margin of customers or invoices. Are you using inventory? Because the only report which is possible would be inventory profit margin per customer. Manager has the data to calculate that. If you are not using inventory, how do you imagine this report should work? Should it take percentage from each expense category based on how much you have sold to customer? This could work but I’ve never heard of this before. ---
**Author:** ![Awais](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/awais/32/220_2.png) [@Awais](https://forum.manager.io/u/Awais)\ **Post date:** [April 8, 2015, 1:15pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/6 "2015-04-08T13:15:23Z")
Yes, of course I am using inventory items. and I want the inventory profit margin per customer. How can I calculate that ? ---
**Author:** ![Awais](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/awais/32/220_2.png) [@Awais](https://forum.manager.io/u/Awais)\ **Post date:** [April 8, 2015, 1:19pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/7 "2015-04-08T13:19:03Z")
> [@Tut](#): > > But you should be able to do what you want using tracking codes if you assign one to each customer. Does Manager support this? ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [April 8, 2015, 1:35pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/8 "2015-04-08T13:35:16Z")
I don’t know why it wouldn’t. See the Guide at [Guides | Manager](http://www.manager.io/guides/miscellaneous/tracking-profitability-by-division/). This will mean an extra step of creating a new tracking code whenever you create a new customer, and the P&L statement that results may be cumbersome, but it should work. ---
**Author:** ![Awais](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/awais/32/220_2.png) [@Awais](https://forum.manager.io/u/Awais)\ **Post date:** [April 8, 2015, 1:39pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/9 "2015-04-08T13:39:10Z")
There is no option to allocate tracking code to customers. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [April 8, 2015, 1:52pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/10 "2015-04-08T13:52:56Z")
The tracking code is entered against each transaction. Please understand, I’m not advocating this course of action, because I believe it would be cumbersome and prone to mistakes and omissions. I merely said it should work. When you create a new customer, there is also a field for Code. You might also be able to use this for sorting and exporting of various account listings. I’ve never tried to do what you are requesting, so I can only suggest some possibilities. Others may know of different approaches. ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [January 18, 2023, 3:38pm UTC](https://forum.manager.io/t/tracking-codes-for-customers-and-invoice/2609/11 "2023-01-18T15:38:17Z")