How to View Purchase Markup Report

What is a Purchase Markup Report?

A Purchase Markup Report shows the markup prices added by your staff on purchased items. It helps you track the additional costs applied by staff to the items you buy. You can use this report to view the markup prices for all staff or see the markup price for a specific staff member.

Learn How To:

1. Ensure that you have enabled Inventory Aging
2. Ensure that your item has enabled FIFO
3. Enable salesperson, staff, and custom column on settings before creating sales and purchase invoice
4. View Purchase Markup Report

Firstly, ensure that you have enabled Inventory Aging

If your account has not been enabled inventory aging, you may contact customer service to help you enable inventory aging. If you don't know how to contact Customer Service, you may refer to: How to Contact Customer Service in Biztory. After you have enabled inventory aging, you will need to enable FIFO(First In First Out) on settings.

1. Click on Profile Picture and go to Company and select Settings

2. Click on Product

3. Click on Inventory Settings

4. Enable FIFO (First In First Out)

(If you don't see enable FIFO on Inventory Settings, it means your account has not enabled inventory aging and you may contact customer service to help you)

Secondly, ensure that your item has enabled FIFO

5. Click on an item that you want to enable FIFO

6. Click on Enable FIFO for this product

(Once you have enabled FIFO for your item, you cannot disable it)

Thirdly, enable salesperson, staff, and custom column on settings before creating sales and purchase invoice

7. Click on Profile Picture and go to Company and select Settings

8. Click on Purchases

9. Click on Purchase Table Format

10. Enable Staffs

11. Rename a Custom Column  and enable it

(wait for 3 to 5 seconds to save, then you will see a success snackbar)

12. Click on Sales

13. Click on Invoice Table Format

14. Enable Salesperson

(If you don't see this, you might contact customer service to help you enable salesperson in invoice item)

15. Rename a Custom Column and enable it

(wait for 3 to 5 seconds to save, then you will see a success snackbar)

16. Now you can create a purchase invoice. When creating a purchase invoice, enter the markup price in the custom column and select the staff in the item table. If you don't know how to create a purchase invoice, you may refer to: How to create a Purchase Invoice? Next, create a sales invoice. Enter the markup price in the custom column and select the salesperson in the item table. If you don't know how to create a sale invoice, you may refer to: How to create a Sale Invoice?

Next, you can view Purchase Markup Report

17. Click on Reports and select View More

18. Click on Custom

19. Click on the Purchase Markup Report to view it. 

(For filtering instructions, proceed to the next step)

20. Click on Filter

21. Select a Supplier

22. Click on Apply

(You will see all the data related to the supplier)

23. Click on Filter

24. Select a staff to view markup

25. Click on Apply

Related Guides on this Report

• To view profit calculator report, please refer to: How to View Profit Calculator Report