How to view Profit Calculator Report

What is a Profit Calculator Report
A Profit Calculator Report provides an overview of how much profit each salesperson earns from the markup prices on their sales. This report details the additional amount each salesperson makes beyond the base price of the products they sell. By analyzing this report, you can track individual performance, understand how much profit is generated through each salesperson's markups, and make informed decisions to optimize your sales strategies and compensation.

Learn How To

1. Ensure that you have created both a purchase invoice and a sales invoice for items with FIFO enabled.
2. View Profit Calculator Report

Firstly, ensure that you have created both a purchase invoice and a sales invoice for items with FIFO enabled.

Make sure that you have entered the markup price and selected the appropriate staff in the purchase invoice and the salesperson in the sales invoice. If you don't know how to create it, you may refer to:  How to View Purchase Markup Report


How to view Profit Calculator Report?

1. Click on Reports and select View More

2. Click on Custom

3. Click on Profit Calculator Report to view it

(For filtering instructions, proceed to the next step) 

4. Click on Filter

5. Select a Salesperson

6. Click on Apply

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

7. Select a Customer

8. Click on Apply

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