Profitability

The Sales Order Profitability report gives you a quick summary of the profitability of sales orders in iPoint. Clicking on any sales order listed will open it in a new window.

Available details include:

• Design Name – the sales order number and name
• Total – the total sale price to the customer
• Parts Price – the total sale price of all parts (customer-facing)
• Parts Cost – the total purchase cost of all parts (vendor-facing)
• Parts Profit – the profit, in dollars, of all parts on the sales order
• Parts Margin – the parts profit divided by the parts price
• Labor Price – the sales price of all labor
• Labor Cost – the cost of labor, calculated by using the labor phase cost for each phase multiplied by the number of hours sold for each phase
• Labor Profit – calculated by subtracting the labor cost from the labor price
• Labor Margin – calculated by dividing the labor profit by the labor price

Note: A question mark (?) usually indicates a problem with a math calculation. For example, since you can’t divide a number by zero, if there are no labor hours sold, the labor margin math calculation will result in an error.

---

Clicking the Options button allows you to customize the report using a series of filters. Note: Some of these options are also available before you run the report when you select it in the reports module.

• Sales Order From Date – display sales orders created on or after this date
• Sales Order To Date – show sales orders created on or before this date
• Site – when using Multi-Site Inventory you can show sales orders attributed to a specific Site.
• Sales Order Status – filter the report for sales orders matching a specific Sales Order Status
• Sales Order Filter – filter the report for SOs matching a specific class
• Sales Order Type – use the Type field on the SO to find specific Sales Orders
• Sales Order Sales Person – show sales orders where a specific user is listed as the Sales Person
• Sales Order Technical Designer – display sales orders assigned to a particular Technical Designer
• Sales Order Project Manager – show only SOs that match a particular Project Manager
• Sales Order PM Status – this dropbox will filter the list of sales orders based on the Product Manager status of the sales order. The available options are the Product Manager statuses. – New in 9.1113

• Include Archived Sales Orders
  • Show Only – show only sales orders that are marked as archived
  • Don’t Show – show only sales orders that are NOT marked archived
  • Show All – display all sales orders regardless of their archived status
• Next Install Date After – show sales orders after the date entered on the Next Install Date field
• Next Install Date Before – show sales orders before the date entered on the Next Install Date field

Summarize By
These options will sort the sales orders and summarize them by a particular filter. You can use multiple summary options to sort the list even further.
  Customer groups sales orders for the same customer/job together as well as providing a total for the customer
  Sales Rep shows all sales orders attributed to a specific salesperson together. Totals for the salesperson are also displayed.
  Next Install Date groups the list by next install date

Buttons

• Print – will print the found set of sales orders to your printer
• Save – will save a PDF of the report to the location you choose on your computer or network
• Email – attaches the report as a PDF to an email using your default email program
• View PDF – opens the PDF of the report so you can view it
• Update Report – refreshes the report using the options and summary settings described above
• Close – closes the Options pop-over window.

© 2021, iPoint LLC