Margin report#
What you earn on what. It compares the selling price with the purchase price.
Find it under Sklad → Report marží.
Period#
Enter the from and to dates. The report counts documents confirmed in this period, including the whole last day. A non-existent date (such as 30 February) or a "from" date later than "to" is refused with a message and nothing is computed; correct the date and load the report again.
Where the figures come from#
| Value | Source |
|---|---|
| Revenue | the selling price on issue notes — for an e-shop order the goods price after discounts (item discount, customer discount and voucher), without VAT, shipping and payment |
| Costs | the purchase price of the batches written off at the issue (receipt, batch) |
| Margin | revenue minus costs |
| Stocktake differences | a separate line: surplus positive, shortage negative |
Only confirmed issue notes count. Cancelled documents and transfers are left out of the report.
🔴 The report is exactly as accurate as your purchase prices#
That is the whole point of this chapter. When you enter a purchase price of 0 on a receipt, the system counts with it — and the margin comes out at a hundred percent.
A zero purchase price looks like an excellent deal
Goods received at zero appear as pure profit. On one item nobody notices; across the assortment it distorts decisions about what to sell. Enter the price on every receipt.
Enter a price for samples and promotional items too
Even goods you got for free had an acquisition cost — shipping, duty. Zero belongs only where nothing really was paid.
When you leave the price empty on a receipt, the batch gets the stock item's average (otherwise last) purchase price. It stays without a price only for an item that has no purchase price yet.
Notices above the report#
The report tells you when the figures are incomplete. The counts are also in the report table.
| Notice | What it means | What to do |
|---|---|---|
| Issues without a sale price | some issue notes have no selling price; they are left out of revenue, costs and margin, so the revenue is incomplete | add the selling price at the source of the issue (order, manual issue note) |
| Cost estimated | an issue wrote off a batch without a purchase price; its cost comes only from the priced batches of the same issue (or is zero), the margin is indicative | enter the purchase price on receipts |
Average or last purchase price#
The system keeps both. The average smooths out fluctuations; the last shows the current situation.
With rising prices the average flatters the margin
Goods bought cheaply a year ago drag the average down. When deciding on a new selling price, look at the last purchase price.
If you work with batches, the margin is calculated from the price of the batch actually written off — and is therefore the most accurate.
What the report does not contain#
A margin is the difference between purchase and selling price. It does not include other costs:
- delivery to the customer, unless they pay it,
- payment gateway fees,
- packaging, labour, complaints,
- comparison-site commissions.
A positive margin does not mean profit
On cheap goods with expensive delivery the margin can be positive and the trade still loss-making. Treat the report as an input, not as a profit and loss account.
What it is good for#
- What to sell more of. A high margin with decent volume.
- What to reprice. Goods that sell and yield almost nothing.
- Where the data is wrong. A margin of 100 % or a negative one usually means a missing or wrong purchase price, not a remarkable deal.