2
.. i18n: Margin Control
3
.. i18n: ==============
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.. i18n: It's important to keep good control of margins in every company. Even if you have a good level of
10
.. i18n: sales it won't guarantee company profitability if margins aren't high enough. OpenERP provides a
11
.. i18n: number of systems for monitoring margins. The main ones are:
14
It's important to keep good control of margins in every company. Even if you have a good level of
15
sales it won't guarantee company profitability if margins aren't high enough. OpenERP provides a
16
number of systems for monitoring margins. The main ones are:
18
.. i18n: * Margins on a sales order,
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.. i18n: * Margins by product,
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.. i18n: * Margins by project,
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.. i18n: * Using price lists.
27
* Margins on a sales order,
35
.. i18n: Margins on sales orders
36
.. i18n: -----------------------
39
Margins on sales orders
40
-----------------------
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.. i18n: single: module; sale_margin
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single: module; sale_margin
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.. i18n: If you want to check your margins on sales orders you can install the :mod:`sale_margin` module
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.. i18n: from ``addons-extra``. This will add margins calculated on each order line and on the order total.
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If you want to check your margins on sales orders you can install the :mod:`sale_margin` module
54
from ``addons-extra``. This will add margins calculated on each order line and on the order total.
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.. i18n: .. figure:: images/sale_margin.png
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.. i18n: :align: center
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.. i18n: *An order with the module sale_margin*
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.. figure:: images/sale_margin.png
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*An order with the module sale_margin*
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.. i18n: The margin on each line is defined as the quantity sold multiplied by the sale price for the
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.. i18n: customer less the cost price of the products. By default, products are managed using standard price
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.. i18n: in OpenERP (cost price fixed manually and reviewed once per year). You can change that to
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.. i18n: ``Average Weighted Price``, meaning that the product cost fluctuates with purchases from
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.. i18n: suppliers. After product receipt you can add fixed costs, such as delivery costs, in the cost of
74
.. i18n: each product.
77
The margin on each line is defined as the quantity sold multiplied by the sale price for the
78
customer less the cost price of the products. By default, products are managed using standard price
79
in OpenERP (cost price fixed manually and reviewed once per year). You can change that to
80
``Average Weighted Price``, meaning that the product cost fluctuates with purchases from
81
suppliers. After product receipt you can add fixed costs, such as delivery costs, in the cost of
85
.. i18n: single: module; product_extended
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single: module; product_extended
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.. i18n: OpenERP supports a third method of updating the cost price of products using the module
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.. i18n: :mod:`product_extended`, also in ``addons-extra`` at the time of writing.
93
.. i18n: This adds a button to the product form which lets you
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.. i18n: automatically recalculate the cost price for the selected products.
95
.. i18n: The cost price is calculated from the raw materials and the operations carried out
96
.. i18n: (if the products have been manufactured internally so that you have set their costs).
99
OpenERP supports a third method of updating the cost price of products using the module
100
:mod:`product_extended`, also in ``addons-extra`` at the time of writing.
101
This adds a button to the product form which lets you
102
automatically recalculate the cost price for the selected products.
103
The cost price is calculated from the raw materials and the operations carried out
104
(if the products have been manufactured internally so that you have set their costs).
106
.. i18n: Margins by product
107
.. i18n: ------------------
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.. i18n: single: module; product_margin
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single: module; product_margin
120
.. i18n: To track margins by product, install the module :mod:`product_margin`. Once the module
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.. i18n: is installed you can see the margins by product by using the menu :menuselection:`Products -->
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.. i18n: Reporting --> Margins by Product`.
125
To track margins by product, install the module :mod:`product_margin`. Once the module
126
is installed you can see the margins by product by using the menu :menuselection:`Products -->
127
Reporting --> Margins by Product`.
129
.. i18n: When you've clicked on the menu, OpenERP asks for an analysis period and the state of invoices. If
130
.. i18n: no period is given, OpenERP will calculate margins on all of the operations without restriction. By
131
.. i18n: default, however, OpenERP proposes a period of the last 12 months for analysis.
134
When you've clicked on the menu, OpenERP asks for an analysis period and the state of invoices. If
135
no period is given, OpenERP will calculate margins on all of the operations without restriction. By
136
default, however, OpenERP proposes a period of the last 12 months for analysis.
138
.. i18n: You can also filter the analysis on certain types of invoice:
141
You can also filter the analysis on certain types of invoice:
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.. i18n: * All invoices, including draft invoices not yet validated,
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.. i18n: * All open and/or paid invoices,
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.. i18n: * Paid invoices only.
150
* All invoices, including draft invoices not yet validated,
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* All open and/or paid invoices,
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* Paid invoices only.
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.. i18n: .. figure:: images/product_margin_tree.png
158
.. i18n: :align: center
160
.. i18n: *Screen showing product margins*
163
.. figure:: images/product_margin_tree.png
167
*Screen showing product margins*
169
.. i18n: You then get a margin analysis table. The following fields are given by product for sales:
172
You then get a margin analysis table. The following fields are given by product for sales:
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.. i18n: * :guilabel:`Avg. Unit Price` : the average unit sale price,
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.. i18n: * :guilabel:`Catalog Price` : the list price based on this product,
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.. i18n: * :guilabel:`# Invoiced` : the number of sold products that have been invoiced,
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.. i18n: * :guilabel:`Sales Gap` : the difference between the revenue calculated from list price and volume, and the actual sales,
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.. i18n: * :guilabel:`Turnover` : the actual sales revenue for the product selected,
184
.. i18n: * :guilabel:`Expected Sales` : the number of products sold multiplied by the list price.
187
* :guilabel:`Avg. Unit Price` : the average unit sale price,
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* :guilabel:`Catalog Price` : the list price based on this product,
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* :guilabel:`# Invoiced` : the number of sold products that have been invoiced,
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* :guilabel:`Sales Gap` : the difference between the revenue calculated from list price and volume, and the actual sales,
195
* :guilabel:`Turnover` : the actual sales revenue for the product selected,
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* :guilabel:`Expected Sales` : the number of products sold multiplied by the list price.
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.. i18n: .. figure:: images/product_margin_form.png
201
.. i18n: :align: center
203
.. i18n: *Detail of margins for a given product*
206
.. figure:: images/product_margin_form.png
210
*Detail of margins for a given product*
212
.. i18n: The following fields are given by product for purchases:
215
The following fields are given by product for purchases:
217
.. i18n: * :guilabel:`Avg. Unit price` : the average unit purchase price,
219
.. i18n: * :guilabel:`Standard price` : the standard cost price of the product for the company,
221
.. i18n: * :guilabel:`# Invoiced` : the number of purchased products,
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.. i18n: * :guilabel:`Purchase gap` : the difference between the total actual cost and the standard cost
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.. i18n: multiplied by the number of units purchased,
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.. i18n: * :guilabel:`Total cost` : the total cost of purchases for the product under consideration,
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.. i18n: * :guilabel:`Normal cost` : the number of products sold multiplied by the standard cost price.
231
* :guilabel:`Avg. Unit price` : the average unit purchase price,
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* :guilabel:`Standard price` : the standard cost price of the product for the company,
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* :guilabel:`# Invoiced` : the number of purchased products,
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* :guilabel:`Purchase gap` : the difference between the total actual cost and the standard cost
238
multiplied by the number of units purchased,
240
* :guilabel:`Total cost` : the total cost of purchases for the product under consideration,
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* :guilabel:`Normal cost` : the number of products sold multiplied by the standard cost price.
244
.. i18n: The following fields are given by product for margins:
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The following fields are given by product for margins:
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.. i18n: * :guilabel:`Total Margin`,
251
.. i18n: * :guilabel:`Expected Margin`,
253
.. i18n: * :guilabel:`Total Margin in percent`,
255
.. i18n: * :guilabel:`Expected Margin in percent`.
258
* :guilabel:`Total Margin`,
260
* :guilabel:`Expected Margin`,
262
* :guilabel:`Total Margin in percent`,
264
* :guilabel:`Expected Margin in percent`.
266
.. i18n: Margins by Project
267
.. i18n: ------------------
273
.. i18n: To manage margins by project you must install the analytical accounts with management by task. Use
274
.. i18n: of these accounts is described in :ref:`ch-accts`.
277
To manage margins by project you must install the analytical accounts with management by task. Use
278
of these accounts is described in :ref:`ch-accts`.
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.. i18n: single: module; account_analytic_analysis
285
single: module; account_analytic_analysis
287
.. i18n: Install the module :mod:`account_analytic_analysis` and all of its dependencies.
288
.. i18n: This module adds a tab on the analytic account form to handle the different margins in an analytic account
289
.. i18n: representing a project or a case, and several new reports on those accounts.
292
Install the module :mod:`account_analytic_analysis` and all of its dependencies.
293
This module adds a tab on the analytic account form to handle the different margins in an analytic account
294
representing a project or a case, and several new reports on those accounts.
296
.. i18n: .. figure:: images/account_analytic_analysis_form.png
298
.. i18n: :align: center
300
.. i18n: *Detail of margins for a case*
303
.. figure:: images/account_analytic_analysis_form.png
307
*Detail of margins for a case*
309
.. i18n: Start by opening a project's analytic account through the
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.. i18n: :menuselection:`Project Management --> Financial Project Management --> Analytic Accounts --> All Analytic Accounts`
311
.. i18n: and selecting one of them.
312
.. i18n: In the new analytic account :guilabel:`Analysis summary` tab you'll find the following information:
315
Start by opening a project's analytic account through the
316
:menuselection:`Project Management --> Financial Project Management --> Analytic Accounts --> All Analytic Accounts`
317
and selecting one of them.
318
In the new analytic account :guilabel:`Analysis summary` tab you'll find the following information:
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.. i18n: * The total costs for the analytic account,
322
.. i18n: * The total amount of invoiced sales,
324
.. i18n: * The number of hours worked,
326
.. i18n: * The number of hours remaining to be worked,
328
.. i18n: * The remaining income,
330
.. i18n: * The theoretical income (hours worked multipled by their sale price),
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.. i18n: * The number of hours invoiced,
334
.. i18n: * The real income per hour,
336
.. i18n: * The real margin,
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.. i18n: * The theoretical margin taking into account everything yet to be invoiced,
340
.. i18n: * The real margin rate in percent,
342
.. i18n: * The last invoicing date,
344
.. i18n: * The last worked hours,
346
.. i18n: * The number of hours remaining to be invoiced,
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.. i18n: * The amount remaining to be invoiced.
351
* The total costs for the analytic account,
353
* The total amount of invoiced sales,
355
* The number of hours worked,
357
* The number of hours remaining to be worked,
359
* The remaining income,
361
* The theoretical income (hours worked multipled by their sale price),
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* The number of hours invoiced,
365
* The real income per hour,
369
* The theoretical margin taking into account everything yet to be invoiced,
371
* The real margin rate in percent,
373
* The last invoicing date,
375
* The last worked hours,
377
* The number of hours remaining to be invoiced,
379
* The amount remaining to be invoiced.
381
.. i18n: For detailed information on the analytic account you can use any of the several reports available in
382
.. i18n: the toolbar to the right.
385
For detailed information on the analytic account you can use any of the several reports available in
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the toolbar to the right.
388
.. i18n: .. Copyright © Open Object Press. All rights reserved.
391
.. Copyright © Open Object Press. All rights reserved.
393
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
394
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
397
.. You may take electronic copy of this publication and distribute it if you don't
398
.. change the content. You can also print a copy to be read by yourself only.
400
.. i18n: .. We have contracts with different publishers in different countries to sell and
401
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
402
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
403
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
404
.. i18n: .. rights of these sales.
407
.. We have contracts with different publishers in different countries to sell and
408
.. distribute paper or electronic based versions of this book (translated or not)
409
.. in bookstores. This helps to distribute and promote the OpenERP product. It
410
.. also helps us to create incentives to pay contributors and authors using author
411
.. rights of these sales.
413
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
414
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
415
.. i18n: .. written authorisation for this.
418
.. Due to this, grants to translate, modify or sell this book are strictly
419
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
420
.. written authorisation for this.
422
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
423
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
424
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
425
.. i18n: .. printed in initial capitals.
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.. Many of the designations used by manufacturers and suppliers to distinguish their
429
.. products are claimed as trademarks. Where those designations appear in this book,
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.. and Open Object Press was aware of a trademark claim, the designations have been
431
.. printed in initial capitals.
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.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
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.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
435
.. i18n: .. resulting from the use of the information contained herein.
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.. While every precaution has been taken in the preparation of this book, the publisher
439
.. and the authors assume no responsibility for errors or omissions, or for damages
440
.. resulting from the use of the information contained herein.
442
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium
added
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i18n/ru/source/book/6/6_16_Sales/6_16_Sales_margins.rst
