Gross Profit by Customer

Owned by Stephen Juliano (Unlicensed)
Last updated: Jan 29, 2022 by Colleen Juliano
2 min read

Overview

This report shows each invoice and the gross profit from each invoice by customer with subtotals for each customer.  This report is a sales report that is sorted by customer.

AR>Customer Reports>Gross Profit by Customer 

  • Starting/Ending Customer Start Date - This report can be pulled by date range of the customers start date.

  • Starting/Ending Customer - Choose a range of customers to be included in this report.  This parameter has a list function that will allow you to create a custom list and save it.

  • Include Credit Memos – Checking this box will include all credit memos

  • Include Debit Memos – Checking this box will include all Debit memos

  • Show Item Detail – You may get each invoice broken down to individual items if needed.  But note this can make the report lengthy and hard to read.

  • Net - The invoice total minus any sales tax, shipping or Misc. charges.

  • Amount -The invoice total amount this includes sales tax, shipping and misc. charges.

  • Cost - The sum cost of all items on the invoice plus shipping cost, if any. 

Note: This report uses either standard, last, or calculated cost determined by Gross Margin Cost indicator in Order Entry Setup. 

  • Profit - Net column minus Cost column

  • Margin - A calculation for the profit margin percent. (1- (cost/(net)))*100). If the net is zero, this will be zero.

  • Rebate - The sum of all manufacturers rebates for the items on this invoice.

  • Net Cost - Cost column minus Rebate column

  • Net Profit - Profit column plus Rebate column

  • Net GPM   The net profit margin (1- (net_cost/net))*-100) - If the net cost is zero, this will be zero.