Gross Profit by Customer

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.

Open

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.

Open