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Created by Guest
Created on May 24, 2024

Add Margin Value to Sales Ledger Monthly

We should add the margin value to the sales ledger monthly view and update this with daily maintenance. At the moment, the only way to see which customers you have the best margin value/profit is to create a report on sales transactions and apply a grouping (on sledger) and summary(on margin value . With a large amount of sales transactions to scan through, this can cause some slowness and frustration. Saving this information in a table like Sales Ledger Monthly and calculating this during daily maintenance would give our users an overview of the custom that they make the most margin with over this and last year. It would also allow them to export this field to Excel.

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