Configuration

To grant Sales Margin view privileges to a user, go to Settings > Users & Companies > Users, select the user and set Show Sale Margin on.

Usage

1. Go to Sales > Orders > Quotations.
2. Create a new Sales Order and add a line with an stockable product. Set a quantity higher than one.
3. Confirm the Sales Order and deliver just a partial amount of product in the picking.
4. Go to Sales > Reporting > Sales and unfold the Order Reference dimension and the Margin and Margin Delivered to compare them.

For example:

In an order line with a product at a cost of 10 and a sell price of 25 we deliver 2 of 3 units. Then, the reported margins would be:

margin: 45 (3 * 15) margin_delivered: 30 (2 * 15)

Additionally, you can check the margin and the margin percent in the sales order line.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/margin-analysis project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.