Something like what is shown in W_B’s screen shot can be very helpful for trading businesses.
I guess you already have the the links between SO-MREQ-PO so finding the price-cost ratios shouldn’t be a problem.
At the moment the same can be achieved by creating a project and a cost center for each sale, but of course nobody will ever do that!
The above screen is a good fast way to get an approximate deal / no deal decision support too.
Please let us know if this can be handled easily in future upgrades, or does it need paid development to be done.
+1 it would be really great to be able to see how a customer price has been been calculated. That’s probably not 100% exactly what the thread starter means but close enough to add it here.
Also to have a history of quotations would be very cool.
Even we have a requirement for maintaining a history of Quotations at every change. Is this being added as a Feature Request? Or, should we do customization for the same? If it has to be customized, can you give me some basic idea about how to go about it? At any change to the quotation, the previous values and the record needs to be saved to some work file so that these can be displayed as a report later.
As a small business in the IT service industry it is essential every product has it’s profitability tracked. In my current system I have a table with the following columns.
I ended up building my own system as nothing available seemed to cover my needs 100%. As much as the current system serves me well but after discovering ERPNext I don’t see why I need to reinvent the wheel as it seems to have all the core features I am after and allows for a lot of customisation, especially for invoice/letterhead designs.
So has this already been implemented and if so how do I enable it or will it be added soon?
This has been in every accounting package we have used right on the quote form. This is how we adjust our discounts in a competitive market with out losing our shirt how can we get this on quotation?
we need to see int the quoute as this:
( printable) =produce code, descripción, Qty, unit, sales price extended sales price. not printable price list, vendor discount%, cost, Gain porcent% profit per ítem …
Since no-one has given any feedback on this feature, may I ask some kind and clever developer to guide me in achieving this. I undertake to commit all the development back into core, as it should be for an opensource project.
I’ve coded a few client-side custom scripts and are fairly familiar with doing so, but I’d need some high-level guidance as to how to achieve this : Since the cost, unlike the selling rate, is not an attribute of the line item, how can I capture the cost at time of creating a new line item on a Quotation? Bearing in mind that each line item may very well end up having it’s own unique cost. Furthermore the valuation_rate attribute seems to be different from all other cost related attributes, but I do not know in which respects.
Hi EugeneP,
I needed similar feature, and as I also did not get any response, I made script by myself. It displays expected profit of quotation (gross margin), calculated as a sum of (qty*selling_rate - qty*valuation_rate) for all the items of the quotation.