Profitability Tab
complete
Paul Lutkajtis
A new tab on each order's page, displaying a profitability breakdown across labour and other items, along with overarching invoicing information.
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Goldenrod Gayal
Hi Paul,
Would you be able to add in the Total Cost price to a Kit/Sub-kit?
For me it is only showing Total Price.
Paul Lutkajtis
Merged in a post:
Quoted vs Actual costing
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Goldenrod Gayal
Hi Factory team,
It would be great for project auditing and higher level financial analysis if there is a function or way to have the quoted price (accepted and invoiced) saved or alongside the actual cost of producing that order.
Like a budget vs actual kind of thing.
Would be great to have this metric on a per order basis, and the ability to create a dashboard card which collates active orders quoted vs actuals
Paul Lutkajtis
complete
Paul Lutkajtis
Merged in a post:
Show a Total Cost of Each Line On Sales Order
E
Exact Emu
It would be wonderful if we were able to have the total cost of each line (before we add our mark up) visible on the Sales Order page.
For example, say we purchased 2 x 6207-2RS Bearings @ $12.00 and add a mark up of 25%. Currently on the Sales Order, we can see the quantity, the product details and the price per unit, then the markup % and total price to customer. It would be great to have an additional field showing the total cost for the quantity ordered (in this example $24.00 then the 25% mark up showing the total cost to customer of $30.00).
Obviously we can manually calculate this, however, when reviewing all costs to do an invoice, the team determine if the mark-up percentage is correct and they may make adjustments before preparing the final invoice.
Thanks!
Paul Lutkajtis
Exact Emu: Our new Profitability tab should have you covered with this :) It's on target to be released this week! I've included a quick example of a line item on the Profitability tab, showing total cost and margin for that specific line. Is this what you're after? :)
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Exact Emu
Paul Lutkajtis Yes I think that looks like what they are after! Will this be visible within each Sales Order?
Paul Lutkajtis
Exact Emu: Sure will! Every order will have it’s own dedicated ‘Profitability’ tab with a lot of data about the job 😊
Paul Lutkajtis
Hi Mate - would our upcoming 'Profitability' tab help here? Each job in Factory will soon have a new tab that covers everything from overarching actuals vs estimates for the job, along with a line by line breakdown of this info for labour, materials etc. Please see the attached example image :)
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Goldenrod Gayal
Paul Lutkajtis Yes this is pretty much it. I must have missed it when scrolling through all the feature requests.
Would you also be able to add in other items/products in the "other items" section - so you can identify if you actually needed different products and not just increased/decreased amount of quoted products?
What's the estimated release on this new profitability tab?
I
Interested Bass
It would also be great to be able to run a report for the total profitability report for certain periods (monthly, quarterly, custom) based on all orders.
Paul Lutkajtis
Paul Lutkajtis
in progress