This module adds 2 new fields to the Product Margins report: Sales margin and Sales margin rate.
The report’s Total Margin compares every sale with every purchase invoiced in the selected period, so purchases of units not yet sold also reduce it. For example, if 100 units were purchased but only 10 have been sold, the Total Margin can be negative. The Sales margin only charges the cost of the units invoiced to customers, valued at the average purchase price of the period.
Table of contents
Go to Invoicing > Reporting -> Product Margins
Select the values you want to filter by.
Click on the Open margins button.
When the new view is displayed, the two new fields are visible; similarly, if you select an element, they will be visible in the form view.
Avg. Unit Price [Purchases] is the average unit price of the vendor bills invoiced in the selected period, as computed by the Product Margins report. Sales margin is therefore an estimate based on purchase invoices, not the actual cost of goods sold from stock valuation. When the product has no vendor bills matching the report filters, that average is 0 and the sales margin equals the turnover.
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.
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.
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.