Metadata-Version: 2.1
Name: odoo-addon-product_margin_report_sale_margin
Version: 17.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Add new fields for sales margin in the Product Margins report.
Home-page: https://github.com/OCA/margin-analysis
License: AGPL-3
Author: Binhex,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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==========================
Product report sale margin
==========================

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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**

.. contents::
   :local:

Usage
=====

Sales margin fields
-------------------

1. Go to *Invoicing* > *Reporting* -> Product Margins

2. Select the values you want to filter by.

3. Click on the *Open margins* button.

4. 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.

   |FIELDS_VIEW_TREE|

   |FIELDS_VIEW_FORM|

Field calculations
------------------

- Sales margin = Turnover - (# Invoiced in Sale \* Avg. Unit Price
  [Purchases])
- Sales margin rate = (Sales margin \* 100) / Turnover

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.

.. |FIELDS_VIEW_TREE| image:: https://raw.githubusercontent.com/OCA/margin-analysis/17.0/product_margin_report_sale_margin/static/img/readme/FIELDS_VIEW_TREE.png
.. |FIELDS_VIEW_FORM| image:: https://raw.githubusercontent.com/OCA/margin-analysis/17.0/product_margin_report_sale_margin/static/img/readme/FIELDS_VIEW_FORM.png

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/margin-analysis/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 <https://github.com/OCA/margin-analysis/issues/new?body=module:%20product_margin_report_sale_margin%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
-------

* Binhex

Contributors
------------

- [Binhex Cloud] (https://www.binhex.cloud):

  - Edilio Escalona Almira e.escalona@binhex.cloud

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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 <https://github.com/OCA/margin-analysis/tree/17.0/product_margin_report_sale_margin>`_ project on GitHub.

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