The Gross Margin report lists gross profit margins by Product ID for products sold during the specified time period. The report lets you narrow results by Product Name or Product ID. Results are sorted in descending order by gross margin amount. See below to run the report and view report results. You can also export the report and print it.
NOTE: The Gross Margin report includes invoices and layaways that have been paid in full.
On the PAYD Administration main screen, click Reports.
On the Reports menu, click Financial, then click Gross Margin.
The Gross Margin report screen appears.
Specify a time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.
NOTE: The default time period is Today.
Click the View button.
Results appear below.
Click the Show Options button on the top of the screen.
Use the following options to narrow the results:
To search for a specific product, click inside the Product Search field and enter the product's name or ID.
To see gross margins by the sales channel that brought the sale to your business, click the appropriate radio button in the Selected Channel(S) section using the following guidelines:
All - This is the default setting combining both eCommerce and POS (in-store) transactions.
eCommerce - Click this option to only view transactions generated by the eCommerce website.
POS - Click this option to view only in-store POS transactions.
NOTE: If you do not have the PAYD Pro PlusTM eCommerce module, this option will not be visible to you.
Click the Start of day drop-down menu and select a starting time for the report results.
Click the End of day drop-down menu and select an end time for the report results.
Click the View button.
NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.
Click the Stores button.
On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).
Click the View button.
Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.
Click the Print button above the results.
Refer to Printing Reports for more information.
Refer to Exporting Reports for more information.
The report's summary displays the following:
Starting Date and Ending Date of the report period.
Total Gross Margin for all results.
Gross Margin (cost price > 0.00) excluding products with a cost price of 0.00.
The report lists gross margins for matching Product IDs as follows, sorted in descending order by Gross Margin:
Product ID - Product ID for which gross margin is shown (click to view details).
Product Name - Parent Product Name of Product ID.
Price - .
Cost Price - Price paid by you for Product ID.
Qty Sold - Quantity of Product ID sold.
Gross Margin - Gross margin amount of Product ID (Price - Cost Price x Qty Sold) (default sort).
NOTE: A red asterisk (*) next to Gross Margin indicates that a Cost Price is not available for the product (set to 0.00). See Total Gross Margin and Gross Margin (cost price > 0.00) in the report Summary above.
Click the heading of the column you want to sort on (highlighted on mouseover).
Click again on a heading to toggle between descending and ascending order.
Use the navigation bar below the report results. The current page is highlighted.