Windward Software Wiki

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
====== Estimating by checking item profit ======

System Five gives us the ability to check profitability on a per item basis.  This can be done by opening an invoice and using the features indicated in Figure 1.

{{info_qa:pos:invoice_item.jpg|Figure 1 - Profitability analysis tools}}\\
**Figure 1 - Profitability analysis tools**

To review and/or alter the profitability of the item on a per line basis the **%Disc** button to the right of the items is used.  A panel as shown in Figure 2 will open.  The %Discount, $Discount, New Price, Profit and Margin amounts can be altered as needed when analyzing the profit that will be generated for the sale or to discount a sale to a comfortable profit margin.

{{info_qa:pos:perc_disc_panel.jpg|Figure 2 - Lineitem profit analysis tool}}\\
**Figure 2 - Lineitem profit analysis tool**

The same analysis can be performed on an invoice level.  Click the sub-total box as indicated in Figure 1 to bring up the invoice profitability panel shown in Figure 3. This panel allows adjustments to the %Discount, $Discount, New Price, Profit and Margin invoice subtotal amounts.

{{info_qa:pos:inv_perc_disc_panel.jpg|Figure 3 - Invoice profit analysis tool}}\\
**Figure 3 - Invoice subtotal profit analysis tool**

===== Video demonstration of using Invoice profitability analysis tools =====

[[http://wiki.wws5.com/share/profit_invoice1103231340.html|Demonstration of invoice profitability analysis tools]]