Profit report

The profit report can be found under "Reports -> Profit report" and provides an overview of the profit on goods sold over a selected period. The profit is calculated from the difference between the purchase price and the sales price (excluding VAT) times the number of products sold.

Report overview

The report initially shows everything that has been sold within the start and end date, but you can add filtering by manufacturer, category, or order status. If you want to show sold products from a given manufacturer, a single category, goods that have been given a given order status, or a mixture of these, just filter.

The report shows products that have been sold in a selected period, specified with a from-date and a to-date. This shows how many units have been sold of each product, the product's purchase price, sales price (excluding VAT), the profit per product and the profit margin. At the bottom you will also find a summary of total profit based on all the products in this window.

Purchase price from order lines

As standard, the report uses the purchase price stored on the product card. That is, if you retrieve a report on profit for the last 30 days, it will be based on today's purchase price even if the product had a different purchase price previously.

When a purchase is completed, the current purchase price is stored on the order. By ticking "Purchase price from order lines", the profit report will be based on the purchase price the product had at the moment of purchase, ie the purchase price that was stored on the product card when an order was completed.

Copy content

The report can easily be copied over from the control panel and into the desired spreadsheet program. By using the "Mark Table" button, all the content is marked:

And it can then be copied and pasted into the spreadsheet program: