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xTuple Wholesale Distribution Product Guide |
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xTuple Wholesale Distribution Product Guide |
| 10. Smooth Margins | ||
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 | Chapter 2. Order Processing |  |
The process of repricing sales order line items with a desired margin is also known as margin smoothing. The xWD package provides support for margin smoothing. The smooth margin feature gives you the ability to smooth margins across line items directly from the Sales Order Line Item screen, as shown below:
Smooth Margin from Sales Order
Remember that line items can be sorted by any column in the Line Item screen. Sorting by column may help you to isolate the line items you want to work with.
To smooth line item margins, follow these steps:
Highlight a single line item―or select multiple line items using the + keys.
Select the button.
The following screen will appear:
Smooth Margin
Enter the desired smooth margin percentage you want to apply to the selected item(s).
Select .
When you are finished with the steps above, you will notice that the prices of the line items have been recalculated to the desired margins. To make further adjustments, simply follow the same steps as above. Margins smoothed in this manner impact the selected line items only―and only within the context and for the life of the sales order. Smoothing margins on a sales order does not affect item pricing generally.
Smooth margin results will be affected by your configuration. If you are using gross margin, the results of smooth margin will reflect that up to a 99% markup, @ 100% gross margin, smooth margin will revert to a normal markup (markup + cost). The equation for gross margin would result in division by zero, hence the use of a normal markup 100% markup using gross margin.
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| 9. Industry Standard Margin Calculations |  | 11. Customer Favorites |