Margin control
One of the goals set very often by companies is no practice of sale below determined margin. In such situation, the system enables the automation of margin control process. This way, there is no need to calculate margin by the user during sale.
To ensure automatic margin control, the following parameters must be defined:
- determine the Control margin on acquisition price parameter (see manual Comarch ALTUM Configuration, chapter System components configuration). This parameter allows the user to decide whether margin control must be provided on margin calculated on acquisition price or on purchase price
- determine minimum margin value in percentage terms on item form (see manual Comarch ALTUM Directories -> Items directory)
- check the Margin Control parameter on item form (see manual Comarch ALTUM Directories -> Items directory) for each price type the system must control the margin for
Upon determining the three parameters, the system will be controlling margin percentage value while issuing a release document, e.g. SI.
If margin value is lower than the minimum margin determined on item form, the system does not allow to save such element of a document. An error (red exclamation mark) appears by the element value informing about a minimum sales value of a given item that must be determined so that the minimum margin could be achieved. The value must be appropriately corrected by the user.
Margin will be controlled also on correcting documents. Thus, the system does not allow to correct an item value, so that margin would be lower than the minimum margin.
Example
A fruit wholesale company assume, that the sale of 1 crate of pears will be cost-effective only if margin on purchase price decreases below 30%.
To set and determine margin control parameter, follow these steps:
Step 1
Determining of margin control parameter on purchase price in the system settings.
Figure 19 Parameter Control margin on acquisition price in the system configuration.
In order to set margin control on purchase price, the parameter: Control margin on acquisition price must be unchecked. This parameter is checked by default.
Step 2
Determining of minimum margin
Figure 20 Margin parameter on item form.
On item form, a minimum margin value in percentage terms must be determined and the Margin Control parameter must be checked for price of “retail” type, because an item will be sold according to such price type.
Step 3
Issuing of SI
Figure 21 Item on a sales invoice.
In sales invoice item, upon specifying quantity equaled 1 chair, purchase price and margin value are calculated. Margin percentage value is lower than the assumed minimum margin of 30,00%. While saving such element, the system informs about the minimum value that is required, so that that the minimum value of margin could be achieved. In this case, the value is 14,29 EUR. After the value is changed in the Value field, the margin will be recalculated and if everything is correct, the item will be saved.
