Product Cost and Profit Margin Report in Qoyod: Displaying Quantities, Costs, and Margins by Product, Category, or Location – Why Profit Margin Fields Are Missing from Sales Invoices and How to Read the Numbers Correctly

Here we explain the Product Cost and Profit Margin report for each product, category, or location, how to access the profit margin field and why it disappeared from the sales invoices list, using filters, reading data, and the benefits of the report to extract product quantity and cost in a single report. The report gives you details about the average costs of your products and profit margins for each specific product, category, or location, and helps you identify the best prices and manage your inventory better.

Steps

1. Access the Report

   • Go to “Reports”

   • Select “Product Cost and Profit Margin Report“

2. Filter Results

   • You can specify products or product types

   • You can also choose the desired location

   • Click “Filter” to display the report

3. Data Displayed in the Report

   • You can see the following fields:

     • Product Code (SKU)

     • Product Type

     • Product Name

     • Product Category

     • Location

     • Available Quantity at the Location

     • Purchase Price (This is the purchase price entered when creating the product. You can modify it if needed by going to the Products and Costs menu, clicking Edit next to the product, then modifying the purchase price and saving)

     • Net Purchase Price (This is the actual price at which the purchase is made in purchase invoices)

     • Average Unit Cost (This is calculated based on the product price in purchase invoices and opening balances. You can view detailed product movements to verify the average unit cost by going to the Products and Costs page, then clicking View next to the desired product, and then clicking on the location name to check its movements and average unit cost)

     • Selling Price (This is the selling price entered when creating the product. You can modify it if needed by going to the Products and Costs menu, clicking Edit next to the product, then modifying the selling price and saving)

     • Net Selling Price (This is the actual price at which sales are made in sales invoices)

     • Profit Margin and its Percentage (This is calculated by dividing the average product cost by the selling price × 100%)

Benefits

• Accurate analysis of product costs and profit margins

• A report that combines cost and quantity.

• Comparison between different locations

• An easy-to-use interface that delivers information quickly

Important Clarification Regarding Numbers Displayed in the Product Cost and Profit Margin Report

If a customer complains about an issue with the numbers displayed in the Product Cost and Profit Margin report (such as different costs or unexpected profit margins), explain the following:

• The numbers displayed in the report are based on the average unit cost, not the last purchase price.

• The average unit cost is calculated automatically based on:

  • Purchase invoices

  • Opening balances

  • Inventory count

  • Inventory transfers between locations

• Any change or delay in recording these transactions is directly reflected in the numbers displayed in the report.

• The report displays data according to the specified location, so the numbers may differ when changing the location or selecting all locations.

• If the available quantity = zero at a specific location, the average cost or profit margin for that location will not be displayed.

• Profit margin is not calculated from the manually entered selling price, but from the actual net selling price in sales invoices compared to the average cost.

What Should You Advise the Customer When Doubting the Accuracy of the Numbers?

• Review detailed product movements from:
  Products and Costs → View Product → Select Location

• Verify the accuracy of purchase invoices and inventory counts and ensure there are no duplicate or missing transactions.

• Use filters to narrow down the results (specific product + specific location).

Note: In most cases, the problem is not with the report itself, but with the transactions on which the numbers are based.

Important Notes

• Use filters to reduce the amount of data and display the details that matter to you.

• Previously, the profit margin field appeared on the sales invoices page, but now a separate report for profit margins is available.

Keywords:

• The profit margin field used to appear in sales invoices, but it no longer does
• How to recover the profit margin field in sales invoices after it stopped appearing?
• I want a report that shows the quantity and cost of inventory?