Sales Margin Scratchpad

Use this screen to examine projected sales price and sales margin scenarios. You can change the selling price and then view the affect that the change has on the sales margin.

The "Sales Margin Scratchpad Uses" field on the Profit and Costs tab in the Point of Sale Control Settings determines which costing method is used in this screen.

This screen is for informational purposes only and has no effect on actual orders or product settings. Any changes you make on this screen, including adding products and/or changing the price, quantity, margin dollars, and margin percentage, are for the purposes of viewing projected price/margin changes only.

To use this feature, you must have access via the following Extended Security setting:

- Sales Security: Access the sales margin scratchpad within POS entry

When you access this screen from within a sales order, the products on the order list in the grid. You can double-click to select an item from the grid and populate this field. You can also add products to the scratchpad grid by entering the product code directly or by clicking the Search button and accessing the Search for a Product window, from where you can search for a product.

If you add products to the grid, they appear on this screen for use with the scratchpad only. You cannot add them to an order using this feature.

The landed cost for the selected product displays.

Note that if you use commission add-on percentages, the cost increases by that percentage, thereby lowering the margin. STORIS gives special order products a cost of zero.

You can specify commission add-on percentages either by

product (via the Pricing tab in the Advanced Product Settings), or
globally via the Costing Control Settings.

Use the following fields to determine how the total profitability of the sale is affected by the application of financing to the order. Adding, changing, or removing financing on this screen has no effect on the actual order. This screen is strictly for informational purposes only.

If financing was added to the order on the Payment tab, the finance plan code displays from the order. You can enter the Financing Payment Plan Settings code here or change the plan code that defaulted. Click the Search button to access the Read-Only Lookup Window, where you can select the finance plan code from a list of available plans.

If a Usage Fee Percent was defined in the Financing Payment Plan Settings for the plan you selected, the fee percentage displays here. If no fee was defined, this field displays 0.00.

This field shows how a usage fee charge affects the margin. The result of the Margin $ total (totals line within grid) minus the calculated usage fee (calculated using the Fee %) is displayed here.

If financing was added to the order on the Payment tab, the finance amount displays from the order. You can enter the amount to be financed here or you can change the amount that defaulted in this field. You cannot enter less than 0.00 but you can enter more than the total merchandise amount, since the finance amount can include other charges (taxes, fees, etc.).

The dollar amount of the usage fee, if any, displays here. This is calculated by multiplying the Finance Amount by the Fee %.

The adjusted margin % (after financing applied) is displayed here. This percentage is calculated using the following:

Total Margin $ - Fee $ / Totals Line Price

The Total Margin % and Total Quantity fields display the total sales margin percentage and total product quantity below the grid.

If you make changes to the quantity, price, and/or margin fields, or add another product, you must click the Add button to update the grid.

For each product/vendor model listed in the grid, the Description, Product, Quantity, Price, Cost, Margin $, and Margin % display.

The Price, Cost, and Margin $ columns are totaled at the end of the column, within the grid. If you add or remove lines in the grid, the totals are re-calculated.

To access the Export to Excel (XLS) and Export to HTML options, right-click anywhere inside the grid.

To make the vendor model the default view in the grid on this screen, check the box at the Default Display of Vendor Model in Point of Sale field on the General Tab of Point of Sale Control Settings.