How to set up a margin limit on a particular range and groups
How to set up a Margin limit on a range and group, so if the margin on a item is lower than the limit set the price will not be allowed on the order
1. On this sales order, the margin once the price has been amended is 7.09% on the KF01087 code, I don't want to allow this item to go out with a margin less than 8% in future, so follow the next steps to set a margin limit of 8%.
1. Click on setup
2. Click on Product Ranges and Groups
3. Click into the Sector the item will fall under
4. Click into the range the item falls under, ie paper in this example.
5. Enter the margin and limit that is required.
6. Click the tick to confirm.
Now when you enter that code on a sales order the following will happen if the price margin is lower than the margin limit
1. I have amend the price to 75.00 and the margin warning has come up, previously you could answer yes and it will allow the item to be ordered with that margin, but now the below screen will appear.
1. This means that item will not be allowed on the order unless the price margin is over the set limit of 8% no matter what.
1. Amended the price so it is above the 8% margin limit and continue as normal.
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