In Winner, users can set up a default minimum profit margin for new projects. Profit margins can be added for item groups and for the quotation total.
NOTE! The profit margin of existing projects will not be changed.
Setting up profit margins
At Project level:
- Select Global settings > Project defaults.
- In the Project defaults window, select the Quotation calculation tab.
- Under the Quotation calculation tab, in the Profit calculation section, click Profit margins.
- In the Profit margin definitions window, click Add.
- In the Profit margin settings window, users will see two tables:
- In the Item group - minimum profit margin table, users can enter a percentage markup into the Markup% field alongside the desired item group. Users can add more item groups by clicking Add.
- In the Quotation total - minimum profit margin table, users can add a percentage markup in the Markup% field or a discrete amount into the Total excl VAT >= field.
At the bottom of the Profit margin settings window there are two tick box settings available:
- Allow negative quotation total - When enabled you can print the quotation even when the total amount is negative.
- Allow printing on illegal margin - When enabled you can print the quotation even if you didn’t meet the minimum profit margin.
- In the Item group - minimum profit margin table, users can enter a percentage markup into the Markup% field alongside the desired item group. Users can add more item groups by clicking Add.
- Click OK.
- In the Project margin definitions window, click Close.
- In the Project defaults window, click OK.
Related articles