Product Margins Management¶

Viindoo empowers you to manage product-level profit margins end-to-end, deeply integrated with your sales processes and offering a visual, analytical report to support informed pricing and cost-control strategies. It’s a vital tool for optimizing financial outcomes.

Requirements

This tutorial requires the installation of the following applications/modules:

Margin in Viindoo¶

Sales Profit Margin, also known as gross margin, is calculated as: Margin = Selling Price − Cost of Goods Sold (COGS). It applies at both product and order levels, helping you quickly assess profitability by item or transaction.

To use this feature in Viindoo, navigate to Sales > Configuration > Settings, search Margins and activate this feature to show margins on orders:

How Viindoo Calculates Margins Automatically¶

When recording a sales order and selecting the products, the margin information will be displayed on the sales order lines:

In the meantime:

Cost: The cost of goods sold for the product at the time the sales order is created. This cost can be adjusted based on product costing and inventory valuation when the product delivery note is confirmed.
Margin: Calculated as Quantity * (Unit Price - Cost).
Margin (%): The margin percentage, calculated as Margin / (Quantity * Unit Price).

Note

In case you don’t see this information, click the expand icon to display it.

Additionally, you will also see the total margin of the sales order:

Reporting¶

To analyze the product margin or sales order margin over time, navigate to Sales > Reporting and select one of the following reports:

In the Measures section, you can select the Margin measure to display the margin report.

You also can press the + or - to add or remove a criteria as you wish.