毛利

销售毛利是销售产品或服务后,所有相关的成本已经Been帐户的利润。

在Odoo 销售 应用程序中,可以显示报价单和销售订单的销售毛利。销售人员可以使用此功能进行更好的管理和监控利润。

配置

要激活 毛利 功能,请转到 销售应用程序 ‣ 配置 ‣ 设置 。并在 定价 部分,勾选 毛利 复选框。然后点击 保存

毛利复选框。

配置价格和成本

要自动计算每个报价单或销售订单行的销售毛利,请转到 销售应用程序 ‣ 产品 ‣ 产品 。为每个产品填写 销售价格成本 字段。

Odoo 通过以下方式计算毛利:

\[销售毛利 = 销售价格 - 成本\]

毛利百分比是计算方式:

\[\frac{销售价格 - 成本价格}{销售价格} \times 100\]
电缆管理箱产品页面。

计算销售订单的毛利

转到 销售应用程序 ‣ 订单 ‣ 报价单 并点击 新建 按钮开始新的报价单。填写报价单所需的信息。添加产品到报价单时,会在文档的底部 新增一个字段 毛利 。此字段显示订单的总毛利,以及百分比。

销售订单有毛利字段在底部。

To display a product’s margin and the margin percentage per line item, click the (settings adjust) icon in the Order Lines tab.

Then, tick the checkboxes for Margin and Margin(%). The Margin column shows the profit to earn from the sale after accounting for all associated costs. It displays in the configured currency value. The Margin(%) shows the margin value as a percentage. The margin for one unit is multiplied by the quantity to determine the margin for the entire line.

The Margin and Margin(%) columns are not displayed by default, but once enabled, the columns appear on all new and existing quotations and SOs.

Sales order with Margin and Margin(%) columns displayed.

注解

The Margin and Margin (%) columns are not editable since they are automatic calculations. To change the calculation, refer to Configure price and cost section for more information.

Margin calculation with a pricelist

To calculate the margin with an applied pricelist, begin with configuring a pricelist for the product. Follow these steps:

  1. Go to Sales app ‣ Products ‣ Pricelists and click the New button.

  2. Enter the name of the pricelist and click Add a line to create a new pricelist rule.

  3. Configure the pricelist and click Save & Close button.

  4. Go to Sales app ‣ Orders ‣ Quotations and create a quotation.

  5. In the Pricelist field, select the newly made pricelist.

  6. Click on Update Prices to refresh the product price and margin.

Example

To apply a seasonal 5% discount on blue denim jeans that requires a minumim of two pairs of jeans in an order and is valid only from October to the end of December, the pricelist rule should look like this:

Pricelist Rules pop-up window.

After saving the pricelist, go to the desired SO and select the newly created pricelist, and adjust the quantity according to the pricelist’s rule.

Sales order with a new pricelist selected.

After the changes are made, click Update Prices to update the Margin, Margin (%), and Amount. The margin is recalculated based on the pricelist-adjusted product’s sales price and cost.

Sales order with margins recalculated based on the price-list adjustment.

小技巧

Another way to visualize the impact of margins on sales orders is to go to Sales app ‣ Orders ‣ Quotations, select the (area chart) icon or (pivot) icon, click Measures drop-down button and change it to Margin to see margin contributions across the customer base.