The Profitability drawer gives you a single, centralized place to view the profitability of a customer order broken down by the different types of transactions in the order.
Drawer Icon Indicator
The Profitability drawer is represented by an icon in the drawer listing. Simply clicking on this icon will present you with a drawer giving you access to the profitability break down for the customer order.
Permission Control
The exposure of the Profitability drawer requires the General Access > CO Profitability permission to be enabled for your user account. The drawer icon is always visible in the right-side drawer panel if you have this permission. If the icon is not visible, ask your administrator to enable the required permission.
Viewing the Customer Order Profitability
The Profitability drawer will show you the profitability details for each entity type and transaction found on the customer order.
After each transaction on the customer order is detailed, it will give you the overall totals for the entire customer order.
For each entity type within one of the transactions the drawer will show you:
Total sales, excluding any applicable or included sales taxes
Total costs
Gross profit in dollars
Gross profit as a percentage
Totals are given for each transaction as well as the overall customer order.
Costs - Estimate vs. Actual
Which types of costs are shown in the Profitability drawer (estimate vs. actual) depends on the current state of the transactions within the customer order.
Deal options: The costs for parts, labor and sublet are represented as estimates until their related deal service or deal merchandise transactions are finalized. As the pricing on these related transactions dictate the costing on the deal unit options.
Parts: For un-invoiced part sales and service jobs, the costs used are the current average cost of the parts. Since Blackpurl uses first in/first out (FIFO) method for part costing, the actual cost of parts is not realized until the transaction they are on has been finalized. For Deal, they are dependent on the state of their related deal service or deal merchandise transaction and the true cost is not realized until those related transactions are finalized.
Labor: For un-invoiced labor, the costs used are based on the labor code cost rates and hours billed. Once the service transaction is finalized then the actual costing based on technician time is used.
Printing the Profitability Report
The Profitability drawer includes a print action in the drawer header. Click Print in the drawer header to generate the profitability report. The printed document matches the profitability report available in the classic Customer Order view.
Including Fees in Profitability
Fees never have costs associated with them and you can control whether a fee contributes to the profitability calculation.
Each fee record has a field labelled Include in profit calculation. When this setting on a fee code is disabled then the fee will never be included in the profitability reporting for a transaction.