Packaging Think Different Materi ERP openerp book v6

342 Figure 22.12: An order with the module sale_margin The margin on each line is defined as the quantity sold multiplied by the sale price for the customer less the cost price of the products. By default, products are managed using standard price in OpenERP cost price fixed manually and reviewed once per year. You can change that to Average Price, meaning that the product cost fluctuates with purchases from suppliers. After product receipt you can add fixed costs, such as delivery costs, in the cost of each product. OpenERP supports a third method of updating the cost price of products. This is through the button Update on the product form which lets you automatically recalculate the cost price for the selected product. The cost price is calculated from the raw materials and the operations carried out if the products have been manufactured internally, so that you have set their costs.

22.6.2 Margins by Product

To track margins by product, install the module product_margin. Once the module is installed you can see the margins by product by using the menu Sales → Products → Product Margins. When you have clicked on the menu, OpenERP asks for an analysis period and the state of invoices. If no period is given, OpenERP will calculate margins on all of the operations without restriction. By default, however, OpenERP proposes a period of the last 12 months for analysis. You can also filter the analysis on certain types of invoice: • All invoices, including draft invoices not yet validated, • All open andor paid invoices, • Paid invoices only. Figure 22.13: Screen showing product margins You then get a margin analysis table. The following fields are given by product for sales: • Avg. Unit Price : the average unit sale price, • Catalog Price : the list price based on this product, • Invoiced : the number of sold products that have been invoiced, • Sales Gap : the difference between the revenue calculated from list price and volume, and the actual sales, • Turnover : the actual sales revenue for the product selected, • Expected Sale : the number of products sold multiplied by the list price. 343 Figure 22.14: Detail of margins for a given product The following fields are given by product for purchases: • Avg. Unit price : the average unit purchase price, • Standard price : the standard cost price of the product for the company, • Invoiced : the number of purchased products, • Purchase gap : the difference between the total actual cost and the standard cost multiplied by the number of units purchased, • Total cost : the total cost of purchases for the product under consideration, • Normal cost : the number of products sold multiplied by the standard cost price. The following fields are given by product for margins: • Total Margin, • Expected Margin, • Total Margin in percent, • Expected Margin in percent.

22.6.3 Margins by Project

To manage margins by project, you must install the analytical accounts with management by task. Use of these accounts is described in Analytic Accounts . Install the module account_analytic_analysis and all of its dependencies. This module adds a tab on the analytic account form to handle the different margins in an analytic account representing a project or a case, and several new reports on those accounts.