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Hi,
I'd like to know how to get the margin for my sales quotes.
I have created cost price list and sales price list for the same product.
PS: it's not about quote based in work, but just for simple quotes.
Thanks .
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CRM doesn't provide much functionality around costs or margins, so you'll need to create some custom fields, and make some design decisions. One key decision is whether a product has a fixed cost, or whether it can vary (and if so, how). If the product has a fixed cost, then the simplest option is to use the currentcost field on the product.
Then you'll need to calculate the margin. Unfortunately this is a little harder than it should be, as you can't directly update a quotedetail record via workflow (otherwise you could use a workflow to copy the cost onto the quotedetail record). So, there are 2 main options:
I don't think using a price list for the costs will help much, as a quote can only have one associated price list
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