PLInvoice

Report Module Guide: PLInvoice (Profit & Loss per Invoice)

Module Location

Inventory > Reports > plinvoice

Module Objective

The PLInvoice Report module most likely stands for Profit & Loss per Invoice. Its purpose is to generate a report that analyzes the profitability of each sales invoice. This report will detail the Cost of Goods Sold (COGS) and the selling price for each item within the invoice to calculate the profit margin.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Invoice Date:

  • Specify the invoice date range in the From and To fields that you wish to analyze.

• Currency:

  • Select the currency basis to be used in the report.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the invoice date range you wish to analyze.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• [Display Report]: To preview the report directly on your screen.

• [Export to MS Excel]: To download the report data in an Excel file format.

3. Reading the Report (Report Content)

The generated report is a profitability analysis per invoice.

Based on the visible column titles, this report will display:

• Invoice Date: The date and number of the invoice.

• Invoice Delivery Order: The related delivery order number.

• Item/Service Code and Item/Service Name: The item that was sold.

• Qty: The quantity that was sold.

• Total COGS Amount: The total Cost of Goods Sold for that item.

• Margin: The profit earned (Selling Price - COGS).

• Revenue Percentage: The profit margin as a percentage.

Tips & Important Notes

• This report is a very powerful analysis tool for Sales Managers and Finance Management to understand which products or customers are the most profitable.

• The accuracy of this report is highly dependent on having correct COGS (Cost) and selling price data in the system.