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When speaking of sales then first things first.

To make quotes its critical to understand total quote margin % and amount, as well for orders and invoices. Out of the box, how sales person should know if he/she is making profit or selling with too low margin? Base data is existing in the system and its likely very easy to expand this function a bit for next update?


It is simpe development for partner but as we have experienced - such developments crash, are faulty and and are not reliable. Such basic and vital function should be available out of the box.


I use moment to stress out that functions helping company to become more efficient, save time or ake more money should be always prioritized as without money/profit nothing else will exist.

Category: Sales
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T

Can be useful, but can also be dangerous as the cost can change depending on costing type, if item charges are applied or if cost is expected, therefore this can be dangerous. If this is implemented it must have an option to hide these fields (and ideally the cost fields) per user.

Category: Sales