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Main dashboard that contains all the logic and calculations to display the profitability per item per segment.
General fields and calculations
To come to a net profit the following expenditures are included in the calculations:
1) Weighted average unit cost (Coming directly from Sage and is calculated and maintained in Sage)
2) Production expenses (expenditure that is not included in the Weighted average unit of Sage, these costs are booked to GL accounts)
3) Logistics expenses (expenditure that is not included in the Weighted average unit of Sage, these costs are booked to GL accounts)
4) Sales expenses (expenditure that is not included in the Weighted average unit of Sage, these costs are booked to GL accounts)
5) Sales rebates (rebates that are not included in the Weighted average unit of Sage, these costs are booked to GL accounts)
6) Marketing expenses (rebates that are not included in the Weighted average unit of Sage, these costs are booked to GL accounts)
7) IT & Administration expenses (rebates that are not included in the Weighted average unit of Sage, these costs are booked to GL accounts)
8) Discounts on sales (Differences between the standard selling price and the actuals invoice unit price)
9) Free of charge (FOC) items (Direct expenses due to FOC items on invoices)
By allocating all these costs a net profit % is calculated in the dashboard.
Sage configurations
In order for the report to pick up items and expenditure the following UDF's need to be filled in Sage
On Account
On Item
On Manufactures
Pages
1) Production expenses
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