Overview
Sales teams often commit external vendor costs against a deal but have no lightweight way to record them without raising full Purchase Orders. This module adds a Costs tab to the Sales Order where each vendor cost line is captured, then turns those lines directly into vendor bills (one per line or grouped by vendor). It computes total cost, margin amount and margin percentage in real time on every order, and ships a Cost Analysis report so managers can see profitability by salesperson, team, customer and period without the overhead of stock moves or purchase orders.
Workflow
Sale Order Cost Line
Nothing to Bill
Partially Billed
Fully Billed
Key Features
- Adds a Costs tab to the Sales Order to record vendor cost lines with vendor, service product, quantity, unit price and date.
- Generates vendor bills straight from cost lines, either one bill per line or a single bill grouped per vendor for all unbilled costs.
- Tracks billing progress per cost line with a Nothing/Partially/Fully Billed status badge and billed-versus-remaining quantities.
- Computes total costs, margin amount and margin percentage live on each order and shows them in optional Sales Order list columns.
- Provides smart buttons that jump between a Sales Order and its source vendor bills, and from a bill back to its originating order.
- Maintains full traceability by linking each bill line back to the cost line and each vendor bill to its source Sales Order.
- Delivers a Cost Analysis report (graph, pivot and list) for margin profitability by salesperson, team, customer, status and period.
- Adds search filters for orders that have costs, high margin, low margin and negative margin to flag at-risk deals.
- Enforces data integrity with checks for positive quantity, non-negative price and billed quantity never exceeding ordered quantity.
- Ships a default Vendor Cost service product and is multi-company aware via a record rule on cost lines.