Users have the capability to apply margins on Quotation Items and Sales Order Items through two options:

Price Rule: This method allows users to apply margins on Quotations and Sales Orders based on specified conditions. Within the pricing rule, users can locate the margin section where they must select the type of margin—either Percentage or Amount—and choose between Rate or Amount. Upon activation of the pricing rule, the system will apply the designated margin to Quotation Items and Sales Order Items.

To setup Pricing Rule, go to:

Selling > Setup > Pricing Rule or Accounts > Setup > Pricing Rule

Adding Margin in Pricing Rule

Total Margin is calculated as follows: Rate = Price List Rate + Margin Rate

So, in order to apply the Margin, you need to add the Price List for the Item

To add Price List, go to:

Selling > Setup > Item Price or Stock > Setup > Item Price

Adding Item Price

Apply margin direct on Item: If users wish to apply the margin without utilizing a pricing rule, they can opt for this alternative. Within the Quotation Item and Sales Order Item, users can specify the margin type and rate or amount. The system will then compute the margin and apply it to the price list rate in order to determine the product’s rate.

To add margin directly on Quotation or Sales Order, go to:

Selling > Document > Quotation

add item and scroll down to section where you can find the Margin Type