Name of Feature/Request: Set up a Summary Margin number on Sales Orders per line item
What financial, time savings, or quality of life improvements will occur from this: Set up a Summary Margin number on Sales Orders. | Frequency: Weekly | Be able to view the markup cost per line item. Will help with full transparency from the Sales Order. The % will be converted to a $$ dollar price so the person creating the calculations can see the conversions quickly.
Attempted Solutions So Far: Add Custom Columns on Quotes to enter in this type of information PER line item.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: hi team
This starting to come together nicely i woulda appreciate a summary margin amount ( ie we can see we have 81% on the items but how much is that in $$$ then at the bottom an overall margin amount
Added by System as Task Type was changed
Striven Support Specialist Fills Out
Result: Moved to Future Features
Question Type: Standard Support Question
Community Post: ST/FF type task / No Resource Needed
Steps Taken: Kira provided a screenshot and requested feedback for how Rolfe needs the information to display on the Quote. Followed up via Discussion 6/2.
Open Task Review Notes / Next Steps: Requested if Rolfe wants me to submit a future feature for this. | Previously accomplished: Currently the profit shows as a summary in the totals section of the SO but not for individual line items.
StrivenID: 3685403