Settings and using of margins

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Settings and using of margins

How to set up the checking or recalculation of the product margin during stock in?

Dotypos allows you during a product stock in to check and automatically count up the previously set specific product margin.

 

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How Dotypos calculates the purchase price?

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Note: Dotypos does not use FIFO to calculate the purchase price.

 

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First, set the margin for the selected product in product details. The margin can be defined as a value in EUR or in percent. In that case the value has to be entered with a percent sign (e.g. 20%). The picture below shows the margin entered in percent.

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Prior to goods stock in, select whether you just want to be notified of the set margin (the button Just warning) 02 or whether you want the system to automatically calculate it (the button Recalculate sales price) 01. Once you add any product to be stocked in using the button Add, Add all, or with Import, the buttons will no longer be usable for margin checking and recalculations anymore.

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Now add the product to stock in and the program will respond in accordance with the option selected in the previous step. If you select the option Just warning, the program will notify you with the text Price out of margin in the field Sell price with VAT, if the purchase price including VAT + selected margin is higher than the sale price including VAT.

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Examples of settings:

In the following example, the average purchase price WITHOUT VAT is 2.6 EUR 01, which is (with the margin set up to 20 %) lower than the 2.7 EUR including VAT entered into the field Sell price with VAT 02. So you will be alerted that the set price is less than the margin. In that case you can modify either the purchase or the sale price, so the difference between them is the same as the set margin or higher.

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If you select the option Recalculate sales price, the program automatically recalculates the sale price including VAT, so that it equals the average purchase price without VAT plus the margin. In the following example we entered a purchase price without VAT of 2.6 EUR 01. The purchase price including VAT and the 20% margin is EUR 3.93, which is the sum automatically calculated and entered into the field Sell price with VAT 02.

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In the field Quantity the amount of the selected product in stock is displayed. In the picture above, there are 20 items in stock and so this quantity can be accordingly selected to stock in.
 

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The margin used for stocking in products can be also set for the whole category.

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