Margin rates

From Opera Wiki

(Difference between revisions)
Jump to: navigation, search
(Created page with '{{WIP}} {{BR}} left '''Content description''' *'''Nome/Desc.''': Nome della classe di utile ed eventuale descrizione. *'''%…')
(→In the job)
 
(10 intermediate revisions not shown)
Line 1: Line 1:
-
{{WIP}}
+
==Purpose of margin rates==
 +
[[File:parametriazienda.png|400 px|thumb|right|Company data]]
 +
The purpose of '''Margin rates''' is to associate a different margin percentage with the following costs:
 +
*'''material''' - from the [[Systems|systems archive]], from the [[Profiles|profiles archive]], and from the [[Accessories|accessories archive]], when prices are entered in the window opened by the [[File:tastoprezzi.png]] button.
 +
*'''machinings'''.
 +
*'''labour''' - from [[Company data]].
 +
*'''% waste, % overhead, % packing, % shipping''' - from [[Company data]].
 +
 
{{BR}}
{{BR}}
-
[[File:finestratabellaclassiutile.png|400 px|thumb|left]]
+
==Creating the Margin rates table==
 +
{{NB|To start working with '''Margin rates''', it is first necessary to fill in the related table, which can be accessed by selecting [[Margin rates]] from the Company menu.}}
 +
 
 +
[[File:finestratabellaclassiutile.png|500 px|thumb|left]]
 +
*From the ''Jobs'' menu, select ''Margin rate sets''.
 +
*Press [[File:tastopiu.png]] to create a new entry.
 +
*Define the name and description of the margin rate, for example Profiles and Standard profiles.
 +
*Enter the percentage value of the margin rate.
 +
*If necessary, assign a color to the margin rate and save.
 +
*Repeat this procedure for each margin rate that you intend to create.
 +
 
 +
{{BR}}
 +
 
 +
==Creating a margin rate set==
 +
 
 +
[[File:finestratabellasetclassidiutile.png|500 px|thumb]]
 +
Margin rates can be grouped into '''Sets''', which allow you to create customized margin profiles according to your needs. For example, the margins applied to a customer who owns a company may be different from those applied to a private customer.
 +
 
 +
Once the standard margin rates have been created, the various sets can then be created in the [[Margin rate sets|margin rate sets]] archive. The procedure is as follows:
 +
*Go to the [[Margin rate sets|margin rate sets]] archive, press the insert button [[Image:Tastopiu.png]], and enter the name and, if desired, the description of the Set, for example Company, Private, Price list, etc.
 +
{{BR}}
 +
[[File:finestrapercentualiclassidiutile.png|500 px|thumb]]
 +
*After saving, return to the Margin rate sets table window and press the [[Image:Tastoclassiutile.png]] button. The Margin rate percentages window will open.
 +
*By pressing the insert button [[Image:Tastopiu.png]] again, the standard margin rates can be recalled through the drop-down menu [[Image:menutendina.png]], and a different percentage can be associated with that rate.
 +
*Save and repeat the operation for all the margin rates that you want to modify compared with the standard values set in the [[Margin rates|margin rates]] archive.
 +
 
 +
{{BR}}
 +
 
 +
==Assigning margin rates==
 +
 
 +
{{NB|Margin rates can be assigned starting from a more general level, such as the company data, down to increasingly detailed levels, for example the margin rate for a single profile or accessory within the dedicated archives.}}
 +
 
 +
Below are the windows where margin rates can be entered:
 +
{{BR}}
 +
[[File:parametriazienda.png|400 px|thumb]]
 +
*Company ([[Company data]]): in this window, all the company margin rates can be entered in the dedicated '''Margin rate''' fields, and new ones can be created by following the procedure described above.
 +
{{BR}}
 +
*System ([[Systems]]) and Series ([[Series]]): in this window, all the margin rates that have been created can be entered for the selected '''System''' and '''Series''' in the dedicated '''Profiles margin rate''' and '''Hardware margin rate''' fields.
 +
{{BR}}
 +
[[File:Finestragestionesistemi.png|400 px|thumb|left]]
 +
[[File:Finestragestioneseriedelsistema.png|600 px|thumb]]
 +
{{BR}}
 +
{{BR}}
 +
[[File:quadroprezzicolorazione.png|600 px|thumb]]
 +
*Color ([[Color prices]]): in this window, the margin rate relating to the selected color can be entered in the dedicated '''Margin rate''' field.
 +
{{BR}}
 +
*Profiles and accessories ([[Profiles]], [[Accessories]]): in these windows, the margin rates relating to the selected profiles and accessories can be entered in the dedicated '''Margin rate''' field.
 +
{{BR}}
 +
[[File:Finestraarchivioprofili.png|500 px|thumb|left]]
 +
[[File:Finestraarchivioaccessori_.png|500 px|thumb]]
 +
{{BR}}
 +
 
 +
{{BR}}
 +
 
 +
==Assigning margin rate sets==
 +
{{NB|Margin rate sets can be assigned in the Price list typologies window and in the Jobs archive.}}
 +
 
 +
Below are some example images:
 +
{{BR}}
 +
[[File:Finestraarchiviocommesse.png|700 px|thumb]]
 +
*[[Edit Jobs|Jobs archive]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.
 +
{{BR}}
 +
*[[Price list|Price list typologies]]: in this window, the margin rate sets that have been created can be entered in the dedicated '''Margin rate set''' field.
 +
{{BR}}
 +
[[File:Finestralistino.png|700 px|thumb]]
 +
{{BR}}
 +
*[[Price list revisions]]: margin rate sets that have been created can also be entered in Price list revisions, in the dedicated '''Margin rate set''' field, found in the '''Price list variants management''' window.
 +
{{BR}}
 +
[[Image:finestravariantilistinoprezzi.png|thumb|right|700px|The price list variants management window]]
 +
{{BR}}
 +
 
 +
==In the job==
 +
 
 +
In the [[Edit Jobs|job materials management]] window, the margin rates assigned to each individual material can be checked by enabling the [[File:tastoclassiutile.png]] button.
 +
If margin rates have been entered in the company data, they will be automatically associated with all jobs.
 +
{|
 +
|[[File:dettagliomaterialecommessa.png|400 px|thumb|left|Detail of the job materials window]]
 +
|[[File:classiutilecommessa.png|400 px|thumb|The margin rates applied to the job]]
 +
|}
 +
 
 +
However, for the single job, it will be possible to modify the applied margins from the calculations window.
-
'''Content description'''
+
Pressing the [[image:tastocalcoli.png]] button opens the related window, where the ''% Margin'' item is displayed. The associated [[image:tastopercentuale2.png]] button opens a summary window where it will be possible to exclude the automatically loaded margin rates or specify a different percentage.
-
*'''Nome/Desc.''': Nome della classe di utile ed eventuale descrizione.
+
-
*'''%Utile''': E' la percentuale di utile.
+
-
*'''Colore''': L'utilizzo di questo campo campo consente di abbinare diversi colori alle diverse classi di utile.
+
 +
{|
 +
|[[image:quadrocalcoli.png|thumb|500px|left|The job calculations window]]
 +
|[[image:finestrautilecommessa.png|thumb|500px|The job margins]]
 +
|}
-
<!-- HELP: JM/W6592 -->
 
[[category: JM/Manual]]
[[category: JM/Manual]]
 +
<!-- HELP: JM/W6592,JM/W6664 -->

Latest revision as of 12:35, 17 July 2026

Contents

Purpose of margin rates

Company data

The purpose of Margin rates is to associate a different margin percentage with the following costs:


Creating the Margin rates table

Note N.B: To start working with Margin rates, it is first necessary to fill in the related table, which can be accessed by selecting Margin rates from the Company menu.
  • From the Jobs menu, select Margin rate sets.
  • Press File:tastopiu.png to create a new entry.
  • Define the name and description of the margin rate, for example Profiles and Standard profiles.
  • Enter the percentage value of the margin rate.
  • If necessary, assign a color to the margin rate and save.
  • Repeat this procedure for each margin rate that you intend to create.


Creating a margin rate set

Margin rates can be grouped into Sets, which allow you to create customized margin profiles according to your needs. For example, the margins applied to a customer who owns a company may be different from those applied to a private customer.

Once the standard margin rates have been created, the various sets can then be created in the margin rate sets archive. The procedure is as follows:

  • Go to the margin rate sets archive, press the insert button Image:Tastopiu.png, and enter the name and, if desired, the description of the Set, for example Company, Private, Price list, etc.


  • After saving, return to the Margin rate sets table window and press the Image:Tastoclassiutile.png button. The Margin rate percentages window will open.
  • By pressing the insert button Image:Tastopiu.png again, the standard margin rates can be recalled through the drop-down menu Image:menutendina.png, and a different percentage can be associated with that rate.
  • Save and repeat the operation for all the margin rates that you want to modify compared with the standard values set in the margin rates archive.


Assigning margin rates

Note N.B: Margin rates can be assigned starting from a more general level, such as the company data, down to increasingly detailed levels, for example the margin rate for a single profile or accessory within the dedicated archives.

Below are the windows where margin rates can be entered:

  • Company (Company data): in this window, all the company margin rates can be entered in the dedicated Margin rate fields, and new ones can be created by following the procedure described above.


  • System (Systems) and Series (Series): in this window, all the margin rates that have been created can be entered for the selected System and Series in the dedicated Profiles margin rate and Hardware margin rate fields.




  • Color (Color prices): in this window, the margin rate relating to the selected color can be entered in the dedicated Margin rate field.


  • Profiles and accessories (Profiles, Accessories): in these windows, the margin rates relating to the selected profiles and accessories can be entered in the dedicated Margin rate field.




Assigning margin rate sets

Note N.B: Margin rate sets can be assigned in the Price list typologies window and in the Jobs archive.

Below are some example images:

  • Jobs archive: in this window, the margin rate sets that have been created can be entered in the dedicated Margin rate set field.


  • Price list typologies: in this window, the margin rate sets that have been created can be entered in the dedicated Margin rate set field.



  • Price list revisions: margin rate sets that have been created can also be entered in Price list revisions, in the dedicated Margin rate set field, found in the Price list variants management window.


The price list variants management window


In the job

In the job materials management window, the margin rates assigned to each individual material can be checked by enabling the File:tastoclassiutile.png button. If margin rates have been entered in the company data, they will be automatically associated with all jobs.

Detail of the job materials window
The margin rates applied to the job

However, for the single job, it will be possible to modify the applied margins from the calculations window.

Pressing the image:tastocalcoli.png button opens the related window, where the % Margin item is displayed. The associated image:tastopercentuale2.png button opens a summary window where it will be possible to exclude the automatically loaded margin rates or specify a different percentage.

The job calculations window
The job margins
Retrieved from "http://wiki.operacompany.com/en/index.php/Margin_rates"