[natrem]

We like to use Capita's sales reports showing Mark-Up or Margin. However, we find that this percentage is not a reliable calculation, as Credit Notes with stock returns from customers distort the result somtimes quite dramatically.
Also when we use an internal invoice to account for stock taken out for Seminars / shows etc (at no cost so it does not reflect in the sales figure) AND using the internal invoice for making stock adjustments will throw the result of the percentage for stock margin totally out.
How are we be able to transact the stock movements without influencing the sales margin?
Thanks :shock:

[COBS Tech Support]

(A) What is the report number you are referring to? Why do you say the calculation is wrong? Can you provide an example?

(B) If you don't want to include a transaction in your sales report, assign your 'internal sale' to an account that is set to an account type of 'internal'. Accounts with an account type of 'internal' are excluded by default from sales reports. If you don't do this you will also have to zero your cost prices as well as your sell prices on your transactions.