Margin Module

Introduction

The margin module allows the users to calculate and display margin that has been accumulated from sales. There is a feature of summary tables as well, which provides a view of margins in each documents, such as proposals, orders, invoices and contracts.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. Margins can be added in the Billing menu. The option of margins will be visible at the very end of the vertical menu bar. The users can click that to see the list of available margins.