Margin Module

Introduction

Margin is one of the most important factors of finance, it is a collateral that he investors deposit with their brokers. The investors usually buy margin, as that refers to the initial payment that the investors had made to the brokers. However, in business margin is referred as the difference that persist between selling price of a product or service and the cost of production or the ratio that is generated from the amount of profit and revenue. This is exactly what Tactic offers to its customers. Tactic helps the users in managing all the margins at one space for effective use of all the profit, revenue, cost of production and selling related information. 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. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

Adding margins

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. However, margins need to be added from the product section, while creating the product.