Profit Margin Calculation via Updated PO Costs

Feature request for the financial overview: Currently, the system calculates profit margins based entirely on the original client invoice and vendor cost. However, if a vendor adjusts their price later and we update the Purchase Order (PO), the financial overview does not update.

To fix this, we have to manually alter the client's invoice, which isn't ideal since the client has already approved it. Could the system instead pull the actual vendor cost directly from the updated PO? This would give us a much more accurate 'revenue markup' and profit reflection without forcing us to alter approved client documents.

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Status

In Review

Board

πŸ’‘ Feature Requests

Date

3 days ago

Author

Danielle Murray

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