Sales

Sales Margin Analysis

Requires products to have Cost field set. Margin = (Sale Price - Cost) → Quantity.

Configuring Product Cost

Go to Sales > Products > Products → open product → set Cost. This is the purchase/manufacturing cost per unit. Hidden from Sales Users by default.

Margin Reports

• In Sales Analysis pivot: add Margin and Margin % as measures.
• Group by Product Category to see most profitable categories.
• Group by Customer to see most (and least) profitable accounts.
• Group by Salesperson to compare individual performance.

Product Performance Report

Go to Sales > Reporting > Product Performance. Per-product: units sold, revenue, margin, sales trend, comparison vs targets.

Recent Reporting Improvements

• Pivot Table Enhancements - Expand/collapse all, export to Excel with formatting.
• Forecast vs Actual - Compare pipeline forecast with actual invoiced amounts.
• Saved Searches - Save your favourite report configurations for one-click access.

Sales Analysis Report

Go to Sales > Reporting > Sales Analysis. This is a pivot view that supports drag-and-drop analysis.

Dimensions (Rows)

• Customer, Product, Product Category
• Sales Team, Salesperson
• Country, State
• Date (Order, Invoice, Delivery)

Measures (Values)

• Untaxed Amount, Total, Margin, Margin %
• Quantity Ordered, Quantity Delivered
• Number of Orders

Filters

• Date range (Today, This Month, This Quarter, This Year, Custom)
• Order Status (Quotation, Sale Order, Done, Cancelled)
• Sales Team, Salesperson, Customer

Graph View

Switch to graph: Bar, Line, Pie, Donut charts. Common: Revenue by Month (bar), Revenue by Category (pie), Sales Trend 12mo (line).

Cohort Analysis

Group customers by first order month, track repeat purchases over time. Measures customer retention and LTV.

Subscriptions (Recurring Contracts)

Manages recurring revenue - retainers, service contracts, SaaS subscriptions, memberships. Install the Subscriptions app from Apps menu (depends on Sales + Accounting).

Creating a Subscription

Go to Sales > Orders > Subscriptions → Create.

1. Customer - Select customer. Payment terms and price list applied.
2. Template - Optional pre-configured plan.
3. Start Date - When subscription begins.
4. End Date - Optional for fixed-term contracts. Leave blank for evergreen.
5. Recurring Period - Monthly, Quarterly, Semi-Annual, Annual, or Custom.
6. Subscription Lines - Products/services that recur. Copied to each new invoice.
7. Click Confirm to activate.

Subscription Lifecycle

• Draft - Being configured, not active.
• In Progress - Active. Invoices auto-generated each period.
• Paused - Temporarily suspended. No invoices generated.
• Cancelled - Ended before natural expiry.
• Expired - End date reached.

Auto-Invoicing

• At end of each period, Quickenerp: creates invoice, optionally emails customer, updates next invoice date.
• Managed by scheduled action "Sales: Subscription Auto-Invoice" (daily at 2:00 AM).
• Proration supported for mid-cycle changes (enable in settings).

Subscription Templates

Go to Sales > Configuration > Subscription Templates.

1. Name: "Basic Monthly", "Enterprise Annual".
2. Set recurring period and duration.
3. Add default subscription lines with products, quantities, prices.
4. Choose invoicing trigger: period start or period end.
5. Save. Use template to create new subscriptions pre-filled.

Customer Portal

Portal users can view active subscriptions, download invoices, and upgrade/downgrade plans depending on configuration.