This feature allows the default mapping of minimum Sales Margin alerts against sales analysis codes; this default setting can be overridden and individual margins can be set when creating stock items if required. Admin users can learn how to setup Sales Margin alerts within Omono by following the simple steps below.
IMPORTANT NOTE: Once a Sales Margin has been set against a sales analysis code, when adding a line item to a sales quote or order you will see a red glasses logo appear next to the margin field in the line item modal if the unit price falls below the suggested minimum percentage. The margin will also be displayed in red on the quote and order overview screen. Please note this is just an alert, it will not stop the user processing a quote or order.
Setting up Sales Margin alerts
Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.
Select App using the navigation bar on the left.
Click on Sales Margins.
Click the ✏️ icon next to the sales analysis code you wish to apply a minimum margin alert, by default all margin alerts are set to 0%.
Edit the percentage to the required value in the text field at the bottom of the modal and click ✅ to save.