Analyze sales, and profitability of product lines, batches, and customers.
All costs are taken from batch costs, if you don't use batches this dashboard is not for you.
COST & PROFIT ANALYSIS EXPLAINED:
BATCH
These costs are calculated when you close a batch and include the Price of batch inputs such as raw materials, ingredients, packaging, and labor/services recorded on the batch during packing or manufacturing. "Price" was recorded when you used Create Inventory > Supplier / Purchase order to record your inventory. If you edit the cost of items used in a batch or add items, you should open and close the batch so these costs can be recalculated and stored on the inventory that was manufactured / packed. You can add labor costs to a batch the same way you would add packaging materials.
TRANSPORT
Freight and shipping charges can be set from Settings > Company > "Transport cost": enter the cost per pallet here (if this field isn’t in your app, please go to Settings > Admin > select “Company” and add a new plain text field called “Transport cost”; OR ask your consultant to add it for you). Cost per pallet works properly only if you have set Part > Units Per Pallet correctly; if you don't use pallets set Units Per Pallet to 1 (this field is now the cost of transporting ONE unit to the customer).
FIXED
Set fixed costs per Part produced from Settings > Part > Edit a finished product > More Options > More Details > “Packing cost per unit”. The cost here can be used for overheads such as equipment, plant, electricity and a fixed labor component, or fixed packaging material costs if you are not recording these during Create Inventory process.
