ProfitLoss < Cargooffice

---++ Profit Loss Form

<br />%TOC{depth="6"}%
---+++ Where to find
   * The profit loss form is attached to your orderentry form. Often it's the first tab on the left upper corner.
   * Note: in the [[OrderentryStart#Description_default_orderentry_t][current default order entry template]], [[ChargesForInvoicing][charge fields and cost fields are included]] inside the main form.
---+++ About
   * The profit loss form is an easy tool for company staff to decide if a shipment could become profitable or not.
   * Therefore profit loss forms are only visible for users of level 20 (and up).
   * For every order a profit loss form can be generated.
   * Profit loss forms could also be used for [[BillingInvoicing][billing]]. <br />You are able to maintain your billing items through the [[productsOverview][products overview grid]].
---+++ Description Profit Loss form

When clicking the profitloss button in the orderentry form, the following screen is shown:<br /> <A HREF="%ATTACHURL%/profitloss3.gif"><img vspace="10" width="500" alt="" src="/pub/Cargooffice/ProfitLoss/profitloss3.gif" title="Profit loss form (click for enlargement)" border="0" /></A>
   * 1. This button brings you back to the orderentry form. All former submitted values are saved.
   * 2. When clicking the "looking glass" standard charges or costs can be added (click "Add New"). Next time these values can be called up again.<br /> Note: It is not necessary to use the looking glass, additional costs can also be entered directly into the textboxes.
   * 3. It is possible to automatically calculate your route kilometers, see "Calculate Route" below.
   * 4. Quantity multiply Price gives Amount.
   * 5. Total of all charges lines.
   * 6. Result of charges minus cost gives total of profit or loss.
      * Green colour is profit.
      * Red colour is loss.
   * 7. Submit buttons. Use "Save defaults" when you have to fill in the same kind of screen often.
   * Note. This form is template based. If you like to use another template, please have a look at [[ProfitlossTemplate][Profit loss template]].

---+++ Calculate Route

When clicking "Main Form" you go back to your original order entry screen.<br /> If a pick-up address and delivery address is entered inside this order entry screen, the amount of route kilometers can be calculated.<br /> Click "Calculate Route" in the Profit Loss screen, something like this will be shown.<br /><A HREF="%ATTACHURL%/profitloss4.gif"><img vspace="10" width="500" alt="" src="/pub/Cargooffice/ProfitLoss/profitloss4.gif" title="Google driver screen (click for enlargement)" border="0" /></A>
   * 1. The route between the pickup and delivery location is shown.<br /> _Note:_ If an alternative route is desired you are able to move the line of this route.<br /> _Note:_ You can also use this tool when your trip consists of different stops.<br /> _Note:_ If an incorrect route is shown, you probably entered an incorrect postcode or city or country location inside your order entry form. Please check and adjust.
   * 2. The amount of kilometers is shown as well as an estimated traveling time.
   * 3. You can use the values of kilometers and time in your profit-loss form, this will make it more easy to estimate whether a certain transport is profitable.

---+++ Overview of active orders

<A HREF="%ATTACHURL%/profitloss2.gif"><img vspace="10" width="500" alt="" src="/pub/Cargooffice/ProfitLoss/profitloss2.gif" title="Overview of active orders (click for enlargement)" border="0" /></A><br /> The Profit Loss values can be made visible in a specific list. Here it is shown in the active order screen, but it can also be made visible in the Dispatch system, in a billing system or in a specific management function.

-- Main.RutgerRutgers - 23 Jul 2007

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	profitloss.gif	r1	manage	66.2 K	2005-12-16 - 14:27	RutgerRutgers	Profit Loss Form
gif	profitloss2.gif	r1	manage	63.4 K	2005-12-16 - 15:17	RutgerRutgers	Overview of active orders
gif	profitloss3.gif	r1	manage	67.9 K	2007-07-23 - 14:14	RutgerRutgers	Profit Loss + Calculate
gif	profitloss4.gif	r1	manage	257.7 K	2007-07-23 - 14:28	RutgerRutgers	Google kilometer screen

This topic: Cargooffice > AboutFreecargo > FreightExchangeHowto > WebHome > ProfitLoss
Topic revision: r11 - 2017-01-02 - RutgerRutgers