I am very surprised after speaking with the MYOB support team that there exists no report which will detail profit margins made against a customers account. It would expect this information to be readily available in order for any business to be able to monitor/maximise their focus.
Our business generates sales from inventory sales and from onsite service work. We do utilise Jobs for service work but not for day to day inventory sales. The current available reports in MYOB are only giving us half the picture. We can not tell how profitable overal we are on a customer to customer basis.
- Jennifer_Kelly8 years agoSuper Partner
Hi DBBP
You will find reporting of Profit margin by Customer (and many other dimensions inc by supplier, by Product type, by Customer group, by State, by Salesperson etc) is available with some of the MYOB Add-on Solutions - https://www.myob.com/au/addons/category/3/advanced-reporting/
As an example our Business Intelligence software BI4Cloud comes with this flexibility as standard (along with many other types of Sales/ Jobs/ GL reporting).
Our Jobs reports can run by Header, by Customer, across years, by Job manager etc to track Job profitability.
Reports can be saved to auto email or even to say filter for any sales below a set margin to alert you to check them.
Below is a standard Margin by Customer report over Item Sales that can be run over any desired date range, as a Pivot or comparing with prior periods.
You are most welcome to do a 14 day free trial on your MYOB data to see if it can help you.
Jennifer Kelly CA
- DBBP8 years agoCover User
Hello Jennifer - Thank you for your reply.
I did review the BI4Cloud information as per your link and agree this will offer a solution. Is BI4Cloud compatible with AccountRight Premier v19? We do not run our business offline (ie-no cloud access).
- Jennifer_Kelly8 years agoSuper Partner
Hi DBBP
Yes we work with the following flavours of MYOB:
- Classic (Desktop Premier & Enterprise)
- AccountRight 2016.x (Both run on the Cloud and locallay on the server)
- EXO
Glad we can help.
Jennifer Kelly CA
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