I am looking for good way to get my suppliers/contractors information and it’s cost price implemented in (or referenced to) an order. I need this information to track which contractor at what price was involved in a specific order and to see the revenue of the order.

So once the Quote is accepted in the Order section I want to separate the quoted full price in cost price amount (assigned to a contractor/supplier) and markup/revenue amount. Important is that this information is not visible on the invoice of course. On the invoice it needs to display the full amount like on the quote.

As an example:

A quote of € 300,- is accepted by the client. They prefer to have this job/product done by Contractor D.

I create an order from the Quote and fill in the the contractor field and its cost price field, let’s say € 225,-. The full price is decreased by entering this amount and shows a revenue of € 75,-

Once the product/job is delivered the invoice displays only the total of € 300,-

Any structural thoughts on this for this great platform?

Best regards,

Albert

Comments

manuelBS’s picture

manuelBS CreditAttribution: manuelBS commented

So in general these are two different things:

1) Contract relationship (order) with you and your customer
2) Contract relationship (another order) with you and your supplier

So as as base you just need to add an entity reference from the one supplier order to the customer order. You already see the revenue in both orders. You can add a new field "Revenue" to the order bundle and a rule that increases this value whenever any invoice line item (=revenue) is created. If you have on order referenced to another its easy with a view to substract the revenue of the one order from the revenue of the referenced order and you are done to display your profit there.

cmwwebfx’s picture

cmwwebfx CreditAttribution: cmwwebfx commented

Manuel, I was about to come in here tonight after talking to Daniel in the ERPAL chat. This weekend I only found this solution after coming across from WordPress. I have previous experience in D6.

I was going to ask the exact question as the original question above and Albert asked it best how I would like this as well. However with your explanation I feel a bit lost. Could you Go into a bit more detail in the answer you have given at this point:

So as as base you just need to add an entity reference from the one supplier order to the customer order.

And this point I am not clear on at all:

You can add a new field "Revenue" to the order bundle and a rule that increases this value whenever any invoice line item (=revenue) is created.

And finally this:

If you have on order referenced to another its easy with a view to subtract the revenue of the one order from the revenue of the referenced order and you are done to display your profit there.

I understand the concept above in your answer, but the implementation is unclear to me.

I almost feel that if I understand this part better I would be almost at the point to cross from newly installed Version 2 to newly installed version 3 as I am completely in love with the version 3 layout. I am sure more questions will be asked along the way if you don't mind me asking them. I will be looking to get the word out on this platform to my WordPress group that are always looking for solid solutions to Freelance project management.

Regards,

Ciaran

Yuri’s picture

Yuri CreditAttribution: Yuri commented

I totally agree with including the product costs and product cost types workflow in Erpal. It is part of every ERP system.