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Procurement

Margin and Vendor reports

Where your margin went, and how each vendor is doing.

Written By Julia M.

Overview

Two reports in Finances › Procurement show what happens after you order: where your margin went, and how each vendor does.

Watch it: the Finances lesson in Campus, step 7, “Bills and what vendors charge”, chapter 6, “The Margin and Vendor reports” (starts at 1:55).

Margin report

Shows where your margin went: what you absorbed, what you kept, and what you passed on, by reason, vendor, project or month, with every difference listed.

The Margin report

Vendor report

Shows how each vendor does: what you ordered, shipping on time, changing prices and returns.

The Vendor report

Good to know

Send report emails it, and Export CSV downloads it as a spreadsheet.