Margin And Cost Visibility
This FAQ will go over how to show or hide the cost and margin on a transaction. These columns can be added and saved in the default company layout if they should always be shown, see this FAQ for more information on that: Customize Transaction Form Layouts
The total margin at the bottom will only be shown if that company preference is enabled: Show total margin fields on Quotes, Orders, and Invoices
Show Costs Button
Use the toggle button at the margin total field for “Show Costs” to show or hide cost-related fields (Cost, Cost Total, Margin, and Markup) and the Margin Total displayed at the bottom.
Double Click
Double-click the Sales Price to show or hide cost-related fields (Cost, Cost Total, Margin, and Markup) and the Margin Total displayed at the bottom.
How to Always Show Margin
To always show margin, follow the instructions below. This was the default functionality before version 771.
1 – Right click the transaction detail header and select “Show Column Chooser”.
2 – Select the Margin columns that are needed.
3 – Right click the transaction detail header and select “Save as Company Layout” to save this change.
