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 the article Customize Transaction Form Layouts for more information.
The total margin at the bottom will only be shown if that company preference is enabled. See the article Show total margin fields on Quotes, Orders, and Invoices for more information.
How to Show and Hide
Show Margin Button
Use the toggle button at the margin total field Show Margin to show or hide cost-related fields (Cost, Cost Total, Margin, and Markup) and the Margin Total displayed at the bottom.
Double Click Sales Price
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 Show Margin by Default
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.
