.. _profitmarginmarkup:

Calculate profit, margin and markup
===================================

:superscript:`Workflowtasksprofitmarginmarkup`

.. image:: ../../_images/profitmarginmarkup/profitmarginmarkup_001.png
   :class: with-shadow
   :width: 400px
   :alt: workflow task editing

| The workflow task allows you to calculate profit, margin and markup for each single lineitem.
| The task is available only for inventory modules such as Quotes, Sales Orders, and so on.

======
Format
======

Defines the format of calculation: :guilabel:`ratio` is the the simple ratio, decimal; :guilabel:`percentage` is the percentage of profit, margin and markup

==================
Source and Targets
==================

The image shows the fields required for the calculation.
The required fields for the workflow task are:

| :guilabel:`Sources`: :guilabel:`Quantity`, :guilabel:`Price` and :guilabel:`Cost`. Setting the :guilabel:`Discount` field, the calculation will also include the discount.
| :guilabel:`Targets`: at least one of :guilabel:`Profit`, :guilabel:`Margin` and/or :guilabel:`Reload` field(s)

=============
Entity filter
=============

| Allows you to select a filter, previously created, of the module we are assigning the task.
| This filter allows you to apply further filtering, in addition to the one already available in the
  workflow, to filter the records on which to perform the task.

====================
Lineitem type filter
====================

| Allows you to filter the lineitems on which to execute the task.
| The filter is defined in the lineitem type module, :guilabel:`Products` / :guilabel:`Services`.
| Lineitems not selected by the filter will remain unchanged.

================
Lineitems filter
================

| As for :guilabel:`Lineitem type filter`, this filter also defines which lineitems the task is applied to.
| The difference is that, in this case, the filter (max 3 **AND** conditions) works on the values of the lineitem
  fields.