Inventory Product Margin Analysis Report

Product Margin Analysis Report (ID: INV104)

1. Introduction

This report provides a detailed analysis of product margins within the TUHUND ERP system for Cumberland Trading. It explains how to access the margin analysis report, use available filters and dropdowns, and interpret the results for financial assessment and profitability tracking.

2. Accessing the Product Margin Analysis Page

To access the Product Margin Analysis Page in the TUHUND ERP system:

• Log in to the TUHUND ERP portal.
• Navigate to Inventory > Reports > Margin Analysis.
• The product margin analysis page will display product-wise profitability, opening and closing stock values, and transaction details.
• Use the filters and dropdown menus to refine and analyze specific margin records.

3. Understanding Filters & Dropdowns

The Product Margin Analysis Report includes multiple filters to refine records based on specific criteria.

3.1 Filters Available

Filter Name	Description	Purpose
Show	Filters products based on sales status (All, Changed, Sold, Unsold)	Helps segment sales data
Sort By	Sorts transactions by Margin, Profit, Product Name, Model, Brand	Organizes data for better analysis
Order (Ascending/Descending)	Defines sorting order (A-Z, Z-A)	Controls data presentation
Search Bar	Allows searching by product name, ID, or model	Quickly finds specific products
Period	Filters records based on transaction dates	Analyzes time-based profitability trends
Entire Organisation	Use this filter to view stock register of specific organisation or branch	To analyze specific branch or organisation stock data

 

3.2 Dropdown Elements & Their Functions

Brands Dropdown Use this dropdown to select specific brands or to display all brands sales reports together.

Vendor Dropdown Use this dropdown to select specific vendors or to display all vendors together.

Base Calculation Dropdown Choose what you want to have your margin analysis based on different criteria’s.

Store Dropdown Use this dropdown to select specific store or to display all stores reports together.

Show (Product Type Filter)

This dropdown allows users to filter product margin data based on type:

• All Products – Displays all products, whether sold or unsold.
• Changed Products – Filters products with margin fluctuations.
• Sold Products – Displays only products that have been sold.
• Unsold Products – Filters products that remain in inventory.
• And then further with the next dropdown you can sort the result as you want to view the product only or spare accessories etc too or both combined

Sort By Dropdown

Users can sort product margin records based on:

• Margin – Arranges records by profit margin percentage.
• Profit – Sorts records by absolute profit value.
• Product Name – Organizes transactions alphabetically by product.
• Model – Groups records by product model.
• Brand – Sorts records based on the product brand.

Order Dropdown

This controls the sorting order of records:

• Ascending (A-Z or Lowest First) – Displays transactions in increasing order.
• Descending (Z-A or Highest First) – Displays transactions in decreasing order.

Recommendation: If handling large data, sorting by Margin or Profit provides clearer insights into high-performing products.

 

4. Understanding the Results Table & Data Comparison

After applying filters, the Product Margin Analysis Report displays profitability data in a structured table.

4.1 Columns in the Results Table

Column Name	Description	Comparison Basis
Product ID	Unique identifier for the product	Tracks individual products
Product Name	Description of the product	Identifies sold items
Opening Stock	Quantity of product in stock at the start	Tracks initial inventory
Opening Value	Value of opening stock	Assesses initial financial position
Quantity In	Quantity received in stock	Tracks inventory additions
Input Value	Value of newly received stock	Measures cost of stock additions
Quantity Out	Quantity sold from inventory	Tracks sales volume
Output Value	Revenue generated from sales	Analyzes total earnings
Closing Stock	Remaining quantity at the end	Tracks leftover inventory
Closing Value	Value of remaining stock	Assesses financial worth of unsold stock
Margin Amount	Total profit or loss on product sales	Evaluates profitability
Profit %	Percentage of profit/loss relative to cost	Compares product performance
Margin %	Final margin after deductions	Assesses final profitability

 

5. Best Practices for Effective Use

• Regularly update filters to analyze margin trends accurately.
• Sort by "Margin %" to identify the most profitable products.
• Monitor "Closing Stock" to prevent overstocking or understocking.
• Use "Input Value" and "Output Value" to compare cost versus revenue.
• Investigate high negative margins to minimize losses.

6. Common Issues & Solutions

Issue	Solution
Sudden drop in margin	Check for price reductions or cost increases.
Negative margin on a product	Verify cost and selling price calculations.
Overstocking with low sales	Reduce stock levels or introduce discounts.
Unexpected high sales but low profit	Adjust pricing strategy or renegotiate supplier costs.

 

Key Actions Required:

• Review margin reports regularly to monitor profit trends.
• Cross-check stock and sales records for discrepancies.
• Adjust pricing strategies to maximize profit margins.
• Investigate negative margins to reduce losses.