Search Saved to Show Profitability Per Transaction

To create this search please follow the steps below:

 

1) Navigate to Reports > New Search > Transaction

2) Under Criteria tab:

-- Add Type is Sales Order

-- Add Main Line is False

3) Under  Results tab:

-- Add Sales Rep -- Summary Type is Group

-- Add Number (this is the SO number) -- Summary Type is Group
-- Add Amount -- Summary Type is Sum
-- Add Item  
-- Add Quantity
-- Add Item Fields...Purchase Price (this is the cost of the item)-- Summary Type is Sum -- Label is Cost
-- Add Formula (Numeric) = {quantity}*{item.cost} -- Summary Type is Sum -- Label is Total Cost

-- Add Formula (Numeric) = {amount}-({quantity}*{item.cost}) -- Summary Type is Sum -- Label is Profit

4) Create Saved Search

5) Rename Search

6) Click Save & Run