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Invoice Profitability Report or Search to the line level
Trying to create a search (although would prefer a report), that displays Invoice profitability at the line level with revenue pulled from invoice and cogs pulled from the item fulfillment directly associated to that invoice. Here is an example of the results I am trying to produce. This is only for line level detail, no tax or shipping charges included.
| Customer:Job | Company Name | Date | Invoice | Item: Name | Quantity | Unit Revenue | Total Revenue | Item Fulfillment | Unit Cost | Total Cost | Total Profit | Profit % | Paid Date | Primary Sales Rep |
| DHD001 | Dome HD Supplies | 2/11/2019 | SI-100935 | XYZ123 | 8.00 | 24.00 | $192.00 | IF-100931 | $11.53 | $92.24 | $99.76 | 52.0% | John Doe |
Aspects of our fulfillments and costing that may be helpful.
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