Adjust gross profit in quotations or sales orders

Article • 4/27/2026 • 2 min read

When you enter a quotation or sales order, you can adjust gross profit and determine the pricing you need to achieve your profit margin. When you change costs or prices and the gross profit percentage changes, you can adjust gross profit and recalculate the pricing you need to achieve the gross profit you want.

To adjust gross profit

  1. Open the quotation or sales order.

  2. Click the Items tab and select the required row or item.

  3. Open the Sales Order Price Summary (SOPSUM) or Quote Price Summary (QTPSUM) window:

    a. Click the ellipsis under the Action column.

    b. Select Grid Accessories > Grid Actions > Price Summary.

    The Sales Order Price Summary or Quote Price Summary window appears.

  4. If you want to manually change costs or prices, make the adjustments as necessary.

  5. To update the costs and prices with changes you made elsewhere in Made2Manage, click Recalculate on the child toolbar.

    A message, This will remove any manual changes that have been made to the % adjustment on the item or on any of the releases of this item. Do you wish to continue? appears.

  6. Click Yes to recalculate costs.

    Or click No to retain changes.

  7. In the Gross Profit field under the % Of Net column, either enter the gross profit percentage you want. Or click the Calculator icon to select a suitable value.

Values entered for Discount Amount and Discount Percentage are automatically synchronized with the Item Details tab. For multi-release line items, only the master release’s Discount Amount and Discount Percentage are displayed. The List Price field represents the same value as the Total Price shown in Item Details.

  1. Click in any box to recalculate pricing.

  2. Click Save to keep your changes.

    Or click Cancel to revert to the original costs.

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