Has anyone found a solution to getting cost/margins in CRM Sales Quotes? This is such a basic feature for quoting. While some businesses simply quote based on set sales prices, other businesses have salespeople who need to know costs in order to provide quotes/discounts, etc. I am struggling to understand why Acumatica CRM Sales Quotes do not provide any sort of cost/margin calculation/visibility functionality.
I have upvoted a few entries I find that appear to be related.
Best answer by Tara H
Hi Debbie!
I have some good news to share on this - your timing is great. Starting in Acumatica 2026 R1, you will be able to see estimated margins for not only Sales Quotes, but also for Opportunities. This will help with the needed insight into deal profitability. Please see the example opp screenshot below.
We are not introducing changes in regard to cost in this cycle, but I would be happy to talk to you about this and any other ideas you have. Improving the overall Sales Quote experience is top of mind for us - so to anyone/everyone reading this, please send your Sales Quote suggestions my way!
-T.
Hi Debbie!
I have some good news to share on this - your timing is great. Starting in Acumatica 2026 R1, you will be able to see estimated margins for not only Sales Quotes, but also for Opportunities. This will help with the needed insight into deal profitability. Please see the example opp screenshot below.
We are not introducing changes in regard to cost in this cycle, but I would be happy to talk to you about this and any other ideas you have. Improving the overall Sales Quote experience is top of mind for us - so to anyone/everyone reading this, please send your Sales Quote suggestions my way!
-T.
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