Using Sales Pal

Using Sales PAL

The Sales PAL (Price - Availability - Location)

The Sales Pal functionality can help Salespeople make informed decisions when working with clients. On Sales Quotes, Orders and Invoices, this bar above the line items has a wealth of information. Upon highlighting an item, see the following:



(1) Cost per item - refers the total expense incurred to produce or acquire a single unit of a product. It includes direct materials, direct labor, and overhead costs.

(2) Profit Margin for this item on this order - refers to the percentage of profit made on a specific item being sold.

(3) Total Profit for this item on this order - refers to the overall profit made from selling a specific item in a particular order.

(4) Order Cost - refers to the total expenses incurred in processing and fulfilling a specific sales order.

(5) Order Margin - refers to the percentage of profit earned from fulfilling an entire sales order, after subtracting all associated costs such as the cost of goods sold (COGS) and operating expenses.

(6) Location - refers to the physical or designated place from which the items are sourced.

(7) Total On Hand of this item in this location - refers to the total quantity of the specific item currently available at a designated location.

(8) Total Available to Promise of this item from this location - refers to the total quantity of the specific item that is currently available for fulfilling future customer orders from a designated location.

(9) Total of this item on Purchase Orders from this location - refers to the cumulative quantity of a specific item that has been ordered or is scheduled to be ordered from a designated location.

(10) Total of this item on Sales Orders from this location - refers to the cumulative quantity of a specific item that has been ordered by customers and is awaiting fulfillment from a designated location.

​(11) Unit (Unit of Measure) - refers to the standard measurement used to quantify and describe the quantity of goods being sold.

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