{"id":8096,"date":"2023-09-11T07:35:50","date_gmt":"2023-09-11T07:35:50","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%ba%d9%8a%d9%8a%d8%b1-%d9%86%d8%b3%d8%a8%d8%a9-%d9%87%d8%a7%d9%85%d8%b4-%d8%a7%d9%84%d8%b1%d8%a8%d8%ad-%d9%84%d8%b9%d8%af%d8%af-%d9%85%d9%86-%d8%a7%d9%84%d9%85%d9%86%d8%aa%d8%ac%d8%a7%d8%aa\/"},"modified":"2025-12-24T07:29:02","modified_gmt":"2025-12-24T07:29:02","slug":"updating-the-profit-margin-for-several-items-in-one-go","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/updating-the-profit-margin-for-several-items-in-one-go\/","title":{"rendered":"Updating the Profit Margin for Several Items in One Go"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1699272323730{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">The profit margin and the amount of sales are among the most important factors indicating the success of your commercial activity. Due to market changes and financial conditions, sometimes you need to change the profit rate by increasing or decreasing for several products together or for all products. This is immediately reflected on invoices, accounting aspects, and your financial reports. In this article, we will learn how to change the profit margin for a number of items in simple steps.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;How to set the Profit Margin for One Item&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699272350487{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1766560854837{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">The item&#8217;s <\/span><span style=\"font-weight: 400;\">profit margin is determined when adding a new item or by editing an existing item. Click on <\/span><b>&#8220;Products &amp;\u00a0 Services&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown menu under <\/span><b>&#8220;Inventory&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then click on the <\/span><b>&#8220;Add&#8221;<\/b><span style=\"font-weight: 400;\"> button and select <\/span><b>&#8220;Product&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown menu or click on the dots next to the product and press <\/span><b>&#8220;Edit&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42872 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Edit-Service-or-Product-1-1.png\" alt=\"\" width=\"1536\" height=\"585\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Edit-Service-or-Product-1-1.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Edit-Service-or-Product-1-1-300x114.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Edit-Service-or-Product-1-1-1024x390.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Edit-Service-or-Product-1-1-768x293.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then move to the pricing details and write the profit margin percentage you want for this product, or specify the buying and selling price so that the system calculates the profit margin percentage automatically for you, then click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> or <\/span><b>&#8220;Update&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42869 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Pricing-Details-.png\" alt=\"\" width=\"1767\" height=\"682\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Pricing-Details-.png 1767w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Pricing-Details--300x116.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Pricing-Details--1024x395.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Pricing-Details--768x296.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Pricing-Details--1536x593.png 1536w\" sizes=\"auto, (max-width: 1767px) 100vw, 1767px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;How to Update the Profit Margin for Several Products Together&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1699272523777{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1766560998925{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Products &amp; Services&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown under <\/span><b>&#8220;Inventory&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu. Select the products for which you want to update the profit margin by checking the box next to the product name so that a \u2705 appears on the selected products. You can select all products by clicking the box next to <\/span><b>&#8220;Action List&#8221;<\/b><span style=\"font-weight: 400;\"> to make a \u2705 appear.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After selecting the products, click on <\/span><b>&#8220;Actions&#8221; <\/b>list<span style=\"font-weight: 400;\">\u00a0and choose <\/span><b>&#8220;Update Profit Margin&#8221;<\/b><span style=\"font-weight: 400;\"> from the dropdown menu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42874 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Update-profit-margin-.png\" alt=\"\" width=\"1536\" height=\"491\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Update-profit-margin-.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Update-profit-margin--300x96.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Update-profit-margin--1024x327.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/Update-profit-margin--768x246.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Enter the desired percentage in the profit margin field for the selected products, and press the <\/span><b>&#8220;Update&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8107 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_14h18_16.png\" alt=\"\" width=\"1392\" height=\"256\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_14h18_16.png 1392w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_14h18_16-300x55.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_14h18_16-1024x188.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-11-06_14h18_16-768x141.png 768w\" sizes=\"auto, (max-width: 1392px) 100vw, 1392px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Afterward, a message will appear saying <\/span><b>&#8220;Products have been saved&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here you will find the profit margin of one of the selected products after updating its profit margin within the product details, which is automatically reflected on the selling price.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31401 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/983093e-23.png\" alt=\"\" width=\"1408\" height=\"727\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/983093e-23.png 1408w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/983093e-23-300x155.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/983093e-23-1024x529.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/983093e-23-768x397.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2177,2184],"tags":[],"class_list":["post-8096","user_manual","type-user_manual","status-publish","hentry","category-inventory","category-products-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Updating the Profit Margin for Several Items in One Go - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/updating-the-profit-margin-for-several-items-in-one-go\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Updating the Profit Margin for Several Items in One Go - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1699272323730{margin-left: 200px !important;}&#8221;]The profit margin and the amount of sales are among the most important factors indicating the success of your commercial activity. 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