Flexible Calculation Methods
Choose Purchase Cost Price, Stock in Hand, or Last Purchase Rate as the basis for margin calculations.
Octfis Techno LLP · Zoho Books Extension
Item Margin &
Margin Percentage for Zoho Books.
Maximize profits with precise item margin tracking in Zoho Books. Calculate profitability using Purchase Cost Price, Stock in Hand, or Last Purchase Rate and view updated margins in your transactions.
Item Margin Preview Illustrative values
Selling Price₹1,000
Purchase Cost₹700
Item Margin₹300
Margin Percentage30%
Illustrative calculation, not a live Zoho Books screen
✓ Margin details inside Zoho Books
3 Calculation MethodsCost, stock or last purchase rate
Margin VisibilityItems Margin Details and Custom Fields
Updated ValuesMargins reflect transaction edits
Extension Overview
Track Margins. Boost Profits.
Analyze product profitability directly in Zoho Books. The extension calculates item margin and margin percentage for sales orders, invoices, and quotes using your preferred cost basis.
View margin values in Items Margin Details and Custom Fields, with refreshed results when you create or edit transactions.
Talk to Our Team ↗Core Capabilities
Powerful Features for Accurate Profit Tracking.
Monitor item profitability and make informed pricing decisions without manual margin calculations.
Seamless Zoho Books Workflow
Analyze item profitability while working with quotes, sales orders, and invoices.
Integrated Margin Tracking
See calculated item margin and margin percentage in Items Margin Details and Custom Fields.
Updated Margin Values
View revised margin information when transaction details are created or edited.
How It Works
From Item Costs to Profit Insights.
A simple process keeps item margin calculations accessible in your Zoho Books workflow.
01
Install and Configure
Install the extension in Zoho Books and select your preferred margin calculation method.
02
Create or Edit Transactions
Work with quotes, invoices, or sales orders while the extension calculates item margins.
03
Review Profitability
Check the updated item margin and percentage in Items Margin Details and Custom Fields.
Business Benefits
Know Your Margins.
Make Smarter Decisions.
Track profitability more efficiently, reduce manual calculations, and use accurate margin insights to support pricing, sales, and purchasing decisions.
✓ Enhanced profitability tracking
✓ Smarter pricing and sales decisions
✓ Less time on manual calculations
✓ Accessible margin and percentage values
Frequently Asked Questions
Everything You Need to Know.
What does the Item Margin and Margin Percentage extension do?
It calculates item margins and margin percentages inside Zoho Books, making profitability information easier to review.
Which margin calculation methods are supported?
You can choose Purchase Cost Price, Stock in Hand, or Last Purchase Rate.
Where are calculated margins displayed?
The extension displays margin information in Items Margin Details and Custom Fields.
Does it work with invoices, quotes, and sales orders?
Yes. Margin and percentage information can be reviewed and updated while creating or editing these transactions.
How do I get started?
Install the extension, choose your preferred calculation method, and contact Octfis Techno LLP if you need setup assistance.
