Once the Cost Option has been added you can manually fine-tune the costs to make sure it is complete. Information such as one off costs, supplier details and tax codes can all be set to get an overall picture of what the job will cost you to perform. Once the complete picture is know you can then add an overall Profit Margin or a profit margin on any selected cost to determine the Sell Price of the Option.

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Managing Cost Option Tasks

The Costing screen can be used to perform a variety of functions relating to costs. Below is a summary of the tasks that can be undertaken.

	Icon	Function
Cost Header
Cost Option
	Modify Cost Details and Options	Allows user to view the costing parameters used in the cost option and to edit option descriptions and option details as required.
	Lock Sell Price	Locks sell price preventing changes to be made click once for pending (allows changes) click twice to lock preventing changes. Refer to The Costing Life Cycle.
	Reverse Costing Status	Allows reversing of locked sell price at the pending stage. Refer to The Costing Life Cycle.
	Cancel Selected Cost Option	Allows user to delete selected cost option provided it is not Invoiced
	Include/Exclude from Sales Revenue	Enables user to have the option to include in commission for sales person
	Reprice Cost Option if costing parameters have changed	Enables user to amend the costing of job if the inventory volume is changed
	Modify Destinations used by selected cost option	Allows Inventory for a different destination to be used for the cost option.
Invoice
	View details of rate used for available cost option	Allows user to be able to view the rates attached to selected cost option
	Select customer for cost option	Enables user to select a customer for cost option
	Select job product for selected cost option	Allows user to change the job product. This is normally assigned as per the Job Type creator
	Unlock sell price for selected option	Allows user to modify the sell price by unlocking it from a selected tariff
	Unlink invoice from selected cost option	Deletes the link between the invoice and the costing screen enabling the invoice to be edited independent of the costing screen.
	Set cost option as not able to be invoiced	Selecting this will toggle the invoice between being free of charge or work to be charged. This is so if the cost option is not invoicable then it won’t appear on the Non invoiced jobs Report.
	Set cost option to be included/excluded on a combined invoice	This allows the cost option to be included in a combined invoice. This flag is normally set by the Customer.
	Create Credit Invoice using selected invoice	Enables a credit invoice to be produced from the costing screen
Cost Details
Cost/Purchase
	View details of rate used for selected cost	Links to the rates table to show the rate used.
	Select supplier for selected cost	Select supplier from list for highlighted line
	Set cost as no charge (F)	Toggle cost between being free of charge or work to be charged. Used mainly for costs that are flagged as accruals.
	Create a purchase invoice for selected cost	Post invoice for selected cost.
	Reverse supplier purchase order for selected cost	Reverse Purchase invoice if applicable
	View Supplier Invoice for selected cost	Enables a view of the supplier
	Cancel cost	Delete cost
	Include/Exclude From Insurance	Allows user to include  or exclude the selected cost from insurance calculations
Sell Price /Tariff
	View details of Tariff rate used for selected cost	Links to the rates table to show the rate used.
	Select job product for selected cost	Allows modification of the job product linked to selected cost (or supplier product)
	Clear job product link for selected cost	Clears the job product that is linked to the cost (or supplier product)
	Unlock sell price (Tariff) for selected cost	Allows user to modify the sell price by unlocking it from a selected tariff

Selecting a Cost

To select a cost line to process double click the desired line in the S column on the right hand side of the costs

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Cost Option Tax Display

Toggle between displaying values inclusive and exclusive of tax. Any changes made will be affected by whether or not the inclusive or exclusive values are displayed at that time.

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Viewing Foreign Currency Amounts

By default system default currencies are used in the costing screen. This is to provide a clear indication of margins and cost prices versus sell prices. If you wish to view the foreign currency amounts select the toggle at the top of the Est Cost and Sell columns respectively.

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