Costings can be added to Items or created from Quotations. The Items module supports two types of Costings models: Item Costings (COS) and Estimate Costings (EST). Both models can be used as a single-level Costing.
When you create a Costing they are available to view separately under the Costings menu option (if setup).
You can view full details of the Costing in the expanded view.
Navigation Example
Main Menu > Items > Double-click an item with a costing > Costing (tab) > Actions (button) > Open expanded in Costing module
Main Menu > Items > Costings > Double-click a costing to open > Double-click an item to open the expanded view
Navigates to the next or previous Costing, if more than one Costing is linked to an item.
New
Creates a costing.
Copy
Copies the costing to create a new one.
Delete
Deletes the current costing.
Save
Saves any changes.
Actions
Debug Parameters: Uses with Estimate Types to test/update the parameters back to the setups. For example, if a lookup does not show anything, you can use this to test why, and also to update the setups.
Expand all Items: Converts all the material items with linked costings to components up to a maximum of 100 levels. Asks for confirmation.
Update from Item Costing: Deletes all the items on the Estimate and recreates them from the linked Costing. Asks for confirmation.
Delete Inactive Items: Displays any inactive items and asks for confirmation to delete them.
Menu
Email Excel: Email the list view by opening the default Email Template with the view attached in .xlsx format.
Export Grid: Choose a save location to save the grid view in .xlsx format on the server.
Layout & Grids: Individual Save and Restore options for the four tabs.
A batch update function that updates all the selected fields when you click Update (button). The update options are:
Adj%: Updates the Adjustment Percentage to the amount entered in the adjacent block.
W%: Updates the Waste Percentage to the amount entered in the adjacent block.
RU: Updates the amount by which the calculation is Rounded Up to the amount entered in the adjacent block.
Qty Type: Updates the Quantity Type to the option selected from the dropdown list. The options are:
Fixed: The quantity is Fixed and is unaffected by the unit quantity.
x: The price is multiplied by the Estimate Quantity.
x Size: The price is adjusted by the Estimate's Size.
/: The quantity that is included in a Unit.
Status: Updates the status to the option selected from the dropdown list. The options are:
Inactive
Active
Active – Don't Adjust
Budget
Budget – Don't Adjust
Setup (Hr/s): Updates the Setup Hours to the hours entered in the adjacent block.
Speed – Qty: Updates the Speed Qty to the quantity entered in the adjacent block.
/Hrs: Updates the Production Hours to the hours entered in the adjacent block.
Fixed Cost: Updates the Fixed Cost to the cost entered in the adjacent block.
Fixed Price: Updates the Fixed Price to the price entered in the adjacent block.
Clear Setup: Clears the Setup Hours, Fixed Cost and Fixed Price.
Caption: Updates the Caption to the one entered in the adjacent block.
Desc: Updates whether the description of the item is included in the estimate description (e.g. Quote Letter) as selected from the dropdown list. The options are:
N/A: The Description is excluded.
D: The Description of the Material or Service is included.
1xD: The Quantity and Description of the Material or Service is included.
Delete (button)
Deletes the selected line items.
Diagonal arrows (buttons)
Expands or collapses the view.
Show Preview icon (button)
Toggles showing or hiding the preview.
Cell Auto Height (button)
Expands the height of the rows to fit the content.
Popup (button)
Opens a list of Items for you to select one.
All (filter)
Select All, Material, Assembly or Service from the dropdown list which filters the item to add.
Search (input field)
Limits the dropdown list of items to those that match the search phrase.
Item (shows a blank field)
A dropdown list of Items for you to select the item to add.
Quantity (shows 1)
Enter the Quantity of the item to add.
Root
A checkbox. If checked, adds the item as the Root Item.
Add (button)
Adds the item selected in the field provided.
Custom (button)
Add a Custom Assembly, Material or Service as selected from the dropdown list.
The Item'sType indicator (coloured block e.g. Service, Material or Assembly).
The Costing's line item Status indicator (coloured circle).
The system-generated number for the component.
Type
An abbreviation indicating the Type of item (e.g. EST for Estimate).
Item
A sequential number for each item on the costing.
Description
The item's Description.
Category
The item's Category.
Subcategory
The item's Subcategory.
QuoteCompID
The system-generated number for the component.
Caption
The line item's costing caption.
Desc
An indicator if the description is included in the Estimate's description. The options are:
N/A (Blank): The Description is excluded.
D: The Description of the Material or Service is included.
1xD: The Quantity and Description of the Material or Service is included.
Provider
The Supplier or Cost Centre providing the item.
Clicking the entry displays the Setup and Speed fields if provider is a Cost Centre. These fields are editable.
Clicking the entry displays the Supplier with a dropdown list of all the other Suppliers, and a Reference if the provider is a Supplier. These fields are editable.
Fixed Price
The item's Fixed Price.
Qty
The Quantity of the item.
Qty Type
The item's Quantity Type which can be:
Fixed: The quantity is Fixed.
x: The price is multiplied by the Estimate Quantity.
x Size: The price is adjusted by the Estimate's Size.
/: The price is multiplied by the number of Units.
Unit Price
The Unit Price of the item.
/Qty
The Quantity of the item that is included in the Unit Price.
Hr/s
The number of Production Hours needed to produce the item.
Total Qty
The Total Quantity of the item included in the costing.
Unit
A description of the Unit.
Subtotal
The item's subtotal before any adjustment.
Adj %
The Percentage by which the item's price was Adjusted.
Adjustment
The Amount by which the item's price was Adjusted.
Total
The item's Total including any adjustment.
/Unit
The Price for 1 Unit.
Fixed Cost
The item's Fixed Cost.
Unit Cost
The item's Unit Cost.
Total Cost
The item's Total Cost.
Profit
The Profit to be made on the Transaction.
GP%
The Gross Profit Percentage to be earned on the line item.
MU%
The Markup Percentage applicable to the line item.
Code
The item's Code.
W%
The percentage Wastage.
Round
The amount to which any calculation is Rounded Up.
Minimum
The Minimum Quantity that can be ordered or made.
Reference
The line item's Reference.
Length
The item's Length.
Width
The item's Width.
Height
The item's Height.
Setup (Hr/s)
The number of Setup Hours.
Speed – Qty
The Quantity that can be produced in the timeframe specified under /Hrs.
/Hrs
The timeframe for the Speed – Qty field.
CC Status
The Status of the Costing.
Item Type
The Type of Item involved in the transaction (e.g. Assembly, Material).
Note
The item's Note.
Menu (...)
A submenu that can also be accessed by right-clicking the line. The options are:
Set Status: Changes the status to the selected option from this list:
Active
Active – Not Adjusted
Budget
Budget – Not Adjusted
Inactive (Not added to the Estimate Total)
Convert to Assembly: Converts the line item to an Assembly.
Copy Material: Copies the Material to a new line item.
Change Material: Changes the Material to a different Material.
View/Edit Note: View, edit or create a Note.
View/Edit Specification: View, edit or create a Specification.
Convert prices to Fixed/Unit Price: Opens an interface that lets you enter three quantities and prices. If the Convert (button) on the popup is clicked, these prices are converted to Setup, Unit and Cost per 1 000 Prices.
Add Custom: Adds a Custom Item to the costing of they type selected from this list:
Assembly
Material
Service
Move Up: Moves the entry one line up. Keep the Materials and Services together. Services should be in the correct order in which the item is produced.
Move Down: Moves the entry one line down. Keep the Materials and Services together. Services should be in the correct order in which the item is produced.
Open linked Item: Opens the linked item's setup page.
