Adding a Cost to a Quote

To add a cost to a quote:

  1. On the quote information screen, Costs section, select New Cost.
  2. On the New Quote Cost screen, provide the following information, as required.

    FieldDescription
    Description

    Description of the item whose cost is to be included in the quote. The text you type is matched against the cost items, stored in the Cost Admin database (Business > Settings > Costs), so that you can select one of these items if you wish.

    Alternatively, you can just type in details of a new cost item (which is added to the quote but not to the Cost Admin database).

    Quantity

    Number of items to include in the quote.

    Unit Cost

    The cost per item.

    Unit Price

    The price of each item based on the Unit Cost and the markup. It is calculated automatically if you have a markup % set in your Organisation Settings > Cost > Markup %. However you can override the Markup % by specifying a different value in the Calculate Markup dialog, or by typing a value directly into the Unit Price field.

    Supplier

    The name of the supplier for this cost item. Select from the drop-down list, as required.

    Code

    A reference code for the cost item, if applicable. This is the manufacturer's or supplier's reference code.

    Billable

    This checkbox indicates if the costs for the item are to be included in the quote. If the checkbox is deselected, the item quantity, cost and price details are included in the quote, but with a zero total cost.

    Tax

    The tax name and rate to apply to the quote. If you have a second tax rate set up in your Organisation Settings > Financial settings, both rates are shown. Select the required rate.

    Notes

    Any comments or notes relating to the item.

  3. Save your changes. This cost item is stored in the current quote only unless you add new costs to the Cost Admin database (see Adding costs to cost admin).

    If you need to add several costs to the quote, use Save & Add. This adds the new cost to the quote but remains on the New Quote Cost screen.