🎥 How to add costs into your system (includes example sheet)

How to add costs into your system (includes example sheet).

1. Steps to add costs into the system

2. Head to the costs admin in the system.
3. Download the cost types spreadsheet.
4. Fill in the spreadsheets and save the documents.
5. Upload the excel document into the system.
6. Link to the spreadsheet I use in the video below
   https://docs.google.com/spreadsheets/d/1vhxYEKwtu7-7O_-LCoh7EDk4PPOeG7hf9d-TlamHPWo/edit?usp=sharing
   
   
   

7. Video support

Column explanation

• How to fill in the spreadsheet
  • Vendor guid: This links the cost to a vendor (leave this blank).
  • ID: Leave this blank.
    
    
• Cost organisation 
  • Cost_group: This is the cost category. E.g. Labout, vehicles, 3rd party cost etc.
  • name: This is the name of the cost. E.g. Generators.

• Cost amount
  • flat_fee: If the cost has a standard flat fee, then apply this fee.
  • price_per_mile: The is the delivery price or price per mile (km).
  • price_per_square_meter: These costs will calculate the cost on a square meter.
  • percentage_of_total_cost: These costs are calculated at a % of the total booking amount (pre-tax).
  • To create an AD HOC cost, leave all the cost amount columns blank.

• TRUE / FALSE Fields
  • cost_calc: Type TRUE if you want this cost to show on the cost calculator in the quote.
  • external: Type TRUE if this is a 3rd party or external costs. Type FALSE if this is an internal cost.
  • setup_takedown: Type TRUE if this cost is related to the set up (delivery) or take down (collection)
  • archived: Type TRUE if you want to archive (remove) a cost.