How to Set Up Item Cost Adjustments in SalesPRO
Summary
This article describes how to set up Item Cost Adjustments in SalesPRO.
More Information
Item Cost Adjustments are allocation charges defined by your business, representing expenses to you beyond the cost of the product. An item cost adjustment is applied inside each line item, and is added to the vendor's cost of the product, before the calculation using your margin to arrive at the selling price. Also, item cost adjustments are not visible to your customer.
To add a consistent amount to the selling price of a product, and track the same cost amount, you may create an Item Price Adjustment.
Instructions
- From
within SalesPRO, navigate to Maintenance>Item Price Adjustments.
Click in the drop-down arrow, and select Item Cost Adjustments.
- Click on New to add an adjustment, or double-click an existing entry.
- Using the drop-down for Group, select the most appropriate category.
- Enter the name, and optional description. Checking this box will make this item visible to customers.
- Do NOT check the box "Treat this item as a product item".
- Select the method to be used: flat rate, or percent of before discount price.
- Enter the value. Do not use the cost field.
Click OK.
How It Appears
When editing a product item, go to the Breakdown tab. In the Cost section, the Item Cost Adjustment appears after the Vendor Discount.
See Also
- Understanding How Pricing Works in SalesPRO
Applies to
- SalesPRO Software
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