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Create a New Costing

A costing aggregates the costs of making and selling a product so finance and merchandising can price and compare scenarios consistently. This page walks through opening Create > Costing, filling mandatory fields such as style or component, template, and buy terms, and saving a new record. Confirm Site Settings lists are populated before you start so dropdowns and validation succeed.

Quick Check - Before You Start
  • Confirm the style or component number you are costing exists and matches finance’s naming rules.
  • Verify costing templates, buy terms, currencies, and optional customer lists are set up in Site Settings (see the note below if anything is missing).
  • Align with finance on which template and buy terms to use before you click Add.

How to Create a Costing

  1. Click the Create button at the top of your screen
  2. Select Costing from the menu

  3. Fill in the required information:

    Field What to Enter
    Style/Component Number The code for the style or material you're costing
    Account Manager Who is responsible for this costing
    Template The type of costing you're creating (e.g., "Retail" or "Wholesale")
    Buy Terms How you'll buy the product (e.g., "FOB", "CIF")
    Buy Currency The currency you'll use to pay for the product
    Sell Price How much you'll sell the product for (optional)
    Customer Who you're making the product for (optional)
    Department Which part of your business this is for (optional)
    Freight In Any shipping costs to get the product to you (optional)
    Other Costs Any other costs not listed above (optional)

  4. Click Add to save your new costing

Before You Start

Make sure your company has set up all the required fields in the system settings. Ask your system administrator if you're not sure what information you need.

Add Costing

Helpful Tips

  • Make sure you fill in all the required fields.
  • Check with your finance team about which template and terms to use.
  • Keep your costing information up to date.

Next Steps

Troubleshooting

Why is Template or Buy Terms missing from the create pop-up?

Dropdown values are defined in Site Settings; incomplete configuration hides options or blocks save.

Steps to resolve:

  1. Ask an administrator to configure costing templates and related lists in Site Settings.
  2. Retry Create > Costing after configuration is published.
Add or Save failed—what fields are usually required?

Style/Component Number, Account Manager, Template, Buy Terms, and Buy Currency are core entries on the create form; optional fields depend on your process.

Steps to resolve:

  1. Complete every field your site marks as required (no empty mandatory dropdowns).
  2. Cross-check the style or component code with your merchandising or production team if validation rejects the number.
I picked the wrong template or terms—can I change them later?

Some costing types lock template or terms after creation; your administrator’s template design determines what remains editable.

Steps to resolve:

  1. Open the costing record and review which fields are read-only.
  2. If you must restart, create a new costing with the correct selections and retire the mistaken record per internal policy.