Advanced Costing Details
The Advanced Costing Details sidebar captures extended financial inputs—margins, commissions, CODB, overheads, and manual exchange rates—that refine landed cost and profitability views. Open it from the orange key icon on a costing record when your template expects these supplemental metrics. The panel keeps sensitive tuning separate from the main form while staying auditable alongside standard fields. It is where margin calculations, rebate configurations, and landed cost assumptions are aligned with customer agreements and internal policy. Manual exchange rates in the panel apply currency conversion on the cost sheet when corporate or regional FX differs from live market feeds.
How to Access
To open the Advanced Costing Details panel:
- Open any Costing record.
- Click the orange key icon located in the sidebar widget.
This will launch the Advanced Costing Details sidebar, allowing you to update extended financial metrics.
Customer Settings
Configure customer-specific commercial settings that impact the final sell price and margin.
| Field | Description |
|---|---|
| Margin % | Defines the customer's target margin. This percentage is used to verify whether the proposed costing meets the customer's profitability expectations. |
| Rebate % | Applies any customer or buyer rebate agreements that reduce the final payable amount. Common in accounts with volume-based or promotional rebate structures. |
| CODB % (Cost of Doing Business) | Represents the operational overheads attributed to servicing the customer (e.g., logistics, account management). This helps ensure the margin remains viable after internal handling costs. |
Internal Settings
Adjust internal cost allocations and workflow status for the costing record.
| Field | Description |
|---|---|
| Overhead Costs % | Allocates internal overheads such as design, product development, quality assurance, and administrative work. Ensures these internal costs are recovered in the final margin. |
| Direct Sell Costs % | Covers any direct-to-customer expenses, including marketing, packaging upgrades, marketplace fees, or e-commerce charges. |
| Commission % | Sets the applicable sales commission percentage for the style, typically used for agent-based or representative-based accounts. |
| Status | Controls the workflow state of the costing record. Can be set to Draft, Active, or Completed to track costing progress and approval. Choosing Completed from the main costing form may open the Completed Status pop-up to push pricing to the style. See Costing Status. |
Exchange Rates
Manually enter exchange rates used in the costing calculation. These rates convert supplier quotations or material costs into the base or reporting currency.
| Field | Description |
|---|---|
| GBP, NZD, JPY, HKD, USD, EUR | Input the latest exchange values for accurate currency conversion. These fields provide flexibility when working with multi-currency suppliers or when corporate FX rates differ from live market rates. |
Important Notes When Using Advanced Costing Details
Exchange Rates: Always enter exchange rates for regional costings to ensure correct landed cost reporting and accurate multi-currency calculations. Outdated rates can significantly affect profitability analysis.
Status Workflow: Status selection allows internal teams to track costing progress through the approval workflow before final lock-in. Ensure the correct status is set to reflect the current state of the costing.
Margin Validation: Use the advanced costing to complete costings with more accurate margin and commission projections for better financial planning. Verify that all percentages align with customer agreements and internal policies.
Best Practices
Review Before Lock-in: Use the Status field to track costing progress through the approval workflow. Ensure all financial metrics are validated before setting status to Completed.
Align with Agreements: Verify margin, rebate, and commission percentages align with customer agreements and internal policies before finalising.
Keep Rates Current: Update exchange rates regularly for costings involving regional suppliers to maintain accuracy in landed cost reporting.