Costing
The Costing feature is a financial control that provides clear visibility in the costing associated with each order. It links orders to existing costing records, ensuring accurate cost tracking, reconciliation, and informed decision-making across production and operations.
Selecting Costing displays all costing records currently associated with the selected order. This allows users to quickly review how costs are allocated and verify that the order is correctly costed. At order level, costing ties each transaction to margin analysis, pricing adjustments, and financial reconciliation for that specific order. Use it when you need to confirm how landed costs or selling margins apply before approving shipment or invoicing.
Quick Check - Before You Start
- Remember only one costing can be linked to an order at a time; remove the existing link before choosing another.
- Open Costing from the sidebar on the order you intend to update.
Adding Costing
To link a costing record to the order:
| Step | Description | | 1 | Click Costing on the sidebar to open the Select Costing pop-up. | | 2 | Review the list of available costings that match the order. | | 3 | Select the required costing item by ticking the checkbox next to the costing number. | | 4 | Click Add to save. |
Once saved, the selected costing will appear against the order and will be included in any downstream costing, reporting, and reconciliation processes.
One Costing per Order
Only one costing can be associated with an order at a time.
If you need to change the costing, first click the Delete icon to remove the existing association.
The costing will then be available again in the Select Costing pop-up so that a different costing can be selected.
Costing Search View
Clicking Costing also redirects the user to the Costing Search view, where the full costing details can be reviewed and managed.
How to Delete a Costing
| Step | Description |
|---|---|
| 1 | Open the Order > Sidebar Widgets > Costing**. |
| 2 | Click Costing to display the currently linked costing. A trash (delete) icon will appear. |
| 3 | Click the Delete icon to remove the costing from the order. |
| 4 | Confirm the deletion if prompted. The costing will be detached from the order but will remain available in the Select Costing pop-up and in the main Costing Search view. |
Deleting a Costing
Removing a costing from does not delete the costing record from the system; it only detaches it from the current order.
Helpful Tips
- Ensure costing templates and currencies are properly configured in site settings.
- Link costings early in the order process to align financial tracking.
- Audit costing records periodically to validate input accuracy and completeness.
Related Actions
- Add Order Comments
- Create an Order
- Edit Order Dates
- Delete an Order
- View Order Documents
- View Order Files
- Add Order Forms
- View Order History Log
- Add Order Members
- Change Order Status
Troubleshooting
Why can I not add a second costing to the order?
The product allows one costing per order. Delete the current association first, then pick a different costing from Select Costing.
I deleted costing from the order—did I delete the costing record?
No. Detaching removes the link only; the costing remains in Costing Search and can be selected again later.
Why is the costing I need missing from Select Costing?
The list shows costings that match the order context. Confirm the costing exists, is in a valid status, and matches the order’s style or business rules your administrator configured.