The Cost Controls Catalogue controls the Cost Types and the defaults for Products, Services, and Payment Methods as well as other options. See the specific information for each section as detailed below.
Cost Type
The Cost Type section of the Cost Controls Catalogue is where you can view, edit, and delete Cost Types.
Cost Types are used when adding lines to an Invoice, Subitems to a Budget, adding a Job Cost, Quote line items, and more.
Add a New Cost Type
Click the Add button in the upper right.
Give it a Name and Code, as well as an Interval unit and Description.
Click Save.
Edit/Delete a Cost Type
Edit a Cost Type
Click the Edit button in the upper right.
Update the details as needed and click Save.
Delete an Account
Click the rubbish icon to Delete an account. You will be prompted to confirm.
A deleted Cost Type cannot be retrieved.
Product Groups
Product Groups is where you can define specific delineations of the products you offer, grouping like items together.
Click the Add button to add Product Group.
Fill out the Name and Markup % for your Product Group.
Click Create Product Group if creating a new Group, or click Update Product Group if editing an existing group.
To Edit a Product Group, click the Edit pencil to the right of the group.
To Delete a Product Group, click the Rubbish icon to the right of the group.
Products
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Products is where you can define specific products you offer, as well as their details, such as Cost Unit pricing, Markup, and Unit Pricing. |
To add a new Product, click the Add icon in the upper right corner, or click Import/Export.
- If adding Product in bulk, use the Import/Export details provided below.
When adding a new Product by hand, you have the following fields to consider:
- Name
- Cost Price
- Markup %
- Sell Price
- Product Group
- Sales Account
- Job/Supplier Specific Info
- Supplier Company
- Prestartr Job
- Cost Unit Price
Once you have filled out the details as available, click Create Product in the upper right to create the new product.
To Edit a Product, click the Edit pencil icon.
To Delete a Product, click the Rubbish icon.
Importing/Exporting
To import or export items in bulk, click Import/Export.
Import
From the dropdown menu, click Export as Sample to download the import template.
The file it downloads will have a column for each field available.
Fill out the file as desired, and save.
To import your file, click Import/Export, and click Import.
Select your import file, and the system will process the file and add them to your Products.
Components
The Components section of the Cost Controls Catalogue is where you can define the breakdown of a Service.
To add a new Component, click the Add icon
- If adding Components in bulk, use the Import/Export details provided below.
Enter the details for the Name, Cost Price, Unit of Measure, and Type.
Click Create Component to save the new option.
To Edit a Component, click the Edit pencil icon.
To Delete a Component, click the Rubbish icon.
Importing/Exporting
To import or export items in bulk, click Import/Export.
Import
From the dropdown menu, click Export as Sample to download the import template.
The file it downloads will have a column for each field available.
Fill out the file as desired, and save.
To import your file, click Import/Export, and click Import.
Select your import file, and the system will process the file and add them to your Components.
Service Groups
Service Groups is where you can define specific delineations of the Services you offer, grouping like Services together.
Click the Add button to add Service Group.
Fill out the Name for your Service Group.
Click Create Service Group if creating a new Group, or click Update Service Group if editing an existing group.
To Edit a Service Group, click the Edit pencil to the right of the group.
To Delete a Service Group, click the Rubbish icon to the right of the group.
Services
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Services is where you can define specific services you offer, as well as their details, such as Sale pricing, Sales Account, and Service Group. |
To add a new Service, click the Add icon in the upper right corner.
When adding a new Service by hand, you have the following fields to consider:
- Name
- Sale Price
- Cost Price
- Unit of Measure
- Markup Type
- Markup Amount $
- Percentage %
- Service Group
- Sales Account
Once you have filled out the details as available, click Create Service in the upper right to create the new product.
You can also define the Cost Price of the service by using Components.
Click the Add icon in the Components section to add a blank component line.
Select the specific Sales Component and the set the Quantity. These components will update the Cost Price to reflect the costs set when setting up the Components.
You can also add Labour and Plant specific costing when this Service is used on the Scheduler.
Click the Add icon in the Scheduler section to add a blank component line.
Select the specific People or Plant and the set the Quantity or Capacity and Quantity.
To Edit a Service, click the Edit pencil icon.
To Delete a Service, click the Rubbish icon.
Units
From the Units section of the Cost Controls Catalogue, there are standard Units in every Prestartr.
You can add, edit, or delete units from this list.
To add a new Unit, click the Add icon in the upper right corner.
Add your desired text to the Name field, and if desired, Enable Period Rate Calculation.
- Use Period Rate Calculation for time based units such as Hour, Day, Week, and Month.
Click Create Unit to save your new Unit to the list.
To Edit a unit, click the Edit pencil icon.
To Delete a unit, click the Rubbish icon.
Payment Methods
Within the Cost Control Catalogue, you can add, edit, and delete different Payment Methods.
To add a new Payment Method, click Create Payment Method.
Enter the details in the Name field, and click the Save icon.
To Edit a Payment Method, click the Edit pencil icon.
To Delete a Payment Method, click the Rubbish icon.