Cost of Sales Tutorials

💡These tutorials explain how to set up the Cost of Sales module and use it to see what a transaction has cost.

How to Set Up Cost of Sales on a Transaction Type#

1. Navigate to Main Menu > Setup > Transaction Types and open the Transaction Type (see Transaction Type Tutorials).
2. Click Add/Edit (button) if it is not blue.
3. Click Settings (tab).
4. Click Add/Update (button).
5. Check the four Cost of Sales settings.
6. Click Add/Update (button).
7. Edit each setting, and select its Transaction Types in the Select Transaction Types window:
   1. Transactions - Issued = Select the stock issue Transaction Types, for example, Goods Issued.
   2. Transactions - Purchases = Select the purchase Transaction Types, for example, Supplier Invoices.
      • Note: List only one Transaction Type for the same goods (for example, Goods Received or Supplier Invoices, not both), or they are counted twice.
   3. Transactions - Returned = Select the return Transaction Types, for example, Goods Returned.
   4. Transactions - Timekeeping = Select the Transaction Types whose timekeeping is a cost.
8. Click Save (button).

How to Add the Cost of Sales Module to a Menu#

1. Navigate to Main Menu > Setup > Menus.
2. Open the Menu Group you want to add the module to (see Menu Groups).
3. Select Cost of Sales from the dropdown list next to Add Module.
4. Click Add (button).
5. Click Save (button).
   • Note: The new entry appears once the menu is previewed or QuickEasy BOS is restarted.
6. Open Cost of Sales.
7. Click Menu (button) > Edit User Access.
8. Click Actions (button) > Add/Remove Users.
9. Move the users to the Selected section.
10. Click Save (button).
11. Check View for each user who may view the module.
12. Click Save (button).

How to View the Cost of a Transaction#

1. Navigate to Cost of Sales.
2. Transaction Type = Select the Transaction Type.
3. Enter the transaction No. or a date range.
4. Click View (button).
   • Note: Click Menu (button) > Views > Items to see the cost per item. On a Work Order, each estimate item shows its materials, tasks and outwork, with the estimated and actual cost.
5. To see what makes up a cost, double-click one of these cells:
   • Purchases
   • Stock Issued
   • Stock Returned
   • Services
6. Double-click a cost entry to open its transaction, or click Back (button) to return to the list.