This article discusses how Quoted Rates for Costs can be setup so that cost amounts are applied when completing a billing request for a consignment.


For information about quoted rates in general, please see help article:

How To: Setup Quoted Rates


Step 1. Create a Cost quote with rates.

  • Navigate to Quoted Rates from Settings - Clients
  • At the top of the screen, select Cost Quotes and your cost quotes will be listed (if there are any)
  • Click Add to create a new quote.
    • Fill in at least the Creditor Code and the Service Provider (name) fields.
    • The other fields are the same as for a sales quote (for further details see the related article linked above)
    • Click OK to save the changes.
    • Tip: If you are using Xero accounting then a contact will be created for the creditor or if one exists already with that name then it will be updated with the creditor code.
  • Add rates to the quote
    • Find the quote in the list that was added above and click on the quoted rates button (as shown below).
    • On the Quoted Rates page you can add rates for one or more item codes in similar manner that you would for sales quotes (for further details see the related article linked above).
    • Tips: 
      • To apply a fixed cost, enter the amount into the Rate column.
      • To apply a cost per unit, enter a Rate and select the appropriate Unit.
      • The item code you assign will need to match the one that you use for sales for a given service / charge type.
      • Make sure that only one quote rate line is assigned per item code (charge type).  When adding rates to your billing request, the system will only apply the cost amount when a single quoted rate is matched for the give item code.





Step 2. Assign the creditor to the sales quoted rate

To link costs to a sales quoted rate, the creditor code must be entered against the rate line for the sales quote.


When adding rates to the billing request, the system will then look for a cost rate that has been setup for the creditor code and item code (charge type).


Using the example below, for item code 'FRT', the system will check for qualifying cost quotes for creditor code CRED1 has a quoted rate for 'FRT'.


Step 3. Use Add Rates in the Billing Request to apply cost rates

Once cost rates have been setup as described above, the cost fields will be populated against the billing request after using the Add Rates option.


The sample below shows a cost being applied for code FRT that was calculated from the number of kilograms.  For code PORT a fixed cost amount was applied.