This Help Article covers;
Costs added to a Job in most cases can be sold, or are just added to correct reporting.
Adding Cost to a Job can be done in multiple ways:
Timesheets – Staff entering Timesheets
Purchase Invoices – API or Manually entering a Supplier Purchase Invoice
Katipolt Mobile App – Generally Products used from Van Stock
Katipolt Desktop – Generally a non-purchased Product that has a cost
⚠️ NOTE: Costs added from Katipolt Mobile App or Desktop through a Job's "Site/Ad-Hoc Costs" cannot be reallocated, they must be deleted from "Site/Ad-Hoc Costs", and then re-keyed into the other Job.
Add Cost from Timesheets
See the Help Articles: “Timesheets – Worked Hours (Enter-Bulk Entry- Edit)” OR “Katipolt Mobile – Timesheets (Add-Edit)”
Add Cost from Purchase Invoices
See Help Article: "Purchases – Purchase Invoice/Credit Note (Manually Enter-Edit)”
Add Cost from Katipolt Mobile App
See Help Article: “Katipolt Mobile – Product (Add-Edit-Delete)”
Add Cost from Katipolt Desktop
From the Site/Adhoc Costs Expanding Section of a Job’s “Sales & Costs” Top Tab, either Press the [+ADD] button OR Select “Add Adhoc” from the [+ADD] button’s dropdown
+ADD – Used where a Product is in the System and the “Code Known”
Add Ad Hoc cost – Used where a Product is “Code Unknown” OR Product is not in the System
⚠️ NOTE: Added "Products" and/or "Ad Hoc Costs" will pull into a Sales Invoice on [Get Costs], and can be added to the Job at any time during the Works.
+ADD:
1. Press the [ADD] button to display the “Add a product” popup
2. From the “Add a product” popup, enter a;
Product* (Code or Description to search)
Quantity
3. Press [CONFIRM] to save the Product to Costs
Add Ad Hoc cost:
1. Press the [ADD] button's dropdown and Select Add Ad Hoc costs to display the "Add an Adhoc Cost" popup
2. From the “Add an Adhoc Cost” popup, enter a;
Description*
Cost Price
Quantity
⚠️ NOTE: Ad Hoc Product from Sales & Costs only allows for a "Cost Price" to be entered, so if the Pricing Rule used on a Sales Invoice uses Rule "Trade" for the Product Category "Materials Unknown", on [Get Costs] the Ad Hoc Product will default the Sell Price of the Sales Invoice to the entered Cost Price. Manually calculate any required margin, then change the Sell Price to suit.
3. Press [CONFIRM] to save the Product to Costs