You can assign user-defined numbers called cost codes to the products on your master job bids as a means of categorizing similar products for pricing and subtotaling purposes. Assign cost codes on the Customer Vendor Specific Part Numbers screen.
Typically, the first part of the number identifies the project phase, for example, rough in, build-out, or finish work. The second part of the number indicates the type of product, such as plumbing or electrical.
For example, if the rough-in phase is assigned an ID of 1425 and electrical products are assigned an ID of 5, the cost code for an electrical product used during the rough in phase would be 1425.5.
After you assign cost codes to individual products, you can use them to organize orders or manipulate group prices. For example, you can limit the number of products that display on the Job Bid Tracking screen by cost code, and then order each product within that stage or product group on the same junior order.
To view totals for open sales and invoice sales, grouped by cost code, run the Sales by Cost Code Report. When run in detail mode, the report lists the transactions that comprise each subtotal. You can include or exclude bids and direct shipments. You can also run the report for a single customer, purchase order, or release number.
Note: To connect your stock products and lot item products, use Tag Types and SubTypes.
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