Costings

Overview#

• Every specification has a linked costing that is added to an estimate.
• Costings collate several costs, which consist of Materials, Services and Outwork.
• Groups can be used to separate, for example, Flexo from Digital Costings.

Settings#

User Settings#

Views#

• There are two views (click Menu (button)):
  • Default View: Lists all the Components.
  • Items View: Lists all the Component Items.
• Click Edit (button) to enable editing.
• Different Batch Update actions are provided in both Views.
• The Costing Status options are Draft, Review or Ready. Statuses can be changed using Batch Update actions.
• Costings can be deleted from Actions (button) > Delete multi-selected Costings. However, costings linked to Products cannot be deleted.

List View Buttons#

Default View#

Items View#

Batch Update#

Select the records, then click Actions > Batch Update. The fields you can update depend on the view:

Costing Types#

Substrate (Sheet)#

• Use this type to list paper or any other substrate at its Work Size (the Size (DxW) that is used to print on).
• Typically, it includes a material and an optional Service to cut the material down to the Work Size.
• The Depth and Width must be oriented according to how it is fed into the printing machine. The Sheet Size must be equal to the Worksheet Size.
• Qty = Part (Worksheet Qty).

Substrate (Reel)#

• Use this type to list paper or any other substrate that is supplied and printed on a Reel.
• The Width must be a valid width that can be used on Printing Costings linked to the same product.
• Typically, it includes a material and an optional Service to cut the material down to the working size width.
• Qty = Part (Length m).

Substrate (sq.m)#

• Use this type to create custom sheets to match the Work Size.
• Pricing is in sq.m.

Materials#

• Use this type to add other materials or Components to the estimate.

Services#

• Services include Pre-press, Printing, Finishing and Despatch Services.
• Tip for Printing Services: Include a Service to recover the machine time and consumables (e.g. ink used) or add a Click Charge (set up as materials) if applicable.
  • Unit = ea: The costs are for printing one sheet.
  • Unit = sq.m: The costs are calculated according to the area that is printed. The Costing must be for a fixed percentage coverage of the printed area.

Edit Costing#

Double-click a costing in the Default View to open it. Use the arrows to move to the previous or next Costing.

Buttons Explained#

Fields Explained#

Items Menu (...)#

The Menu (...) column on each Item offers these options:

• View/Edit Note
• View Material Summary
• Open linked material
• Move Up and Move Down
• Delete

Linked Products#

The Linked Products list shows the products that use the costing. To link it to more Products, select them in Available Products and click Add. For a Services Costing, Add asks which section of the product to add it to:

• Pre-press
• Printing
• Finishing
• Services
• Packaging
• Delivery

Click Delete to remove the selected link.

Costing Items#

• For this model to work, the Cost Items must be added at their actual cost prices.
• Select Menu (button) > Items to view the Costing Items.
• Click Edit (button) to edit the items in List View. If a field is editable the cursor flashes when you click the field.
• Click Actions (button) > Batch Update to update all the selected records. The fields that can be updated are:
  • Adjust
  • Qty
• When editing a costing (double-click a costing from Default view to edit it), it has three sections:
  • Material (MAT):
    • Select a material and enter the Fixed Qty and Unit Qty. (The list pops up after Material (button) is clicked. The list contains materials that have Cost Prices where Est = True.)
    • If the Cost Price is linked to a supplier, the supplier is copied to the costing.
  • Service (SER):
    • Select a Cost Centre from the dropdown list. (The list pops up after Service (button) is clicked.)
    • Enter a Description, the Fixed Hrs and speed in Qty/Hour.
  • Outwork (OWK):
    • Select a supplier from the dropdown list. (The list pops up after Outwork (button) is clicked.)
    • Enter a Description and enter the Fixed and Unit Costs.
• Additional features:
  • Adjust: Checkbox. If checked, the Item is added to the Subtotal that is used to calculate the overall adjustment (Default = Checked).
  • Click Update (button) to update the Description, Supplier and Unit or Adjust fields for the selected materials.
  • Product Estimating - Printing: You can add duplicate Costings to a Printing group (e.g. one used for single-sided, and one used for double-sided).

Qty Types#

The quantity (Qty) field determines how the Costing quantity is calculated on an estimate.

Waste and Invalid Types#

• If a Waste value is added to a Costing, it overrides the Product Waste setting. Use it to reduce or remove waste (e.g. for the mechanisms in Roll-up Banners).
• Invalid Qty Types in Costings are highlighted in the Product setup (e.g. Part... Qty Type is invalid if the product does not use Parts).
• A warning appears for invalid Qty Types. View the Costing tab for Qty Types which are highlighted in red.