Add a Cost Option

The initial Cost Option(s) on a Job are usually created via the Job Type Creator. On most systems, the Job Type Creator runs automatically when a Job is saved on status P (Pending/Quoting). This creates Cost Option(s) for the user to create a quote for the client. Please read Job Type Creator for additional information.

A Cost Option can also be Added using the Add button:

When adding a second Cost Option to a Job in Status P, Moveware will provide a prompt which asks “Include Cost Option in Sales Revenue Analysis?” If Yes is selected, the Revenue from this option will be added to the Revenue field on the Details tab of the Job. This is useful for differentiating between multiple options that could both be selected by the client, as opposed to two options where the client would choose one or the other. If they client would choose between two Options, selecting “No” allows you to not duplicate the expected Revenue on the Job.

Once you’ve added the Cost Option(s) needed for creating your quote, you can begin to add estimated costs, add sell prices, and generate a quote document. You can add additional Cost Options as needed.

Please see the Jobs – Costing menu on the left side of this Wiki for additional detail on using the Costing screen.