Cost lists are a set of products you purchase from a supplier and their associated cost. When a supplier is added, a cost list named "Standard" is automatically created. You only need to add a cost list for suppliers that offer different rates such as a standard rate and a bulk rate.
When you create a purchase order, the cost list will determine which products and costs are displayed.
Add a Cost List
- Go to Purchasing > Edit Costs
- Click on
- Click on
- Select the supplier and type in a name.
Delete a Cost List
The "Standard" Cost list cannot be deleted unless the associated supplier is deleted. Other cost lists can be deleted if they don't have associated products* or purchase orders**.
- Go to Purchasing > Edit Costs
- Click on
- Click on the cost list in the Cost List column and select Delete.
Additional Information
*To remove the products from a cost list:
- Go to Purchasing > Edit Costs
- Click on
- Select the Supplier and click OK
- Find the cost list in the Cost List column and then click on the Product and select Delete 'product' from 'cost list'.
**To identify the purchase orders for a cost list, generate a report:
- Go to Report > New Report
- Change Report Type to Purchase Order and Display Type to Table and click OK
- Click on
- Click
and select Supplier Name, Cost List and PO Number - Click
and select Filter Type - Supplier Field and then select the Supplier Name - Your Report - Options dialog will look something like this:
- You can then edit the purchase order to change the cost list, or delete the purchase order.