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Sale Order Costing

This guide explains how to review and adjust costing details for a Sales Order in WorkTraq. You’ll learn how to check costs, adjust option pricing, review materials, and apply discounts.

Video Tutorial

1. Open the Costings Tab

Click the Costings"Costings" tab to view all cost-related details for the sales order.

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2. Review Costing Breakdown

In the costing section, you will see detailed cost information for: Each product option The full product. This helps you understand how the total cost is calculated.

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3. Adjust Custom Option Selling Price

Next to the option you want to change, click "UOM Sale.Sale". This allows you to adjust the selling price for that specific option.

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4. Loss Warning Indicator

If the selling price is lower than the actual cost, the system will highlight the option in red. This warns you that the item may be sold at a loss.

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5. Open Material Costing

If the main product uses Material pricing, the product and all available options will automatically apply material costing. Click the material-icon.png material icon to view material costing details.

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6. Review Material Costing Details

The system will show materials that match the product or option size. If more than one material is available, WorkTraq automatically selects the option that creates the least waste. You can change the material if needed.

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7. Save Material Selection

After selecting the correct material, click Submit"Submit" to save your choice.

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8. Review Costing Summary

At the bottom of the page, you’ll see a full summary of the sales order, including:

  • Total cost
  • Total sale amount
  • Total profit or loss
  • Margin percentage

This helps you make informed pricing decisions.

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9. Apply a Discount (Manager Only)

Managers can apply a discount to the entire sales order.

Enter a value in the Discount field:

  • Enter a positive number to apply a discount
  • Enter a negative number to increase the price

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10. Discount Calculation

Once entered, WorkTraq will automatically calculate the discount. 

  • Note: Discounts do not apply to shipping or RFQ items.

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You have successfully reviewed and adjusted the Sales Order costing. Please double-check all costs, margins, and discounts to ensure the sales order is accurate and ready for the next step Review Sales Order Workflow.


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