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Overview:

The Cost Sheet is used to build up an aspect of the quote costs, for example 'Stage 1' of the quoted work. A quote may include multiple sheets as displayed on the Quote's Cost Sheets tab. Edit an existing cost sheet by

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Summary

Provides a summary aggregated by Cost Category. 'General' is the default cost category if not explicitly set up on the activity. 

  • Cost aggregates the cost sheet line Total Cost values by cost category.
  • Sell aggregates the cost sheet line Total Selling values by cost category.
  • Margin is calculated as the Sell - Cost for the cost category.
  • Margin% is calculated as the (Sell - Cost)/Sell for the cost category.
  • Markup% is calculated as the  (Sell - Cost)/Cost for the cost category.


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