retailCRM Documentation

Costs

There are all costs, fixed in the system, in this section.

Note: settings of automatic work with finances are in Administration > Settings > Orders.

There is a filter below “Costs” header for more quick and convenient search of necessary cost.

For adding or removing of filter it is necessary to click the gear icon in filters area (displayed when pointing).

You can see the following columns in the costs table:

Cost item - selected cost item, which created in data book.

Note: inactive costs cannot be edited or deleted. These costs are created in the system automatically.

Sum - entered sum on costs.

Period - cost period.

Costs group - selected cost group, which created in data book.

User - user, which the cost is allocated to.

Order - order, which the cost is allocated to.

Creation date - date of cost creation.

Created by - manager, who created the cost.

Stores - stores, which the cost is allocated to.

Note: if the store was not selected on cost creation, this cost is allocated to all stores.

There is “Export the table” button below, using it you can export the cost table.

For adding or removing unnecessary columns you can use setting, clicking on the gear icon at the table header (displayed when pointing).

Cost adding

For adding the new cost it is necessary to click “New cost” button.

After clicking you will see the page of new cost creation.

Cost item - you should select the cost item from drop-down list.

Note: you can create or edit the cost items at Administration > Data books > Costs.

Period - period, which the created cost is allocated to.

Stores - stores, which the created cost is allocated to.

Note: if the store was not selected on cost creation, this cost is allocated to all stores.

Sum - sum of created cost.

Comment - comment is entered if necessary.

Pay attention, that additional fields will be displayed when selecting the cost item from “Costs for attracting customers” group.

For removing the cost you should click the bin button at the bottom right corner of working space.

In case, if “Refers to the costs on orders” and “Refers to the costs on users” ticks are active in cost item settings, there will appear two fields, when creating the cost and selecting the cost item:

Order - field is displayed in case, if selected cost item refers to the costs on orders. In this field you should specify the order number, which the cost will refer to.

User - field is displayed in case, if selected cost item refers to the costs on users. In this field you should specify the manager, which the cost will refer to.

Filters and additional columns by costs

Filter

There is a filter by costs available in orders list.

For adding the filter it is necessary to click the gear icon in filter block (displayed when pointing).

In opened window you can tick the “Amount of costs” filter, that is in “Costs” section.

Columns in the orders table

For adding the additional columns to the orders table it is necessary to click the gear icon at the table header (displayed when pointing).

When clicking, you will see the window, where you can select necessary points.

There is an opportunity to add three columns related with costs - “Amount of costs”, “Costs by cost groups”, “Costs by cost items”.

Access to costs for certain user group

In user groups settings, which are in Administration > Users > User groups, there is an opportunity to restrict/grant access to costs.

For this purpose it is necessary to go to the group settings and tick needed parameters in “Costs” section at the end of “Rights” block.

Costs on the order page

You can see the costs on current order in “Costs” block. Costs items are being created at Administration > Data books > Costs.

Note: “Costs” block is available only for users, which have appropriate rights in user group settings.

Fields in “Costs” block can have two statuses: active and inactive.

Inactive are created by system automatically, active can be created manually, through API or by trigger.

Entries in not active status cannot be edited or removed. When clicking it, you will see dates of creation and editing.

When clicking the entry in active status, you will see the window of costs editing.

Fields are the same as in “Finances” section when costs creation.

When hovering to the active field, you will see the bin icon on the right, using which you can remove the entry.

When clicking the “Add cost” button, you will see the window, where it is necessary to enter all needed data for cost adding.

Created cost from the order page will be automatically bound to order, where it was created.

Note: setting of automatic working with finances are in Administration > Settings > Orders.

Pay attention, that when cost creation on the order page, there will be only that cost items available, which are marked as “Refers to the costs on orders”.

Trigger for cost adding

For creating the trigger you should go to Administration > Communications > Triggers section. In created trigger it is necessary to select “Order change” event and add the “Add a cost” action. Further you should specify the rule and save trigger.

You can read more details on working with trigger for cost adding in appropriate article.


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Page last modified on May 22, 2018, at 02:25 PM