How Do I create a Costing for a Client?

Overview :

Very often a client will require a costing to show him/her exactly how much the landed cost was per line on the imports bill of entry. Shipshape has a very useful tool to produce costings which will give your client a comprehensive break down.

Step-by-Step :

1. Make sure that your client is set up as a costing client. Please refer to the ‘How do I create a Client?’ question for instructions on how to do this.
2. Frame an entry. Please refer to the ‘How do I frame a Bill of Entry’ question for instructions on how to do this. Please note that when you are framing the bill of entry lines, you will be required to fill in costing quantities and costing statistical codes. This is to tell the system how to apportion your costing.
3. Once you are done with your entry, click on the Costing button under the General menu.
4. You will be given the costing screen, which shows a list of all the costings you have done on the system so far.

The Costing Sceen

5. To create a new costing click on the New button. The program will then ask you for the computer reference. Once you have selected it, you will be prompted for extra information with regards to mark ups etc
6. The bottom half of your screen has fields for you to add extra charges. The default charges can be over-written with any description. Once you have completed all the fields, click on Ok.
7. You will be returned to the Costing Screen, click on Print to print your costing out.

Tips :

1. You can customize your default charges using the Default Charges button.
2. You can add different rates of exchange to your costings while you are capturing suppliers invoices on your Bill of Entry.