The Cost Admin Console (accessed via Accounts > Costs admin) aims to make managing your day-to-day cost operations much easier to track and manage by having a central place for all costs, including wine and inventory related costs. This guide will show you how to use the console to assist with your cost operations.
At the top we have the search filter criteria, which can filter the results as you need. In our sample above we have selected the last seven days. Click Search to view the results.
Note: The red table entries with the yellow warning symbol above are costs that are restricted, usually from transfers, and it is recommended that you reverse the operation to correct them.
Here we filtered to show only a specific batch in the results. Note the Add Ad hoc costs button (the $ sign with a green + in front), which can be used to directly add costs to the batch.
In this console there are several options in the top right. There is also a Select All/None filter. Selecting All allows you to deal with multiple items, such as viewing a summary for all selected costs, or reversing or adjusting the dates for them.
To work with individual cost items as displayed, notice the View and down arrow buttons on the right.
Click View to show the cost impact for the selected cost.
Click Edit to adjust the costs associated with the operation/item.
There’s also the option to reverse which will remove the cost entirely. To view reversed costs be sure to check the filters Show reversed option.
The last option is the Fix Date option. It will allow you to change the date that the cost is applied.
Also in the table are the blue links to other entities related to the cost. Below we have an operation linked to a cost.
The links allow you to view the operation and the product to which the cost was applied.
There are reports available in the bottom left that print out the list of costs in the table, along with several handy email options.