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What is the Cost Entry Validation Feature?

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Written by Treez Support
Updated yesterday

The Cost Entry Validation feature allows you to be notified within an invoice if the product margin is less than a set minimum or exceeds a maximum as set by the customer.

Enabling this feature can help prevent errors by recording the base cost as you receive inventory.

Enable the Cost Entry Validation Feature

Navigate to Configurations > Config Page > Inventory


Workflow

To help prevent errors in recording the base cost during receiving, enable the cost entry validation to be notified within the invoice if the product margin is less than the minimum or exceeds the maximum configured.

  • Margin % is calculated as (Price - Cost) / Price

When the margin is outside of the acceptable range, the affected invoice line’s base cost cell will be highlighted red.


Cost Entry Override - Yes

When cost entry override is enabled (set to YES), a warning and tooltip is displayed on the invoice line and the invoice can still be accepted.

Disable the cost entry override (set to NO) to prevent an invoice from being accepted until the margin is within the acceptable range.

Cost Entry Override - No

Only an error message alert appears currently:

To correct the margin % calculated on an affected invoice line, either update the base cost or the retail price in the product card.

  • Margin % is calculated as (Price - Cost) / Price.

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