The Jobs or Orders modules enable you to track your costs as the come and compare them to your expected profit,
If you generate Purchase Orders from a job there are two ways the cost is brought it:
- For the whole job - this is the default and easiest to manage
- Against a specific item - this enables you to combine orders to suppliers from different jobs and clients
To switch between these go to Configure -> Jobs - Defaults
Tick or untick this:
Note that when you change between them it will not retrospectively recalculate older jobs and you may lose historical reporting.
Tracking Forecast vs Actual
When a job is created from a quotation the costs on the quotation are copied across as 'forecast'. As you add purchase orders or type in item costs the actuals build up:
In this example, the first two lines have linked purchase orders but the user has typed in the value for the third line.
These flow through the to the following summary: