Overriding System Unit Cost on Quotes & Sales Orders; Adding a Placeholder Unit Cost for Use on a Purchase Order

This feature allows users to manually override the system-generated unit cost on quotes and sales orders, and the overridden cost flows directly into any linked purchase orders. After enabling the setting in Admin, users can enter a custom cost and flag it as a manual override, ensuring accurate margins and pricing when standard costs are unavailable. The manual cost carries through quote conversion to sales orders and into PO creation, overriding default cost rules. This is especially useful for non-stock or quoted items, and can also be saved as a vendor cost rule for future use.

• Enable Unit Cost Editing in Admin Settings under Global Item Settings to allow manual cost overrides on quotes and sales orders.
• Enter Item on Quote or Sales Order and use the editable Cost field to input a known or quoted cost.
  • Manual Cost Box (MC) will flag any lines as user-defined cost. Unchecking will override user input with system-generated values.
• Apply Pricing and Review Margins with gross profit updating automatically based on the entered cost and sales price.
• Convert Quote to Sales Order while retaining the manually entered cost throughout the workflow.
• Create Purchase Order from Sales Order to automatically carry the overridden cost into the PO, replacing default cost rules.
• Publish and Process Purchase Order as usual, with the manual cost applied through receiving and fulfillment.
  • Optionally Save as Vendor Cost Rule to make the entered cost the default for future transactions with that vendor.