Assigning a Cost (Purchase Price) to an Adhoc Line Item

This guide explains how to assign a cost (purchase price) to an adhoc line item in QuoteCloud, enabling you to calculate profit margins and monitor pricing accuracy.

Assigning a Cost (Purchase Price) to an Adhoc Line Item

Learn how to add and manage a cost column for adhoc line items in your QuoteCloud pricing table.

Steps to assign a cost column

1

Select a column

Right-click on any column in your pricing table where you want the cost column to appear beside it.

2

Open table options

From the contextual menu, navigate to Table Options, then select Insert Column to the Right.

3

Select the Cost column

From the available standard columns, choose Cost.

4

Review the pricing table

A new Cost column will be added to your pricing table next to the selected column.

5

Edit the cost value

Click directly into a cell within the Cost column and type the purchase price or cost value for the line item.

6

Update additional line items

Continue entering cost values for any additional adhoc line items in your pricing table.

Summary

You have successfully assigned purchase costs to your adhoc line items!

Cost columns help track purchase pricing and improve visibility into margins and profitability within your QuoteCloud pricing tables.

FAQs