Create/Fix a Cost Sheet

Date Created: 05/13/2020

Prerequisites

Before creating a cost sheet for an entirely new product, make sure you have the following objects created

  1. Product Size Definition for the season and product.
  2. Sourcing Configuration added to a season and product.
  3. A new Specification has been created for new season, product and source.
  4. Colorways have been created for New Products or Carryover products.

Cost sheet creation process for new Products

  1. Go to the season and product in which you want to create a new cost sheet. Select a source for which you want to create the cost sheet.

  1. Go to Sourcing->Costing tab. By default, for every new source a Baseline cost sheet will be created as shown in below screen shot.

  1. Click on the icon as highlighted and select Update option.

  1. Update Cost sheet page opens. Here we need ensure below things are selected.
  • Select the specification of the source.
  • Select the Colorway and Representative Colorway
  • Choose Product Size Definition and add representative sizes.
  • Fill in the other required attributes and enter the FOB price value.

  1. Once all the fields are filled. Click on Save button on the top right corner of the page. The page is navigated to costing tab. As seen now this cost sheet is added to specification also.

  1. By updating the placeholder cost sheets we can avoid the blank cost sheets in the system.

Create another new cost sheet for source

  1. Go to Sourcing->Costing tab of the Product. Select Season, Source and Specification combination for which you want to create a new Cost sheet.

  1. In the Cost Sheet list tab click on Actions drop down and select “Create Cost Sheet” option.

  1. Repeat steps 4 and 5 of above section for different set of colorways or sizes as per the requirement and click on Save button.
  1. As shown in below screen shot a new cost sheet is created for a different colorway for the combination of season source and specification.



  1. This cost sheet will be a non-primary cost sheet for source. To make this primary click on the Actions icon of the cost sheet and select option “Set as Primary”.

  1. Once this is done the selected cost sheet becomes primary and the other cost sheet which was primary before become non primary automatically as shown in below screen shot.

There can be only one Primary cost sheet for a source.

Cost sheet update process for Carryover Products/ColorwaysWhen a product is carried over from one season to other, only the sources of previous seasons are carried over and primary cost sheet of each source are carried over as well but the name would be blank or incomplete as the few or all colorways won’t present in new season. So, we need to update the cost sheets with correct colorways and sizes and also the specification as a new specification is created on carryover.

Below is the process to update the carried over cost sheet.

  1. Go to the newly carried over season and product. Select a source for which you want to update the carried over cost sheet. DO NOT SELECT THE SPEC HERE.

  1. Go to Sourcing->Costing tab and select Cost Sheet list tab to see the cost sheet.
  2. Click on the icon as highlighted below and select Update option.

  1. Update Cost sheet page opens. Here we need ensure below things are selected.
  • Select the specification of the source.
  • Select the Colorway and Representative Colorway
  • Choose Product Size Definition and add representative sizes.
  • Fill in the other required attributes and enter the FOB price value.

  1. Once all the fields are filled. Click on Save button on the top right corner of the page. The page is navigated to costing tab. As seen now this cost sheet is added to new specification.

Copy cost sheet from previous seasons on carryover (clipboard)

  1. In order to copy cost sheets from previous Season, navigate to previous Season of the same Product->Select Source, and navigate to Sourcing ->Cost Sheet tab.

  1. Click on the name of the cost sheet which you would like to copy to new Season. The cost sheet is opened in the new tab.

  1. On click of the Copy Cost sheet icon a new tab will open. Make sure only the Cost sheet you want to copy are present in clipboard. Delete if any other Cost sheet are present in the list. Close the clip board window.Note: Delete if any other components are appearing in the clip board other than the one intended for copy.

  1. Now navigate to the new season by changing the Season drop down and select the Source.

  1. Click on Paste all Product Information.

  1. New tab would open with Cost sheet that was copied to clip board from previous season. Select the Cost sheet and click on Complete.

  1. The Cost sheet is copied to new Season as shown below.

  1. If Cost sheet is not added to Specification then make sure to Update the Cost sheet and Select the Specification in the drop down and Save the Cost sheet before starting to work.

  1. If you like to copy multiple Cost sheet or components then use the option “Copy all Information on Product” and choose the components you would like to copy and delete the remaining components.

  1. Repeat steps 13-16 to paste the selected components on clipboard to new Season.

Note: Delete if any other components are appearing in the clip board other than the one intended for copy.