Sales Cost - Quick Start

This page provides a simple example to help you get started with Sales Cost. For more detailed instructions, refer to other sections throughout this documentation.


Step-By-Step walkthrough

1

Login to NetSuite

Important: Use administrator credentials to ensure having the necessary permissions.

2

Configure TradeQloud Setup

For detailed information about these settings, refer to the TQ Setup page

3

Item Setup

Create a Service for Resale Item

Create a new item to use for Sales Cost Processing where desired to track Sales Costs. On the item select an income account and expense account. New GL accounts may be required.

Update Items

Update existing Items and ensure 'Track Sales Cost = T'

4

Creating a Customer Specific Sales Cost Budget

The following is an example of applying a 10% discount per transaction line to a customer

5

Create First Transaction

On the TradeQloud tab you will see the available Sales Cost.


Need Assistance?

Last updated