# 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.

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## Step-By-Step walkthrough

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* Ensure all [Prequisites ](https://docs.tradeqloud.com/qloud-margin-control/getting-started/prerequisites)are met
* Ensure Application is installed and Custom GL Plug-In is configured
* Ensure the [Setup](https://docs.tradeqloud.com/qloud-margin-control/using-qmc/setup-guides/sales-costs-setup) is completed before proceeding
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### Login to NetSuite

*Important: Use **administrator credentials** to ensure having the necessary permissions.*
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### Configure TradeQloud Setup

* [ ] Navigate to **TradeQloud** -> **Setup** -> **Setup**
* [ ] Enable **Demand Order Creation**
* [ ] Select Bill Credit, Estimate, Invoice, Sales Order, Vendor Return Authorizations in the **Demand Order Transactions** field

<figure><img src="https://3422641029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzVAkLHuKD7fofWoLeMK%2Fuploads%2FdKcH6NqWM41OjJYRuHm5%2Fimage.png?alt=media&#x26;token=4256c46e-bd55-4c56-844f-31b99cb71ff1" alt=""><figcaption></figcaption></figure>

* [ ] Enable **Sales Costs**
* [ ] Select Credit Memo, Estimate, Invoice, Sales Order in the **Sales Cost Transactions** field
* [ ] Select applicable Subsidiaries / Locations in the relevant fields
* [ ] Set **Sales Cost Rounding** = 3
* [ ] Set **Default Sales Cost PO Creation Method** = No PO
* [ ] Select **Default Sales Cost Processing Method** = Change Rate and Custom GL Posting
* [ ] Select **Default Sales Cost Custom Price Handling Method** = Always Change Custom Rate
* [ ] Select **Default Percentage Rate Calculation Method** = Starting Rate
* [ ] Set **Automatically Process Sales Cost Variance** = T

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For detailed information about these settings, refer to the [TQ Setup page](https://docs.tradeqloud.com/qloud-margin-control/using-qmc/setup-guides/tq-setup)
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### 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.&#x20;

#### Update Items

Update existing Items and ensure 'Track Sales Cost = T'
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### Creating a Customer Specific Sales Cost Budget

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

* [ ] Open a **Customer record**
* [ ] Navigate to **TradeQloud** -> **TQ Sales Cost Budget** -> **New TQ Sales Cost Budget**
* [ ] **Fill in** the following fields
  * [ ] **Sales Cost Item**\
    \&#xNAN;*Specify the Sales Cost Item to be used for costing (from previous step)*
  * [ ] **Calculation Method =** Amount Line %
  * [ ] **Allocation Method** = Amount
  * [ ] **Percent = -10%**\
    \&#xNAN;*Depending on which Calculation Method you select, either the Rate or the Percent field will become active & required*
  * [ ] **Currency =** The default currency used in transactions

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[More information about Sales Costs Budgets](https://docs.tradeqloud.com/qloud-margin-control/using-qmc/examples/sales-costs/sales-costs-budgets)
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### Create First Transaction

* [ ] Create a **Sales Order**
* [ ] Select the **above used Customer**
* [ ] Select an **item (where Track Sales Cost = T)**.
* [ ] Click Add on the transaction line

On the TradeQloud tab you will see the available Sales Cost.
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## Need Assistance?

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If you continue to experience issues after following these installation steps, we recommend reaching out for further assistance.&#x20;

Please contact us at <support@tradeqloud.com> with a detailed description of the problem. Our dedicated support team is committed to helping you resolve any challenges you may encounter.
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