Getting started guide

Record individual and batch acquisition costs

Use an individual cost for one item or record a shared total for a pallet, box lot, or other batch, then associate each product once.

  1. 01

    Use an individual cost for a single purchase

    Leave the batch selector empty and enter the seller-maintained acquisition cost on the product. This is the right choice when the item has its own known purchase cost.

  2. 02

    Record one total for a shared batch

    Create an acquisition batch from Add Product and enter the total purchase cost once—for example, the amount paid for a pallet or box lot. Name the batch so you can recognize it later.

  3. 03

    Associate each product with that batch

    Select the saved batch on each product that came from the lot. The app allocates the batch total across its associated products and uses that allocation as each linked product’s effective cost.

  4. 04

    Let the effective cost reach financial views

    Allocated batch costs are used in Inventory, Command Center, the sales report, and financial-ledger calculations when acquisition cost is needed. Do not also enter the same purchase amount as an individual product cost.

Before you finish

  • Choose individual cost or batch cost for a product, not both.
  • Enter a shared batch total once.
  • Associate every product that belongs to the batch.
  • Check the linked-product count before relying on allocated costs.
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