How to add a new Cost Template

You can add a new Cost Template in the Administration / Costs menu.

This document will focus on how to add a new Cost Template from the Administration / Costs menu.

When in the Administration / Costs screen, click the button located in the top left-hand corner of the screen, highlighted below.

This will open the "Add Cost Template" screen.

From here, enter the relevant information into the fields shown above.

When adding a new Cost Template, it is best practice to utilize the "Description" and "Notes" fields. These will help identify the appropriate Cost Template needed for later use.

The "Unit" and "Subtype" have several options which are listed below;

Unit - KM, Day, Trip, Other, and Miles.

Subtype - N/A, Rigid, Truck, and Trailer.#

After all relevant fields have been entered, it is now time to save / create the new Cost Template.

Click the button to save / create the new Cost Template.

(Optionally) Click the button to cancel saving / creating the Cost Template.

You have now successfully created / added a new Cost Template to the system.

In Summary

- Select the button to create a new Cost Template.

- Enter the relevant information into the fields, utilizing the "Description" and "Notes" fields to help with future use.

- Click the button to save / create the new Cost Template.

- (Optionally) Click the button to cancel saving / creating the Cost Template.

NOTE: It is best practice to double-check the Cost Template that has been created. To do this, simply;

- Select a Filters in the "Cost Template" screen

- Select the newly created Cost Template

- Check that all information is relevant to the Cost Template.

- Select the button again to exit.