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Configuring Cost Centres (Preview)

Configuring cost centres to help control who can order what & help improve quotation reporting.

Updated over 3 weeks ago

Cost Centres work in combination with budgets to allow for more granular control over who can order what. Cost Centres are also a great way to categorise quotes and sales for reporting purposes. When enabled, you can set a Cost Centre on a product by default. When you add the product to a quote or sales order, the Cost Centre is set automatically, however the user can change it on a per quote line basis. You can also override the default cost centre for a product on a per company basis.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Navigate to System Settings

To configure your Opportunity Statuses, go to the navigation menu, click on the Settings, then select System Settings.

Once within the System Settings, use the search in the top right-hand corner to search for Cost Centre.

Step 3: Enable Cost Centre

To start using Cost Centres click the Enable button & a link will appear to start configuring your Cost Centres.


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