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General Settings & Configuration
Configuring Cost Centres (Preview)
Configuring Cost Centres (Preview)

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

Isobel Honour avatar
Written by Isobel Honour
Updated over a week 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 cost centres are 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.


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

Step 1: Navigate to Settings Centre

To configure your Opportunity Statuses, click on the settings icon in the bottom left-hand corner of the CRM.

Once within the Settings Centre, 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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