Cost Centres

If cost centres are nominated in an order, this detail is displayed on the order. CHECK

Step-by-Step Guide

Configure Cost Centres settings 

To enable Cost Centres:

1. Navigate to Settings → Feature Management → Products and Categories.
   
   
2. Toggle ON Cost Centres.
   
3. Click Configure.
   
   
4. In the Cost Centres Feature Settings screen, configure the settings as required. 
   
   The Overrides feature can be used instead of global settings when the Overrides button appears.
   
   
   1. Use Cost Centres: toggle ON to enable Use Cost Centres on the website.

   2. Cost Centre On Product Grid: toggle ON to display the Cost Centre selection dropdown in a product's detail page. This allows the user to select a call centre when adding each product to cart. 

       Click here to view an example...

      

   3. Pronto Validation Cost Centres: (for Pronto users only)

   4. Force GL Pronto Check for Order Validation: (for Pronto users only)

   5. Enforce Cost Centre Required on Order Lines: toggle ON to force users to select a cost centre per order line during checkout. 

      If cost centres are set as mandatory on order lines, cost centre codes must be set up for the customer, otherwise the user will not be able to checkout.

       Click here to view example...

      If Enforce Cost Centre Required on Order Lines is ON and a cost centre has not been entered for each product in the cart, an alert message will display to inform the user.

      

   6. Maintain User Cost Centres: toggle ON to allow cost centres at the user level to be maintained. Once this is enabled, options to access cost centre maintenance at customer and user levels are displayed. NOTE - User level cost centre maintenance will also be available via a user's Edit User's screen.   
      

Create a customer cost centre

NOTE - A Cost Centre is always linked to a Customer but cost centres can be created and assigned at the Customer User level. 

To create a cost centre at the customer level:

1. In the Cost Centres Feature Settings screen, ensure the Maintain User Cost Centres toggle is ON.
    
   
   
2. Click Maintain Customer Cost Centres.
   
   
3. In the Maintain Customer Cost Centres screen, any existing cost centres are listed. Click Add Cost Centre.
    
4. In Customer, select the customer for this cost centre.
   
   
5. In Cost Centre Code, enter a code for the new cost centre. 
   
   
6. In Cost Centre Name, enter a name/description for the cost centre. This will be displayed to the user in the 'Select cost centre' dropdown list during the order process.
   
   
7. Click Save, or Save & Add Another if you want to add another new cost centre. 

Assign a Cost Centre to a Customer User 

This function can also be accessed via the Edit User's screen.

To create a cost centre at the customer use level:

1. In the Cost Centres Feature Settings screen, ensure the Maintain User Cost Centres toggle is ON.
   
   
2. Click Maintain User Cost Centres.
   
   
3. In the Maintain User Cost Centres screen, any existing User Customer cost centre assignments are listed. Click Add Cost Centre.  
   
   
   
4. In User, select the user.
   
   
5. Depending on the User, in Customer, linked customer accounts are displayed. Select the customer.
   
   
6. In Cost Centre, from the dropdown list, select a code. NOTE - if there are no cost centres, you cannot proceed with assigning a cost centre to this user. 
   
   
7. Click Save, or Save & Add Another if you want to assign another cost centre to a user. 

Related help

• Page:
  Cost Centres
• Page:
  Force User to Select Customer Upon Login
• Page:
  Assign Multiple Customer Accounts to a User
• Page:
  Add Cost Centre for Whole Order
• Page:
  User Budgets