Custom and Overhead Costs
Overview
This guide outlines the process for creating custom line items within Blended. These costs can be used to track additional winemaking costs such as lab fees, labor, and facility costs. There are several controls within the New Cost modal that help you track costs at the level of granularity that's right for your winery.
Step-by-Step: Creating New Costs in Blended
Click the create button
Select new cost
Enter cost details
Choose cost type
Assign to lots
Save the cost
Managing Costs
Access Create Cost Modal
To create custom and overhead costs in Blended, start by clicking the Create button. This will open the Create Cost window, where you can begin entering details for the new cost.
Create Custom and Overhead Costs Form
From the Create Cost modal, you have several fields and different options depending on the type of cost you are saving to the system.
First, enter a name for the line item in the Cost Name field. This can be anything you'd like. Having specific names helps to quickly identify the cost later if needed.
Then, select the type of cost. For each line item, you can choose between it being a one-time cost or recurring. By choosing recurring, Blended will automatically create duplicate line items at the time period of your choosing.
Use recurring costs for consistent overhead, such as Labor or Facility fees, to save data entry time
Recurring costs can be edited at any point within the Unpriced tab
Next, choose a category for the cost from the Cost Category dropdown menu, and enter the cost amount in the Cost Amount (USD) field. You will also need to set the date for the cost using the Cost Date picker.
Create your own Cost Categories
If you'd like to use a different cost category than what Blended provides by default, start typing within the dropdown and you will see an option to add your own.
After filling in the basic details, decide how to assign this cost. You have two options: apply the cost to one or more specific lots by selecting them individually, or use the Spread Across All Active Lots option to distribute the cost evenly across all active lots for the given period.
Once all details are entered, make sure to click the Save button to finalize and record the new cost entry.
Frequently Asked Questions
To edit costs in Blended, go to the Unpriced Items tab, select the cost from the table of ongoing costs, click Edit, and make your desired changes in the Edit Cost modal. You can change the date, amount, and assignment to lots, or spread it across all active lots.
Yes, you can delete costs in Blended. Go to the Unpriced Items tab, select the cost you want to delete, and click the Delete button.
The spread type in Blended refers to how a cost is distributed. You can assign a cost to specific lots or use the Spread Across All Active Lots option to distribute the cost evenly across all active gallons for the cost period.
To view the cost history in Blended, navigate to the relevant section such as Costs by Month or Costs by Lot. This allows you to see detailed records of costs over time based on your selection criteria.