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How to Fill Out a Job Cost Form at Southwest Kitchen and Bath

Learn the step-by-step process of filling out a job cost form for projects at Southwest Kitchen and Bath, ensuring accurate inventory and cost management.

By Jared Hood

In this guide, we'll learn how to fill out a job cost form, a crucial step in ensuring all items are accounted for in a project. At Southwest Kitchen and Bath, managing inventory efficiently is essential due to the bulk purchasing of frequently used items. We'll start by accessing the Southwest Kitchen and Bath Cloud Drive to create a new job costing form for the Joseph Project. This process involves updating project details, sourcing item information, and ensuring accurate cost entries. Finally, we'll cover how to save and print the form for bookkeeping purposes.

Let's get started

First, go to the Southwest Kitchen and Bath Cloud Drive. In the documents folder, scroll down to find "Job Costs."

You will see the Job Costs folder here. Click on that.

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Click here
Step #2: Click here

Click on the job costing form, which is the template. We don't want to work on the template itself, so we'll make a copy.

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Click here
Step #3: Click here

Once you open up the form go to File and select Create a Copy. You can download a copy to work offline or create a copy online. We will create an online copy. Click on "Create a Copy Online," and it will prompt you to name it. We will name this project "Joseph" and create a copy, which is essentially a "Save As."

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create a copy of the template and rename it to the name of the project. In this case we rename it "Joseph"
Step #4: create a copy of the template and rename it to the name of the project. In this case we rename it "Joseph"

You can see that we are no longer on the template. We are now on the Joseph job cost form. First, we need to update some of the information here. The invoice number usually updates automatically. We do want to update the date. Enter the current date.

Where it says "TO" we'll type the name of the project. In this case, Joseph. Where it says "FROM" we'll type SWKB Inventory

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Step #5:

Next we'll need to enter in the item, its description, and its cost. To get this information we need to go to the manufacturer's website

Find the item we need. In this case a chrome tray divider.

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Step #7:

We found the item & its description. We also need the price, but this is not the price we pay. Although Rev-A-Shelf manufactures this product, we actually purchase it from a different vendor. But this step provides us with the SKU, allowing us to go here and copy it.

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copy the item SKU
Step #8: copy the item SKU

We purchase this product from a vendor called Worth Louis. To proceed, visit the Worth Lewis website and enter the SKU.

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Enter the SKU in the search bar
Step #10: Enter the SKU in the search bar

This brings us to the product. You can see the actual price we pay for the item. This is what we use for the job costing form.

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Take note of the actual cost of the product
Step #11: Take note of the actual cost of the product

We'll return to the job costing form. We enter the description in the proper space on the form. We saw that the cost was $10.53, so enter that in the "rate" column. If we have more than one we will enter the correct quantity in the "quantity" column. In the "amount" column type the quantity multiplied by the rate. Since we only need one for this example the amount remains $10.53. If you have other products, you can enter them below, as many as you need.

Next, perform the calculations.

If you have multiple products, make sure to do the math to ensure you have the correct total. We have only one product for this example, which is $10.53. If you return to the Cloud Drive, you'll see that the job cost form (not shown) has been automatically saved. There's nothing more we need to do there.

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Step #12:
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You can see the "Joseph" job cost form has automatically been saved in the cloud drive
Step #14: You can see the "Joseph" job cost form has automatically been saved in the cloud drive

We need to print this out. Go to File, select Print, choose the correct printer, and then print. The final step is to take the form from the printer and place it in the bookkeeper's inbox. This ensures the item is properly accounted for and charged to the correct project. That's all there is to it.

How to Fill Out a Job Cost Form at Southwest Kitchen and Bath