This article outlines the steps to search for a Cost Sheet from the Sync Search Menu. Once a new style is created, it initially exists as a Cost Sheet. When its status is updated to the first applicable workflow status (e.g. ‘New Style’), it becomes a Job. It is therefore important to understand the difference between searching for a Cost Sheet versus a Job, depending on the current status of the style.
PURPOSE
To enable users to quickly and accurately search for existing Cost Sheets in Sync, based on relevant criteria such as Division, Job Number, or Style details.
KEY BENEFITS
- Helps users locate and manage pre-production styles still in costing phase
- Improves workflow efficiency by allowing filtering by Division, Job#, etc.
- Prevents confusion between Cost Sheets and Jobs by clarifying status-based search behavior
- Supports faster decision-making during style development or planning reviews
FOLLOW STEPS BELOW:
1. From the Sync Toolbar, Click on Search
2. Select ‘Cost Sheets’
3. Apply relevant filters e.g. Division or Job#
4. Enter a Search Criteria
5. Click ‘Search’
6. Click ‘Open’
ADDITIONAL NOTES
To search for multiple Cost Sheets at once, tick the ‘Keep Search Open’ checkbox. This will keep the Search Cost Sheets window open after each result selection.
If the style has already moved into production and its status has changed, you will need to search for it under Jobs instead of Cost Sheets.
NB. For a quick tutorial watch below