Painting supplies schedule of rates template

Keep the unit the supplier bills in: CostCode checks the unit on each invoice line against the one agreed. A line billed in a unit that measures something else (per each where you agreed per metre, per tonne where you agreed per cubic metre) is held; one it can't compare, such as per day against per week, is left for a person to confirm, never converted.

Delete the rows you don't buy and add your own under them. Keep the first row as it is: it's how CostCode's importer knows which column is which, so there's nothing to match up by hand when you load it.

• Delivery of paint and sundries
• Delivery and pick-up of hired access equipment
• Small-order fee
• Card surcharge

These aren't rows in the file. Agree them with the rates and record each as a charge agreement on the supplier in CostCode, where charge lines are checked against them. Why charges are kept apart

• Paint above your trade price per tinChecked
• The colour on the line instead of the productChecked
• A tin priced each, billed per litreChecked
• Sundries by the pack against a price eachAsks you first
• A merchant that bills at list and pays a rebate laterChecked, for you only
• Access hire above the agreed rateChecked
• Delivery, small-order fees and card surchargesChecked
• Returned tins credited at less than you paidNot checked

What CostCode does about each, with a worked example: Invoice checking for painters

Paint is priced by the base a colour is tinted into (white, light, mid, deep or accent) and by tin size, not by the colour's name, but the invoice line often names the colour. Ask the supplier to put their product code in each row: an invoice line carrying the same code is matched to the row by the code, whatever colour it names.

Paint is billed by the tin, so rate it per tin, not per litre, with one row per size. A 15 L tin and a 4 L tin of the same paint are two prices.

The access equipment rows are day rates. If your hire company bills by the week, change the unit to week: one rate per item, the one you're billed on.

Fill in the items, send the file to the supplier to put in or confirm the rates, and load it into CostCode with the date it applies from.

How to use a template, step by stepWhat each column is for

• Blank template
• Concrete
• Civil and earthworks
• Electrical supplies
• Plumbing supplies
• Builders' supplies
• Landscaping supplies
• Plant and equipment hire
• Structural steel
• Formwork
• Waterproofing supplies
• Roofing supplies
• Fit-out and interiors
• Flooring
• Scaffolding hire
• HVAC and mechanical services
• Fire protection supplies
• Glazing supplies
• Demolition and waste
• Delivery docket template

Read more

• Invoice checking for painters
• What a schedule of rates is
• Getting a supplier price list or schedule of rates agreed
• How to check a supplier invoice: a 5-step checklist
• How to spot supplier overcharges on construction invoices
• Importing a price list into CostCode