Costing segments are used exclusively for in-house cost planning. They allow you to compare costs and income without creating a customer segment. To calculate contribution margins or discounts for external customer segments, use the  Calculation function in the side navigation (Calculate contribution margins). Calculation segments are available for quotes, orders or invoices and correspond to normal segments in terms of content.

In-house (staff) planning segments are not available for costing segments. The use of costing segments needs to be enabled under  Administration >  Settings >  Events by a user with administrative rights. There is no limit to the number of costing segments.

1. In the event, right-click on the Quotes folder.
2. Above the list of segments, click on  Add and select  New calculation segment.
3. Enter a name for the new segment.
4.  Add any items you want.
5. Drag-and-drop the calculation (with the left mouse button pressed down) to the  Orders or  Invoices folder to copy it to a a different segment type.
6. If you want to use the calculation as a basis for a customer quote, right-click on it in the side navigation and select  Convert to >  Quote (or  Order or  Invoice).