The Cost Reconciliation page allows you to see your Vendor and PSA Catalogue cost data displayed in one place, and then quickly update your Catalogue at the press of a button!
Cost Reconciliation
Permissions Changes for Cost Reconciliation
In order for existing partners to make use of the Cost Reconciliation feature, they may need to make some small adjustments to the permissions they have set up for Gradient in their PSA. New partners can simply follow the PSA connection guides available here.
For ConnectWise Manage users:
- For the Security Role that your API User uses: Under Procurement, for Product Catalog and Products, please grant Edit instead of Inquire.
For Datto Autotask users:
- For the Security Role that your API User uses: Under Inventory, Full Permissions instead of All View Object permissions.
For Syncro users:
- For the API Token that you use for the integration: Under Edit API Permissions, grant Edit permissions to Products in addition to List/Search.
Overview
The Cost Reconciliation page can be found by navigating to Contract Reconciliation on the left hand menu and then selecting the Cost tab at the upper left of the panel.
On the Cost Reconciliation page, you'll see the following columns:
- PSA Catalogue Service ID
- PSA Catalogue Service Name
- # of Contracts
- Catalogue Cost
- Vendor Cost
- Change
- Action
Here you can see the difference in cost between your vendor and PSA for any synced contract, and update the cost for that contract across all agreements in your PSA at the push of the action button in the far right column.
Any cost changes that are approved will push that cost change to all contracts in your PSA with that name and ID, saving you a ton of time on your cost reconciliation!
And better yet, by selecting the checkboxes at the far left of the screen, you can even bulk approve cost changes to your PSA!
Vendor Cost
The Vendor Cost column is editable, so that you can manually adjust the cost of a given contract from the vendor before pushing the change to your PSA Catalogue.
Can't we just sync cost values from the vendor directly?
We hear this a lot—and we get it! But the reality is most vendors don’t expose SKU-level cost data through their public APIs.
Pricing is often considered competitive and confidential. That’s why to start we’ve made it easy for you to enter costs manually and apply them across all your contracts in just a few clicks.
We’re laying the foundation for full automation, starting with distributors like Pax8 and Ingram Micro, who do provide cost data via API.
Activity Log
All changes made in the Cost Reconciliation page are logged in your Activity Log, so you can always go back and review what changes were made, and by which user.
