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NT-140 / Decision pack

Delivery cost allocation

Allocate a known shared delivery cost on an explicit basis.

Allocate a shared cost using entered job units divided by total eligible units. The basis may be weight, hours or another declared unit, used consistently.

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Editable .xlsxPDF guideNo macros

Start with the decision

What portion of a shared delivery cost is allocated to this job?

Small-business operators comparing their own cost assumptions.

From input to next step.

  1. 01

    Choose a consistent basis

    Declare a defensible allocation basis for the whole cost pool.

  2. 02

    Enter the assumptions

    Use the same total units and shared-cost pool for related jobs. Reject a job quantity larger than the pool.

  3. 03

    Review the result

    Reconcile all allocations to the original pool separately. This sheet does not create accounting entries.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Job reference
Job A
Job allocation units
20
Total eligible units
100
Shared cost
500.00
Direct job cost
80.00
Allocated shared cost
100.00
Total attributed cost
180.00

Before you use the result.

  • Do not add rows from different pools together.
  • Zero total units leaves allocation unavailable.
  • Keep direct costs out of the shared pool.

A management allocation worksheet, not an accounting policy recommendation.

A few useful answers.

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Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

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