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Quote QT-2203

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Today: spreadsheets and mailed PDFs, with accepted lines rekeyed into Business Central
Step 5 of 5Copperfield Facilities ManagementOwner Rufus WrenfieldExpires 24/09/2026
Priced in a spreadsheet today, mailed as a PDF, then rekeyed into Business Central if it is ever won.
Quote value£1,755.542 lines, ex VAT
Margin20.0%£351.55, mark-up 25.0%
Under the floor0lines under 12% margin
Authority conflicts0lines undercutting a price in force
Build the quoteOne guided route from customer to accepted orderStep 5 of 5
This quote clears every governed rule at 20.0% margin, so nobody has to release it. It can go to the customer as it stands.
This is what goes to the customerStep 5 of 5

This quote clears every governed rule at 20.0% margin, so nobody has to release it. It can go to the customer as it stands.

The document the customer signs. Rendered here as the page it prints to.

Quotation QT-2203
Copperfield Facilities Management · COP013 · Kingston upon Thames Head Office
Raised 13/07/2026 · valid to 24/09/2026
CodeDescriptionQtyUnit priceLine total
WWR-1138Larkfell Embroidered Bib and Brace72£10.10£727.20
JAN-1024Thornlea Colour Coded Mop Handle29£35.46£1,028.34
Net, ex VAT£1,755.54
VAT at 20%£351.11
Gross£2,106.65
30 days net
Delivered to the named site on the agreed delivery day, carriage paid on orders above £75 ex VAT.
Prices hold until the expiry date shown. Accepting this quote creates contract prices for the lines listed, effective for twelve months from acceptance.
The customer document is built from a customer-safe line that has no cost or margin in it at all, so no rendering mistake can leak one. On it: Quote number, date raised and expiry date, Customer name, account reference and delivery site, Product code, description and pack size, Quantity quoted, Unit price excluding VAT, Line total excluding VAT, Quote total, VAT at 20% and gross total, Payment terms, delivery terms and the acceptance wording. Never on it: Buying cost and true net cost, Line margin, margin percentage and mark-up, Supplier and customer rebate positions, Market-price evidence, sources and confidence scores, Internal approval routing, approver names and limits, Any other customer's prices.
Accept itNothing is in force yet

Accepting creates 2 contract prices for Copperfield Facilities Management, effective for twelve months. The catalogue then prices those lines from them as the level 4 customer-contract-product price, which is the same authority Business Central’s salesPriceListExt extension holds today.

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