Quote QT-2204
LiveDraftToday: spreadsheets and mailed PDFs, with accepted lines rekeyed into Business Central
Priced in a spreadsheet today, mailed as a PDF, then rekeyed into Business Central if it is ever won.
Quote value£10,735.589 lines, ex VAT
Margin17.7%£1,901.41, mark-up 21.5%
Under the floor2lines under 12% margin
Authority conflicts0lines undercutting a price in force
Build the quoteOne guided route from customer to accepted orderStep 1 of 5
This quote is under floor on 2 lines and worth £10,736, so it needs Management to release it before anyone can accept it.Next: What is on it
Who is this quote forStep 1 of 5
Nothing on this step is a question. The account, the contract, the discount band and the prices already in force are known, so they are shown rather than asked. Read them, then carry on.
AccountHalstow Logistics · HAL019
Delivering toGrays Head Office
ContractHAL019 · Framework
Discount bandBand B · 10.0% off list
Spent with us, last twelve months£140,895
Payment terms and balanceProforma · £27,617 owing of £30,000
Account managerPiotr Bramhall
Prices already in force for them0 at level 4 or better
Raised04/06/2026 by Duncan Corrigan · Order desk
Valid until13/08/2026 · 0 days left
This account is on hold. Invoice 60 days overdue A quote can still be priced, but the order it becomes will not release until the hold is lifted.