DC

Quote QT-2214

LiveDraft
Today: spreadsheets and mailed PDFs, with accepted lines rekeyed into Business Central
Step 5 of 5Applecross HygieneOwner Gordon JellicoeExpires 19/08/2026
Priced in a spreadsheet today, mailed as a PDF, then rekeyed into Business Central if it is ever won.
Quote value£15,634.326 lines, ex VAT
Margin23.1%£3,606.82, mark-up 30.0%
Under the floor1lines 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 is under floor on 1 line and worth £15,634, so it needs Management to release it before anyone can accept it.
This is what goes to the customerStep 5 of 5

This quote is under floor on 1 line and worth £15,634, so it needs Management to release it before anyone can accept it.

The same lines as a spreadsheet for the customer's own procurement system.

Quotation QT-2214
Applecross Hygiene · APP037 · Hounslow Head Office
Raised 25/06/2026 · valid to 19/08/2026
CodeDescriptionQtyUnit priceLine total
JAN-1024Thornlea Colour Coded Mop Handle47£35.82£1,683.54
JAN-1037Kestralon Colour Coded Colour Coded Bucket88£21.25£1,870.00
JAN-1011Nordlin Heavy Duty Refuse Sack Roll52£8.24£428.48
PPE-1116Larkfell Powder Free Safety Trainer113£55.74£6,298.62
NTR-1159NTRL Refill Recycled Microfibre Cloth68£12.15£826.20
PPE-1110Rillbeck Powder Free Ear Defenders87£52.04£4,527.48
Net, ex VAT£15,634.32
VAT at 20%£3,126.86
Gross£18,761.18
Direct debit, 30 days
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 6 contract prices for Applecross Hygiene, 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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This quote needs Management to release it first. That is the point: acceptance is what changes a live price, so it is the act that is guarded.