Quote QT-2218
LiveSentToday: 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£6,883.782 lines, ex VAT
Margin18.8%£1,296.83, mark-up 23.2%
Under the floor0lines under 12% margin
Authority conflicts0lines undercutting a price in force
Build the quoteOne guided route from customer to accepted orderStep 3 of 5
This quote is worth £6,884, so it needs Accounts to release it before anyone can accept it.Next: Who releases it
The full gridEvery line, every number, both ways to price
The expert view. Set a price directly, or name the margin you want and let the line work back to the price that earns it. Everything else recalculates.
| Line | Qty | Standard | Quoted price | Discount | Line value | Margin | Authority |
|---|---|---|---|---|---|---|---|
| Larkfell 50cm Mains Scrubber DryerMAC-1199 | 2 | £2,545.50 | 14.7% | £4,341.94 | 21.3%£924.36 · mark-up 27.0% | Level 5No agreed price exists for this customer and product, so the line would create a new customer-site-product price at level 5. Until then the customer pays the standard MSC price at level 13. | |
| NTRL Refill Compostable Caddy LinerNTR-1156 | 119 | £23.94 | 10.8% | £2,541.84 | 14.7%£372.47 · mark-up 17.2% | Level 5No agreed price exists for this customer and product, so the line would create a new customer-site-product price at level 5. Until then the customer pays the standard MSC price at level 13. | |
| Quote total | £6,883.78 | £1,296.83 margin at 18.8% | |||||
A quoted price may sit anywhere between the standard price and 40% below it. Anything outside that band did not come from this screen and is refused. The floor is 12% margin: a line under it routes the quote to Accounts before it can be accepted.
The thirteen price levelsProduct Scope ch. 14.2, in order of precedence
1Customer-contract-site-channel-product priceA price agreed in this customer's contract for one delivery site ordering through one channel.
2Customer-contract-site-product priceA price agreed in this customer's contract for one delivery site, whatever the channel.
3Customer-contract-channel-product priceA price agreed in this customer's contract for one ordering channel across every site.
4Customer-contract-product priceA price fixed for this product in this customer's contract.
5Customer-site-product priceA price agreed for one delivery site outside any contract.
6Customer-channel-product priceA price agreed for this customer on one ordering channel.
7Customer-product priceA price negotiated with this customer for this product.
8Contract category ruleA whole product category priced under this customer's contract.
9Customer category ruleA rule for this customer across a product category.
10Customer price listThe price list assigned to this customer's account.
11Customer-segment price listThe price list for the customer's segment, such as education or care.
12Promotional priceA time-limited promotion available to every customer.
13Standard MSC priceThe published standard price. Applies when no more specific rule does.
A quoted price claims one of these levels. Level 1 is the most specific and wins; level 13 is the published standard price and applies when no more specific rule does.