DC

Quote QT-2219

LiveSent
Today: spreadsheets and mailed PDFs, with accepted lines rekeyed into Business Central
Step 5 of 5Brightside FacilitiesOwner Rufus WrenfieldExpires 14/08/2026
Priced in a spreadsheet today, mailed as a PDF, then rekeyed into Business Central if it is ever won.
Quote value£15,018.168 lines, ex VAT
Margin16.8%£2,520.90, mark-up 20.2%
Under the floor3lines 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 3 lines and worth £15,018, 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 3 lines and worth £15,018, so it needs Management to release it before anyone can accept it.

The agreed lines published as the customer's buying list, ready for the portal.

Quotation QT-2219
Brightside Facilities · BRI001 · Brentwood Head Office
Raised 23/07/2026 · valid to 14/08/2026
CodeDescriptionQtyUnit priceLine total
NTR-1157NTRL Refill Refillable Trigger Bottle67£23.66£1,585.22
WWR-1131Larkfell Embroidered Chef Jacket104£7.95£826.80
CAT-1180Marbury & Kent Catering Catering Blue Roll41£35.08£1,438.28
JAN-1023Kestralon Colour Coded Kentucky Mop Head90£17.04£1,533.60
WWR-1139Ashvale Plain Polo Shirt99£9.22£912.78
CHM-1092Kestralon 750ml Toilet Descaler120£26.61£3,193.20
WWR-1127Marbury & Kent Embroidered Polo Shirt110£24.10£2,651.00
CHM-1093Nordlin 750ml Thickened Bleach112£25.69£2,877.28
Net, ex VAT£15,018.16
VAT at 20%£3,003.63
Gross£18,021.79
Proforma
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 8 contract prices for Brightside Facilities, 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.