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Quote QT-2222

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Today: spreadsheets and mailed PDFs, with accepted lines rekeyed into Business Central
Step 5 of 5Applecross HygieneOwner Duncan CorriganExpires 23/09/2026
Priced in a spreadsheet today, mailed as a PDF, then rekeyed into Business Central if it is ever won.
Quote value£8,367.056 lines, ex VAT
Margin17.8%£1,490.42, mark-up 21.7%
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 £8,367, 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 £8,367, so it needs Management to release it before anyone can accept it.

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

Quotation QT-2222
Applecross Hygiene · APP037 · Reading Store
Raised 09/06/2026 · valid to 23/09/2026
CodeDescriptionQtyUnit priceLine total
CHM-1095Ashvale 750ml Carpet Shampoo41£42.27£1,733.07
JAN-1038Quenby Colour Coded Telescopic Pole80£29.36£2,348.80
WWR-1150Thornlea Plain Bib and Brace55£36.40£2,002.00
PPE-1124Purevex Vented Ear Defenders50£12.81£640.50
CHM-1081Stridewell 5 Litre Carpet Shampoo116£3.51£407.16
NTR-1166NTRL Concentrate Compostable Caddy Liner117£10.56£1,235.52
Net, ex VAT£8,367.05
VAT at 20%£1,673.41
Gross£10,040.46
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.