Quote QT-2301
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£3,729.725 lines, ex VAT
Margin9.3%£346.44, mark-up 10.2%
Under the floor3lines under 12% margin
Authority conflicts5lines undercutting a price in force
Build the quoteOne guided route from customer to accepted orderStep 4 of 5
This quote is under floor on 3 lines and worth £3,730, so it needs Management to release it before anyone can accept it.Next: Send and accept
Does this quote need releasingStep 4 of 5 · Yes
This quote is under floor on 3 lines and worth £3,730, so it needs Management to release it before anyone can accept it.
This quote routes to Management, whose approval limit of £250,000.00 covers £3,729.72.
- 3 lines are priced under the 12% margin floor.
- 5 lines undercut prices already in force for this customer, so accepting the quote would change a live authority.
- The quote is worth £3,729.72 ex VAT, above the Sales and marketing approval limit of £0.00.
Raised byR. Tamblyn · Sales and marketing
Routes toManagement
Value to cover£3,729.72
Lines under the floor3 of 5 · 2.7 points under overall
An approval is given on the numbers in front of the approver. Reprice a line afterwards and the approval no longer matches the priced inputs, so it withdraws itself.
Ask for the releaseNothing open
Nothing has been asked yet. Ask for the release this quote's own numbers require.
What has happened to this quote0 governed acts
Nothing has been done yet
Reprice a line, ask for a release, decide it, then accept. Every act lands here.