Quotation setup features

• Merge the item groups: Tick this box to sort the quotation as one long list rather than separate item groups.

Item groups

• Sort mode: A quotation will automatically sort by item group if not merged. Users can sort by Position number, Catalogue, Product group, Main Product group and Supplier. Click the Position drop-downs to select.
  
  
• Subtotals: Tick the boxes to show subtotals for the selected column.
  
  
• Item lines: Untick this to hide the individual products from that item group.
  
  
• Show prices on item lines: Untick this to hide the prices of individual products from that item group.
  
  
• Item group discount (2): Tick this to include any discount done at catalogue level in the prices. If not ticked it will be specified in a separate line in the quotation.
  For more information, see Additional Costs: Discount (2) and (3).

VAT

• VAT: Users can display as Specified, Inclusive or Exclusive in the quotation.

Currency

• Currency: Select the currency that should be used on the quotation. This will then also be shown on any printouts with the relevant country’s currency symbol.
  For more information, see How to change the selected currency.

Visible lines in the quotation

• Show drawing objects that are not included in the quotation: Tick this to show objects in the drawing that don’t have an item code attached to them for example, standard objects.
  
  
• Show pick list information: For catalogues using this function, tick this to show the associated items along with the item lines in the quotation.

Presentation of base prices and additional prices

• Presentation of base prices and additional prices: Select how these are presented. There are three options: Additional prices included in item price, Additional prices listed below item price and Additional prices grouped inside item group.

Item groups

• Item group discount (2): The discount for an item group can be registered here as an amount or percentage. Entering a value into the percentage field will add a tick automatically to the % box next to it. Entering a value into the Discount amount field will untick the % box.
  For more information, see Additional Costs: Discount (2) and (3).
  
  
• Total discount (3): The discount for the whole quotation can be registered here as an amount or percentage. Entering a value into the percentage field will add a tick automatically to the % box next to it. Entering a value into the discount amount field will untick the % box.
  For more information, see Additional Costs: Discount (2) and (3).
  
  
• Round off amount: Click the drop-down menu to select automatic rounding off on the quotation final total. How much discount the rounding off gives will be displayed in the greyed out field alongside.
  For more information, see How to round the total value of the quotation.

*STANDARD

• VAT Configuration: Click to open the VAT Configuration window.
  For more information, see Updating the VAT configuration.
  
  
• VAT on recycle costs: Select which VAT group should be used to calculate these costs. When Follow item line VAT is used, the same rate as the item line product will be used.

Additional costs

• Additional Costs: In this section you can enter costs for freight, installation, insurance, and miscellaneous items. Each section allows you to add a Purchase price, then a Markup% to create a Sales price.
  For more information, see Additional Costs: Discount (2) and (3).

Profit calculation Box

• Item group for amount: Users can apply an Extra markup to a particular item group by clicking the drop-down menu and selecting the desired group.
  For more information on Profit margins, see How to set up profit margins and How to override profit margins for a single alternative.

• Price calculation: Click the drop-down menu to list the catalogues used in the plan. Click the drop-down menu and select a catalogue to be taken to the Catalogue information window and adjust indexes.
  For more information, see Catalogue indexes and How can I setup my cost and sales index?
  
  
• Calculation method: Select in the drop-down menu Markup%, Sales coefficient or Profit%. Users can tick the VAT included box to include VAT in the calculation.
  
  
• Print: Click to access the Select form: Quotation summary window to print or export the quotation.
  
  
• Fitting Time column: Used in certain catalogues for the calculation of assembly time.  This field will be automatically populated if the field is included in the catalogue used.

Grouped by

• Here users can choose how the summary will be grouped: Item group, Displayed per Item group; Catalogues, Displayed per catalogue; Suppliers, Displayed per supplier for example, catalogues can come from the same supplier.