How to create, edit and print a combined quotation

In Winner, users can create a combined quotation that compiles the individual quotations of several alternatives within a project, including alternatives for a different milieu, for example a user could create a combined quotation using multiple kitchen alternatives and bathroom alternatives. Users can also adjust the quantity of alternatives included in the quotation, making this a useful feature when pricing for multiple properties using several variations, for example for a large apartment complex.

This article gives guidance on creating a combined quotation, editing a combined quotation and printing a combined quotation. Users can also see an overview of the Quotation summary window.

Creating a combined quotation

At Project level:

1. Select Combined quotation > New.
   
   
2. In the Edit combined quotation window, make adjustments as desired, and click OK. 
   The new combined quotation can be found under the Combined quotation tab.
   
   
   
   Note: The Show deliveries option will show which alternatives have been delivered.

Editing a Combined quotation

At Project level:

1. Select the Combined quotation tab.
   
   
2. Under the Combined quotation tab, left-click to select the desired combined quotation.
   
   
3. Select Combined quotation > Edit.
   
   
4. In the Edit combined quotation window, make adjustments as desired, and click OK. 

Deleting Alternatives from the Combined quotation

In the Edit combined quotation window, users can effectively remove an alternative from the combined quotation by changing the the value in the Quantity column for that alternative to 0. 

Or, at Project level:

1. Select the Combined quotation tab.
   
   
2. Right-click the desired alternative and select Delete.

Printing a Combined quotation

At Project level:

1. Select the Combined quotation tab.
   
   
2. Under the Combined quotation tab, left-click to select the desired combined quotation.
   
   
3. Select Combined quotation > Printouts > Print quotation.
   
   
4. In the Confirm window, select Yes or No.
   Note: For more information, see What does 'Quotation sent' mean?
   
   
5. In the Select form: Quotation window, users can:
   • Print the combined quotation by clicking Print.
   • Send the combined quotation as an e-mail attachment by clicking Send E-mail.
   • Export the combined quotation as a .pdf file by clicking Export PDF.
   • Note: Users can also preview the combined quotation by clicking Preview.

Printing a sales contract for a combined quotation

At Project level:

1. Select the Combined quotation tab.
   
   
2. Under the Combined quotation tab, left-click to select the desired combined quotation.
   
   
3. Select Combined quotation > Printouts > Print sales contract.
   
   
4. In the Input date window, enter the correct information in the required fields and click OK.
   Note: For more information, see Printing: Print sales contract.
   
   
5. In the Select form: Sales contract window, users can:
   • Click Print, to print a hardcopy of the sales contract.
   • Click Send E-mail to e-mail an electronic copy of the sales contract.
   • Click Export PDF to save an electronic .pdf file copy of the sales contract.
     Note: Users can also click Preview, to see a preview of the sales contract.

For more information, users should also see Quotation Acceptance.

Edit combined quotation window

In the Edit combined quotation window, users can:

• Overwrite the alternative name in the Text column and input a new reference name.
  Note: The numbers in the Alternative column refer to the Milieu / Alternative in the project, for example 1/4 would refer to the fourth alternative in the first milieu.
• Change the number of individual alternatives included in the combined quotation in the Quantity column, for example a user could have ten versions of one kitchen and five versions of another.
  Note: Any alternatives set to 0 will not be included.
• Enter a name in the Combined quotation name field.
• Add comments to in the Comments field.
• Click Add to add new alternatives to the combined quotation.
  Note: This will add all the alternatives the user created after the combined quotation was created. For this reason, Add is unavailable when creating a new combined quotation.

Quotation summary

Users are able to view a summary of a combined quotation in the Quotation summary window, which shows all the key figures such as purchase price, discount, profit, markup and freight costs, and allows users to make adjustments to the calculation method and combined quotation presentation.

At Project level:

1. Select the Combined quotation tab.
   
   
2. Under the Combined quotation tab, left-click to select the desired combined quotation.
   
   
3. Select Combined quotation > Summary.
   
   
4. In the Quotation summary window, users can view key figures and make adjustments.

Quotation summary window

In the Quotation summary window, users can:

• Select the calculation method by clicking the Calculation method drop-down menu and selecting Markup%, Sales coefficient or Profit%.
• Include or exclude the VAT from the calculation by ticking or unticking the VAT included box.
• Users can print the quotation summary by clicking Print.
• In the Grouped by section, users can sort by Item group, to organize the quotation by item group; Catalogues, to organize the quotation by catalogue; Suppliers, to organize the quotation by supplier, for example several catalogues may be from the same supplier; and Combined quotation, to organize the combined quotation by collection.
  Note: Combined quotation is the default.

Related articles

What does 'Quotation sent' mean?

Printing: Print sales contract

Quotation Acceptance

Combined quotation: Collection properties