• Customer Link: Use this tab when completing work on behalf of another company.
• If you're quoting for a client of one of your customers, you can link that end client here.
• When the quote is sent, your customer will see which of their clients the quote relates to.

Select your stock item from the drop-down menu

At this stage you can change the Description if needed

Add the Quantity you require of this item

Select the Warehouse you wish to sell this item form

Price per item does not include the 15% Goods and Services Tax. You add GST on top of the listed amount.

Price per item includes the 15% Goods and Services Tax. The GST is already built into the total amount shown.

Total price of total quantity of item that does not include the 15% Goods and Services Tax. You add GST on top of the listed amount.

Total GST only on total quantity of items

Total price of total quantity of item includes the 15% Goods and Services Tax. The GST is already built into the total amount shown.

You can change the Sequence in the quote for this item 

These are custom configuration settings applied during setup, tailored specifically to your product formats (e.g., Per Roll, Per Unit, Pack).

These are custom configuration settings applied during setup, tailored specifically to your product formats (e.g., 1000 per roll, 6 per pack).

You can apply a discount to this item

If this item is GST exempt or a Non-GST item it can be changed here

At this stage you can increase your profit %

This is the total cost to produce or buy one item. It helps you set prices and track profitability.

These ticks will be automatically on or off based on the setup if the item. When the item is promoted to a Job, its initial cost is cleared and recalculated progressively as the job is built—ensuring you have an accurate final cost at completion.

As with the Cost on job, these ticks will be automatically on or off based on the setup if the item. When the item is promoted to a Job, its initial cost is cleared and recalculated progressively as the job is built—ensuring you have an accurate final cost at completion.

Select a division within of a company that focuses on one area of work. 

Select a region the job will fall under, it can include multiple cities or towns and often has its own local government or identity.

Ticking this box enables you to generate a Purchase Order on the fly—complete with all relevant details, so you don’t need to build one from scratch when drop-shipping an item.

Ticking this box allows you to generate a Request for Quote on the fly—pre-filled with all relevant details, so you don’t need to start from scratch when requesting updated pricing for an item.

Enter the quantity here for which you want to generate a Purchase Order or Request for Quote.

This shows the actual cost of the item

This is the suppliers item code

Shows if you received a discount on this item when purchased form supplier

This is the date the cost was last updated for this item

 Similar to Item cost, this shows the actual cost of the item at that date

When you create a build task default, you can specify alternative warehouses or item sources. Once a quote is converted into a job, the system will apply the defaults set in your build template. This ensures that materials are drawn from the designated warehouse rather than the main warehouse, allowing for more precise inventory control—especially when working with a master warehouse setup.

Prepaid refers to the quoted amount for the job, the fixed charge agreed to by the customer. You can’t invoice beyond this amount, so any extra time, materials, or costs that exceed the quote become your internal expense, or ‘Cost to Company (CTC)