Skip to main content

Quote Item Screen

Additional options on a Quote Item


This screen also allows you to capture key information for each job or task line.

image.png

    1 Stock Item

    Select your stock item from the drop-down menu
    2 Description

    At this stage you can change the Description if needed
    3 Qty

    Add the Quantity you require of this item
    4 Manage Qty on Job


    5 Warehouse

    Select the Warehouse you wish to sell this item form
    6 Selling Ex GST

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

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

    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.
    9 VAT (GST) Value

    Total GST only on total quantity of items
    10 Selling Total

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


    12 Sequence No.

    You can change the Sequence in the quote for this item 
    13 UOM Type

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

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

    You can apply a discount to this item
    16 VAT (GST)Type

    If this item is GST exempt or a Non-GST item it can be changed here
    17 Mark up %

    At this stage you can increase your profit %
    18 Cost Per Unit

    This is the total cost to produce or buy one item. It helps you set prices and track profitability.
    19 Profit Cost/Unit This is how much profit you make on each item sold after subtracting its cost.
    20 Total Cost This s the full amount spent to produce or purchase a set of items or complete a job.
    21 Zero 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.
    22 Zero Cost on Invoice

    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.
    23 Show on Print


    24 Flag for Report


    25 Division

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

    Select a region the job will fall under, it can include multiple cities or towns and often has its own local government or identity.
    27 Days from Start Use this field to schedule when this item should begin—set as a number of days from the job’s start date.
    28 Weight Per Unit This is determined at setup
    29 Sales Rep You are able to allocate someone who promotes and sells a company’s products or services to customers. They often handle quotes, follow-ups, and customer relationships, helping drive revenue and build trust.
    30 Project You can Link a quote to a specific project
    31 Employee Assigned Refers to the specific person responsible for completing a task or project. It helps track accountability, scheduling, and communication.
    32 Lead Time This is the amount of time between starting a process and completing it. It usually refers to how long it takes from placing an order to receiving the goods or service.
    33 Order Date This is the day a customer places an order for goods or services.
    34 Reminder Date  This is the day you plan to check in after sending the quote.
    35 Required Date This is the day the customer wants the goods or service delivered
    36 Supplier This is the company that provides goods or services to another business
    37 Drop Ship

    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.
    38 RFQ (Request for Quote)

    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.
    39 PO Qty

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

    This shows the actual cost of the item
    41 Item Code

    This is the suppliers item code
    42 Supplier Discount

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

    This is the date the cost was last updated for this item
    44 Latest Cost

     Similar to Item cost, this shows the actual cost of the item at that date
    45 Internal Note Here you can include private comment or detail added to a job, quote, or project that’s meant for your team, not the customer.
    No Comments
    Back to top