Use this form to manage the individual items of an offer. Select the products to be offered, define quantities and prices and add individual description texts if required. The quotation items form the basis for the quotation total and can be transferred directly to order items after the order has been placed.
Identification
Basic information for clear identification and allocation of the offer item, including offer allocation, lot number and item designation.
| Property | Description |
| ID | This field links the current offer item to the higher-level offer. It determines to which overall quotation this item belongs and is included in its quotation total. The selection is important for correct allocation and calculation in project management. |
| Go | Lot number for the functional grouping and structuring of several offer items within an offer |
| Code | Clear designation of the quotation item for precise identification in the quotation and in the order documentation. This information is crucial for the correct allocation and tracking of quotation elements in the project management process. |
Product & standard price
Allocation of the product to be offered and selection of the applicable product price as the basis for the price calculation of this item.
| Property | Description |
| product price | Selection of the product price (standard price or customer-specific price) to be used as the basis for the price calculation |
| Product | Selection of the product from your product catalog that you offer in this offer item |
Offer prices
Calculation and adjustment of prices for this offer item with automatic calculation of the total price based on unit price, quantity and discount.
| Property | Description |
| Quantity | Enter the number or quantity of the product you would like to offer in this offer item. This value is decisive for the calculation of the total price, as it is multiplied by the unit price. A precise specification is important for an accurate quotation. |
| Unit | The unit specifies the unit of measurement of the product or service offered, such as pieces, hours or months. It is crucial for the correct price calculation and quantity specification in the quotation item and is automatically transferred from the product master. |
| Purchase price Net [€] | Purchase price Net [€] |
| G/L account | G/L account for financial planning to which the expected revenue from this item is to be posted when the order is placed |
| Discount Net [€] | Discount Net [€] |
| optional position | Marking this item as optional, which means that it is not included in the offer total but is shown in the offer |
| Total Net [€] | Total Net [€] |
Details
Configuration of the texts for this offer item in the printed offer, including product text transfer and individual service descriptions.
| Property | Description |
| Default data | Default data |
| Print on new page? | Indication that a page break is to be inserted before this item in the quotation printout in order to start the item on a new page |
| Detailed description | Detailed description |
Periods of standard benefits
Periods of standard benefits
See also: Contract period Standard service Software
StaticControl: ProductPriceGetter
This function ensures that the product prices that can be selected are valid. Prices with an expired validity period cannot be selected.
