Quoting a configured product

A quotation line that names a configuration is priced, described and checked by that configuration: its price is the configurator's, its description is the answers, and it follows the configuration until you give it a price of your own.

1. Open the quotation, go to Lines and add or edit a line for the configurable item (for example TG310).
2. Under Configuration, choose an existing configuration or press Configure and answer the questions, then Use this configuration.
3. Unit price fills in with the configuration's price for the line's quantity, in the quotation's currency, and an empty Description fills in with the configuration number and its answers.
4. Save the line. The grid shows Unit price and, beside it, Configured price.

• The price is worked out the way the model says: a cost-plus model (TG310, TG100, TW310) from the structure its answers resolve to, plus its markup; a list-priced model from its base price plus each chosen option's surcharge, including options another answer brings with it.
• Change answers on the line and the line follows: its price, its total, the quotation's total and the description are updated. No second line is added.
• Type a different unit price and the line keeps it; Configured price still shows what the configuration sells for. Empty the unit price to take the configuration's price again.
• A configuration is sold once: the same configuration cannot be on two lines. Copying a quotation copies its configurations, so the copy can be changed without changing the original.
• A configuration of another item, of another company or one that was cancelled is refused on the line.
• Since 14 October, a quotation in the model’s own currency is priced without asking for an exchange rate, even where the model’s Currency was typed as a name (Indian Rupee is read as INR).
• Since 14 October, people who may see the configurator’s Cost Sheet get Cost and price in Configure (bill of material, routing, cost by kind, Markup % or Selling price each, Margin, Use this configuration at <price>), and the lines show Unit cost and Margin %. See Cost and price of a configured quotation line.
• Several configured lines can be added at once from a spreadsheet with Configured lines from a file… on the Lines tab. See Configured quotation lines from a file.