Quote Information
Unsaved new quote
Sold To
Account
Ship to / job
Job
Terms & PaymentTerms and payment
50% deposit required, balance due upon delivery
Standard terms for all accounts (account-specific terms coming later).
Auto-set to 50% of Invoice Amount
What Are We Selling?
Line items
i
Vendor POs are 6-digit sequence numbers. Assign takes the next unused number; Existing attaches a log PO. Override (admin / sales coordinator) clears the box so you can type any PO and Save. Spreadsheet POs need an OK from admin or sales coordinator unless they are already on this quote.
i
Vendor POs are 6-digit sequence numbers. Assign takes the next unused number; Existing attaches a log PO. Override (admin / sales coordinator) clears the box so you can type any PO and Save. Spreadsheet POs need an OK from admin or sales coordinator unless they are already on this quote.
| VendorVendor / description | Description (shows on invoice) | Quote # | Sell | Cost | PO | Vendor Quote Doc |
|---|---|---|---|---|---|---|
| Delivery FeeDelivery fee · auto · 2% | $ | $ | ||||
Delivery cost auto-calculates at 2% of the base sell total (matches the sheet). Vendor POs are 6-digit sequence numbers. Assign takes the next unused number; Existing attaches a log PO. Override (admin / sales coordinator) clears the box so you can type any PO and Save. Spreadsheet POs need an OK from admin or sales coordinator unless they are already on this quote.
Sales must assign a new PO number.
Delivery & Service InstructionsDelivery and service instructions
When will the jobsite be ready
Totals
Subtotal
$0.00
Delivery
$0.00
Total (Sell)
$0.00
Total Sell
$0.00
Sales Tax
$0.00
Invoice AmountInvoice amount
$0.00
Internal · not on invoice
Material Cost
$0.00
Total CostTotal cost
$0.00
Gross ProfitGross profit
$0.00
GPM %Margin
0.0%