💰 Quote Builder0 SKUs loaded

Paste SKUs, set margin %, lookup cost & generate a copy-ready quote / pricelist. Cost = Main cost from latest sheet snapshot. Margin formula: Price = Cost ÷ (1 − Margin%).

2️⃣ Customer details

Saved customer

Company / trading name

Quote ref / PO number

WhatsApp / phone

🧑‍💼 Salesperson (for this quote)

Shows as "Prepared by" on the quote and lets reports be filtered by salesperson.

4️⃣ Pricing rules

Margin %

0% = Active Price Incl VAT · raise it to add margin

VAT %

🧮 Universal calculator — apply the margin above to every line. Un-tick to price each line by hand (then it has no effect). 🗂 Group by category — organise the quote into category sections (on the table, PDF, email & WhatsApp). Items are grouped and the categories listed A–Z.

💡 Tip: type hide to instantly hide all cost, GP & margin info (if a customer is looking over your shoulder), and show to bring it back.

3️⃣ Paste SKUs

SKU codes — optional :qty and barcode per line

Inline quantities: add a qty after the code using :5, x 5, @5 or a space.

Product bundles

5️⃣ Special order

A one-off item that isn't in the catalogue — type everything in, then add it straight to the quote.

Code / ref (optional)

Qty

Description

Unit price (ex VAT)R

Cost (ex VAT) (optional — for GP)R

Unit

Reuse

📊 Reports

Every saved quote is logged with its salesperson, customer and totals — open the report to review, filter and export.

Main Stock

Stock Price Finder

Quote list