Pricing and totals

Rates, discounts, charges, per-line tax, why unpriced is not zero, and what a missing option price does.

The arithmetic on a quotation. The item code may carry a list price; option rates, when present, come from the catalogue-wide rate book. A person can set a rate on the quotation instead, and a quantity in place of the enquiry’s. A line with no rate is unpriced, not zero. Only options marked as affecting the price change it; the default option is in the base price; another option adds or subtracts its rate (R37).

The chain

Gross (qty × rate per line).
Less line discounts.
Less overall discount (percentage wins where both a percentage and a flat amount are set) (R44).
That is basic value.
Plus charges (packing & forwarding, freight, transit insurance, installation, third-party inspection) → taxable value.
Plus GST → grand total.

The overall discount and the charges are shared across the lines in proportion to their value. Each line is then taxed at its own HSN rate on its share of the taxable value, so a quotation of items with different HSN rates carries more than one rate (R41, R86).

Supply inside the company’s state is CGST and SGST; supply anywhere else is IGST. Each rate’s tax is worked on that rate’s taxable value. CGST and SGST are equal halves: each is half the rate on that value, rounded to the paisa, so the two always match. The place of supply is chosen on the quotation header, and the company’s state on the company profile, from the same list of Indian states and union territories. A quotation cannot be issued without a place of supply, or while the company profile’s state is not on that list. The totals summarise the tax by rate.

The payment split

The split between advance, before dispatch, credit and after installation is chosen from the terms template’s price rules, in the template’s order. A rule applies when its delivery option is the quotation’s and its price condition holds for the quotation’s basic value: step 4 of the chain, before charges and GST. A rule for 5,00,000 and above therefore applies to a quotation whose goods come to 5,00,000 after discounts, whatever freight and tax add. The first rule that applies gives the split; with none, or while the totals are pending, the split is the template’s default.

A draft’s split is worked out again on every view, so a discount that takes the basic value across a rule’s threshold changes the split. A split typed on the quotation stays, and the terms card marks it Edited for this quotation until Use the template’s rule is chosen. Issuing freezes the split with the totals (R45).

Charges are not all the same

Setting	Meaning	On the printed quotation
On, with an amount	We are billing it	Shown
On, at zero	We checked; it is free	Left off rather than shown as 0
Off	The buyer bears it	Left off; freight prints as “Transportation — Ex-works Vadodara · Client’s scope”

They are not interchangeable (R42). Freight always prints, as a transportation row: “Ex-works Vadodara — Client’s scope” while it is off, “FOR” with its amount once it is on, or “Included” at zero. Each payment stage prints as its share of the grand total, GST included (R101). Packing starts at the terms template’s percentage and can be changed on the quotation. Freight, transit insurance, installation and third-party inspection start off.

A line priced by flow range

For a code priced by flow range, the line’s rate is the chosen price band’s price, and a rate-table add-on is the rate set for that band. The band is the one that holds the top of the line’s Flowtech range, the full scale of the meter: for a rotameter, the client’s maximum flow, including a flow the enquiry states once for several lines. That top is read as the water equivalent the size was chosen on, so air, steam or a liquid other than water is priced on the same scale as the price list. A top on the edge of two bands takes the lower one; the line’s minimum plays no part. Air at 0–80 Nm³/h on a 40 NB glass tube rotameter has a Flowtech range of 8–80 Nm³/h, about 2,550 LPH of water, so it takes the 2,500–4,000 LPH band. An add-on with no rate for the band adds nothing and is flagged on the line; it never borrows the rate set for the size as a whole. The datasheet preview shows such a code as one column per band.

Options and the price

Only options marked as affecting the price change it; the default option is in the base price; another option adds or subtracts its rate (R37). That holds whether or not the option is in the order code. The default is the option the item code is configured with, or the one the line’s product defaulted to. An option not marked as affecting the price, or not reviewed yet, and a price setting for a row the line’s datasheet does not have, change nothing and are not flagged. The workspace shows each add-on beside its option, a deduction as “- ₹800.00” and an addition as “+ ₹1,500.00”; no document prints them, only the line’s rate.

These add nothing (+₹0) and warn, and the line is priced without them:

another option with no charge method, or no rate for the line’s size or price band, in the item master
another option whose rates are listed by a second thing its price depends on, such as a flange bore, which a line does not state. They are not read by the line’s size, and the warning names what they are listed by
another option whose library link is broken, or whose datasheet or charge method is not yet published
another option charged by parameter, where the line holds its figure in another unit than the rate is per, or with no unit, or the datasheet names no unit for it. Nothing is converted on the quotation, and the warning names the unit
a field marked as affecting the price, which has no options to price

Each is listed on the line in amber, saying what to fix, with a marker beside the rate, and a banner above the lines counts the lines priced this way. They do not stop the issue and are never printed. A rate typed on the line clears them. A line back in review after its quotation was generated is flagged the same way.

These leave a line unpriced until fixed or until a rate is typed on the line:

the item code has no price, or no price band holds the top of the line’s Flowtech range, or the size was not chosen from its flow
an option that affects the price is unchosen
the chosen option is no longer on the datasheet
a Custom option on a row that affects the price, until its rate is typed on its option row (₹0 may be typed)
an option charged by a quantity the line does not state
deductions bring the price to zero or below

Pending totals

Any line without a rate makes the totals show as Pending, not as a sum of the priced lines (R37). A draft whose lines are not all ready still shows what it can; only an issued version has final totals.

Guards

Any included line without a rate makes the whole quotation unpriced (R37).
An option whose rate the item master cannot give adds nothing and only warns (R37).
A discount can never become a surcharge (R43).
A line with an option still open stops the issue; a line not confirmed in line review is issued with a warning (R38).
A quotation is issued only at the grand total the Issue dialog showed (R45).