Pricing and totals
Rates, discounts, charges, tax, and why unpriced is not zero.
The arithmetic on a quotation. The item code may carry a list price; option rates, when present, come from the catalogue-wide rate book. Either way, a missing rate is unpriced, not zero.
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.
Tax is charged on the taxable value, not on the basic value (R41). GST is 18% as IGST, or CGST+SGST at 9% each. Packing, freight and installation billed by us are inside the tax base.
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; the term that says they bear it stays |
They are not interchangeable (R42).
Guards
- Any line without a rate makes the whole quotation unpriced (R37).
- A discount can never become a surcharge (R43).
- Only fully resolved lines print or send (R38).
Related: Quotation builder · Item Master.