The Offer view provides an on-screen overview of the project and its price, enriched by a variety of useful data fields. It also includes a list of all the items of the project, each one of them comprehensive of multiple details and possible actions. The download of the project .json file and a connection to the Print Designer is also possible from this view.
Note: The Offer view is highly customizable based on the specific user's needs.
The Offer view is split into two main sections:
Price and delivery section
This section includes the following fields:
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Gross Price
Non-editable field; it is the sum of the single items' prices, multiplied by the coefficient set in the Multiplier field. -
Net Price
Non-editable field; it is the sum of the single items' prices and the figures set for the Transport Costs and Assembly Costs. It also takes into consideration the coefficient of the Multiplier field and all the discounts applied. -
Discount 1 and Discount 2
Editable fields. -
Multiplier
Editable field; it is a multiplication coefficient useful for converting to other currencies. It is set to 1 by default. -
Transport Cost
Editable field. -
Assembly Costs
Editable field. -
Volume
Non-editable field; it is the sum of the single items' volume. -
Weight
Non-editable field; it is the sum of the single items' weight. -
Price list
It allows you to choose the pricelist to adopt for the quote.
From this section, the following actions are possible:
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Download the project's Json file.
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Download the Json Clean, a slimmed-down version of the Json file with many items removed. It is often used for prints.
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Open the Print Designer window run by DevExpress to set personalized print layouts. These layouts will be selectable from the Print settings field in the Summary section.
See How to generate a pdf quote for more information.
Included in this offer section
All the items that are part of the project are listed in this section. For each one of them the following data fields are provided:
- The article's code and description,
- Price,
- Ecotax,
- Price List,
- Sales Price,
- Purchase Price,
- Quantity,
- Total, unit price by quantity.
Actions that users can undertake from this section are:
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Open the BOM (Bill of material) for the single item.
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Open the BOP (Bill of price) for the single item.
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Edit the item. By clicking on the pencil button, a planner session opens where only the selected item is displayed and can be modified.
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Delete the item from the project.
Next step: How to generate a pdf quote