Confirm an order

The buyer said yes to a quote?

This page fills itself from it. Nothing is saved until you press Save the order. No quote? Fill in the order below.

What to do

1 Product and pack needs you: choose the commodity
?
Choose the commodity, the variety and what it is packed in. The lists are the product master; nothing is typed. Then type how many. Help
2 Buyer needs you: choose the customer from the CRM
?
Choose who it goes to from the CRM, and say whether on this deal they are the buyer or a broker: a company's role is per deal. To a broker the quote is our price; he adds his margin and tells us the buyer's price. The order names the buyer as customer and the broker as broker, with his figures as he stated them. Help
3 Grower and buy price needs you: choose the grower: his last price and loads come up
?
Type the buy price. "Price per" starts on the line's pack (tray, carton, kg). Landed: the grower delivers to the forwarder. Ex farm: enter the cartage under "Cartage, ex farm". The grower is needed for the purchase order, not for the price. Help
4 Weights needs you: type the gross kg of one, packed
?
The gross weight of one fills itself from the last load actually weighed, with its source beside it. Change it only if this pack is different. Help
5 Lane and freight needs you: choose air or sea, where it leaves from and where it goes
?
Choose air or sea, where it leaves from and where it goes. Freight comes from Vision's latest card, the cheapest unit unless you choose one. If the card has no rate for the lane, the page says so: ask Liam at Vision. Help
6 Markup needs you: set your markup on cost (no default)
?
Type your markup on cost; there is no default. You set it on the market and the risk. The sell is cost plus your markup, rounded up to the next AUD 0.25. The P&L shows the markup (% on cost) and the gross margin (% of revenue). Help
7 Save the order and send the buyer's quote needs you: waits for the steps above
?
Copy the buyer's quote for WhatsApp, or the email version. It carries the price and terms only. The "Indicative trade P&L" is internal and is never sent. Save the quote to keep it; save the order when the buyer says yes. Help

The customer Customer How they ordered When they said so, if not in writing Broker, if it came through one

The product Commodity (MICoR) Variety Grade or class Packed in How many

Sizes or counts, where there is more than one: "How many" is their sum.

Size or count How many of this size

Weights: yours to set. Filled from the grower's last load, else the last load weighed or the pack standard; type over either.

Gross kg of one, packed Net kg of one, the fruit alone

The grower: who supplies it, what he last charged, and the buy price you are working to.

Grower Buy price Buy currency Price per The grower's price is (landed or ex farm)

SellSell set once the markup and the cost are in

Other charge 1: anything else you were quoted for this product that is not the produce, the freight or the cartage.

What it is Charge quoted Its currency It is Quoted by

Other charge 2: anything else you were quoted for this product that is not the produce, the freight or the cartage.

What it is Charge quoted Its currency It is Quoted by

The sell

Price by a margin on cost, which gives the sell a sell price, which gives the margin

Markup on cost (%)Set your markup: you set it on the market and the risk; there is no default.

Where it goes Air or sea Incoterm Leaves from Going to Wanted by

The airline or shipping line, the unit and the sailing are picked in Freight options beside the P&L: every row on Vision's card for the lane, costed for this quantity.

Work it out only calculates: nothing is saved or sent. Save the order opens the trade, gives it its number and its folder, and drafts the purchase order into the folder.

Indicative trade P&L Internal — never send

The P&L works itself out once the product, what it is packed in and how many are on the page.

Not yet on the page:

Any of them may be left blank; each is named on the trade when you save.

What to do

1 Product and pack needs you: choose the commodity
?
Choose the commodity, the variety and what it is packed in. The lists are the product master; nothing is typed. Then type how many. Help
2 Buyer needs you: choose the customer from the CRM
?
Choose who it goes to from the CRM, and say whether on this deal they are the buyer or a broker: a company's role is per deal. To a broker the quote is our price; he adds his margin and tells us the buyer's price. The order names the buyer as customer and the broker as broker, with his figures as he stated them. Help
3 Grower and buy price needs you: choose the grower: his last price and loads come up
?
Type the buy price. "Price per" starts on the line's pack (tray, carton, kg). Landed: the grower delivers to the forwarder. Ex farm: enter the cartage under "Cartage, ex farm". The grower is needed for the purchase order, not for the price. Help
4 Weights needs you: type the gross kg of one, packed
?
The gross weight of one fills itself from the last load actually weighed, with its source beside it. Change it only if this pack is different. Help
5 Lane and freight needs you: choose air or sea, where it leaves from and where it goes
?
Choose air or sea, where it leaves from and where it goes. Freight comes from Vision's latest card, the cheapest unit unless you choose one. If the card has no rate for the lane, the page says so: ask Liam at Vision. Help
6 Markup needs you: set your markup on cost (no default)
?
Type your markup on cost; there is no default. You set it on the market and the risk. The sell is cost plus your markup, rounded up to the next AUD 0.25. The P&L shows the markup (% on cost) and the gross margin (% of revenue). Help
7 Save the order and send the buyer's quote needs you: waits for the steps above
?
Copy the buyer's quote for WhatsApp, or the email version. It carries the price and terms only. The "Indicative trade P&L" is internal and is never sent. Save the quote to keep it; save the order when the buyer says yes. Help