Filled in from the supplier's offer on Offers: the product, the supplier and the buy price for each count. Choose the markets and the buyer; nothing is saved until you press Save.
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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:
- Variety, pack and quantity: what it is packed in
- Variety, pack and quantity: how many
- Markets: where it is going
- Lane and freight: air or sea
- Lane and freight: the incoterm
- Margin over total cost: the margin
Any of them may be left blank; each is named on the quote when you save.
What to do
- 1 Product and pack needs you: choose what it is packed in
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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 buyer from the CRM, or leave blank for now
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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 done: Mercer Mooney: AUD 32.00 per tray, ex farm, cartage entered
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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
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Filled from the supplier's own pack, else his last load, the last load weighed or the pack standard, with its source beside it. A quote line keeps the supplier's pack weights; a load packed differently is added to his packs first. Help - 5 Lane and freight needs you: choose air or sea and where it goes: freight is not priced until you do
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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 Margin over total cost needs you: set your margin over total cost (no default)
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Type your margin over total cost; there is no default. You set it on the market and the risk. The sell is total cost plus your margin, rounded up to the next AUD 0.25. The P&L shows the margin over total cost (%), the margin on revenue (%) and the GP in AUD. Help - 7 Send the buyer's quote needs you: waits for the steps above
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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