The Inventory tab contains a list of items with prices and discounts that are offered to the customer in the quotation.

The "Quotation (create)" form. The Inventory tab

To add an inventory item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list or create a new item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the  button on the table toolbar and follow the step-by-step instructions in the appeared window.

In the Quantity column, you can specify the item quantity and in the UOM column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.

By default, the Content column is populated with the name of the item.

The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).

The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items transferred for consignment or to third-party contract warehouses.

The Specification column is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form, and can select a specification to be used for item if the item is a Set.

Click the Set Components button on the toolbar to specify the components for the set (the button is enabled only for rows with items of the Set type.

If the Enable Additional Price Factor option is selected on the Administration > Settings > Sales form, you can select a particular factor defining which price list must be used. The Price column is populated automatically if prices are available from the appropriate price list (see Item Pricing). You can enter the prices manually if you have appropriate access rights.

The Discount,% and Discount (or Discount Price) columns are available if the Enable discounts and markups in sales documents option is selected on the Administration > Settings > Sales form. Use these columns to specify the manual discount granted to the customer. The default discount can be set in the customer contract.

The Auto-Discount % and Auto-Discount columns are available if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Non-zero values in these columns indicate that one or more discounts are applied because their conditions are met in the document. If you change any line in the document, click the Auto button (  ) to recalculate the automatic discounts. For more information on discounts, refer to Overview of Trade Discounts.

The values in the Amount column are automatically calculated for each item according to the specified price, quantity, and discount.

If the VAT Applied option is selected for this quotation on the Main tab, the VAT, % and VAT Amount columns are available. The VAT Amount column shows the tax amount calculated in the currency of the document according to the item amount and VAT-related settings (which are specified on the Main tab).

The Total column shows the resulting amount for each item.

The Main Supplier column is populated with the name of the item's default supplier if this information is available in the database. The Supplier Price Type and Supplier Price columns provide information (if any) on each item cost. The Estimated Gross Margin, % and Estimated Gross Margin Amount columns show the gross margin estimations based on this line (row). To make the estimations more correct, provide any missing information on item costs.

In the Comment column, you can specify some additional information about each item.

The tab totals

The Total Estimated Item Cost field shows the total cost calculated for all the listed items.

The Total Estimated Margin field shows the gross margin amount calculated for the document.

The tab toolbar buttons

Use the Up and Down (  ) buttons to rearrange the items in the list.

Click the Update Auto-discounts (  ) button to recalculate the applicable automatic discounts if any data was changed in the document. The icon with a green check mark (  ) indicates that the automatic discounts have been updated.

The Set Components button on the table toolbar is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form). This button is active only for items of the Set type (for details, see Items.) For each item which is a set, you can select the Specification. To view a list of the set components, click the Set Components button on the toolbar – this opens the Set Components dialog box (below in the topic).

The Set Components dialog box

You can use this dialog box to select the specification for an item which is a set.

The Set Components dialog box

The Specification field shows the default specification for the item, however, you can select another one or create a new specification if needed. The table contains the list of items included in the set.

Click Apply to use the selected specification for the set and close the dialog box. Click Close to close the dialog box without applying the changes.

The Applied Discounts (Markups) for the Row dialog box

Using this dialog box, you can view the amounts of the manual and automatic discounts applied to the selected document line.

The Applied Discounts (Markups) for the Row dialog box

The Item and Characteristic fields show the item with specific characteristic (if applicable) that is selected in the quotation.

The Discount Amount field is populated with the amount of manual discount specified for the quotation line with the item.

The Auto-Discount Amount field is populated with the amount of automatic discount applied to the quotation line with the item.

The Total Discount field is populated with the total amount of manual and automatic discounts for the quotation line with the item.

The rule of multiple account application (just above the table), Addition as in the screenshot, indicates the rule selected for the upper-level group of discounts.

The table contains a list of available automatic discounts, in which the applied discounts are shown in regular black font, while the discounts whose conditions were not met are shown in red strikethrough font, and the discounts whose conditions are met but which were not applied due to the discount combination rule (selected on the Automatic Discounts and Markups form) are shown in light grey strikethrough font.