10 — Price It, Quote It, Win It

Your costing stands on real, chosen vendor rates. This section is where it turns into money: you enter the price the destination market will pay, watch the margin compute itself, send the buyer a quotation priced per bag in their own currency, and confirm the order. The moment you submit the Sales Order, the costing flips to Won on its own — no manual bookkeeping.

Before you start

• Your costing shows status Costing Selected, with a winning vendor combination applied — see Pull Rates & Pick the Cheapest Mix.
• The costing carries a Customer and a Destination Currency — both were set back in Create an Export Costing, on masters from Products, Packaging, Ports & Cost Heads. The system refuses to quote without them.

The whole journey of this section:

flowchart LR
    price["Enter selling price<br/>per bag (destination market)"] --> margin["Margin computes<br/>on costing + combination"]
    margin --> quote["Create > Quotation<br/>status: Quoted"]
    quote --> submit["Submit the Quotation<br/>and send it to the buyer"]
    submit --> so["Create > Sales Order<br/>on the Quotation"]
    so --> won["Submit the Sales Order<br/>costing flips to Won"]

Steps

1. Enter the destination selling price

1. Open your costing from Export Costing in the workspace sidebar.
2. Scroll to the Destination (per Bag) section.
3. In Present Selling Price per Bag, enter the market price a bag fetches at the destination — in the destination currency (here CFA francs).
4. Click Save.

How you know it worked: the margin fields around it fill in — this is the "live margin" on your deal.

How to read the block:

• Landed Cost / Bag is the full delivered cost of one bag at the destination — including the import-duty / POD clearing charges (POD Clearing per Bag).
• Margin per Bag = selling price minus landed cost. Margin % (Full Landed) measures it against the full landed cost; Margin % (Before POD) against the cost base before destination clearing.
• Everything shows twice — an EUR column and a USD column — because the goods can be financed in either currency; Cheaper Currency names the path with the lower landed cost. The gap between the two margins is pure cost-side FX effect.
• A negative margin (as in the example above: −1.22%) means the reported market price does not cover your full landed cost — negotiate the price up, revisit the vendor mix, or walk away before quoting.

2. Cross-check the margin on the winning combination

The same numbers land on the selected combination, so the mix you picked in the previous section now shows its true worth. Click Combinations > View Combinations, then open the combination marked Selected from the list, and look at its Margin section:

The Margin / Bag and Margin % (Full Landed) columns in the Export Cost Combination list — the ones that read 0 in the last section — now carry these values too, so you can re-rank rival mixes by real margin at a glance.

3. Set your quoted price

Now the buyer-facing price. Scroll to the Pricing section of the costing:

• Finance Cost % and Profit % are your mark-ups on top of cost — they feed the cost build-up.
• Quoted Price per MT defaults to your cost per MT rounded to the nearest whole unit, in the Quote Currency — edit it freely to the price you actually want to offer. This per-MT figure is what prints on your Proforma Invoice later (see Print the Export Documents).
• Quoted Value (INR) shows what the whole deal is worth in rupees at that price.
• Shipment Terms, Transhipment, PI Validity Date and Payment Terms are optional — fill what you want the proforma to say.

Click Save after any change. How you know it worked: Quoted Value (INR) recomputes to match your price.

4. Create the customer Quotation

1. At the top right of the costing, open the Create menu.
2. Click Quotation.

The Quotation entry appears only once the costing reaches Costing Selected — if you don't see it, go back to Pull Rates & Pick the Cheapest Mix and select a combination first.

How you know it worked: a draft Quotation opens, already filled from the costing — the customer, the product, the quantity in bags, and the rate = your Present Selling Price per Bag, all in the destination currency. Back on the costing, the Quotation field is filled and the status reads Quoted.

Notice the pricing language: the buyer sees bags and CFA francs — exactly how the destination market talks — while Total (INR) keeps the rupee value in view for you. (The badge on a freshly created quotation reads Draft; this example is further along.)

If the system refuses with "Enter the Selling Price per Bag before quoting", step 1 was skipped — the quotation is priced from that field, not from the per-MT price.

5. Submit the Quotation and send it

1. Review the draft — quantity, rate, validity.
2. Click Submit.

Send the buyer the Proforma Invoice printed from the costing (covered in Print the Export Documents) or print the quotation itself.

Need to change the numbers?

• While the quotation is still a draft, just click Create > Quotation on the costing again — the old draft is replaced with a fresh one at the current price.
• Once it is submitted, the system refuses to re-quote ("Quotation … is already submitted — cancel it before re-quoting") — cancel the sent quotation first. That way you can never hold two live prices for the same deal.

6. Turn it into a Sales Order

The buyer said yes. On the Quotation, use the standard Create > Sales Order and set the Delivery Date — but don't Submit yet. The shipping boxes in the next step lock the moment the order is submitted, so record them first.

7. Record the shipping side, then Submit — the Exim tab

The Sales Order has an Exim tab with a Shipping Details section — the export-trade facts that follow this order through shipment and invoicing:

• Fill what you know while the order is a draft: shipping terms, ports and countries, Marks and No (the shipping marks), pre-carriage, whether partial or trans-shipment is allowed. Once the order is submitted, most empty boxes hide themselves — only the checkboxes and the still-editable Pre Carriage By stay visible — so record them now.
• One catch: the Incoterm box is not here — it sits on the Details tab, in the Taxes section. Set it there.
• Amount Hedged, Natural Hedge and Amount Unhedged are filled automatically by the system — leave them alone. They show how much of this order's currency exposure is covered by forward bookings and update when you book a forward in (Optional) Hedge Your Currency Risk — on the showcase order, a CFA 50,000 forward already nibbles at the exposure.

With the shipping details in, click Save — the Submit button only appears on a saved order — then Submit it.

How you know it worked: the Sales Order shows the badge To Deliver, carrying the same per-bag pricing in the destination currency; the quotation's badge flips to Ordered.

8. Watch the costing flip to Won

Go back to the Export Costing. How you know the deal is closed:

• The badge next to the costing name reads Won — stamped automatically the moment the Sales Order was submitted.
• The toolbar now offers View Quotation (the Create-menu entry became a shortcut once the quotation existed).
• The link fields tell the whole story in one column — Quotation, Sales Order, and later the Export Shipment:

Deal fell through instead? Set the costing's Status to Lost by hand — a Lost costing is left alone even if paperwork moves later.

Where this goes next

The deal is won; now execute it. Order the goods and services from your winning vendors in Order from the Winning Vendors, run the container and document work in Run the Shipment, and record the buyer's LC terms in Record the Buyer's LC / Contract Terms.