---
title: "10 \u2014 Price It, Quote It, Win It"
space: "Setup Guide"
url: "https://jmtradelink.com/setup/10-quote-and-win"
updated: "2026-07-13"
---
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](/setup/09-combinations).
- The costing carries a **Customer** and a **Destination Currency** — both were set back in [Create an Export Costing](/setup/06-create-costing), on masters from [Products, Packaging, Ports & Cost Heads](/setup/03-masters). The system refuses to quote without them.
The whole journey of this section:
```mermaid
flowchart LR
price["Enter selling price
per bag (destination market)"] --> margin["Margin computes
on costing + combination"]
margin --> quote["Create > Quotation
status: Quoted"]
quote --> submit["Submit the Quotation
and send it to the buyer"]
submit --> so["Create > Sales Order
on the Quotation"]
so --> won["Submit the Sales Order
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](/setup/13-print-formats)).
- **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](/setup/09-combinations) 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](/setup/13-print-formats)) 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](/setup/18-forward-booking) — 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](/setup/11-purchase-orders), run the container and document work in [Run the Shipment](/setup/12-shipment), and record the buyer's LC terms in [Record the Buyer's LC / Contract Terms](/setup/14-contract-term).