Costing & pricing

Every offer line is costed, then priced, then taxed. This page covers the cost sheet, the sale-price calculation, GST on offer lines, and the commercial terms that travel with the offer.

The cost sheet

A cost sheet is built per offer product line (and is specific to the line’s MOC / variant) so the sale price reflects real cost. Usually the application engineer fills it in.

Open the line’s Cost sheet.
Select a vendor from the approved vendor list. The vendor’s base price auto-populates and the delivery period is inherited (you can override it per line).
Add a customization price for the line.
Apply a discount percentage to the base.
Itemise landed costs. Each landed-cost line carries a cost type, description, units UOM and unit cost, and computes its own total (for example freight, 2 trips at ₹1,500 = ₹3,000).
Enter a making cost for manufactured items and an other costs catch-all.

The estimated cost is computed live as:

base + customization − discount + landed + making + other

The cost sheet locks once the offer transitions stage, so the costing basis can’t drift after it’s set, and every cost-sheet change is recorded in the offer audit log.

Calculating the sale price

The sale price is derived per line from the cost sheet’s estimated cost.

Open the line’s Sale price. The base is the line’s estimated cost.
Add a margin: either a fixed amount or a percentage of cost.
Apply an operational-cost percentage.
Apply a discount percentage; the discount amount is auto-calculated.

The final sale price is computed live as base + margin + operational cost − discount. The line shows the profit margin both as an amount and a percentage, and a price-breakdown preview shows every component (cost, margin, operational cost, discount final price).

If the resulting margin falls below your tenant’s configured minimum margin, a warning is shown before you commit.
You can copy pricing from a previous offer for the same or a similar product line to speed up re-quoting; the copied margin, operational-cost % and discount recompute against the current cost sheet.

Sale-price edits lock once the offer is Submitted, Won or terminal, and every change is audited.

GST on offer lines

Each line is taxed by place of supply so the offer total is GST-compliant before you submit or convert it. The same calculation is shared across offers, orders and return credit notes.

Taxable value = quantity × price − discount.
Intra-state (supplier state = place-of-supply state): tax splits into CGST + SGST at half the rate each.
Inter-state: IGST at the full rate.
The rate comes from the line item’s HSN / tax category. HSN is required on every taxable line, a line without one is rejected.
The document total applies GST rounding, with the round-off shown.

For example, 4 pumps at ₹12,500 with an 18% HSN rate, supplied within Tamil Nadu, produce CGST 9% = ₹4,500 and SGST 9% = ₹4,500. The same line supplied to Kerala produces IGST 18% = ₹9,000 and no CGST/SGST.

Commercial terms

The Terms tab holds the commercial terms attached to the offer. They default from the customer master and can be overridden per offer.

Price basis: Ex-works, FOR or CIF.
Tax: the GST rate and inclusions; P&F as a percentage.
Freight: included or extra, with an amount.
Delivery period (weeks from PO) and quote validity (days).
Payment terms: standard, or milestone-based (for example 30% advance, 60% on dispatch, 10% on commissioning).
Warranty period and coverage, insurance terms, late-delivery penalty clauses and scope exclusions.

Detailed term descriptions are captured as plain text with sensible defaults, and milestone entries are added as their own rows. Overriding a term changes it on that offer only, the customer master is untouched. Terms feed document generation and carry over to the order on conversion. Term edits lock once the offer is Submitted, Won or terminal, and every change is audited.