Try pricing options on a quote's worksheet

Build more than one set of lines for a quote, pick the one the customer sees, check margins and missing suppliers, and bring lines in from a saved assembly or a spreadsheet.

In the sidebar, open Sales & Billing, then Quotes, and open a quote from the list or start a new one. The worksheet opens over the quote, and the page address ends in /worksheet. Invoices have the same worksheet.

Before you start

• The quote has to be open for editing. On a quote you can only view, the worksheet controls are greyed out.
• Margin and cost figures only show when your role can see costs.

Steps

1. Open the actions menu (the three dots at the top of the quote), press See more, and choose Worksheet. The Scenario builder opens full screen.
2. Press Add scenario for a blank set of lines, or Duplicate to copy the one you are on. Each scenario is its own set of lines, for example a standard furnace and a high-efficiency one.
3. Give the scenario a Scenario name and a Scenario description. Scenario notes and Worksheet notes are for your team.
4. Under Active scenario, pick the one the quote should use. The quote's lines, and what the customer sees, come from the active scenario.
5. To add a saved group of parts and labour, pick it under Reusable assembly and press Insert assembly.
6. To bring lines in from a spreadsheet, press Load CSV file and pick the file, or press Import CSV, paste the rows, and choose Append rows or Replace scenario. Export CSV saves the current lines as a spreadsheet.
7. Press Close worksheet, then Save on the quote.

What you see

• Scenario total is the full build. Customer total is what the customer pays once packages are rolled up.
• Customer lines counts the lines the customer's PDF, email and online page show. Worksheet rows counts every line you built.
• Low margin and Negative margin count lines priced below your margin target or below cost.
• Purchase-ready counts lines to order that have a supplier; Missing vendors counts lines to order that still need one.
• Hidden rollup checks counts lines you hid from the customer that are not inside a package. Put each under a package line so the customer's total still adds up.
• Warnings counts pricing problems Nova found. The footer shows how many scenarios and rows you have.
• Default customer visibility decides how new lines appear to the customer: Customer summary, Customer detail or Internal only.

If something looks different

• Insert assembly stays greyed out: no saved assembly exists yet, or you have not picked one.
• Remove is greyed out: a quote always keeps at least one scenario. It deletes the scenario you are on, so switch to the one you want gone first.
• The customer sees the wrong set of lines: check Active scenario, then save the quote and send the update.
• The figures look out of date: Nova rechecks them a moment after each change. Wait, then look again.

Open Quotes