Our quote requirements seem to fall outside of the standard customisation that is available.
The quotations we generate do not relate to held stock neither do they have a simple, single price.
We quote for the removal of products offering a potential value for any that can be resold.
product description (free text), quantity, processing charge, a supplemental charge for additional services and then the total which is essentially (Return
*Quantity)-(Processing
*Quantity)-(Supplement
*Quantity)
Below is an example (each column will require totals)
Product Description
| Quantity
| Potential Return
| Processing Cost
| Supplement Charge
| Total
|
Product One
| 7
| 175.00
| 9.50
| 4.10
| 1129.80
|
Product Two
| 60
| 20
| 7.50
| 0.00
| 750.00
|
The product description could be individually typed or, if possible, we can import from .xlsx or .csv files.
This quotation can be amended at any stage should a customer wish to add/remove products or if prices change after a period of time.
Once the job is complete, the quote will need to be converted to an invoice to send to the customer.
Any ideas how to get something like this working with Zoho?