This article guides Suppliers through responding to a Request or Tender using the Detailed pricing mode within the QuoteBuilder tool. You'll learn how to add line items, specify pricing details, and finalize your detailed quote.

Use this when the List Owner requires detailed pricing, or if the list being used for the request specifies it.

Prerequisites

You must be on the Pricing Mode step of the Response Wizard.

Steps

1. On the Pricing Mode step, select the Detailed mode.
   
   There are two options for providing your pricing; the Detailed pricing mode or the Summary pricing mode.
2. Click the Add to quote button to start adding a line item.
   
   
3. Complete the fields for your item on the new page:
   • Product/Service: The name of the product or service you're offering.
   • Description: An optional description of the product/service.
   • Is this an ‘Option’ item only: Check this box if your item is an 'option'.
   • Single unit price in $AUD: The price of a single unit, excluding tax.
   • Number of units quoted: The quantity of units quoted.
   • Discount (optional) as %: The percentage value of the discount, if applicable.
   • Tax component: Uncheck the Tax applies to this item box to exclude tax. The other totals (Pre-discount total, Post-discount total, and Quoted total) are calculated automatically as you fill in the fields.
     
     
4. To save the item and return to the item list, click Save. To save and immediately add another item, click Save & add new.
5. After creating all your items, review the summary table.
   
   
   • RC (Rate Card) : If blank, the item didn't come from a rate card. If you have a rate card, you can use that information for your response.
   • D% ( Discount): A green tag indicates a discount has been applied.
   • You can click the item's name to expand the quote details for a detailed breakdown. In the expanded window, you can edit the item, delete the item, add a new item to the quote, or close the expanded view.
     
     
6. Designate whether your item prices are estimated or fixed by clicking the corresponding option button.
7. Type any assumptions or comments about the pricing in the text entry box.
8. Click the Save and Continue button to complete the quote and proceed with your response.

Results/Validation

After step 8, your detailed quote is saved, and you will proceed to the next step of the Response Wizard.

What's next / Related

• Responding to a Request or Tender

Troubleshooting

• Losing progress when changing pricing modes: If you switch to Summary pricing mode from Detailed mode, you will lose any saved progress and items. You'll see a warning message to confirm you understand this before switching.
  
  

Limits & Notes

• If the List Owner has not specified the pricing mode, you can select either Detailed pricing mode or Summary pricing mode.
• The List Owner may require that suppliers use the Detailed pricing mode.
• If the list being used for the request is used, Suppliers will only be able to use the Detailed pricing mode.