Restore all zeroed views + add bulk gift certificate creation
The HTML entity sweep script had a bug where it wrote empty files for any
view that contained no target Unicode characters, zeroing out 215 view files.
All views restored from the pre-sweep commit (cefdf3e).
Bulk gift certificate feature:
- BulkCreateGiftCertificateDto with Quantity (1-500), Amount, Reason, Expiry, Notes
- GenerateBulkGiftCertificatePdfAsync on IPdfService / PdfService: one Letter page
per cert, reusing the same purple/gold branded ComposeGiftCertificateContent helper
- GiftCertificatesController: BulkCreate GET/POST, BulkResult GET, BulkDownloadPdf POST
- Views: BulkCreate.cshtml (form with live total preview), BulkResult.cshtml (table +
Download All PDF button that POSTs cert IDs to avoid URL length limits)
- gift-certificate-bulk.js: live preview + spinner/disable on submit
- Index.cshtml: Bulk Create button added alongside New Certificate
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -0,0 +1,559 @@
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@{
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ViewData["Title"] = "Quotes";
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}
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<div class="d-flex align-items-center gap-2 mb-3">
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<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
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<nav aria-label="breadcrumb">
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<ol class="breadcrumb mb-0">
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<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
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<li class="breadcrumb-item active">Quotes</li>
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</ol>
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</nav>
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</div>
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<div class="row g-4">
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<div class="col-lg-9">
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<section id="overview" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-info-circle text-primary me-2"></i>Overview
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</h2>
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<p>
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Quotes let you provide customers and prospects with a formal price estimate before work begins.
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The quoting engine calculates material costs, labor, equipment time, overhead, and profit margin
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automatically based on the surface area and complexity you enter — no spreadsheet required.
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</p>
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<p>
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Quotes can be created for existing customers or for <strong>prospects</strong> — people or
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businesses who have not yet become customers. Prospect quotes let you capture all contact details
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and pricing in one place so nothing is lost while you are waiting for a decision. If the prospect
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accepts, you can convert them to a customer and the quote to a job in just a few clicks.
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</p>
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<p>
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You can find Quotes under <strong>Operations › Quotes</strong> in the left sidebar.
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The list is searchable by quote number or customer name, and filterable by status.
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</p>
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</section>
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<section id="creating-a-quote" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-plus-circle text-primary me-2"></i>Creating a Quote
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</h2>
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<h3 class="h6 fw-semibold mt-0 mb-2"><i class="bi bi-lightning me-1 text-primary"></i>Quick Quote vs Full Quote</h3>
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<p>
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The quote form offers two modes, selectable via the <strong>Quick Quote / Full Quote</strong> toggle at the
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top of the page. Your selection is remembered automatically for next time.
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</p>
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<ul class="mb-3">
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<li class="mb-1"><strong>Quick Quote</strong> — shows only the essentials: customer picker (or walk-in info) and
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the item wizard. Dates, notes, tags, oven settings, discounts, and photos are hidden. Use this for
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fast phone or counter estimates where you just need a price.</li>
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<li class="mb-1"><strong>Full Quote</strong> — shows the complete form with all fields. Use this for formal
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quotes where you want to capture notes, set an expiry date, apply a discount, or add photos.</li>
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</ul>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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Switching to Quick Quote does not change how the quote saves — all pricing calculations and the item
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wizard work exactly the same. Hidden fields use their default values (no rush fee, no discount, company
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default tax rate).
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</div>
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</div>
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<p>To create a new quote:</p>
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<ol class="mb-3">
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<li class="mb-2">Go to <strong>Operations › Quotes</strong> and click <strong>New Quote</strong>.</li>
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<li class="mb-2">
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Choose whether this quote is for an existing <strong>Customer</strong> or a <strong>Prospect</strong>:
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<ul class="mt-1">
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<li><strong>Customer</strong> — select from your existing customer list. The customer's pricing tier discount is applied automatically.</li>
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<li><strong>Prospect</strong> — enter their first name, last name, company name (optional), email, and phone. These details are stored on the quote and can be used to create a customer record later.</li>
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</ul>
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</li>
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<li class="mb-2">Set the <strong>Quote Date</strong> (defaults to today) and the <strong>Expiry Date</strong> (defaults to the system's configured validity period).</li>
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<li class="mb-2">Add a <strong>Subject</strong> or description to identify the work being quoted.</li>
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<li class="mb-2">Add one or more <strong>Line Items</strong> — see the Quote Items section below for item types.</li>
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<li class="mb-2">Add any <strong>Notes</strong> for the customer (these appear on the printed quote).</li>
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<li class="mb-2">Add any internal <strong>Notes</strong> that are for your team only.</li>
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<li class="mb-2">Click <strong>Save Quote</strong>. The quote is saved as a Draft.</li>
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</ol>
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<p>
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The system automatically generates a unique quote number in the format <code>QT-YYMM-####</code>
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(for example, <code>QT-2503-0015</code>).
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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You can save a quote as a Draft and come back to it later. Drafts are not visible to customers
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and do not count as sent until you explicitly click <strong>Send Quote</strong>.
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</div>
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</div>
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</section>
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<section id="quote-items" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-list-check text-primary me-2"></i>Quote Items
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</h2>
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<p>
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Each line item on a quote describes a distinct piece or group of parts to be coated. Items are
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added using the item wizard, which walks you through selecting the type, entering details, and
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choosing coatings and prep services. The total price updates in real time as you enter information.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Item Types</h3>
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<div class="row g-3 mb-3">
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<div class="col-md-4">
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<div class="card border-primary border-opacity-25 h-100">
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<div class="card-header bg-primary bg-opacity-10 fw-semibold small">
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<i class="bi bi-calculator me-1"></i> Calculated
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</div>
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<div class="card-body small">
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Enter the surface area in square feet, quantity, and complexity. The system calculates
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material cost, labor, and equipment time automatically. Choose one or more coatings
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and optional prep services (sandblasting, masking, cleaning). Best for standard
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powder coating work where you know the dimensions.
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</div>
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</div>
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</div>
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<div class="col-md-4">
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<div class="card border-secondary border-opacity-25 h-100">
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<div class="card-header bg-secondary bg-opacity-10 fw-semibold small">
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<i class="bi bi-pencil me-1"></i> Custom Work
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</div>
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<div class="card-body small">
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Enter a free-text description and type a price manually. Use this for one-off work,
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repairs, or services that do not fit the standard surface-area calculation model.
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No automatic pricing calculation — you set the price directly.
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</div>
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</div>
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</div>
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<div class="col-md-4">
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<div class="card border-success border-opacity-25 h-100">
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<div class="card-header bg-success bg-opacity-10 fw-semibold small">
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<i class="bi bi-camera me-1"></i> AI Photo Quote
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</div>
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<div class="card-body small">
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Upload photos of the parts and let the AI estimate the surface area and complexity.
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The AI analyses the images and returns a suggested surface area (sq ft), complexity
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rating, estimated minutes, and a confidence score. You can review and override any
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value before accepting the estimate. Up to two follow-up rounds of questions are
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supported.
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</div>
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</div>
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</div>
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</div>
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<h3 class="h6 fw-semibold mt-3 mb-2">Selecting a Product from Catalog</h3>
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<p>
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When you choose the <strong>Product from Catalog</strong> item type, the wizard shows a scrollable
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list of all your active catalog items with a search box at the top. Start typing any part of the
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item name, SKU, or category to filter the list instantly.
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</p>
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<p>
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If an image has been uploaded for a catalog item, a small thumbnail appears to the left of its
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name in the list. <strong>Hover over the thumbnail</strong> to see a larger preview near your
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cursor — useful for quickly confirming you have the right part without opening the full item record.
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</p>
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<p>
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Images are managed on the <a href="/CatalogItems">Catalog Items</a> page — open any item, click
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<strong>Edit</strong>, and use the <strong>Item Image</strong> section to upload a photo
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(jpg, jpeg, png, gif, or webp; max 10 MB). A 200×200 thumbnail is generated automatically.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Coatings and Prep Services</h3>
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<p>
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For Calculated and AI Photo items, after entering the surface area you proceed to the coatings
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step. Select one or more powder coatings from your inventory. The wizard shows how much powder
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will be needed per coat based on the coverage rate and your surface area. You then choose any
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prep services — sandblasting, masking, and/or cleaning — that will be performed before coating.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Save to Product Catalog</h3>
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<p>
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After completing the prep services step, Calculated and AI Photo items display one final step:
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<strong>Save to Product Catalog?</strong> This lets you add the item directly to your catalog
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so it can be reused on future quotes and jobs without re-entering all the details.
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</p>
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<ul>
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<li>The item <strong>Name</strong> is pre-filled from your description (or the AI-generated description for AI Photo items).</li>
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<li>The <strong>Default Price</strong> is pre-filled with the accepted price for AI Photo items. For Calculated items, enter a fixed catalog price (the system-calculated price varies by dimensions, so a flat catalog price is set by you).</li>
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<li>Choose a <strong>Category</strong> from your existing catalog categories.</li>
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<li>Optionally add or edit a <strong>Description</strong> and flag whether the item typically requires sandblasting or masking.</li>
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<li>Click <strong>Save to Catalog & Add</strong> to save the item to the catalog and add it to the quote simultaneously.</li>
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<li>Click <strong>Skip — Add to Quote Only</strong> to add the item to this quote without saving it to the catalog.</li>
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</ul>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-3" role="alert">
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<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
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<div>
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<strong>Catalog item prices are final.</strong> When a catalog item is added to a quote or job,
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the price you entered is used exactly as-is — no markup, no prep service charges, and no
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complexity adjustments are added on top. Make sure the price you save already includes your
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labor, materials, and margin.
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</div>
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</div>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-bookmark-star-fill flex-shrink-0 mt-1"></i>
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<div>
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The catalog save happens <strong>immediately</strong> — the item is added to your catalog even
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if you later abandon the quote. This is intentional: once you take the time to describe and
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price a part, it's worth keeping for next time. Manage saved items at
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<a href="/CatalogItems">Catalog Items</a>.
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</div>
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</div>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mt-3 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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The live pricing calculator at the bottom of the quote form updates the subtotal, discounts,
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tax, and grand total every time you add or change a line item. There is no need to manually
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recalculate — the total shown when you save is the total the customer will see.
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</div>
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</div>
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</section>
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<section id="quote-statuses" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-tag text-primary me-2"></i>Quote Statuses
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</h2>
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<p>
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Quotes move through a series of statuses that reflect where they are in the approval process.
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Each status is shown as a color-coded badge on the quote list and details page.
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</p>
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<div class="table-responsive">
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<table class="table table-sm table-bordered mb-0">
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<thead class="table-light">
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<tr>
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<th style="width:30%">Status</th>
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<th>What it means</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><span class="badge bg-secondary">Draft</span></td>
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<td>The quote is being prepared. It has not been sent to the customer and can be edited freely.</td>
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</tr>
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<tr>
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<td><span class="badge bg-info text-dark">Sent</span></td>
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<td>The quote has been delivered to the customer and is awaiting their response.</td>
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</tr>
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<tr>
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<td><span class="badge bg-success">Approved</span></td>
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<td>The customer has accepted the quote and authorised the work. Ready to convert to a job.</td>
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</tr>
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<tr>
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<td><span class="badge bg-danger">Rejected</span></td>
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<td>The customer has declined the quote. Useful to track win/loss rates over time.</td>
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||||
</tr>
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||||
<tr>
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||||
<td><span class="badge bg-warning text-dark">Expired</span></td>
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||||
<td>The quote's validity period has passed without a customer decision. Pricing may need to be revised before resubmitting.</td>
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||||
</tr>
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||||
<tr>
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<td><span class="badge bg-primary">Converted</span></td>
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<td>The quote was approved and converted into a job. The quote is now linked to the resulting job record.</td>
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||||
</tr>
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||||
</tbody>
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||||
</table>
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||||
</div>
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||||
</section>
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||||
|
||||
<section id="sending-a-quote" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-send text-primary me-2"></i>Sending a Quote
|
||||
</h2>
|
||||
<p>
|
||||
Once a quote is saved as a Draft and you are happy with the pricing and details, you can send it
|
||||
to the customer via email or SMS, or both.
|
||||
</p>
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Send via Email</h3>
|
||||
<ol class="mb-3">
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||||
<li class="mb-2">Open the quote from the Quotes list and go to its Details page.</li>
|
||||
<li class="mb-2">Click <strong>Send Quote via Email</strong>. The status changes from Draft to Sent and a PDF is emailed to the customer with an approval link.</li>
|
||||
<li class="mb-2">If email notifications are configured for your company, the customer will automatically receive an email with the quote details.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-bell-slash flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Customer notifications off:</strong> If a customer has email notifications turned off, the
|
||||
<strong>Send quote via email</strong> checkbox on the Create page is automatically disabled and marked
|
||||
with a <em>Notifications off</em> badge. The Send button on the Details page is also disabled.
|
||||
To re-enable emails for this customer, open their record and turn on <strong>Notify by Email</strong>
|
||||
under their contact settings.
|
||||
</div>
|
||||
</div>
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Send via SMS</h3>
|
||||
<p>
|
||||
Click <strong>Send Quote via SMS</strong> on the Details page to text the customer a short message
|
||||
containing their quote total and a link to the self-service approval portal. The customer can open the
|
||||
link on their phone and approve or decline without logging in.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">The customer must have <strong>SMS Opt-In</strong> enabled and a <strong>Mobile Phone</strong> number on their record.</li>
|
||||
<li class="mb-1">If you already sent the quote via email, the same approval link is reused — both the email link and SMS link remain valid simultaneously.</li>
|
||||
<li class="mb-1">For prospect quotes, the SMS goes to the <strong>Prospect Phone</strong> field on the quote.</li>
|
||||
</ul>
|
||||
<p>
|
||||
You can also manually mark a quote as <strong>Approved</strong> or <strong>Rejected</strong> when
|
||||
you hear back from the customer verbally or by phone, without going through a formal email or SMS send.
|
||||
Use the status buttons on the quote Details page to do this.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
You can download a PDF of any quote to print or send via your own email client. Click the
|
||||
<strong>Download PDF</strong> button on the quote Details page.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="converting-to-job" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-arrow-right-circle text-primary me-2"></i>Converting to a Job
|
||||
</h2>
|
||||
<p>
|
||||
When a quote is in the <strong>Approved</strong> status, you can convert it to a job in one click.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the approved quote and go to its Details page.</li>
|
||||
<li class="mb-2">Click <strong>Convert to Job</strong>.</li>
|
||||
<li class="mb-2">
|
||||
A new job is created automatically, pre-filled with:
|
||||
<ul class="mt-1">
|
||||
<li>All line items from the quote (surface areas, quantities, coatings, prep services)</li>
|
||||
<li>The final pricing calculated on the quote</li>
|
||||
<li>The customer the quote was linked to</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Set the job's scheduled date, priority, and assigned worker, then save.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The quote status changes to <strong>Converted</strong> and a link to the new job appears on the
|
||||
quote Details page. The job record also shows which quote it originated from.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="prospect-conversion" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-check text-primary me-2"></i>Converting a Prospect to a Customer
|
||||
</h2>
|
||||
<p>
|
||||
If a quote was created for a prospect (not yet in your customer list) and they decide to go ahead,
|
||||
you can convert the prospect to a full customer record before converting the quote to a job.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the approved prospect quote.</li>
|
||||
<li class="mb-2">Click <strong>Convert Prospect to Customer</strong>.</li>
|
||||
<li class="mb-2">
|
||||
The system opens a pre-filled customer creation form using the prospect's details from the
|
||||
quote (name, company, email, phone). Review and complete any missing fields such as address,
|
||||
customer type, or pricing tier.
|
||||
</li>
|
||||
<li class="mb-2">Save the new customer record.</li>
|
||||
<li class="mb-2">The quote is now linked to the new customer. You can then click <strong>Convert to Job</strong> as normal.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Only <strong>Approved</strong> prospect quotes show the Convert Prospect to Customer button.
|
||||
If the quote is still in Draft or Sent status, approve it first before converting.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="customer-approval-portal" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-check text-primary me-2"></i>Customer Approval Portal
|
||||
</h2>
|
||||
<p>
|
||||
When you send a quote by email, the customer receives a link to a self-service approval portal
|
||||
at <strong>/QuoteApproval</strong>. No login is required — the link is unique to that quote.
|
||||
</p>
|
||||
<p>From the approval portal the customer can:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">View the full quote with pricing breakdown.</li>
|
||||
<li class="mb-1">Click <strong>Approve</strong> to accept the quote (status changes to Approved automatically).</li>
|
||||
<li class="mb-1">Click <strong>Reject</strong> with an optional reason.</li>
|
||||
<li class="mb-1">Pay a deposit online (if Stripe Connect is configured).</li>
|
||||
</ul>
|
||||
<p>
|
||||
When a customer approves or rejects via the portal, you receive a notification and the quote
|
||||
status updates in real time. You can then convert an approved quote to a job without needing
|
||||
to contact the customer.
|
||||
</p>
|
||||
<p>
|
||||
Approval links expire after the number of days configured in
|
||||
<strong>Settings › App Settings › Quote Approval Token Days</strong> (default: 30 days).
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="deposits" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-piggy-bank text-primary me-2"></i>Deposits on Quotes
|
||||
</h2>
|
||||
<p>
|
||||
You can record a deposit against an approved quote from the Quote Details page using the
|
||||
<strong>Record Deposit</strong> button in the Deposits card. This is useful when a customer
|
||||
pays a deposit before you start work and before a job or invoice has been created.
|
||||
</p>
|
||||
<p>
|
||||
Deposits recorded on a quote carry over to the linked job automatically when you convert
|
||||
the quote. They are then applied as payments when an invoice is created from that job.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="ai-quick-quote" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-lightning-fill text-primary me-2"></i>AI Quick Quote
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>AI Quick Quote</strong> widget lets you get an instant rough estimate from a verbal
|
||||
description — perfect for phone calls and walk-in customers when you don't have time to open the
|
||||
full quoting wizard. Look for the dark-blue floating button in the bottom-right corner of any page,
|
||||
just above the AI Help button.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to use it</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Click the <strong>AI Quick Quote</strong> floating button (bottom-right, dark blue with a lightning bolt icon).</li>
|
||||
<li class="mb-2">
|
||||
Type a description of the work — for example:<br>
|
||||
<em>"4 motorcycle wheels in Alien Silver with a black base coat, need sandblasting"</em>
|
||||
</li>
|
||||
<li class="mb-2">Set the <strong>Quantity</strong> and <strong>Number of Coats</strong>.</li>
|
||||
<li class="mb-2">Click <strong>Get Estimate</strong>. The AI analyses your description and returns a price estimate, estimated minutes, surface area, complexity rating, and a confidence score in just a few seconds.</li>
|
||||
<li class="mb-2">
|
||||
The panel also shows <strong>powder stock status</strong> for any color names detected in your description — a green check means you have it in stock, red means you don't, and a grey question mark means the system couldn't match it.
|
||||
</li>
|
||||
<li class="mb-2">If the estimate looks right, enter an optional <strong>Customer Reference</strong> (e.g., the caller's name) and click <strong>Save as Draft Quote</strong>. You land directly on the new quote's Details page where you can adjust anything and assign the real customer.</li>
|
||||
</ol>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Quick quotes are saved under a <strong>"Walk-In / Phone"</strong> customer so nothing blocks you from saving immediately. Once you have the customer's information, reassign the quote using the Customer dropdown on the Quote Details page — see <em>Changing the Customer</em> below.
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The Quick Quote gives a rough estimate only — it uses your shop's operating costs and the AI's
|
||||
interpretation of your description. For formal quotes that will be sent to a customer, always
|
||||
open the quote and verify the details using the full item wizard before sending.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="changing-customer" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-gear text-primary me-2"></i>Changing the Customer
|
||||
</h2>
|
||||
<p>
|
||||
The customer on a quote can be changed at any time from the Quote Details page — no need to
|
||||
delete and re-create the quote. This is particularly useful when:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">A quote was saved under the <em>Walk-In / Phone</em> placeholder and the real customer record is created later.</li>
|
||||
<li class="mb-1">A quote was accidentally assigned to the wrong customer.</li>
|
||||
<li class="mb-1">A prospect quote needs to be reassigned after the prospect becomes a customer.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to change the customer</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the quote from <strong>Operations › Quotes</strong> and go to its Details page.</li>
|
||||
<li class="mb-2">Find the <strong>Customer</strong> field in the quote header — it appears as a dropdown showing the current customer.</li>
|
||||
<li class="mb-2">Select a different customer from the dropdown.</li>
|
||||
<li class="mb-2">A confirmation banner appears: <em>"Change customer to [Name]?"</em> — click <strong>Save</strong> to confirm or <strong>Cancel</strong> to revert to the original.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The customer can also be changed on the <strong>Edit Quote</strong> page using the Customer
|
||||
dropdown there. If the quote was originally for a prospect, switching to a customer record
|
||||
automatically clears the prospect fields.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="pricing-breakdown" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-bar-chart text-primary me-2"></i>Understanding the Pricing Breakdown
|
||||
</h2>
|
||||
<p>
|
||||
On the Quote Details page, a full pricing breakdown section shows exactly how the grand total was
|
||||
calculated. This transparency is useful when explaining pricing to customers and when reviewing
|
||||
whether your rates are covering costs. The breakdown includes:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Material Costs</strong> — powder and consumables cost based on surface area and the configured cost-per-sq-ft rate.</li>
|
||||
<li class="mb-1"><strong>Shop Supplies</strong> — a small percentage of material and labor costs covering miscellaneous shop consumables (tape, abrasives, etc.).</li>
|
||||
<li class="mb-1"><strong>Labor Costs</strong> — base labor calculated from estimated job minutes. Sandblasting prep is charged at 1.5× the standard labor rate; masking at 0.5×. Additional coats beyond the first are charged at the configured additional coat labor percentage.</li>
|
||||
<li class="mb-1"><strong>Equipment Costs</strong> — hourly rates for the curing oven, sandblaster, and coating booth, applied for the estimated time each piece of equipment is in use.</li>
|
||||
<li class="mb-1"><strong>Complexity Adjustment</strong> — a percentage added based on the item's complexity rating (Simple, Moderate, Complex, or Extreme). Simple items have no adjustment; Extreme items can add 25% or more.</li>
|
||||
<li class="mb-1"><strong>General Markup</strong> — your configured profit percentage applied to the cost subtotal. The exact formula depends on the <em>Pricing Mode</em> set in Company Settings: <em>Markup on Materials</em> adds the percentage on top of costs; <em>Target Margin on Total Cost</em> back-calculates price from a gross-margin target.</li>
|
||||
<li class="mb-1"><strong>Rush Charge</strong> — applied automatically to jobs with Rush or Urgent priority, either as a percentage or a fixed amount depending on your settings.</li>
|
||||
<li class="mb-1"><strong>Pricing Tier Discount</strong> — if the customer has a pricing tier assigned (e.g., Preferred Shop — 10% off), the discount is shown as a line item reduction. See <em>Hide Discount from Customer</em> below to control whether this line appears on the customer-facing PDF.</li>
|
||||
<li class="mb-1"><strong>Tax</strong> — the configured tax rate applied to the final subtotal. Zero for tax-exempt customers.</li>
|
||||
<li class="mb-1"><strong>Grand Total</strong> — the amount the customer will be invoiced.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Per-Item Cost Breakdown</h3>
|
||||
<p>
|
||||
Each line item on the Quote Details page can be expanded to show a cost breakdown for that
|
||||
individual item — click the row to open it. The per-item breakdown shows how material, labor,
|
||||
equipment, complexity, and markup were calculated for that specific piece. This is useful for
|
||||
spotting underpriced items or understanding where costs are concentrated across a multi-item quote.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Hide Discount from Customer</h3>
|
||||
<p>
|
||||
When creating or editing a quote, you can check <strong>Hide Discount from Customer</strong>.
|
||||
When this option is enabled:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">The pricing tier discount line is <strong>not shown</strong> on the customer-facing quote PDF or on the online approval portal.</li>
|
||||
<li class="mb-1">The discount is <strong>still applied</strong> to the total — the customer pays the discounted price, they just don’t see the discount as a separate line item.</li>
|
||||
<li class="mb-1">The full breakdown (including the discount) remains visible to your staff on the internal Quote Details page.</li>
|
||||
</ul>
|
||||
<p>
|
||||
Use this when you want to honor a negotiated rate or volume discount without advertising
|
||||
your tier structure to the customer.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
All rates used in the breakdown — labor, equipment, markup, shop supplies, complexity multipliers,
|
||||
rush charge, and tax — are configured in <strong>Settings › Company Settings › Operating Costs</strong>.
|
||||
See the <a asp-controller="Help" asp-action="Settings">Settings help page</a> for details on Pricing Mode and all rate settings.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-a-quote">Creating a Quote</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#quote-items">Quote Items</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#quote-statuses">Quote Statuses</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#sending-a-quote">Sending a Quote</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#converting-to-job">Converting to a Job</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#prospect-conversion">Converting a Prospect</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#customer-approval-portal">Approval Portal</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deposits">Deposits</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#ai-quick-quote">AI Quick Quote</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#changing-customer">Changing the Customer</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#pricing-breakdown">Pricing Breakdown</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user