Total Quotes
—
All time
Accepted
—
Acceptance rate
Active Clients
—
Total clients
Recent Quotes
| Quote ID | Client | Date | Status |
|---|
Quotes by Status
| # | Client | Formulas | Shipping | Date | Status | Notes |
|---|
Quote Details
Formulas to Quote
Pricing table will show all quantities (1, 2, 3, 6, 9, 12)
Formula
Tier
Quote Summary
Select a client and add products to see the summary.
| Client Name | Contact | Quotes | Last Quote |
|---|
Client Information
Quote History
| # | Date | Formulas | Shipping | Status |
|---|
| Formula ID | Formula Name | Weight (oz) | Tier 1 | Tier 2 | Tier 3 | Tier 4 | Tier 5 |
|---|
Define margin and discount for each pricing tier
Pricing Logic
Base Price = Product Cost ÷ (1 − Margin %)
Discounted Price = Base Price × (1 − Discount %)
Line Total = (Discounted Price + Shipping/unit) × Qty
Example — Gold tier (30% margin, 10% discount), Product Cost $5.40, Qty 6:
Base = $5.40 ÷ 0.70 = $7.71 → Discounted = $7.71 × 0.90 = $6.94 / unit
Manage team access
| Name / Email | Role | Status | Invite Link |
|---|
Weight-based fulfillment rate tables
Domestic Ground Rates
| Weight Range | Tier 1 | Tier 2 | Tier 3 | Tier 4 | Tier 5 |
|---|---|---|---|---|---|
| No rates loaded — import a CSV | |||||
International Rates
| Weight Range | CA / UK / Australia | Rest of World |
|---|---|---|
| No rates loaded — import a CSV | ||